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 09-01-2021 , and ending 08-31-2022
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)

(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$109,724,720J 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... 1,101,437 1,101,437  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,752,391
b Gross sales price for all assets on line 6a 36,359,753
7 Capital gain net income (from Part IV, line 2)... 8,752,391
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 5,742,044 1,076,022  
12 Total. Add lines 1 through 11........ 15,595,872 10,929,850  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 76,000 0   76,000
14 Other employee salaries and wages...... 20,300 0   20,300
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 10,994 0   10,994
b Accounting fees (attach schedule)....... Click to see attachment 8,475 6,356   2,119
c Other professional fees (attach schedule).... Click to see attachment 828,386 623,394   204,991
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 360,966 3,119   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 4,150 0   4,150
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 548,349 525,771   14,002
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,857,620 1,158,640   332,556
25 Contributions, gifts, grants paid....... 5,290,000 5,290,000
26 Total expenses and disbursements. Add lines 24 and 25 7,147,620 1,158,640   5,622,556
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,448,252
b Net investment income (if negative, enter -0-) 9,771,210
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............. 6,771,348 8,661,123 8,661,123
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)....... 51,382,345 Click to see attachment30,034,192 38,476,040
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).......... 59,483,775 Click to see attachment69,242,149 62,587,557
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) 117,637,468 107,937,464 109,724,720
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 117,637,468 107,937,464
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)..... 117,637,468 107,937,464
30 Total liabilities and net assets/fund balances (see instructions). 117,637,468 107,937,464
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
117,637,468
2
Enter amount from Part I, line 27a .....................
2
8,448,252
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
126,085,720
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
18,148,256
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
107,937,464
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 CYNOSURE INVESTMENT PARTNERS K-1 P    
b CYNOSURE INVESTMENT PARTNERS K-1 P    
c CYNOSURE WEALTH PARTNERS K-1 P    
d CYNOSURE PARTNERS 2020 K-1 P    
e PELION VENTURES V, LP P    
PELION VENTURES V, LP P    
PUBLICLY TRADED SECURITIES      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 101,948     101,948
b 809,581     809,581
c 57,257     57,257
d 156,008     156,008
e 66     66
    23,457 -23,457
34,528,234   27,583,905 6,944,329
706,659     706,659
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       101,948
b       809,581
c       57,257
d       156,008
e       66
      -23,457
      6,944,329
      706,659
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 8,752,391
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........................... 3 135,820
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- ..... 5 135,820
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 180,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 180,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 61
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 44,119
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet44,119 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 .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ST FL 13THSALT 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
    FREDERICK LAWSON TRUSTEE
    1.00     		6,000 0 0
    79 S MAIN ST
    SALT LAKE CITY,UT84111
    ROBERT HATCH TRUSTEE
    3.00     		26,000 0 0
    79 S MAIN ST
    SALT LAKE CITY,UT84111
    SPENCER ECCLES TRUSTEE
    3.00     		26,000 0 0
    79 S MAIN ST
    SALT LAKE CITY,UT84111
    CLARK GILES TRUSTEE
    1.00     		6,000 0 0
    79 S MAIN ST
    SALT LAKE CITY,UT84111
    ELLEN ROSSI ADVISORY COMMITTEE
    1.00     		6,000 0 0
    79 S MAIN ST
    SALT LAKE CITY,UT84111
    KATHERINE ECCLES ADVISORY COMMITTEE
    1.00     		6,000 0 0
    79 S MAIN ST
    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 819,966
    79 S MAIN ST
    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
    55,403,669
    b
    Average of monthly cash balances.......................
    1b
    6,574,233
    c
    Fair market value of all other assets (see instructions)................
    1c
    62,570,733
    d
    Total (add lines 1a, b, and c).........................
    1d
    124,548,635
    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
    124,548,635
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,868,230
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    122,680,405
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    6,134,020
    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
    6,134,020
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    135,820
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    176,230
    c
    Add lines 2a and 2b............................
    2c
    312,050
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,821,970
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,821,970
    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
    5,821,970
    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 5,821,970
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 5,222,454
    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$ 5,622,556
    a Applied to 2020, but not more than line 2a 5,222,454
    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..... 400,102
    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 ..........     		5,421,868
    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
    ADOPT-A-NATIVE-ELDER
    PO BOX 3401
    PARK CITY,UT84060     		N/A PC GENERAL OPERATING SUPPORT 10,000
    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 8,000
    BALLET WEST
    52 WEST 200 SOUTH
    SALT LAKE CITY,UT84101     		N/A PC GENERAL OPERATING SUPPORT 75,000
    BOYS & GIRLS CLUBS OF GREATER SALT LAKE
    PO BOX 57071
    MURRAY,UT84157     		N/A PC GENERAL OPERATING SUPPORT 25,000
    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
    GIRL SCOUTS OF UTAH
    445 E 4500 S SUITE 125
    SALT LAKE CITY,UT84107     		N/A PC GENERAL OPERATING SUPPORT 25,000
    GUADALUPE CENTER EDUCATIONAL PROGRAMS INC
    1385 NO 1200 W
    SALT LAKE CITY,UT84116     		N/A PC GENERAL OPERATING SUPPORT 25,000
    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
    NAVAJO SANTA
    PO BOX 58365
    SALT LAKE CITY,UT84158     		N/A PC GENERAL OPERATING SUPPORT 10,000
    NEIGHBORHOOD HOUSE ASSOCIATION
    1050 WEST 500 SOUTH
    SALT LAKE CITY,UT84104     		N/A PC GENERAL OPERATING SUPPORT 30,000
    PLANNED PARENTHOOD ASSOCIATION OF UTAH
    654 S 900 E
    SALT LAKE CITY,UT841023478     		N/A PC GENERAL OPERATING SUPPORT 20,000
    REPERTORY DANCE THEATER
    PO BOX 510427
    SALT LAKE CITY,UT841510427     		N/A PC GENERAL OPERATING SUPPORT 30,000
    RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA INC
    935 EAST SOUTH TEMPLE
    SALT LAKE CITY,UT84102     		N/A PC GENERAL OPERATING SUPPORT 20,000
    SPY HOP PRODUCTIONS INC
    511 WEST 200 SOUTH SUITE 100
    SALT LAKE CITY,UT84101     		N/A PC CAPITAL FUNDING 5,000
    THE CHILDREN'S CENTER
    350 SOUTH 400 EAST
    SALT LAKE CITY,UT84111     		N/A PC GENERAL OPERATING SUPPORT 515,000
    THERAPY ANIMALS OF UTAH (UTAH PET PARTNERS)
    2459 WEST 300 NORTH
    PROVO,UT84601     		N/A PC GENERAL OPERATING SUPPORT 5,000
    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 500,000
    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 185,000
    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 950,000
    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
    WASATCH COMMUNITY GARDENS
    629 E 800 S
    SALT LAKE CITY,UT84102     		N/A PC GENERAL OPERATING SUPPORT 75,000
    YMCA OF NORTHERN UTAH
    675 EAST 2100 SOUTH SUITE 200
    SALT LAKE CITY,UT84106     		N/A PC GENERAL OPERATING SUPPORT 75,000
    YWCA UTAH
    322 EAST 300 SOUTH
    SALT LAKE CITY,UT84111     		N/A PC GENERAL OPERATING SUPPORT 25,000
    EMPOWERED
    4111 E 37TH ST N D101
    WITCHITA,KS672203202     		N/A PC GENERAL OPERATING SUPPORT 50,000
    SOUTH OGDEN CITY
    3950 ADAMS AVE
    S OGDEN,UT84403     		N/A PC GENERAL OPERATING SUPPORT 20,000
    UNIVERSITY OF UTAH SPENCER FOX ECCLES MEDICAL SCHOOL
    332 SOUTH 1400 EAST SUITE 160 BLDG
    73
    SALT LAKE CITY,UT84112     		N/A PC GENERAL OPERATING SUPPORT 1,500,000
    UTAH STATE UNIVERSITY NORA ECCLES HARRISON ART MUSEUM
    650 N 1100 E
    LOGAN,UT84341     		N/A PC GENERAL OPERATING SUPPORT 75,000
    UTAH STATE UNIVERSITY NURSING PROGRAM
    2800 OLD MAIN HILL
    LOGAN,UT84321     		N/A PC GENERAL OPERATING SUPPORT 500,000
    WESTMINISTER COLLEGE
    1840 S 1300 E
    SALT LAKE CITY,UT841053617     		N/A PC GENERAL OPERATING SUPPORT 250,000
    Total .................................bullet 3a 5,290,000
    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 8,752,391  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aUNRELATED BUSINESS INCOME     		523000 4,548,573      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 4,548,573 11,047,299 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,595,872
    (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.)
    11B NOT APPLICABLE
    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:
    EMMA ECCLES JONES FOUNDATION
     
    C/O HANNAH ELDREDGE
    EIN:
    87-6155073
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,475 6,356   2,119

    TY 2021 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
    ABBOTT LABORATORIES 170,262 191,545
    ACCENTURE PLC 40,938 278,364
    ACCENTURE PLC 123,983 199,326
    ADDUS HOMECARE CORP COM 29,659 29,978
    ADOBE SYSTEMS INCORPORATED COM 63,393 319,291
    ADVANCE AUTO PARTS 41,468 33,559
    AIRBNB INC 262,566 193,661
    ALIGN TECHNOLOGY INC 39,914 48,740
    ALPHABET INC CAP STK CL A 119,566 114,713
    ALPHABET INC CAP STK CL C 103,055 434,417
    AMAZON.COM INC 793,208 656,669
    ARTISAN INTL VALUE FUND INSTL 5,179,757 4,179,757
    AT&T INC 606,036 484,755
    AUTODESK INC 195,016 209,003
    BERKSHIRE HATHAWAY INC COM 74,060 243,734
    BJS WHSL CLUB HLDGS 24,396 72,255
    BLACKROCK STRATEGIC INCOME OPPRTSI INSTL 4,579,515 4,544,514
    BRIGHAM MINERALS INC 20,334 34,927
    BROADRIDGE FINANCIAL SOLUTION INC 311,448 384,963
    BROOKFIELD ASSET MGMT INC CL A 191,292 276,103
    BROOKFIELD ASSET MGMT REINS 29,022 28,750
    BURFORD CAPITAL LTD 46,907 38,621
    CAL MAINE FOODS INC 166,646 250,520
    CARLISLE COMPANIES 21,328 52,627
    CAVCO INDUSTRIES INC 33,594 26,911
    CELSIUS HOLDINGS 1,533 35,083
    CH ROBINSON WORLDWIDE INC 196,073 290,968
    CHORD ENERGY CORPORATION COM NEW 52,837 75,729
    CHURCH & DWIGHT COM 334,115 333,734
    CORCEPT THERAPEUTICS INC 24,726 25,304
    CORE & MAIN INC CL A 24,554 20,435
    CORECARD CORPORATION COM STK 25,262 15,181
    CUMMINS INC 171,279 230,446
    DERMTECH INC 24,775 18,782
    DISCOVER FINANCIAL SERVICES 93,534 259,867
    DOCUSIGN INC COM 171,134 71,902
    EMERSON ELECTRIC CO 179,639 241,051
    FIRST ADVANTAGE CORP NEW COM 31,279 18,006
    FIRSTCASH HOLDINGS INC COM 29,494 30,171
    FIRSTSERVICE CORP COM 19,062 29,016
    FLEETCOR TECHNOLOGIES INC 38,184 37,405
    FOCUS FINANCIAL PARTNERS INC 26,659 27,875
    GARTNER INC 319,266 716,439
    GARTNER INC COM 44,972 118,693
    GILEAD SCIENCES INC 223,037 247,533
    GOLDMAN SACHS GQG PARTNERS INTL OPP I 3,490,337 4,167,530
    GQG PARTNERS EMERG MARKETS EQ INSTL 2,930,362 3,351,478
    GRUPO AEROPORTUARIO DEL SUREST SPON ADR 34,669 37,642
    HEALTHCARE SVCS GROUP INC 29,875 22,751
    HOME BANCSHARES INC 17,529 31,648
    ICON PLC ORD 25,796 25,599
    ILLUMINA INC COM 104,644 69,566
    INMODE LTD 23,385 41,330
    INTERNATIONAL MNY EXPRESS INC COM 22,331 29,949
    KEYSIGHT TECHNOLOGIES INC COM 279,406 270,419
    LAM RESEARCH CORP 122,670 260,994
    LANDSTAR SYSTEM INC 30,765 44,722
    LGI HOMES INC 29,525 22,019
    LITHIA MTRS INC 14,293 17,254
    LKQ CORP 22,209 54,976
    MAGNOLIA OIL & GAS CORP 9,888 30,196
    MASTERCARD INCORPORATED CL A 264,907 322,748
    MERCK & CO. INC 177,970 283,054
    META PLATFORMS INC CLASS A COMMON STOCK 269,027 273,885
    MICROSOFT CORP 27,595 314,810
    MSC INDUSTRIAL DIRECT CO 273,083 243,841
    NETFLIX INC 400,557 226,019
    NIKE INC CLASS B COM NPV 81,650 101,660
    NORDSON CORP 282,492 275,540
    PACIRA BIOSCIENCES INC COM 29,203 20,415
    PAYPAL HLDGS INC COM 102,293 163,987
    PEPSICO INC 136,137 208,619
    PERIMETER SOLUTIONS SA COM 26,268 23,946
    PERRIGO COMPANY PLC 39,207 37,944
    PHILLIPS 66 110,251 248,520
    PREFERRED BANK 25,013 21,641
    PRICE T ROWE GROUPS 98,529 199,920
    PROGRESS SOFTWARE CORP 49,068 47,601
    PROSPERITY BANCSHARES INC 35,286 47,773
    RIMINI STR INC DEL 85,763 59,477
    SALESFORCE.COM INC COM 186,215 205,610
    SEMLER SCIENTIFIC INC 72,547 59,332
    SERVICENOW INC COM 146,483 179,063
    SITEONE LANDSCAPE SUPPLY INC 277,649 216,652
    SITEONE LANDSCAPE SUPPLY INC 25,269 25,282
    SKYLINE CHAMPION CORPORATION COM 34,115 39,612
    STANLEY BLACK & DECKER INC 279,766 128,583
    TERADATE CORP 30,822 23,655
    TEXAS INSTRUMENTS INC 153,812 248,971
    TWITTER INC 173,241 189,410
    UNDISCOVERED MGRS BEHAVIOR VALUE CL 855,289 1,703,621
    UNION PAC CORP COM 96,252 2,893,709
    UNITEDHEALTH GROUP INC 125,809 338,603
    UNITEDHEALTH GROUP INC 125,324 201,500
    VISA INC 620,127 758,287
    VISA INC 277,742 308,795
    VIZIO HLDG CORP CL A COM 26,289 34,786
    VONTIER CORPORATION 246,240 174,571
    WALKER & DUNLOP INC COM 25,435 26,220
    WARNER BROS DISCOVERY INC COM SER A 180,156 85,981
    WATSCO INC 625,049 1,169,150
    WEBSTER FINANCIAL CORP 24,088 34,394
    WELLS FARGO CO 172,717 297,228
    WELLS FARGO CO NEW COM 136,877 1,134,318
    XPEL INC COM 26,922 30,222
    ZIFF DAVIS INC COM 29,349 46,136
    ZOETIS INC 23,428 124,754
    IHS HOLDING LIMITED 17,570 9,869
    LIQUIDITY SERVICES INC COM 18,850 16,930

    TY 2021 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 16,663 16,824
    CARLYLE GFSP I AT COST 18,917 7,915
    CP 2020 CO-INVESTMENT AT COST 1,844,155 3,428,000
    CRC BOND OPPORTUNITY TRADING FUND - SERIES D AT COST 4,750,000 3,300,000
    CYNOSURE FERNWEH EQUITY CLASS AT COST 1,109,959 711,000
    CYNOSURE PARTNERS 2020, LP AT COST 7,222,020 6,904,000
    CYNOSURE WEALTH PARTNERS, LLC AT COST 1,119,205 1,189,000
    OWL CREEK CREDIT OPPORTUNITIES FUND, LTD. AT COST 5,000,000 3,050,000
    PELION VENTURES V, L.P. AT COST 632,656 619,000
    CYNOSURE INVESTMENT PARTNERS, LLC AT COST 46,746,756 42,580,000
    GMP LOAN PARTICIPATION AT COST 781,818 781,818

    TY 2021 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 10,994 0   10,994


    TY 2021 OtherDecreasesSchedule
    Name:
    EMMA ECCLES JONES FOUNDATION
     
    C/O HANNAH ELDREDGE
    EIN:
    87-6155073
    Description Amount
    BASIS ADJUSTMENT 11,839,196
    ADJUSTMENT TO NET ASSETS FOR PARTNERSHIP INCOME 6,309,060


    TY 2021 OtherExpensesSchedule
    Name:
    EMMA ECCLES JONES FOUNDATION
     
    C/O HANNAH ELDREDGE
    EIN:
    87-6155073
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 6,992 0   6,992
    OFFICE SUPPLIES 2,107 0   2,107
    SOFTWARE 4,903 0   4,903
    DEDUCTIONS FROM PASSTHROUGHS 525,771 525,771   0
    NON DEDUCTIBLE EXPENSES FROM PASSTHROUGHS 8,576 0   0


    TY 2021 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 1,075,982 1,075,982 1,075,982
    CLASS ACTION LAWSUITS 40 40 40
    PASSTHROUGH TAX EXEMPT INCOME 117,449 0 0
    UNRELATED BUSINESS INCOME 4,548,573   4,548,573


    TY 2021 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 828,386 623,394   204,991


    TY 2021 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 2,406 2,406   0
    FEDERAL EXCISE TAX 357,847 0   0
    STATE TAXES 713 713   0