Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 04-01-2020 , and ending 03-31-2021
Name of foundation
WILLARD L ECCLES CHARITABLE FOUNDATION
ATTN MR STEPHEN E DENKERS
Number and street (or P.O. box number if mail is not delivered to street address)75 N SILVER OAK RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALT LAKE CITY, UT84108
A Employer identification number

94-2759395
B Telephone number (see instructions)

(801) 246-1436
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$21,754,673J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 230,170 230,170  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,558,081
b Gross sales price for all assets on line 6a 21,918,295
7 Capital gain net income (from Part IV, line 2)... 3,558,081
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -56,140 71,682  
12 Total. Add lines 1 through 11........ 3,732,111 3,859,933  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 162,000 0   162,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,240 3,930   1,310
c Other professional fees (attach schedule).... Click to see attachment 256,628 256,628   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 250 250   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 78,126 86,565   8,704
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 502,244 347,373   172,014
25 Contributions, gifts, grants paid....... 1,203,375 1,203,375
26 Total expenses and disbursements. Add lines 24 and 25 1,705,619 347,373   1,375,389
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,026,492
b Net investment income (if negative, enter -0-) 3,512,560
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 5,264    
2 Savings and temporary cash investments......... 159,860 653,928 653,928
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment2,065,323 1,908,024
b Investments—corporate stock (attach schedule)....... 11,670,513 Click to see attachment9,895,717 12,547,023
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment851,423 877,048
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,859,008 Click to see attachment5,606,255 5,768,650
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,694,645 19,072,646 21,754,673
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 28,791,107 28,791,107
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -12,096,462 -9,718,461
29 Total net assets or fund balances (see instructions)..... 16,694,645 19,072,646
30 Total liabilities and net assets/fund balances (see instructions). 16,694,645 19,072,646
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,694,645
2
Enter amount from Part I, line 27a .....................
2
2,026,492
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
351,509
4
Add lines 1, 2, and 3 ..........................
4
19,072,646
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,072,646
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MORGAN STANLEY #286-017 P   2020-04-30
b MORGAN STANLEY #286-017 P   2021-03-31
c CARLYLE FINANCIAL SERVICES P    
d CYNOSURE FENWAY SUMMER P    
e CYNOSURE INVESTMENT PARTNERS P    
CYNOSURE INVESTMENT PARTNERS P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,789,777   12,935,486 2,854,291
b 6,069,107   5,424,411 644,696
c 7,708     7,708
d 14,401     14,401
e 2,925     2,925
    317 -317
34,377     34,377
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,854,291
b       644,696
c       7,708
d       14,401
e       2,925
      -317
      34,377
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,558,081
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 48,825
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 48,825
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 48,825
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 13,153
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,153
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 707
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 36,379
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, UT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (801) 246-1436

    Located atbullet75 N SILVER OAK RDSALT LAKE CITYUT ZIP+4bullet84108
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    STEPHEN E DENKERS EXECUTIVE DIRECTOR/TRUSTEE
    40.00     		132,000 0 0
    75 N SILVER OAK RD
    SALT LAKE CITY,UT84111
    STEPHEN G DENKERS TRUSTEE
    1.00     		5,000 0 0
    75 N SILVER OAK RD
    SALT LAKE CITY,UT84111
    JULIE DENKERS BISHOP TRUSTEE
    1.00     		5,000 0 0
    75 N SILVER OAK RD
    SALT LAKE CITY,UT84111
    MATTHEW BISHOP TRUSTEE
    1.00     		5,000 0 0
    75 N SILVER OAK RD
    SALT LAKE CITY,UT84111
    MICHAEL DENKERS TRUSTEE
    1.00     		5,000 0 0
    75 N SILVER OAK RD
    SALT LAKE CITY,UT84111
    KELLY DENKERS TRUSTEE
    1.00     		5,000 0 0
    75 N SILVER OAK RD
    SALT LAKE CITY,UT84111
    ASHLEY BISHOP TRUSTEE
    1.00     		5,000 0 0
    75 N SILVER OAK RD
    SALT LAKE CITY,UT84111
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MORGAN STANLEY INVESTMENT 256,628
    60 EAST SOUTH TEMPLE 20TH FL
    SALT LAKE CITY,UT84111
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    16,271,701
    b
    Average of monthly cash balances.......................
    1b
    267,668
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,242,335
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,781,704
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    19,781,704
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    296,726
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,484,978
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    974,249
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    974,249
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    48,825
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    48,825
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    925,424
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    925,424
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    925,424
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,375,389
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,375,389
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,375,389
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 925,424
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 52,949
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 191,498
    fTotal of lines 3a through e........ 244,447
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,375,389
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 925,424
    e Remaining amount distributed out of corpus 449,965
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 694,412
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		52,949
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		641,463
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 191,498
    e Excess from 2020.... 449,965
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADOPT A NATIVE ELDER FIREWOOD
    2370 DOC HOLIDAY DR
    PARK CITY,UT84060     		NONE PC GENERAL SUPPORT GRANT 15,000
    AMERICAN NATIONAL RED CROSS
    6616 900 EAST
    SALT LAKE CITY,UT84121     		NONE PC GENERAL SUPPORT GRANT 20,000
    BEST FRIENDS ANIMAL SANCTUARY
    2005 SOUTH 1100 EAST
    SALT LAKE CITY,UT84106     		NONE PC GENERAL SUPPORT GRANT 10,000
    BIG BROTHERS BIG SISTERS OF UTAH
    2121 S STATE STREET SUITE 201
    SALT LAKE CITY,UT84107     		NONE PC GENERAL SUPPORT GRANT 10,000
    BICYCLE COLLECTIVE
    2312 S W TEMPLE
    SALT LAKE CITY,UT84115     		NONE PC GENERAL SUPPORT GRANT 10,000
    COMMUNITY FOUNDATION OF UTAH
    2257 1100 E 205
    SALT LAKE CITY,UT84106     		NONE PC GENERAL SUPPORT GRANT 5,000
    CRAFT LAKE CITY
    230 500 W 125
    SALT LAKE CITY,UT84101     		NONE PC GENERAL SUPPORT GRANT 10,000
    CROSSROADS URBAN CENTER
    347 SOUTH 400 EAST
    SALT LAKE CITY,UT84111     		NONE PC GENERAL SUPPORT GRANT 10,000
    FRIENDS OF THE GREAT SALT LAKE
    PO BOX 2655
    SALT LAKE CITY,UT84110     		NONE PC GENERAL SUPPORT GRANT 10,000
    GREATER YELLOWSTONE COALITION
    1160 ALPINE LN
    JACKSON,WY83001     		NONE PC GENERAL SUPPORT GRANT 50,000
    INTERMOUNTAIN THERAPY ANIMALS
    4050 S 2700 E
    SALT LAKE CITY,UT84124     		NONE PC GENERAL SUPPORT GRANT 10,000
    MAKE-A-WISH FOUNDATION
    771 E WINCHESTER ST
    MURRAY,UT84107     		NONE PC GENERAL SUPPORT GRANT 10,000
    NATIONAL GEOGRAPHIC PHOTO ARK
    1145 17TH STREET NW
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT GRANT 15,000
    NATURE CONSERVANCY INC
    4245 NORTH FAIRFAX DRIVE STE 100
    ARLINGTON,VA22203     		NONE PC GNERAL SUPPORT GRANT 50,000
    NUZZLES & CO PET RESCUE AND ADOPTION
    6699 N LANDMARK DR STE B-103
    PARK CITY,UT84908     		NONE PC GENERAL SUPPORT GRANT 10,000
    OGDEN FRIENDS OF ACOUSTIC MUSIC
    1744 24TH STREET
    OGDEN,UT84401     		NONE PC GENERAL SUPPORT GRANT 15,000
    OGDEN NATURE CENTER
    966 W 12TH ST
    OGDEN,UT84404     		NONE PC GENERAL SUPPORT GRANT 20,000
    OGDEN SCHOOL FOUNDATION
    1950 MONROE BLVD
    OGDEN,UT84401     		NONE PC GENERAL SUPPORT GRANT 5,000
    OGDEN VALLEY ADAPTIVE SPORTS
    PO BOX 1193
    EDEN,UT84310     		NONE PC GENERAL SUPPORT GRANT 10,000
    RITECARE OF UTAH
    650 E S TEMPLE
    SALT LAKE CITY,UT84102     		NONE PC GENERAL SUPPORT GRANT 12,000
    ROUND RIVER CONSERVATION STUDIES
    925 E 900 S 207
    SALT LAKE CITY,UT84105     		NONE PC GENERAL SUPPORT GRANT 25,000
    ROWLAND HALL ANNUAL FUND
    720 S GUARDSMAN WAY
    SALT LAKE CITY,UT84108     		NONE PC GENERAL SUPPORT GRANT 15,000
    SALT LAKE COMMUNITY COLLEGE
    4600 REDWOOD RD
    SALT LAKE CITY,UT84123     		NONE PC GENERAL SUPPORT GRANT 20,000
    SALT LAKE DONATED DENTAL
    1383 S 900 W 128
    SALT LAKE CITY,UT84104     		NONE PC GENERAL SUPPORT GRANT 5,000
    SEAGER MEMORIAL CLINIC
    2775 WALL AVE
    OGDEN,UT84401     		NONE PC GENERAL SUPPORT GRANT 10,000
    SPY HOP
    511 W 200 S
    SALT LAKE CITY,UT84101     		NONE PC GENERAL SUPPORT GRANT 10,000
    ST ANNE'S CENTER INC
    137 W BINFORD ST
    OGDEN,UT84401     		NONE PC GENERAL SUPPORT GRANT 25,000
    THE BOYS AND GIRLS CLUB
    179 E 5065 S
    MURRAY,UT84107     		NONE PC GENERAL SUPPORT GRANT 50,000
    THE PEREGRINE FUND
    5668 WEST FLYING HAWK LANE
    BOISE,ID83709     		NONE PC GENERAL SUPPORT GRANT 25,000
    THERAPY ANIMALS OF NORTHERN
    2459 WEST 300 NORTH
    PROVO,UT84601     		NONE PC GENERAL SUPPORT GRANT 5,000
    TRAILS UTAH
    PO BOX 58802
    SALT LAKE CITY,UT84158     		NONE PC GENERAL SUPPORT GRANT 15,000
    UNIVERSITY OF UTAH
    PO BOX 410481
    SALT LAKE CITY,UT841410481     		NONE PC GENERAL SUPPORT GRANT 200,000
    UNIVERSITY OF UTAH
    PO BOX 410481
    SALT LAKE CITY,UT841410481     		NONE PC SCHOOL OF DENTISTRY 25,000
    UTAH AVALANCHE CENTER
    2242 W NORTH TEMPLE
    SALT LAKE CITY,UT84116     		NONE PC GENERAL SUPPORT GRANT 10,000
    UTAH FOOD BANK
    3150 S 900 W
    SALT LAKE CITY,UT84119     		NONE PC GENERAL SUPPORT GRANT 45,000
    UTAH WETLANDS FOUNDATION
    136 S MAIN ST
    SALT LAKE CITY,UT84101     		NONE PC GENERAL SUPPORT GRANT 5,000
    UTAH ZOOLOGICAL SOCIETY HOGLE ZOO
    2600 E SUNNYSIDE AVE
    SALT LAKE CITY,UT84108     		NONE PC GENERAL SUPPORT GRANT 25,000
    WASATCH ADAPTIVE SPORTS
    9385 S SNOBIRD CENTER DRIVE
    SNOWBIRD,UT84092     		NONE PC GENERAL SUPPORT GRANT 15,000
    WASATCH COMMUNITY GARDENS
    824 SOUTH 400 WEST SUITE 127
    SALT LAKE CITY,UT84101     		NONE PC GENERAL SUPPORT GRANT 25,000
    WASATCH HOMELESS HEALTH CARE
    409 W 400 S
    SALT LAKE CITY,UT84101     		NONE PC GENERAL SUPPORT GRANT 40,000
    WASATCH PUBLIC MEDIA KCPW
    PO BOX 510730
    SALT LAKE CITY,UT84151     		NONE PC GENERAL SUPPORT GRANT 20,000
    WEBER PATHWAYS
    298 24TH STREE 325
    OGDEN,UT84401     		NONE PC GENERAL SUPPORT GRANT 10,000
    YELLOWSTONE PARK FOUNDATION
    222 E MAIN ST 1329
    BOZEMAN,MT59715     		NONE PC YELLOWSTONE FOREVER 10,000
    YMCA OF NORTHERN UTAH
    3098 S HIGHLAND DRIVE SUITE 440
    SALT LAKE CITY,UT84106     		NONE PC GENERAL SUPPORT GRANT 10,000
    YOUR COMMUNITY CONNECTION
    2261 ADAMS AVENUE
    OGDEN,UT84401     		NONE PC GENERAL SUPPORT GRANT 25,000
    DOWNTOWN SLC PRESENTS
    201 S MAIN NO 2300
    SALT LAKE CITY,UT84111     		NONE PC GENERAL SUPPORT GRANT 20,000
    ENCIRCLE RESOURCE CENTER
    331 600 E
    SALT LAKE CITY,UT84102     		NONE PC GENERAL SUPPORT GRANT 10,000
    FAMILY PROMISE OF OGDEN
    256 24TH ST
    OGDEN,UT84401     		NONE PC GENERAL SUPPORT GRANT 5,000
    FOUNDANT TECHNOLOGIES
    143 WILLOW PEAK DR
    BOZEMAN,MT59718     		NONE PC GENERAL SUPPORT GRANT 10,775
    HARLTAND COMMUNITY CENTER
    1578 1700 S
    SALT LAKE CITY,UT84104     		NONE PC GENERAL SUPPORT GRANT 10,000
    MN PUBLIC RADIO
    480 CEDAR STREET
    SAINT PAUL,MN55101     		NONE PC GENERAL SUPPORT GRANT 5,000
    NATIONAL FOREST FOUNDATION
    BLDG 27 STE 3 FORT MISSOULA RD
    MISSOULA,MT59804     		NONE PC GENERAL SUPPORT GRANT 15,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011     		NONE PC GENERAL SUPPORT GRANT 25,000
    OGDEN DOWNTOWN ALLIANCE
    2411 KIESEL AVE SUITE 402
    OGDEN,UT84401     		NONE PC GENERAL SUPPORT GRANT 10,000
    PEREGRINE FUND INC
    5667 W FLYING HAWK LANE
    BOISE,ID83709     		NONE PC GENERAL SUPPORT GRANT 10,000
    RAPE RECOVERY CENTER
    2035 S 1300 E
    SALT LAKE CITY,UT84105     		NONE PC GENERAL SUPPORT GRANT 10,000
    SALT LAKE COUNTY
    123 WEST SOUTH TEMPLE
    SALT LAKE CITY,UT84101     		NONE PC GENERAL SUPPORT GRANT 30,000
    SALT LAKE TRIBUNE
    90 SOUTH 400 WEST SUITE 700
    SALT LAKE CITY,UT84101     		NONE PC GENERAL SUPPORT GRANT 10,000
    ROTARUN SKI CLUB INC
    PO BOX 2083
    HAILEY,ID83333     		NONE PC GENERAL SUPPORT GRANT 10,000
    SOCIAL & ENVIRONMENTAL ENTREPRENEURS
    23564 CALABASAS RD STE 201
    CALABASAS,CA91302     		NONE PC GENERAL SUPPORT GRANT 15,000
    SUMMIT LAND CONSERVANCY
    1887 GOLD DUST LN SUITE 101
    PARK CITY,UT84060     		NONE PC GENERAL SUPPORT GRANT 10,000
    UTAH COMMUNITY ACTION
    1307 S 900 W
    SALT LAKE CITY,UT84104     		NONE PC GENERAL SUPPORT GRANT 10,000
    UTAH GRANT MAKERS ALLIANCE
    2257 SOUTH 1100 EAST SUITE 205
    SALT LAKE CITY,UT84106     		NONE PC GENERAL SUPPORT GRANT 600
    YOUTH IMPACT
    2305 GRANT AVE
    OGDEN,UT84401     		NONE PC GENERAL SUPPORT GRANT 10,000
    Total .................................bullet 3a 1,203,375
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 230,170  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 71,682  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 3,558,081  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aUNRELATED BUSINESS INCOME FROM PASSTHROUGHS     		523000 -127,822      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -127,822 3,859,933 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,732,111
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    WILLARD L ECCLES CHARITABLE FOUNDATION
     
    ATTN MR STEPHEN E DENKERS
    EIN:
    94-2759395
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 5,240 3,930   1,310

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    WILLARD L ECCLES CHARITABLE FOUNDATION
     
    ATTN MR STEPHEN E DENKERS
    EIN:
    94-2759395
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COMCAST CORP 41,851 58,655
    GENERAL ELECTRIC CO 49,136 56,873
    ENTERPRISE PRODUCTS OPERATING LLC 55,083 57,164
    WELLS FARGO & CO FXD 82,578 83,905
    CITIGROUP INC FXD 83,442 85,256
    SHELL INTERNATIONAL FINANCE BV 83,533 84,232
    VERIZON COMMUNICATIONS INC 85,529 84,887
    BANK OF AMERICA CORP FXD 85,541 84,242
    CVS HEALTH CORP 85,546 85,148
    GOLDMAN SACHS GROUP INC 87,779 84,753
    JPMORGAN CHASE & CO FXD 111,405 111,933

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WILLARD L ECCLES CHARITABLE FOUNDATION
     
    ATTN MR STEPHEN E DENKERS
    EIN:
    94-2759395
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMPANHIA DE SANEMENTO BASI 222 227
    BENTLEY SYS INC COM CL B 265 329
    PT BK MANDIRI PERSERO TBK UNSP 5,394 8,646
    SOLAREDGE TECHNOLOGIES INC 7,189 18,396
    CONTL AG SPONS ADR 7,842 9,552
    BB SEGURIDADE PARTICIPACOES 9,007 7,910
    CARLYLE GLOBAL FINANCIAL SERVICES PARTNERS, L.P. 9,073 9,073
    RYOHUN KEIKAKU CO LTD ADR 9,083 18,615
    EQUINOR ASA 9,869 14,089
    HEXAGON AB ADR 9,892 18,729
    RYANAIR HOLDINGS PLC ADR 9,984 18,285
    PT TELEKOMUNIKASI INDONESIA 10,606 11,536
    BNP PARIBAS SP ADR REPSTG 11,258 20,717
    SUZUKI MTR CORP ADR 11,353 17,004
    MR PRICE GROUP LTD SPON ADR 11,531 18,372
    DBS GROUP HOLDINGS LTD SO 11,654 18,496
    LONZA GROUP AG ZUERICH ADR 11,725 14,869
    COMPASS GROUP PLC SPD ADR 11,771 11,750
    NUTANIX INC CL A 12,295 15,936
    LOJAS RENNER SA SPONSORE-ADR 12,437 12,612
    ADYEN N V UNSPONSORED ADR 12,905 29,924
    KNORR BREMSE AG ADR 13,036 17,236
    FERGUSON PLC 13,127 21,048
    ALIBABA GROUP HOLDING LTD 13,314 14,737
    SHIMANO INC ADR 13,334 20,163
    CANADIAN NATL RAILWAY CO 13,352 18,325
    BHP GROUP LIMITED ADR 13,482 22,413
    MONOTARO CO LTD ADR 13,710 21,076
    GRUPO FINANCIERO BANORTE SAB 14,304 27,659
    STONECO LTD CL A 14,471 27,182
    NIDEC CORP 14,478 28,568
    PRUDENTIAL PLC ADR 14,974 21,900
    WOLTERS KLUWER NV SPON ADR 15,159 17,717
    CARLSBERG AS 15,623 19,572
    SAMPO OYJ UNSPON ADR 15,685 21,186
    AUTOHOME INC SP ADR RP CL A 15,694 17,348
    DAIWA HOUSE IND LTD ADR 15,704 17,813
    MERCK KGAA SPD ADR 15,849 18,783
    ROYAL DSM NV SPONSORED ADR 16,065 22,612
    SPOTIFY TECHNOLOGY 16,164 27,867
    KBC GROUP NV UNSPONS ADR 16,255 21,802
    ICICI BANK LTD 16,629 26,209
    AIR LIQUIDE ADR 16,943 20,157
    TELENOR ASA ADS 16,985 19,795
    SANDS CHINA LTD UNSPONSORE ADR 17,124 19,485
    PERNOD RICARD SA UNSPONS ADR 17,510 18,531
    ELASTIC N V 17,709 29,468
    ACCENTURE PLC IRELAND CL A 17,767 26,520
    SHIN ETSU CHEM CO LTD ADR 17,851 26,761
    ALSTOM ADR 18,170 19,859
    VIVENDI SA UNSPON ADR 18,177 27,414
    SUMITOMO MITSUI FINL GROUP INC 18,474 24,875
    SAFRAN SA 19,660 27,913
    MAKITA CORPORATION LTD ADR NEW 20,172 26,445
    SANDVIK SPONS ADR 20,510 26,577
    AIRBUS SE UNSPONSORED ADR 20,577 30,150
    UNILEVER PLC 20,592 22,220
    ENEL SOCIETA PER AZIONI ADR 20,989 30,700
    ENN ENERGY HOLDINGS LTD UNSPON 21,036 29,984
    HITACHI 10 COM NEW ADR 21,655 33,837
    APTIV PLC 21,924 43,163
    SUNCOR ENERGY INC 22,206 25,373
    TELEPERFORMANCE SA UNSP ADR 22,798 36,946
    CELLNEX TELECOM SA UNS ADR 22,918 22,347
    BURBERRY GROUP PLC SPONS ADR 23,398 33,601
    TEMENOS AG SPONSORED ADR 23,546 25,733
    BIOMARIN PHARMAC SE 23,551 21,822
    VOLKSWAGEN AG RP PRF ADR 24,426 47,511
    OCADO GROUP PLC SPONSORED ADR 24,464 19,400
    AON PLC CL A 25,693 33,826
    ENGIE SPONS ADR 25,827 33,977
    WORLDLINE SA ADR 26,059 24,902
    ABB LTD 26,666 42,353
    TEXAS INSTRUMENTS 26,685 42,901
    THOMSON REUTERS CORP 27,278 33,014
    EAST WEST BANCORP 27,651 56,236
    LEFRAND SA 28,337 37,569
    TOKYO ELECTRON LTD UNSPON ADR 28,375 53,423
    GIVAUDAN SA ADR 28,426 32,820
    FAIR ISAAC & CO INC 28,552 39,856
    FANUC CORPORATION 28,608 42,140
    ROLLINS INC 28,871 37,174
    EXPONENT INC 29,033 38,298
    SHISEIDO LTD SPON ADR 29,935 32,148
    ADIDAS AG 29,969 39,881
    JUST EAT TAKEAWAY COM N V ADR 29,986 27,611
    ICON PLC 30,197 37,507
    MONSTER BEVERAGE CORP NEW COM 31,092 45,909
    SHOPIFY INC 31,188 48,686
    HOYA CORP SPONS ADR 31,661 37,501
    NXP SEMICONDUCTORS NV 32,186 51,140
    AMADEUS IT GROUP 32,432 44,571
    RENTOKIL GROUP PLC SP ADR 32,544 36,936
    UBER TECHNOLOGIES INC 32,785 55,219
    PING AN INSURANCE ADR 32,847 39,250
    MITSUBISHI UFJ FINCL GRP ADS 33,223 43,266
    CULLEN FROST BANKERS INC 33,420 48,616
    CRH PLC ADR 34,441 35,987
    WALGREENS BOOTS ALLIANCE INC 34,462 39,473
    TEAMVIEWER AG ADR 34,691 33,316
    ULTA BEAUTY INC 34,768 50,395
    SUN COMMUNITIES INC 34,879 39,461
    PALO ALTO NETWORKS INC 35,133 56,683
    INDUSTRIA DE DISENO TEXTIL IND 35,319 40,854
    SPLUNK INC 35,863 35,089
    LOREAL CO ADR 35,907 46,980
    VESTAS WIND SYSTEMS 35,951 60,979
    JACK HENRY & ASSOC INC 35,975 33,985
    LENNOX INTL INC 36,281 59,202
    TRACTOR SUPPLY CO 36,389 39,489
    ASPEN TECHNOLOGY INC 36,548 51,670
    RELX PLC SPONSORED ADR 36,643 39,476
    CHUBB LTD 36,822 52,446
    ADVANCE AUTO PARTS 36,911 53,579
    WW GRAINGER INC 36,993 52,923
    EQUITY LIFESTYLE PROPERTIES 37,152 38,375
    SANOFI ADR 37,167 37,095
    AMERIPRISE FINANCIAL INC 37,240 73,687
    NOVO NORDISK A/S ADR 37,502 39,778
    LINDE PLC 38,673 56,308
    CDN PACIFIC RY LTD NEW 38,742 40,584
    JOHNSON CTLS INTL PLC 38,839 75,065
    INTERACTIVE BROKERS GROUP CL A 39,358 57,409
    PHILLIPS 66 COM 39,552 47,456
    WALT DISNEY CO HOLDING CO 39,630 66,243
    AKAMAI TECHNOLOGIES INC 40,208 43,206
    WORKDAY INC CL A 40,799 43,227
    ATLAS COPCO AS A ADR A NEW 41,069 45,901
    CINCINNATI FINANCIAL OHIO 41,224 63,710
    COMMERCE BANCSHARES 41,769 54,010
    TERADYNE INC 41,871 77,267
    COPART INC 42,641 56,151
    PAYPAL HOLDINGS INC COM 42,860 77,466
    EQUIFAX INC 43,166 53,433
    VMWARE INC CLASS A 43,389 48,595
    CHEMED CORPORATION 43,595 44,603
    TE CONNECTIVITY LTD NEW 43,627 44,027
    FLIR SYSTEMS INC 43,831 46,475
    EDP ENERFIAS DE PORTGUAL SA 43,888 52,610
    ROCHE HOLDINGS ADR 44,076 41,047
    CHARLES RIVER LABS INTL INC 44,693 88,978
    POOL CORP 44,749 70,084
    NVIDIA CORPORATION 44,881 80,090
    TYSON FOODS INC CL A 44,911 54,016
    TWITTER INC 45,441 77,310
    HONEYWELL INTERNATIONAL INC 46,015 69,028
    UNITED PARCEL SE INC CL-B 46,075 82,615
    PARKER HANNIFIN CORP 47,220 94,314
    EQUINIX INC 47,523 46,892
    THOR INDUSTRIES INC 47,529 89,198
    LONDON STK EXCHANGE GROUP ADR 47,726 47,788
    CDW CORPORATION 48,531 72,764
    PNC FINANCIAL SERVICES 49,134 75,075
    GENL DYNAMINCS CORP 49,172 64,998
    BRIGHT HORIZONS FAMILY SOLUT 50,161 59,493
    BERKLEY W R CORP 50,576 66,685
    CAPITAL ONE FINANCIAL CORP 50,612 83,717
    MSCI INC COM 50,670 63,731
    JPMORGAN CHASE & CO 50,775 78,703
    MARTIN MARIETTA MATERIALS 52,365 88,992
    SITEONE LANDSCAPE SUPPLY INC 52,798 92,200
    ECOLAB INC 52,924 57,371
    HIS MARKIT LTD 53,081 75,101
    NORDSON CP 53,584 64,571
    HOME DEPOT INC 53,616 71,429
    MICHELIN COMPAGNIE GENERAL DE 53,950 68,961
    CVS HEALTH CORP COM 54,547 64,623
    AIA GROUP LTD SPON ADR 54,829 71,328
    CABOT OIL & GAS CORP 55,227 57,730
    ZEBRA TECH CL A 55,266 109,651
    CORTEVA INC 56,834 98,788
    LPL FINANCIAL HOLDINGS 56,948 56,295
    LENNAR CORPORATION 57,201 106,494
    TAIWAN SEMICONDUCTOR MFG CO LTD ADR 58,166 127,151
    MICROCHIP TECHNOLOGY INC 58,445 99,651
    TENCENT HOLDINGS LTD UNSPON ADR 58,892 84,907
    XYLEM INC COM 59,418 84,460
    COOPER CO IN NEW 59,466 75,282
    FIDELITY NATL INFORMATION SE 59,821 62,853
    ATLASSIAN CORP PLC CL A 60,037 61,753
    SONY CORP ADR 1974 NEW 61,723 101,240
    RPM INC 62,532 78,073
    ASML HOLDING NV NY REG NEW 63,541 116,681
    THERMO FISHER SCIENTIFIC 64,296 86,256
    SALESFORCE.COM INC 67,508 83,901
    NINTENDO CO LTD ADR NEW 68,644 89,208
    COCA COLA CO 71,585 79,118
    CROWN CASTLE INTL CORP 74,508 78,491
    PROCTER & GAMBLE 75,120 76,247
    THE SCOTTS MIRACLE-GRO COMPANY 76,225 147,227
    NESTLE SPON ADR REP REG SHR 76,804 80,064
    COMCAST CORP 84,137 83,519
    UNITEDHEALTH GP INC 84,547 108,272
    NOVARTIS AG ADR 89,022 87,446
    DANAHER CORPORATION 91,163 124,019
    MEDTRONIC PLC SHS 91,198 107,380
    APPLE INC 97,124 156,108
    ELANCO ANIMAL HEALTH INC 98,410 99,983
    BLACKSTONE REIT 100,000 110,009
    ALLEGION PUB LTD CO 112,199 137,680
    ALCON INC 113,424 141,202
    QUALCOMM INC 114,112 178,731
    ANSYS INC 119,849 152,802
    FACEBOOK INC CL A 122,619 183,492
    VISA INC CL A 123,485 143,976
    AMGEN INC 153,329 161,727
    ADOBE INC 159,112 212,966
    AMAZON COM INC 190,527 247,526
    MICROSOFT CORP 219,705 294,477
    MS DIRECT LENDING FUND 400,000 98,285
    WESTERN ASSET SMASH SERIES M 933,194 890,532

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    WILLARD L ECCLES CHARITABLE FOUNDATION
     
    ATTN MR STEPHEN E DENKERS
    EIN:
    94-2759395
    US Government Securities - End of Year Book Value:

    2,065,323
    US Government Securities - End of Year Fair Market Value:

    1,908,024
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    WILLARD L ECCLES CHARITABLE FOUNDATION
     
    ATTN MR STEPHEN E DENKERS
    EIN:
    94-2759395
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BP PLC ADS AT COST 28,659 27,175
    ISHARES RUSSELL 1000 GROWTH ETF AT COST 28,718 28,436
    4C GPS III, LP AT COST 31,185 31,185
    ISHARES MSCI ACWI EX US ETF AT COST 75,486 74,438
    SPDR S&P MIDCAP 400 ETF TRUST AT COST 79,937 78,548
    ACAP STRATEGIC INTERVAL COMMON AT COST 104,201 103,406
    CION ARES DIVERSIFIED CREDIT U AT COST 155,156 166,395
    FS CREDIT INCOME U AT COST 202,781 210,989
    CYNOSURE GPS, LLC AT COST 248,038 248,038
    4C GPS I, LLC AT COST 299,993 299,993
    CYNOSURE AVALON HOLDINGS II, LLC AT COST 331,780 331,780
    CYNOSURE FENWAY SUMMER, LLC AT COST 443,983 443,983
    WESTERN ASSET SMASH SERIES C AT COST 499,540 541,483
    WA SMASH SRS CR PLS COMPLETION AT COST 1,198,515 1,304,518
    CYNOSURE INVESTMENT PARTNERS AT COST 1,878,283 1,878,283

    TY 2020 OtherExpensesSchedule
    Name:
    WILLARD L ECCLES CHARITABLE FOUNDATION
     
    ATTN MR STEPHEN E DENKERS
    EIN:
    94-2759395
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER DEDUCTIONS FROM PASSTHROUGH 86,565 86,565   0
    MISCELLANEOUS EXPENSE 8,704 0   8,704
    NON DEDUCTIBLE EXPENSES FROM PASSTHROUGH -17,143 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    WILLARD L ECCLES CHARITABLE FOUNDATION
     
    ATTN MR STEPHEN E DENKERS
    EIN:
    94-2759395
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASSTHROUGH INVESTMENT INCOME 72,042 72,042 72,042
    OTHER INVESTMENT INCOME -360 -360 -360
    UNRELATED BUSINESS INCOME FROM PASSTHROUGHS -127,822   -127,822


    TY 2020 OtherIncreasesSchedule
    Name:
    WILLARD L ECCLES CHARITABLE FOUNDATION
     
    ATTN MR STEPHEN E DENKERS
    EIN:
    94-2759395
    Description Amount
    PARTNERSHIP BASIS ADJUSTMENT 351,509


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WILLARD L ECCLES CHARITABLE FOUNDATION
     
    ATTN MR STEPHEN E DENKERS
    EIN:
    94-2759395
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MORGAN STANLEY 256,628 256,628   0


    TY 2020 TaxesSchedule
    Name:
    WILLARD L ECCLES CHARITABLE FOUNDATION
     
    ATTN MR STEPHEN E DENKERS
    EIN:
    94-2759395
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE TAXES 250 250   0