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← EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH

Form 990 for tax year 2023

Filed by EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH.

Totals

Total revenue
$25,023,701
Total expenses
$963
Contributions and grants received
$21,386,152
Grants paid
$0
Program service revenue
$0
Investment income
$3,637,549
Other revenue
$0
Total assets, end of year
$23,906,918
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$23,906,918
Program services expenses (Part IX)
$0
Management and general expenses
$963
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $21,386,152

  • 3 · Investment income

    total $202,590 · excluded $202,590

  • 7a · Gross sales of assets other than inventory

    securities $16,852,584

  • 7b · Less cost or other basis and sales expenses

    securities $13,417,625

  • 7c · Gain or loss

    securities $3,434,959

  • 7d · Net gain or loss

    total $3,434,959 · excluded $3,434,959

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $963 · management and general $963

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $621,735

  • 11 · Investments: publicly traded securities

    end of year $8,947,502

  • 12 · Investments: other securities

    end of year $14,337,681

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $23,906,918

Mission and programs · 2023

Mission

THE MISSION OF THE EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCHOOL OF BUSINESS IS TO PROVIDE FINANCIAL SUPPORT TO THE SCHOOL AS IT STRIVES TO ADVANCE INNOVATION THROUGH TRANSFORMATIVE RESEARCH AND TO PREPARE STUDENTS WITH THE KNOWLEDGE, INTEGRITY, AND ENTREPRENEURIAL MINDSET NEEDED TO CREATE MEANINGFUL IMPACT IN BUSINESS AND SOCIETY.

Activities or mission (Part I)

TO SUPPORT THE UNIVERSITY OF UTAH AND THE DAVID ECCLES SCHOOL OF BUSINESS.

  • THE ORGANIZATION IS IN ITS INITIAL YEAR OF OPERATIONS AND FORMED AN ENDOWMENT FUND TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF UTAH AND THE DAVID ECCLES SCHOOL OF BUSINESS. WITH ADVANCE INNOVATION THROUGH TRANSFORMATIVE RESEARCH, STUDENTS WILL BE PREPARED WITH THE KNOWLEDGE, INTEGRITY, AND ENTREPRENEURIAL MINDSET NEEDED TO CREATE MEANINGFUL IMPACT IN BUSINESS AND SOCIETY.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Taylor Randall

    CHAIR

    Total calculated
    $1,287,709
    From this org
    $0
    From related orgs
    $947,863
    Other
    $339,846
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $847,661 related
    Bonus
    $0
    Other
    $0 + $100,202 related
    Deferred
    $0 + $312,860 related
    Nontaxable benefits
    $0 + $26,986 related
    Filer's total
    $0 + $1,287,709 related

  • Bruce Olson

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Jonathan Brogaard

    DIRECTOR

    Total calculated
    $558,181
    From this org
    $0
    From related orgs
    $473,734
    Other
    $84,447
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $445,734 related
    Bonus
    $0
    Other
    $0 + $28,000 related
    Deferred
    $0 + $57,225 related
    Nontaxable benefits
    $0 + $27,222 related
    Filer's total
    $0 + $558,181 related

  • Spencer Eccles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Rachel Hayes

    DIRECTOR

    Total calculated
    $748,882
    From this org
    $0
    From related orgs
    $654,367
    Other
    $94,515
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $638,367 related
    Bonus
    $0
    Other
    $0 + $16,000 related
    Deferred
    $0 + $65,747 related
    Nontaxable benefits
    $0 + $28,768 related
    Filer's total
    $0 + $748,882 related

  • Scott Parker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Marlene Plumlee

    DIRECTOR

    Total calculated
    $380,095
    From this org
    $0
    From related orgs
    $308,314
    Other
    $71,781
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,314 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $48,255 related
    Nontaxable benefits
    $0 + $23,526 related
    Filer's total
    $0 + $380,095 related

  • Anne Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
TAYLOR RANDALL RECEIVED AN IRC SECTION 457(F) $51,244 DEFERRED COMPENSATION PAYMENT INCLUDED IN WAGES AS THIS AMOUNT WAS NO LONGER AT RISK OF FORFEITURE IN 2023. DEFERRED COMPENSATION FOR TAYLOR RANDALL UNDER IRC SECTION 457(F)OF $200,000.00 WAS ACCRUED/NOT PAID AND IS SUBJECT TO RISK OF FORFEITURE. THE TERMS AND CONDITIONS OF THE RETIREMENT PLANS ARE THAT THEY ARE SUBJECT TO RISK OF FORFEITURE BASED ON LENGTH OF SERVICE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 February 2026
IRS schema version
2023v6.0
Source object
202630489349301898

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