TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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 09-01-2020 , and ending 08-31-2021

Name of foundation
EMMA ECCLES JONES FOUNDATION
C/O HANNAH ELDREDGE

Number and street (or P.O. box number if mail is not delivered to street address)79 SOUTH 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

87-6155073

B Telephone number (see instructions)

(888) 730-4933

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$125,818,059J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	1,007,424		1,007,424
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		11,007,000
b	Gross sales price for all assets on line 6a 29,674,923
7	Capital gain net income (from Part IV, line 2)...			11,007,000
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).......		-1,101,126	1,060,613
12	Total. Add lines 1 through 11........	10,913,298		13,075,037
13	Compensation of officers, directors, trustees, etc.	76,000		0	76,000
14	Other employee salaries and wages......	19,500		0	19,500
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		14,114	0	14,114
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		652,999	489,749	163,250
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		115,661	7,441	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	3,300		0	3,300
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		182,808	65,083	11,856
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,064,382		562,273	288,020
25	Contributions, gifts, grants paid.......	5,662,750			5,662,750
26	Total expenses and disbursements. Add lines 24 and 25	6,727,132		562,273	5,950,770
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	4,186,166
b	Net investment income (if negative, enter -0-)			12,512,764
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	13,330,352	6,771,348	6,771,348
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	45,833,378	51,382,345	75,957,642
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	25,846,767	64,233,775	43,089,069
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	85,010,497	122,387,468	125,818,059
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	85,010,497	122,387,468
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	85,010,497	122,387,468
	30	Total liabilities and net assets/fund balances (see instructions).	85,010,497	122,387,468

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

85,010,497

Enter amount from Part I, line 27a .....................

4,186,166

Other increases not included in line 2 (itemize) bullet

33,190,805

Add lines 1, 2, and 3 ..........................

122,387,468

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

122,387,468

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	(d) Date sold (mo., day, yr.)
1 a	FIDELITY ACCOUNT #6100 - LONG TERM		2021-08-31
b	FIDELITY ACCOUNT #6100 - SHORT TERM		2021-08-31
c	FIDELITY ACCOUNT #6101 - LONG TERM		2021-08-31
d	FIDELITY ACCOUNT #2997 - LONG TERM		2021-08-31
e	FIDELITY ACCOUNT #2997 - SHORT TERM		2021-08-31
	FIDELITY ACCOUNT #2998 - LONG TERM		2021-08-31
	FIDELITY ACCOUNT #2998 - SHORT TERM		2021-08-31
	FIDELITY ACCOUNT #6782 - LONG TERM		2021-08-31
	FIDELITY ACCOUNT #6782 - SHORT TERM		2021-08-31
	FIDELITY ACCOUNT #6783 - LONG TERM		2021-08-31
	FIDELITY ACCOUNT #6786 - LONG TERM		2021-08-31
	FIDELITY ACCOUNT #6787 - LONG TERM		2021-08-31
	FIDELITY ACCOUNT #6787 - SHORT TERM		2021-08-31
	FIDELITY ACCOUNT #7311 - LONG TERM		2021-08-31
	FIDELITY ACCOUNT #7311 - SHORT TERM		2021-08-31
	FIDELITY ACCOUNT #7483 - LONG TERM		2021-08-31
	FIDELITY ACCOUNT #7483 - SHORT TERM		2021-08-31
	MERRILL LYNCH #3909 - LONG TERM		2021-08-31
	CYNOSURE INVESTMENT PARTNERS K-1	P	2021-08-31
	CYNOSURE INVESTMENT PARTNERS K-1	P	2021-08-31
	PELION VENTURES V, LP	P	2021-08-31
	CARLYLE FINANCIAL SERVICES AIV III, L.P>	P	2021-08-31
	PELION VENTURES V, LP	P	2021-08-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,115,518	1,238,909	876,609
b	747,174	462,233	284,941
c	899,035	601,857	297,178
d	907,136	617,672	289,464
e	2,422,765	1,651,915	770,850
	1,158,171	816,842	341,329
	4,080,110	3,514,201	565,909
	749,960	379,335	370,625
	374,960	288,843	86,117
	2,000,000	1,436,725	563,275
	3,208,489	277,688	2,930,801
	1,453,208	1,392,216	60,992
	46,792	46,792	0
	1,252,815	325,421	927,394
	1,533,356	1,214,285	319,071
	872,410	652,975	219,435
	4,095,544	3,341,413	754,131
	1,439,293	180,573	1,258,720
	291,735		291,735
		228,028	-228,028
	10,930		10,930
	15,414		15,414
	108		108

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			876,609
b			284,941
c			297,178
d			289,464
e			770,850
			341,329
			565,909
			370,625
			86,117
			563,275
			2,930,801
			60,992
			0
			927,394
			319,071
			219,435
			754,131
			1,258,720
			291,735
			-228,028
			10,930
			15,414
			108

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	11,007,000
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	173,927
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	173,927
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	173,927
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	0
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	220,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	220,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	3,920
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	42,153
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax42,153	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

HANNAH ELDREDGE Telephone no. bullet

(801) 532-0934

Located at bullet

79 S MAIN ST FL 13THSALT LAKE CITYUT ZIP+4 bullet

84111

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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-)
FREDERICK LAWSON	DIRECTOR 1.00	6,000
4294 ADONIS DRIVE SALT LAKE CITY,UT84124	DIRECTOR 1.00	6,000
ROBERT HATCH	DIRECTOR 3.00	26,000
1137 EAST 1500 SOUTH BOUNTIFUL,UT84010	DIRECTOR 3.00	26,000
SPENCER ECCLES	DIRECTOR 3.00	26,000
PO BOX 3028 SALT LAKE CITY,UT84110	DIRECTOR 3.00	26,000
CLARK GILES	DIRECTOR 1.00	6,000
PO BOX 45385 SALT LAKE CITY,UT84145	DIRECTOR 1.00	6,000
ELLEN ROSSI	ADVISORY COMMITTEE 1.00	6,000
79 S MAIN ST SALT LAKE CITY,UT84111	ADVISORY COMMITTEE 1.00	6,000
KATHERINE ECCLES	ADVISORY COMMITTEE 1.00	6,000
79 S MAIN ST SALT LAKE CITY,UT84111	ADVISORY COMMITTEE 1.00	6,000

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...................				0

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
THE CYNOSURE GROUP	INVESTMENT MANAGEMENT	652,999
79 S MAIN ST SALT LAKE CITY,UT84111	INVESTMENT MANAGEMENT	652,999

Total number of others receiving over $50,000 for professional services............. bullet

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......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

71,977,026

Average of monthly cash balances.......................

7,067,019

Fair market value of all other assets (see instructions)................

42,855,486

Total (add lines 1a, b, and c).........................

121,899,531

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

121,899,531

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

1,828,493

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

120,071,038

Minimum investment return. Enter 5% of line 5..................

6,003,552

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.)

Minimum investment return from Part X, line 6....................

6,003,552

Tax on investment income for 2020 from Part VI, line 5......

173,927

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

173,927

Distributable amount before adjustments. Subtract line 2c from line 1............

5,829,625

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

5,829,625

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

5,829,625

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

5,950,770

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

5,950,770

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

5,950,770

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)

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				5,829,625
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......			5,583,323
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......
c From 2017......
d From 2018......
e From 2019......
fTotal of lines 3a through e........	0
4Qualifying distributions for 2020 from Part
XII, line 4: $ 5,950,770
a Applied to 2019, but not more than line 2a			5,583,323
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.....				367,447
e Remaining amount distributed out of corpus	0
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	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 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........				5,462,178
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) ...	0
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....
e Excess from 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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ADOPT-A-NATIVE-ELDER PO BOX 3401 PARK CITY,UT84060	N/A	PC	GENERAL OPERATING SUPPORT	30,000
AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW ATLANTA,GA30303	N/A	PC	GENERAL OPERATING SUPPORT	50,000
AMERICAN WEST HERITAGE FOUNDATION 4025 SOUTH HWY 89/91 WELLSVILLE,UT84339	N/A	PC	GENERAL OPERATING SUPPORT	7,500
BALLET WEST 52 WEST 200 SOUTH SALT LAKE CITY,UT84101	N/A	PC	GENERAL OPERATING SUPPORT	1,050,000
BOYS & GIRLS CLUBS OF GREATER SALT LAKE PO BOX 57071 MURRAY,UT84157	N/A	PC	GENERAL OPERATING SUPPORT	75,000
CACHE VALLEY CENTER FOR THE ARTS 43 S MAIN ST LOGAN,UT843214560	N/A	PC	GENERAL OPERATING SUPPORT	25,000
ECCLES COMMUNITY ART CENTER 2580 JEFFERSON AVE OGDEN,UT844012411	N/A	PC	GENERAL OPERATING SUPPORT	2,000
GEORGE S ECCLES ICE ARENA 2825 N 200 E LOGAN,UT843411541	N/A	PC	GENERAL OPERATING SUPPORT	15,000
GUADALUPE CENTER EDUCATIONAL PROGRAMS INC 1385 NO 1200 W SALT LAKE CITY,UT84116	N/A	PC	GENERAL OPERATING SUPPORT	50,000
INTERMOUNTAIN THERAPY ANIMALS PO BOX 17201 SALT LAKE CITY,UT84117	N/A	PC	GENERAL OPERATING SUPPORT	10,000
JUNIOR ACHIEVEMENT OF UTAH 515 EAST 100 SOUTH SUITE 200 SALT LAKE CITY,UT84102	N/A	PC	GENERAL OPERATING SUPPORT	40,000
MIRACLE OF AGRICULTURE FOUNDATION 9865 SOUTH STATE STREET SANDY,UT84070	N/A	PC	GENERAL OPERATING SUPPORT	50,000
NAVAJO SANTA PO BOX 58365 SALT LAKE CITY,UT84158	N/A	PC	GENERAL OPERATING SUPPORT	25,000
NEIGHBORHOOD HOUSE ASSOCIATION 1050 WEST 500 SOUTH SALT LAKE CITY,UT84104	N/A	PC	GENERAL OPERATING SUPPORT	50,000
PLANNED PARENTHOOD ASSOCIATION OF UTAH 654 S 900 E SALT LAKE CITY,UT841023478	N/A	PC	GENERAL OPERATING SUPPORT	15,000
REPERTORY DANCE THEATER PO BOX 510427 SALT LAKE CITY,UT841510427	N/A	PC	GENERAL OPERATING SUPPORT	30,000
RIRIE-WOODBURY DANCE FOUNDATION 138 W BROADWAY SALT LAKE CITY,UT84101	N/A	PC	GENERAL OPERATING SUPPORT	10,000
RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA INC 935 EAST SOUTH TEMPLE SALT LAKE CITY,UT84102	N/A	PC	GENERAL OPERATING SUPPORT	18,000
SALT LAKE ACTING COMPANY 168 W 500 N SALT LAKE CITY,UT841031762	N/A	PC	GENERAL OPERATING SUPPORT	25,000
SPY HOP PRODUCTIONS INC 511 WEST 200 SOUTH SUITE 100 SALT LAKE CITY,UT84101	N/A	PC	CAPITAL FUNDING	2,500
THE CHILDREN'S CENTER 350 SOUTH 400 EAST SALT LAKE CITY,UT84111	N/A	PC	GENERAL OPERATING SUPPORT	45,000
THE LEONARDO LIBRARY SQUARE FOUNDATION FOR ARTS CULTURE AND SCIENCE 209 E 500 S SALT LAKE CITY,UT84111	N/A	PC	GENERAL OPERATING SUPPORT	10,000
THERAPY ANIMALS OF UTAH (UTAH PET PARTNERS) 2459 WEST 300 NORTH PROVO,UT84601	N/A	PC	GENERAL OPERATING SUPPORT	5,000
ULSTER PROJECT - UTAH INC 2500 E 3900 S SALT LAKE CITY,UT841241806	N/A	PC	GENERAL OPERATING SUPPORT	8,000
UNITED WAY OF SALT LAKE 257 E 200 S STE 300 SALT LAKE CITY,UT84111	N/A	PC	GENERAL OPERATING SUPPORT	10,000
UNIVERSITY OF UTAH COLLEGE OF EDUCATION 1721 CAMPUS CENTER DRIVE SALT LAKE CITY,UT84112	N/A	PC	GENERAL OPERATING SUPPORT	2,050,000
UNIVERSITY OF UTAH COLLEGE OF FINE ARTS 375 SOUTH 1530 EAST RM 250 SALT LAKE CITY,UT84112	N/A	PC	GENERAL OPERATING SUPPORT	189,000
UNIVERSITY OF UTAH EEJ FUND CO DEVELOPMENT OFFICE 332 SOUTH 1400 EAST SUITE 160 BLDG 73 SALT LAKE CITY,UT84112	N/A	PC	GENERAL OPERATING SUPPORT	1,035,750
UTAH SHAKESPEAREAN FESTIVAL FOUNDATION 351 W UNIVERSITY BLVD CEDAR CITY,UT847202415	N/A	PC	GENERAL OPERATING SUPPORT	30,000
UTAH SYMPHONY UTAH OPERA 123 WEST SOUTH TEMPLE SALT LAKE CITY,UT84101	N/A	PC	GENERAL OPERATING SUPPORT	100,000
UTAH YOUTH VILLAGE 5800 S HIGHLAND DR SALT LAKE CITY,UT84121	N/A	PC	GENERAL OPERATING SUPPORT	45,000
YMCA OF NORTHERN UTAH 675 EAST 2100 SOUTH SUITE 200 SALT LAKE CITY,UT84106	N/A	PC	GENERAL OPERATING SUPPORT	25,000
YOUTH ENTREPRENEURS FOUNDATION 4111 E 37TH ST N D101 WICHITA,KS672203203	N/A	PC	GENERAL OPERATING SUPPORT	50,000
YWCA UTAH 322 EAST 300 SOUTH SALT LAKE CITY,UT84111	N/A	PC	GENERAL OPERATING SUPPORT	50,000
WASATCH COMMUNITY GARDENS 629 E 800 S SALT LAKE CITY,UT84102	N/A	PC	GENERAL OPERATING SUPPORT	150,000
CITY OF LOGAN 195 S 100 W LOGAN,UT84321	N/A	PC	GENERAL OPERATING SUPPORT	200,000
OGDEN VALLEY LAND TRUST PO BOX 412 HUNTSVILLE,UT84317	N/A	PC	GENERAL OPERATING SUPPORT	60,000
SONS OF UTAH PIONEERS-OGDEN CHAPTER 3301 E LOUISE AVE MILLCREEK,UT84109	N/A	PC	GENERAL OPERATING SUPPORT	20,000
Total ................................. 3a				5,662,750

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	1,007,348	76
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	1,060,613
8 Gain or (loss) from sales of assets other than inventory ............			18	11,007,000
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aUNRELATED BUSINESS INCOME	523000	-2,161,739
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		-2,161,739		13,074,961	76

13Total. Add line 12, columns (b), (d), and (e)..................

10,913,298

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
11B	NOT APPLICABLE

Form 990-PF (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ACCENTURE PLC	108,731	563,065
BROOKFIELD ASSET MGMT REINS	3,721	4,399
BERKSHIRE HATHAWAY INC COM	145,326	430,084
BROOKFIELD ASSET MGMT INC CL A	343,731	552,667
CH ROBINSON WORLDWIDE INC	348,528	397,885
CAL MAINE FOODS INC	448,390	416,708
CUMMINS INC	303,066	437,743
DISCOVER FINANCIAL SERVICES	162,585	575,708
EMERSON ELECTRIC CO	332,623	539,316
GILEAD SCIENCES INC	420,182	492,066
LAM RESEARCH CORP	219,373	624,174
MERCK & CO. INC	334,151	438,591
ORGANON & CO	17,933	20,537
PEPSICO INC	244,110	328,263
PHILLIPS 66	234,701	342,441
PRICE T ROWE GROUPS	194,163	646,537
TEXAS INSTRUMENTS INC	268,730	498,848
TWITTER INC	311,884	546,573
UNITEDHEALTH GROUP INC	240,102	470,385
VONTIER CORPORATION	447,702	502,961
WELLS FARGO CO	421,761	538,757
AT&T INC	1,361,013	1,292,799
BROADRIDGE FINANCIAL SOLUTION INC	558,200	692,535
CHURCH & DWIGHT COM	603,489	597,439
GARTNER INC	580,426	1,409,398
MSC INDUSTRIAL DIRECT CO	480,844	455,998
SITEONE LANDSCAPE SUPPLY INC	505,895	631,115
VISA INC	1,120,742	1,580,145
WATSCO INC	1,111,313	2,110,013
BURFORD CAPITAL LTD	36,814	33,008
ICON PLC ORD	91,062	128,397
NEOGAMES S A COM	27,826	32,515
INMODE LTD	17,157	98,160
ADVANCE AUTO PARTS	70,850	68,969
ALLIANCE DATA SYSTEM	93,242	88,790
AVAYA HLDGS CORP	52,173	35,338
BJS WHSL CLUB HLDGS	46,606	93,659
BRIGHAM MINERALS INC	35,474	38,240
CARGURUS INC	69,624	75,312
CARLISLE COMPANIES	36,305	63,854
CELSIUS HOLDINGS	2,610	47,176
COGENT COMMUNICATIONS	70,433	65,104
CONTINENTAL RES INC	36,849	84,609
DERMTECH INC	37,126	37,981
FIRST ADVANTAGE CORP NEW COM	53,546	50,508
FIRSTSERVICE CORP COM	32,455	73,498
FLEETCOR TECHNOLOGIES INC	65,087	78,984
FOCUS FINANCIAL PARTNERS INC	45,451	62,930
GRUPO AEROPORTUARIO DEL SUREST SPON ADR	34,500	33,611
HEALTHCARE SVCS GROUP INC	52,118	60,717
HILLMAN SOLUTIONS CORP	53,018	51,662
HOME BANCSHARES INC	33,539	50,768
INTELLIGENT SYSTEMS CORP	47,261	41,137
I3 VERTICALS INC	29,862	43,683
J2 GLOBAL INC	65,637	140,041
LGI HOMES INC	50,269	63,330
LKQ CORP	37,839	92,734
LANDSTAR SYSTEM INC	52,378	87,208
LITHIA MTRS INC	24,188	36,443
MAGNOLIA OIL & GAS CORP	63,420	126,616
MARKEL CORP COM	49,565	66,053
MEDIFAST INC	72,812	59,710
MITEK SYSTEMS INC	86,607	128,762
OLLIES BARGAIN OUTLET HLDGS	73,641	61,161
OOMA INC	35,585	39,653
PROSPERITY BANCSHARES INC	61,842	80,222
QURATE RETAIL INC	54,800	43,403
RIMINI STR INC DEL	114,606	145,036
SEMLER SCIENTIFIC INC	33,352	46,428
STERICYCLE INC	36,648	51,295
TASKUS INC CLASS A	57,060	83,154
TRADEWEB MKTS INC CL A	37,468	68,912
TURNING PT BRANDS INC	89,743	111,164
UNITED RENTALS INC	26,801	91,336
VIVOS THERAPEUTICS INC	16,891	12,713
WEBSTER FINANCIAL CORP	41,025	62,897
UNDISCOVERED MGRS BEHAVIOR VALUE CL	1,706,439	3,492,834
GQG PARTNERS EMERG MARKETS EQ INSTL	4,296,108	6,453,789
ARTISAN INTL VALUE FUND INSTL	9,189,040	9,414,439
GOLDMAN SACHS GQG PARTNERS INTL OPP I	7,274,335	9,807,911
WELLS FARGO CO NEW COM	180,908	1,567,464
UNION PAC CORP COM	135,420	3,932,177
BLACKROCK STRATEGIC INCOME OPPRTSI INSTL	10,135,691	10,832,331
ACCENTURE PLC	176,913	331,848
ABBOTT LABORATORIES	323,644	448,234
ADOBE SYSTEMS INCORPORATED COM	39,171	678,965
AIRBNB INC	237,794	243,644
ALIGN TECHNOLOGY INC	50,691	180,086
ALPHABET INC CAP STK CL C	132,379	738,947
ALPHABET INC CAP STK CL A	119,995	260,456
AMAZON.COM INC	376,478	399,141
AUTODESK INC	166,330	291,795
FACEBOOK INC-CLASS A	360,948	824,393
GARTNER INC COM	88,647	253,167
ILLUMINA INC COM	132,550	199,779
INTUITIVE SURGICAL INC	138,482	198,069
MSCI INC	79,891	152,299
MASTERCARD INCORPORATED CL A	262,410	342,075
MICROSOFT CORP	59,591	784,888
NETFLIX INC	226,828	240,767
NIKE INC CLASS B COM NPV	103,366	199,171
PAYPAL HLDGS INC COM	20,471	306,846
SALESFORCE.COM INC COM	253,128	443,531
SERVICENOW INC COM	184,882	334,693
STARBUCKS CORP COM	146,926	235,215
UNITEDHEALTH GROUP INC	201,552	259,752
VISA INC	287,520	374,808
ZOETIS INC	48,002	334,046
LYONDELLBASELL INDUSTRIES N V COM	363	401
AT&T INC	481	466
ABBVIE INC	714	966
AMERICAN INTERNATIONAL GROUP	313	546
AMGEN INC	472	451
BHP GROUP PLC SPON ADS EACH REP 2 ORD	332	626
BROADCOM INC	526	994
CVS HEALTH CORPORATION	432	605
CHEVRON CORP NEW COM	360	387
CISCO SYSTEMS INC	829	1,121
CITIGROUP INC	363	503
COCA-COLA CO	699	901
CONOCOPHILLIPS COM	386	500
CUMMINS INC	307	472
DUKE ENERGY CORP NEW COM	410	523
GENUINE PARTS CO	280	489
GILEAD SCIENCES INC	983	946
HANESBRANDS INC	374	486
HOME DEPOT	464	652
INTEL CORP COM	441	432
INTERNATIONAL BUS MACH CORP	711	702
INTERNATIONAL PAPER CO	312	601
JPMORGAN CHASE & CO	522	960
KIMBERLY-CLARK CORP	546	551
KINDER MORGAN INC	333	439
LEGGETT & PLATT INC	389	436
LOCKHEED MARTIN CORP COM	707	720
MCDONALD S CORP	347	475
METLIFE INC	344	682
NEXTERA ENERGY PARTNERS LP	0	480
OMNICOM GROUP INC	295	439
PAYCHEX INC COM	311	572
PEPSICO INC	529	626
PFIZER INC	428	553
PHILIP MORRIS INTERNATIONAL INC	675	1,030
PROCTER AND GAMBLE CO	567	712
SUN LIFE FINANCIAL INC COM NPV	390	463
TEXAS INSTRUMENTS INC	539	955
UNITED PARCEL SERVICE	270	587
VALERO ENERGY CORP COM	491	530
VERIZON COMMUNICATIONS INC	654	660
WESTERN UNION	346	411

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
SPDR SER TR S&P BIOTECH	AT COST	28,362	45,431
INNOVATIVE INDL PPTYS INC	AT COST	50,647	173,612
ISHARES TR IBOXX HI YD ETF	AT COST	393	440
ISHARES TR PFD AND INCM SEC	AT COST	435	512
CROWN CASTLE INTL CORP NEW COM	AT COST	599	779
DIGITAL REALTY TRUST INC	AT COST	655	820
EQUITY RESIDENTIAL SBI	AT COST	345	504
IRON MOUNTAIN INC	AT COST	351	573
NATIONAL RETAIL PROPERTIES INC	AT COST	439	476
OMEGA HEALTHCARE INVESTORS	AT COST	485	436
CARLYLE GLOBAL	AT COST	19,412	19,412
PELION VENTURES V, LP	AT COST	855,854	556,000
CYNOSURE SAVANT HOLDINGS LLC	AT COST	1,421,168	895,000
CYNOSURE INVESTMENT PARTNERS LLC	AT COST	53,961,179	34,535,000
CYNOSURE PARTNERS 2020 LP	AT COST	3,143,451	2,012,000
CRC BOND OPPORTUNITY TRADING FUND (CAYMAN) LP	AT COST	4,750,000	4,848,074

- TIN:

TY 2020 LegalFeesSchedule

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	14,114	0		14,114

- TIN:

TY 2020 OtherExpensesSchedule

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
INSURANCE	6,479	0	6,479
OFFICE SUPPLIES	451	0	451
SOFTWARE	4,926	0	4,926
OTHER DEDUCTIONS FROM PASSTHROUGHS	65,083	65,083	0
NON DEDUCTIBLE EXPENSES FROM PASSTHROUGHS	105,869	0	0

- TIN:

TY 2020 OtherIncomeSchedule2

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
PASSTHROUGH INVESTMENT INCOME	1,059,519	1,059,519	1,059,519
CLASS ACTION LAWSUITS	1,094	1,094	1,094
UNRELATED BUSINESS INCOME	-2,161,739		-2,161,739

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

Description	Amount
BASIS ADJUSTMENT	26,299,381
ADJUSTMENT FOR CRC BOND OPPORTUNITY TRADING FUND (CAYMAN) LP	4,750,000
ADJUSTMENT TO NET ASSETS FOR PARTNERSHIP INCOME	1,183,013
STOCK GIFT BASIS ADJUSTMENT	958,411

- TIN:

TY 2020 OtherProfessionalFeesSchedule

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT EXPENSE	652,999	489,749		163,250

- TIN:

TY 2020 TaxesSchedule

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD	7,441	7,441		0
FEDERAL EXCISE TAX	108,220	0		0