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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 04-01-2021 , and ending 03-31-2022
Name of foundation
MARRINER S ECCLES FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)79 S MAIN 13TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALT LAKE CITY, UT84111
A Employer identification number

23-7185855
B Telephone number (see instructions)

(801) 532-0934
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$52,999,174J 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... 451,012 451,012  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,997,899
b Gross sales price for all assets on line 6a 7,622,038
7 Capital gain net income (from Part IV, line 2)... 2,997,899
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 1,702,272 823,548  
12 Total. Add lines 1 through 11........ 5,151,183 4,272,459  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 168,774 0   168,774
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 4,502 2,251   2,251
b Accounting fees (attach schedule)....... Click to see attachment 20,165 15,124   5,041
c Other professional fees (attach schedule).... Click to see attachment 343,656 257,742   85,914
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 337,958 2,610   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 4,452 0   4,452
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 494,354 450,482   43,872
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,373,861 728,209   310,304
25 Contributions, gifts, grants paid....... 1,393,000 1,393,000
26 Total expenses and disbursements. Add lines 24 and 25 2,766,861 728,209   1,703,304
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,384,322
b Net investment income (if negative, enter -0-) 3,544,250
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 15,289,544 3,214,846 3,214,846
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 12,641,822 Click to see attachment18,142,993 20,814,008
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 25,114,168 Click to see attachment42,561,127 28,970,320
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) 53,045,534 63,918,966 52,999,174
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) Click to see attachment425 Click to see attachment2,966
23 Total liabilities (add lines 17 through 22)......... 425 2,966
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........ 19,612,167 19,612,167
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 33,432,942 44,303,833
29 Total net assets or fund balances (see instructions)..... 53,045,109 63,916,000
30 Total liabilities and net assets/fund balances (see instructions). 53,045,534 63,918,966
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
53,045,109
2
Enter amount from Part I, line 27a .....................
2
2,384,322
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
10,837,882
4
Add lines 1, 2, and 3 ..........................
4
66,267,313
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,351,313
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
63,916,000
Form 990-PF (2021)
Form 990-PF (2021)
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 SHORT-TERM INVESTMENT SALES      
b LONG-TERM INVESTMENT SALES      
c CYNOSURE AVALON BUILDGROUP P    
d CYNOSURE INVESTMENT PARTNERS P    
e CYNOSURE INVESTMENT PARTNERS P    
UV PARTNERS IV P    
PELION VENTURES V P    
PELION VENTURES V P    
CYNOSURE PARTNERS 2020 P    
CYNOSURE WEALTH PARTNERS P    
CYNSOSURE FENWAY 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 1,611,662   1,558,552 53,110
b 4,855,490   3,010,281 1,845,209
c 36,539     36,539
d 40,616     40,616
e 264,237     264,237
892     892
66     66
    23,457 -23,457
78,004     78,004
734,532     734,532
    31,849 -31,849
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       53,110
b       1,845,209
c       36,539
d       40,616
e       264,237
      892
      66
      -23,457
      78,004
      734,532
      -31,849
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 2,997,899
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 49,265
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 49,265
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 28,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 78,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 862
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 27,873
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet27,873 RefundedBullet 11 0
Part VI-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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletUT
    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 .Click to see attachment
    8b
     
    No
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletHANNAH ELDREDGE Telephone no.bullet (801) 532-0934

    Located atbullet79 S MAIN 13TH FLOORSALT LAKE CITYUT ZIP+4bullet84111
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    HANNAH ELDREDGE EXECUTIVE DIRECTOR
    40.00     		90,574 0 0
    79 SOUTH MAIN 13TH FLOOR
    SALT LAKE CITY,UT84111
    C HOPE ECCLES TRUSTEE/COMMITTEE MEMBER
    10.00     		50,200 0 0
    79 SOUTH MAIN 13TH FLOOR
    SALT LAKE CITY,UT84111
    JAMES MARRINER STEELE COMMITTEE MEMBER
    1.00     		14,000 0 0
    79 SOUTH MAIN 13TH FLOOR
    SALT LAKE CITY,UT84111
    SPENCER F ECCLES CHAIR/TRUSTEE/COMMITTEE ME
    1.00     		14,000 0 0
    79 SOUTH MAIN 13TH FLOOR
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    THE CYNOSURE GROUP INVESTMENT MANAGEMENT 343,656
    79 SOUTH MAIN STREET 3RD FLOOR
    SALT LAKE CITY,UT84111
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    20,733,464
    b
    Average of monthly cash balances.......................
    1b
    10,154,010
    c
    Fair market value of all other assets (see instructions)................
    1c
    28,970,322
    d
    Total (add lines 1a, b, and c).........................
    1d
    59,857,796
    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
    59,857,796
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    897,867
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    58,959,929
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,947,996
    Part X
    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 IX, line 6..................
    1
    2,947,996
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    49,265
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    52,845
    c
    Add lines 2a and 2b............................
    2c
    102,110
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,845,886
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,845,886
    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 XII, line 1 ...
    7
    2,845,886
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,845,886
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,178,015
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,703,304
    a Applied to 2020, but not more than line 2a 1,178,015
    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 2021 distributable amount..... 525,289
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 0
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		2,320,597
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ALF ENGEN SKI MUSEUM
    PO BOX 980187
    PARK CITY,UT84098     		NONE PC GENERAL OPERATING SUPPORT 10,000
    ALLIANCE HOUSE
    1724 S MAIN STREET
    SALT LAKE CITY,UT84115     		NONE PC PROGRAM SUPPORT- 2020 ACCESS PROGRAM 10,000
    AMERICAN INDIAN SERVICES
    3115 EAST LION LANE SUITE 320
    SALT LAKE CITY,UT84121     		NONE PC SCHOLARSHIPS 10,000
    AMERICAN RED CROSS IN UTAH
    6616 SOUTH 900 EAST
    SALT LAKE CITY,UT84121     		NONE PC PROGRAM SUPPORT-RED CROSS DISASTER CYCLE SERVICES IN UTAH 20,000
    ASSISTANCE LEAGUE OF SALT LAKE CITY
    PO BOX 9353
    SALT LAKE CITY,UT84109     		NONE PC PROJECT SUPPORT-OPERATION SCHOOL BELL 9,000
    BAD DOG ARTS
    824 SOUTH 400 WESTSUITE B129
    SALT LAKE CITY,UT84101     		NONE PC PROGRAM SUPPORT-BAD DOG STUDIO AND COMMUNITY OUTREACH PROGRAMMING 3,000
    BALLET WEST
    52 WEST 200 SOUTH
    SALT LAKE CITY,UT84101     		NONE PC SPONSORSHIP-BALLET WESTS 2019/20 SEASON PRODUCTION OF GISELLE 35,000
    BIG BROTHERS BIG SISTERS OF UTAH
    2121 S STATE ST
    SALT LAKE CITY,UT84115     		NONE PC PROGRAM SUPPORT- COMMUNITY-BASED ONE-TO-ONE MENTORING 7,000
    BOYS & GIRLS CLUBS OF GREATER SALT LAKE
    PO BOX 57071
    MURRAY,UT84157     		NONE PC PROGRAM-SUPPORT AFTER SCHOOL AND SUMMER PROGRAMS 70,000
    CANYON COUNTRY DISCOVERY CENTER
    1117 NORTH MAIN STREET
    MONTICELLO,UT84535     		NONE PC WRITING EDUCATION TO PROMOTE CAREER OPPORTUNITIES 5,000
    CATHOLIC COMMUNITY SERVICES OF UTAH
    745 EAST 300 SOUTH
    SALT LAKE CITY,UT84102     		NONE PC PROGRAM SUPPORT- HOMELESS SERVICES IN SALT LAKE CITY 10,000
    COMMON GROUND OUTDOOR ADVENTURES
    335 N 100 E
    LOGAN,UT84321     		NONE PC OPERATING EXPENSES: KEY PROGRAM STAFF SALARIES 5,000
    COMMUNITY NURSING SERVICES
    2830 S REDWOOD RD SUITE A
    WEST VALLEY CITY,UT84119     		NONE PC PROGRAM SUPPORT-CHARITABLE CARE PROGRAM 15,000
    CROSSROADS URBAN CENTER
    347 SOUTH 400 EAST
    SALT LAKE CITY,UT84111     		NONE PC GENERAL OPERATING SUPPORT- EMERGENCY FOOD, THRIFT STORE & HOLIDAY FOOD 6,000
    DISCOVERY GATEWAY CHILDREN'S MUSEUM
    444 W 100 S
    SALT LAKE CITY,UT84101     		NONE PC PROGRAM SUPPORT-EARLY CHILDHOOD CREATIVE WORKS PROGRAM 8,000
    ENGLISH LANGUAGE CENTER OF CACHE VALLEY INC
    1544 NORTH 200 WEST
    LOGAN,UT84341     		NONE PC PROGRAM SUPPORT-ENGLISH ACQUISITION CLASSES FOR ADULT IMMIGRANTS INCLUDING REFUGEES. 5,000
    ENVISION UTAH
    254 S 600 E
    SALT LAKE CITYT,UT84102     		NONE PC GENERAL OPERATING SUPPORT 20,000
    FAMILY CONNECTION CENTER DBA OPEN DOORS
    875 EAST HWY 193 LAYTON UT 84040
    CLEARFIELD,UT84015     		NONE PC PROGRAM SUPPORT- OPEN DOORS FAMILY SUPPORT PROGRAM 3,500
    FAMILY SUPPORT CENTER
    1760 WEST 4805 SOUTH
    TAYLORSVILLE,UT84129     		NONE PC GENERAL OPERATING SUPPORT 3,000
    FAMILY SUPPORT CENTER OF SOUTHWESTERN UTAH
    102 N 200 E
    CEDAR CITY,UT84721     		NONE PC PROGRAM SUPPORT-CRISIS/RESPITE NURSERIES 3,000
    FIT TO RECOVER
    789 WEST 1390 SOUTH
    SALT LAKE CITY,UT84104     		NONE PC PROGRAM SUPPORT-EXPANDING LADIES NIGHT AT FTR: NUTRITION, EXERCISE AND COMMUNITY SUPPORT 5,000
    FLOURISH VENTURES
    752 WEST CENTER STREET SUITE B
    MIDVALE,UT84047     		NONE PC EXPANSION OF FLOURISH BAKERY APPRENTICESHIP PROGRAM 2,500
    FRIENDS FOR SIGHT
    6715 SOUTH 1300 EAST
    SALT LAKE CITY,UT84121     		NONE PC PROGRAM SUPPORT-VISION SCREENING AND OUTREACH SERVICES 15,000
    FRIENDS OF THE CHILDREN - UTAH
    5361 S 4220 W STE B
    KEARNS,UT84118     		NONE PC EMPOWERING WELL-BEING THROUGH A PROVEN, TWO-GENERATION PROFESSIONAL MENTORING MODEL 5,000
    GEORGE S ECCLES ICE CENTER
    2825 N 200 E
    NORTH LOGAN,UT84335     		NONE PC PROGRAM SUPPORT-MARRINER S. ECCLES SKATING ACADEMY 12,000
    GINA BACHAUER INTERNATIONAL PIANO FOUNDATION
    138 WEST 300 SOUTH SUITE 220
    SALT LAKE CITY,UT84101     		NONE PC SPONSORSHIP-GINA BACHAUER ARTISTIC SEASON 2019-2020 10,000
    GIRL SCOUTS OF UTAH
    445 EAST 4500 SOUTH
    SALT LAKE CITY,UT84107     		NONE PC PROGRAM SUPPORT-GIRL SCOUTS OF UTAH OUTREACH PROGRAM 5,000
    GUADALUPE CENTER EDUCATIONAL PROGRAMS INC
    1385 N 1200 W
    SALT LAKE CITY,UT84116     		NONE PC PROGRAM SUPPORT-EARLY LEARNING CENTER 40,000
    HABITAT FOR HUMANITY SALT LAKE VALLEY
    1276 SOUTH 500 WEST
    SALT LAKE CITY,UT84101     		NONE PC RESTORE SECOND CHANCE FUND 5,000
    HEART & SOUL
    PO BOX 526142
    SALT LAKE CITY,UT84152     		NONE PC PROGRAM SUPPORT-HEART & SOUL HOPE & HEALING AND SINGS PROGRAMS 5,000
    HELPING HAND ASSOCIATION DBA THE HAVEN
    974 E SOUTH TEMPLE
    SALT LAKE CITY,UT84102     		NONE PC PROGRAM SUPPORT-THE HAVENS RESIDENTIAL TREATMENT, TRANSITIONAL HOUSING, AND NEW INTENSIVE OUTPATIENT PROGRAM 8,000
    HOPE STREET GROUP
    PO BOX 53098
    WASHINGTON,DC20009     		NONE PC PROGRAM SUPPORT-UTAH TEACHER FELLOWS 2,500
    HORIZONTE SCHOLARSHIP FUND INC
    2049 EAST HERBERT AVE
    SALT LAKE CITY,UT84108     		NONE PC MARRINER ECCLES FIRST GENERATION COLLEGE STUDENT SCHOLARSHIPS 5,000
    JEWISH FAMILY SERVICES
    1111 EAST BRICKYARD ROAD SUITE 109
    SALT LAKE CITY,UT84106     		NONE PC PROGRAM SUPPORT-JFS' PROJECT ENCOURAGE/CAREGIVER CONNECTION 5,000
    JUNIOR ACHIEVEMENT OF UTAH INC
    515 SOUTH 700 EAST
    SALT LAKE CITY,UT84102     		NONE PC PROGRAM SUPPORT-JUNIOR ACHIEVEMENT K-6 WHOLE SCHOOL PROGRAMS 32,000
    JUNIOR LEAGUE OF SALT LAKE CITY
    526 EAST 300 SOUTH
    SALT LAKE CITY,UT84102     		NONE PC PROGRAM SUPPORT-WOMEN HELPING WOMEN PROGRAM SUPPORT 4,000
    LEGAL AID SOCIETY OF SALT LAKE
    205 NORTH 400 WEST
    SALT LAKE CITY,UT84103     		NONE PC PROGRAM SUPPORT-DOMESTIC RELATIONS PROGRAM 10,000
    MALIHEH FREE CLINIC
    941 EAST 3300 SOUTH
    SALT LAKE CITY,UT84106     		NONE PC PROGRAM SUPPORT-2019 HEALTHY FAMILIES SUPPORT PROGRAM 5,000
    MOAB MUSIC FESTIVAL
    58 EAST 300 SOUTH
    MOAB,UT84532     		NONE PC SPONSORSHIP-27TH MOAB MUSIC FESTIVAL 5,000
    MOAB VALLEY MULTICULTURAL CENTER
    PO BOX 55
    MOAB,UT84532     		NONE PC PROGRAM SUPPORT-CRISIS RESOURCE AND ADVOCACY PROGRAM 5,000
    NATIONAL ABILITY CENTER
    1000 ABILITY WAY
    PARK CITY,UT84060     		NONE PC PROGRAM SUPPORT-PROJECT MPOWER: EMPOWERMENT FOR TRANSITIONING MILITARY AND THEIR FAMILIES 10,000
    NEIGHBORHOOD HOUSE
    1050 W 500 S
    SALT LAKE CITY,UT84104     		NONE PC OPERATING SUPPORT-SALARY FOR THE ADULT DAY SERVICES PROGRAM DIRECTOR 30,000
    NOVA CHAMBER MUSIC SERIES
    PO BOX 520962
    SALT LAKE CITY,UT84152     		NONE PC SPONSORSHIP-NOVA CHAMBER MUSIC SERIES 2019-20 SEASON 3,000
    ODYSSEY HOUSE INC
    344 E 100 S SUITE 301
    SALT LAKE CITY,UT84111     		NONE PC OPERATING SUPPORT-SALARY SUPPORT FOR THE PARENTS WITH CHILDREN PROGRAM 7,000
    OGDEN-WEBER APPLIED TECHNOLOGY COLLEGE
    200 N WASHINGTON BLVD
    OGDEN,UT84404     		NONE PC SCHOLARSHIPS- OGDEN-WEBER TECHNICAL COLLEGE - SCHOLARSHIP PROGRAM 2020 15,000
    PEOPLE HELPING PEOPLE
    205 NORTH 400 WEST
    SALT LAKE CITY,UT84103     		NONE PC PROGRAM SUPPORT-PEOPLE HELPING PEOPLE EMPLOYMENT PROGRAM 4,000
    PEOPLE'S HEALTH CLINIC
    650 ROUND VALLEY DRIVE
    PARK CITY,UT84068     		NONE PC PROGRAM SUPPORT-HEALTH CARE FOR OUR COMMUNITY'S UNINSURED 10,000
    PLANNED PARENTHOOD ASSOCIATION OF UTAH
    654 S 900 E
    SALT LAKE CITY,UT84102     		NONE PC PROGRAM SUPPORT-GROWING UP COMES FIRST/ PARENTS PLUS MATURATION PROGRAM 33,000
    REPERTORY DANCE THEATRE
    PO BOX 510427
    SALT LAKE CITY,UT841510427     		NONE PC SPONSORSHIP- RDT'S RING AROUND THE ROSE, SEASON 22 3,500
    RIRIE-WOODBURY DANCE COMPANY
    138 WEST BROADWAY
    SALT LAKE CITY,UT84101     		NONE PC SPONSORSHIP-WORLD PREMIERE BY YIN YUE 3,500
    RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA
    935 EAST SOUTH TEMPLE STREET
    SALT LAKE CITY,UT84102     		NONE PC PROGRAM SUPPORT-SHARE-A-NIGHT 10,000
    SALT LAKE ACTING COMPANY
    168 WEST 500 NORTH
    SALT LAKE CITY,UT84103     		NONE PC GENERAL SUPPORT FOR SALT LAKE ACTING COMPANY'S 2019/2020 PRODUCTION SEASON AND OUTREACH 8,000
    SALT LAKE ART CENTER DBA UTAH MUSEUM OF CONTEMPORARY ART
    20 S WEST TEMPLE
    SALT LAKE CITY,UT84101     		NONE PC PROGRAM SUPPORT-EXHIBITIONS AND PUBLIC EDUCATIONAL PROGRAMMING 5,000
    SALT LAKE COMMUNITY COLLEGE
    PO BOX 30808
    SALT LAKE CITY,UT841300808     		NONE PC SCHOLARSHIPS-SALT LAKE COMMUNITY COLLEGE (SLCC) SCHOOL OF HEALTH SCIENCES SCHOLARSHIPS 20,500
    SALT LAKE DONATED DENTAL SERVICES
    1383 SOUTH 900 WEST SUITE 128
    SALT LAKE CITY,UT84104     		NONE PC PROGRAM SUPPORT-COMMUNITY DONATED DENTAL PROGRAM 7,000
    SALT LAKE SYMPHONY
    2807 E SHERWOOD DR
    SALT LAKE CITY,UT84108     		NONE PC SPONSORSHIP-2019 - 2020 SALT LAKE SYMPHONY CONCERT SEASON 4,000
    SENIOR CHARITY CARE FOUNDATION
    1555 W 2200 S SUITE B
    WEST VALLEY CITY,UT84119     		NONE PC PROGRAM SUPPORT-2020 CHARITY CARE PROGRAM 2,500
    SOUTHERN UTAH UNIVERSITY
    351 W UNIVERSITY BLVD
    CEDAR CITY,UT84720     		NONE PC OPERATING SUPPORT-IMPROVE THE SIZE AND QUALITY OF SUU'S GERALD R. SHERRATT LIBRARY MAIN COLLECTION 15,000
    SPECIAL OLYMPICS UTAH INC
    1400 S FOOTHILL DR SUITE 238
    SALT LAKE CITY,UT84108     		NONE PC PROGRAM SUPPORT 4,000
    SPY HOP PRODUCTIONS
    669 S WEST TEMPLE SUITE 202
    SALT LAKE CITY,UT84101     		NONE PC PROGRAM SUPPORT-2019-2020 SPY HOP FILM PROGRAMS 2,000
    THE CHILDREN'S CENTER
    350 SOUTH 400 EAST
    SALT LAKE CITY,UT84111     		NONE PC PROGRAM SUPPORT 10,000
    THE ROAD HOME
    210 S RIO GRANDE ST
    SALT LAKE CITY,UT84101     		NONE PC PROGRAM SUPPORT-SHELTER AND SUPPORTIVE SERVICES PROGRAM 20,000
    THE RON MCBRIDE FOUNDATION
    PO BOX 71381
    SALT LAKE CITY,UT84121     		NONE PC AFTERSCHOOL PROGRAMS IN TITLE 1 SCHOOLS 5,000
    THE SHARING PLACE
    1695 EAST 3300 SOUTH
    SALT LAKE CITY,UT84106     		NONE PC PROGRAM SUPPORT-GRIEF SUPPORT GROUPS FOR SCHOOL-AGE YOUTH 15,000
    UNIVERSITY OF UTAH COLLEGE OF NURSING
    10 SOUTH 2000 EAST
    SALT LAKE CITY,UT84112     		NONE PC FELLOWSHIP-MARRINER S. ECCLES FACULTY FELLOWSHIPS 15,000
    UNIVERSITY OF UTAH DAVID ECCLES SCHOOL OF BUSINESS
    1645 E CAMPUS CENTER DRIVE
    SALT LAKE CITY,UT84112     		NONE PC SCHOLARSHIPS- MARRINER S. ECCLES LEADERSHIP SCHOLAR AWARDS 36,000
    UNIVERSITY OF UTAH LOWELL BENNION COMMUNITY SERVICE CENTER
    200 SOUTH CENTRAL CAMPUS DRIVE ROOM
    101
    SALT LAKE CITY,UT84112     		NONE PC PROGRAM SUPPORT STUDENT DIRECTED PROGRAMS 20,000
    UNIVERSITY OF UTAH NATURAL HISTORY MUSEUM OF UTAH
    301 WAKARA WAY
    SALT LAKE CITY,UT84108     		NONE PC SPONSORSHIP-ANTARCTIC DINOSAURS EXHIBITION 15,000
    UNIVERSITY OF UTAH PIONEER THEATRE COMPANY
    300 SOUTH 1400 EAST ROOM 325
    SALT LAKE CITY,UT84112     		NONE PC SPONSORSHIP-2020/2021 SEASON MAJOR MUSICAL 20,000
    UNIVERSITY OF UTAH S J QUINNEY COLLEGE OF LAW
    332 SOUTH 1400 EAST ROOM 101
    SALT LAKE CITY,UT84112     		NONE PC SCHOLARSHIPS-MARRINER S. ECCLES FOUNDATION SCHOLARSHIP 20,000
    UNIVERSITY OF UTAH SCHOOL OF MEDICINE ALUMNI
    515 E 100 S SUITE 300
    SALT LAKE CITY,UT84102     		NONE PC SCHOLARSHIPS-SCHOOL OF MEDICINE STUDENT SCHOLARSHIPS 75,000
    UNIVERSITY OF UTAH UNIVERSITY NEIGHBORHOOD PARTNERS
    1060 SOUTH 900 WEST
    SALT LAKE CITY,UT84104     		NONE PC OPERATING SUPPORT-HARTLAND WALK-IN CENTER & BRIDGE TRAINING CLINIC 7,500
    UNIVERSITY OF UTAH UTAH CENTER FOR GENOMIC INNOVATION
    30 S 2000 E RM 260
    SALT LAKE CITY,UT84112     		NONE PC PROGRAM SUPPORT-PENELOPE PROGRAM FOR UNDIAGNOSED AND RARE DISEASES 25,000
    UNIVERSITY OF UTAH UTAH MUSEUM OF FINE ARTS
    410 CAMPUS CENTER DRIVE
    SALT LAKE CITY,UT84112     		NONE PC PROGRAM SUPPORT-UMFA CONSERVATION LAB RENOVATIONS AND SPIRAL JETTY 50TH ANNIVERSARY CONSERVATION SUPPORT 15,000
    UTAH AIDS FOUNDATION
    1408 SOUTH 1100 EAST
    SALT LAKE CITY,UT84105     		NONE PC PROGRAM SUPPORT-HIV AND STI (SEXUALLY-TRANSMITTED INFECTION) PREVENTION EDUCATION AND TESTING PROGRAM 5,000
    UTAH DISPUTE RESOLUTION
    645 SOUTH 200 EAST
    SALT LAKE CITY,UT84111     		NONE PC PROGRAM SUPPORT-FAMILY MEDIATION PROGRAM 5,000
    UTAH FILM CENTER
    50 WEST BROADWAY SUITE 1125
    SALT LAKE CITY,UT84101     		NONE PC PROGRAM SUPPORT-CURATED FREE WEEKLY FILM PROGRAMMING 3,500
    UTAH FOOD BANK
    3150 S 900 W
    SALT LAKE CITY,UT84119     		NONE PC PROGRAM SUPPORT-EMERGENCY FOOD ASSISTANCE FY2020 11,000
    UTAH HUMANITIES
    202 WEST 300 NORTH
    SALT LAKE CITY,UT84103     		NONE PC PROGRAM SUPPORT-CLEMENTE COURSE IN THE HUMANITIES 5,000
    UTAH LEGAL SERVICES
    205 NORTH 400 WEST
    SLC,UT84103     		NONE PC PROGRAM SUPPORT-EXPUNGEMENT PROJECT 5,000
    UTAH MUSEUM OF CONTEMPORARY ART
    20 S WEST TEMPLE
    SALT LAKE CITY,UT84101     		NONE PC PROGRAM SUPPORT 15,000
    UTAH STATE UNIVERSITY
    0700 OLD MAIN HILL
    LOGAN,UT843220700     		NONE PC PROGRAM SUPPORT-CHASS FACULTY-STUDENT SUMMER MENTORSHIP PROGRAM 125,000
    UTAH SYMPHONY UTAH OPERA
    123 W SOUTH TEMPLE
    SALT LAKE CITY,UT84101     		NONE PC SPONSORSHIP-UTAH SYMPHONY | UTAH OPERA'S 2019-20 SEASON AND 2020 DEER VALLEY MUSIC FESTIVAL 100,000
    UTAH YOUTH ORCHESTRAS & ENSEMBLES
    1292 FEDERAL HEIGHTS DRIVE
    SALT LAKE CITY,UT84103     		NONE PC SCHOLARSHIPS-UYO&E SCHOLARSHIPS AND OUTREACH 2,500
    UTAH'S ZOOLOGICAL SOCIETY
    2600 EAST SUNNYSIDE AVENUE
    SALT LAKE CITY,UT84108     		NONE PC EQUIPMENT-PURCHASE OF A NEW ULTRACOLD FREEZER FOR ANIMAL HOSPITAL 40,000
    VOLUNTEERS OF AMERICA UTAH
    435 WEST BEARCAT DRIVE
    SALT LAKE CITY,UT84115     		NONE PC PROGRAM SUPPORT-VOA YOUTH RESOURCE CENTER, PREVENTION, HOMELESS OUTREACH AND FAMILY COUNSELING CENTER 21,000
    WASATCH COMMUNITY GARDENS
    824 S 400 W STE 127
    SALT LAKE CITY,UT84101     		NONE PC PROGRAM SUPPORT-YOUTH AND SCHOOL GARDEN PROGRAM 6,000
    WASATCH HOMELESS HEALTH CARE DBA FOURTH STREET CLINIC
    409 WEST 400 SOUTH
    SALT LAKE CITY,UT84101     		NONE PC GENERAL OPERATING SUPPORT 50,000
    WESTMINSTER COLLEGE
    1840 S 1300 EAST
    SALT LAKE CITY,UT84105     		NONE PC SCHOLARSHIPS-MARRINER S. ECCLES SCHOLARSHIPS 20,000
    YCC FAMILY CRISIS CENTER
    2261 ADAMS AVENUE
    OGDEN,UT84401     		NONE PC YCC FAMILY CRISIS CENTER 5,000
    YMCA OF NORTHERN UTAH
    3216 SOUTH HIGHLAND DRIVE STE 200
    MILLCREEK,UT84106     		NONE PC YMCA AFTERSCHOOL PROGRAM 5,000
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF UTAH
    322 EAST 300 SOUTH
    SALT LAKE CITY,UT84111     		NONE PC PROGRAM SUPPORT-YWCA UTAH DOMESTIC VIOLENCE-RELATED PROGRAMS 25,000
    YOUTH FUTURES SHELTER HOME
    2760 ADAMS AVE
    OGDEN,UT84403     		NONE PC PROGRAM SUPPORT 5,000
    Total .................................bullet 3a 1,393,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,997,899  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPASSTHROUGH UNRELATED BUSINESS INCOME     		523000 859,683      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 859,683 4,291,500 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,151,183
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    MARRINER S ECCLES FOUNDATION
    EIN:
    23-7185855
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 20,165 15,124   5,041

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    MARRINER S ECCLES FOUNDATION
    EIN:
    23-7185855
    Statement:
    THE STATE OF UTAH DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FILED WITH THEIR OFFICE.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MARRINER S ECCLES FOUNDATION
    EIN:
    23-7185855
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS BDC INC GSBD RESTRICTED 349,984 407,025
    AT&T INC COM USD1 - 3248 253,481 207,789
    BROADRIDGE FINANCIAL SOLUTION INC. 117,837 132,257
    CHURCH & DWIGHT INC 172,688 203,070
    GARTNER INC COM 126,904 296,270
    KEYSIGHT TECHNOLOGIES INC COM 134,623 125,586
    MSC INDUSTRIAL DIRECT CO INC 118,393 113,767
    NORDSON CORP 135,836 132,458
    SITEONE LANDSCAPE SUPPLY INC COM 136,499 137,598
    STANLEY BLACK & DECKER INC 141,071 102,874
    VISA INC-CLASS A SHRS 236,691 322,551
    WATSCO INC. 264,659 542,998
    ACCENTURE PLC 98,514 182,441
    BERKSHIRE HATHAWAY 103,791 171,867
    BROOKFIELD ASSET MGMT INC CL A LTD VT 121,535 182,042
    CAL MAINE FOODS INC 143,487 204,866
    CH ROBINSON WORLDWIDE INC 128,312 153,918
    CUMMINS INC 105,171 123,066
    DISCOVER FINL SVCS 73,627 159,776
    EMERSON ELECTRIC CO 118,367 162,175
    GILEAD SCIENCES INC. 151,196 130,017
    LAM RESEARCH CORP. 73,341 179,562
    MERCK & CO. INC. NEW 109,884 152,531
    PEPSICO INC 73,598 113,651
    PHILLIPS 66 COM 130,422 134,596
    PRICE T ROWE GROUPS COM 113,997 141,211
    TEXAS INSTRUMENTS INC 97,245 155,041
    TWITTER INC COM 112,257 106,049
    UNITEDHEALTH GROUP, INC. 91,754 186,139
    VONTIER CORPORATION COM 145,980 113,392
    WELLS FARGO & CO. 160,370 184,778
    BLACKROCK STRATEGIC INCOME 2,640,119 2,616,469
    ADDUS HOMECARE CORP. 17,478 18,471
    ADVANCE AUTO PARTS INC 24,798 24,628
    AXOS FINANCIAL INC COM 19,731 17,582
    BJ'S WHOLESALE CLUB HOLDINGS, INC. 16,086 38,943
    BRIGHAM MINERALS INC CL A COM 12,113 17,834
    BROOKFIELD INFRASTRUCTURE CORP COM SUB 17,154 17,955
    BURFORD CAPITAL LTF ORD NPV 28,596 22,534
    CARGURUS INC COM CL A 25,024 36,813
    CARLISLE COMPANIES INC 12,341 25,330
    CAVCO INDUSTRIES INC 19,864 16,378
    CELSIUS HOLDINGS INC. 787 11,091
    COGENT COMMUNICATIONS HOLDINGS INC 23,977 20,768
    CORE & MAIN INC CL A 14,595 12,385
    CORECARD CORPORATION COM STK 16,987 10,248
    FIRST ADVANTAGE CORP NEW COM 18,690 15,688
    FIRSTSERVICE CORPORATION 11,640 19,993
    FLEETCOR TECHNOLOGIES 16,314 26,151
    FOCUS FINL PARTNERS INC COM CL A 15,862 19,348
    FORWARD AIR CORP 13,303 12,320
    FRANCHISE GROUP INC COM 13,984 13,050
    GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B 12,112 14,626
    HEALTHCARE SVCS GROUP INC 17,663 17,753
    HOME BANCSHARES INC. 14,514 18,103
    ICON PLC 15,435 17,755
    INMODE LTD COM. 2,630 10,852
    INTERNATIONAL MNY EXPRESS INC COM 13,275 16,364
    LANDSTAR SYSTEMS INC 18,147 27,451
    LGI HOMES INC 17,690 13,578
    LITHIA MTRS INC CL A 8,576 11,705
    LKQ CORP. 13,617 27,927
    MAGNOLIA OIL & GAS CORP CL A 11,952 36,161
    MITEK SYSTEMS INC 30,472 29,369
    OASIS PETROLEUM INC COM NEW 33,313 46,816
    PACIRA BIOSCIENCES INC COM 17,267 17,554
    PERRIGO COMPANY PLC 23,312 23,135
    PREFERRED BANK 14,898 14,077
    PROGRESS SOFTWARE CORP 29,833 27,689
    PROSPERITY BANCSHARES INC 25,117 27,683
    RIMINI STR INC DEL COM 43,666 35,252
    SEMLER SCIENTIFIC INC COM 51,338 38,112
    TERADATA CORP 18,261 20,998
    TURNING PT BRANDS INC COM 18,443 16,733
    WEBSTER FINANCIAL CORP 14,169 24,132
    ZIFF DAVIS INC COM 23,224 34,454
    FIRSTCASH HOLDINGS INC COM 17,545 16,178
    UNDISCOVERED MGRS BEHAVIOR VALUE CL L 325,797 655,001
    ARTISAN INTL VALUE FUND INSTL 3,391,396 3,109,324
    GOLDMAN SACHS GQG PARTNERS INT'L OPPORTUNITIES FUND #6448 3,025,748 3,100,563
    GQG PARTNERS EMERGING MARKETS EQUITY FUND 1,476,951 1,546,281
    WELLS FARGO CO NEW COM 52,621 680,815
    ABBOT LABORATORIES 104,743 131,735
    ACCENTURE PLC -7315 56,701 92,401
    ADOBE SYSTEMS INCORPORATED COM 102,390 127,574
    AIRBNB INC COM CL A 106,525 116,797
    ALIGN TECHNOLOGY INC. 21,988 34,880
    ALPHABET INC CAP STK CL C 125,866 223,439
    AMAZON.COM INC 256,455 247,756
    AUTODESK INC 91,473 88,312
    DOCUSIGN INC COM 43,007 30,208
    GARTNER INC COM - 7315 23,881 63,954
    INTUITIVE SURGICAL INC 45,922 53,397
    MASTERCARD INCORPORATED CL A 120,244 141,522
    MSCI INC 17,799 26,150
    NETFLIX INC 121,306 94,771
    NIKE INC CLASS B NPV 36,419 50,998
    SALESFORCE.COM INC COM 102,355 111,256
    SERVICENOW INC COM 67,346 91,330
    UNITEDHEALTH GROUP, INC. -7315 65,755 99,954
    VISA INC 118,581 136,167
    ZOETIS INC 56,431 83,545
    ILLUMINA INC COM 44,048 47,868
    META PLATFORMS INC CLASS A COMMON STOCK 141,620 146,980
    MICROSOFT CORP 87,323 148,605
    PAYPAL HLDGS INC COM 84,876 72,628

    TY 2021 InvestmentsOtherSchedule2
    Name:
    MARRINER S ECCLES FOUNDATION
    EIN:
    23-7185855
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INNOVATIVE INDL PPTYS INC. AT COST 8,968 29,783
    SPDR S&P BIOTECH AT COST 7,092 10,695
    VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 7,990 10,231
    CYNOSURE FENWAY SUMMER, LLC AT COST 972,453 642,000
    CYNOSURE INVESTMENT PARTNERS, LLC AT COST 21,290,353 14,487,000
    CYNOSURE AVALON HOLDINGS II, LLC AT COST 1,895,627 1,251,000
    CYNOSURE AVALON BUILDGROUP, LLC AT COST 1,067,784 640,000
    CYNOSURE PARTNERS 2020, LLC AT COST 4,670,314 3,176,000
    CYNOSURE WEALTH PARTNERS, LLC AT COST 3,639,422 2,402,000
    PELION VENTURES V, L.P. AT COST 839,700 579,000
    UTAH VENTURES IV, L.P. AT COST 292,126 292,126
    CARLYLE GLOBAL FINANCIAL SERVICES AT COST 4,006 4,006
    CRC BOND OPPORTUNITY TRADING FUND (CAYMAN) LP AT COST 2,218,878 1,509,000
    OWL CREEK CREDIT OPPORTUNITIES FUND LTD AT COST 2,439,838 1,659,000
    CYNOSURE PARTNERS 2020 CO-INVESTMENT, LLC AT COST 2,730,097 1,802,000
    CYNOSURE FERNWEH AT COST 396,479 396,479
    GMP LOAN PARTICIPATION AT COST 80,000 80,000

    TY 2021 LegalFeesSchedule
    Name:
    MARRINER S ECCLES FOUNDATION
    EIN:
    23-7185855
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,502 2,251   2,251


    TY 2021 OtherDecreasesSchedule
    Name:
    MARRINER S ECCLES FOUNDATION
    EIN:
    23-7185855
    Description Amount
    PARTNERSHIP INCOME ADJUSTMENT 2,351,313


    TY 2021 OtherExpensesSchedule
    Name:
    MARRINER S ECCLES FOUNDATION
    EIN:
    23-7185855
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER DEDUCTIONS FROM PASSTHROUGHS 450,482 450,482   0
    INSURANCE 12,910 0   12,910
    PAYROLL EXPENSE 8,956 0   8,956
    BACK OFFICE SUPPORT 3,845 0   3,845
    TELEPHONE EXPENSE 7,075 0   7,075
    POSTAGE FEES 1,113 0   1,113
    SOFTWARE FEES 11,927 0   11,927
    MISCELLANEOUS -1,954 0   -1,954


    TY 2021 OtherIncomeSchedule2
    Name:
    MARRINER S ECCLES FOUNDATION
    EIN:
    23-7185855
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INVESTMENT INCOME 823,491 823,491 823,491
    TAX EXEMPT INCOME FROM PASS THROUGH 19,041 0 19,041
    OTHER INCOME 57 57 57
    PASSTHROUGH UNRELATED BUSINESS INCOME 859,683   859,683


    TY 2021 OtherIncreasesSchedule
    Name:
    MARRINER S ECCLES FOUNDATION
    EIN:
    23-7185855
    Description Amount
    BASIS ADJUSTMENTS 10,837,882


    TY 2021 OtherLiabilitiesSchedule
    Name:
    MARRINER S ECCLES FOUNDATION
    EIN:
    23-7185855
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD LIABILITY 425 465
    SIMPLE IRA WITHHELD 0 2,501


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    MARRINER S ECCLES FOUNDATION
    EIN:
    23-7185855
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CYNOSURE FEES 343,656 257,742   85,914


    TY 2021 TaxesSchedule
    Name:
    MARRINER S ECCLES FOUNDATION
    EIN:
    23-7185855
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 335,348 0   0
    STATE TAX 73 73   0
    FOREIGN TAX 2,537 2,537   0