TY 2022 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.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

For calendar year 2022, or tax year beginning 09-01-2022 , and ending 08-31-2023

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 If exemption application is pending, check here right arrow

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............. right arrow

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

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

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 ....... right arrow

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

$112,024,124J Accounting method: Cash Accrual
Other (specify)Modified Cash
(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...	1,078,695		1,078,695
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		3,380,527
b	Gross sales price for all assets on line 6a 35,405,838
7	Capital gain net income (from Part IV, line 2)...			3,380,527
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).......	List of Attached Documents: // Content	5,239,118	4,645,183
12	Total. Add lines 1 through 11........	9,698,340		9,104,405
13	Compensation of officers, directors, trustees, etc.	76,000		0	76,000
14	Other employee salaries and wages......	17,500		0	17,500
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	18,327	0	18,327
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	43,000	32,250	10,750
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	874,852	654,265	220,588
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	858,963	429,246	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	3,250		0	3,250
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	1,222,324	1,204,113	9,208
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	3,114,216		2,319,874	355,623
25	Contributions, gifts, grants paid.......	5,500,992			5,500,992
26	Total expenses and disbursements. Add lines 24 and 25	8,615,208		2,319,874	5,856,615
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,083,132
b	Net investment income (if negative, enter -0-)			6,784,531
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2022)

Form 990-PF (2022)

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.............	8,661,123	2,771,909	2,771,909
	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)	0	List of Attached Documents: // Content 5,113,146	5,113,146
	b	Investments—corporate stock (attach schedule).......	30,034,192	List of Attached Documents: // Content 30,721,488	30,721,488
	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)..........	69,242,149	List of Attached Documents: // Content 105,156,343	73,417,581
	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)	107,937,464	143,762,886	112,024,124
	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........	107,937,464	143,762,886
	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).....	107,937,464	143,762,886
	30	Total liabilities and net assets/fund balances (see instructions).	107,937,464	143,762,886

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

107,937,464

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

1,083,132

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

34,742,290

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

143,762,886

Decreases not included in line 2 (itemize) right arrow

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

143,762,886

Form 990-PF (2022)

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	PUBLICLY TRADED SECURITIES
b	PASSTHROUGH NET LONG TERM CAPITAL LOSSES	P
c	PASSTHROUGH NET SHORT TERM CAPITAL LOSSES	P
d	1250 SHS OWL CREEK CREDIT OPP FUND LTD	P	2021-10-29	2023-08-01
e	LIQUIDATION OF GMP LOAN PARTICIPATION	P	2021-08-04	2023-07-01
	PARTIAL LIQUIDATION CRC BOND OPPTY TRADING FUND	P	2021-07-01	2023-08-01
	SPDR SER TR S&P BIOTECH	P
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	31,449,707	27,539,700	3,910,007
b		446,006	-446,006
c		322,642	-322,642
d	1,180,124	1,250,000	-69,876
e	860,000	860,000	0
	1,710,000	1,590,300	119,700
	17,647	16,663	984
	188,360		188,360

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			3,910,007
b			-446,006
c			-322,642
d			-69,876
e			0
			119,700
			984
			188,360

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	3,380,527
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

Form 990-PF (2022)

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	94,305
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	94,305
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	94,305
6	Credits/Payments:

a	2022 estimated tax payments and 2021 overpayment credited to 2022	6a	140,000
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	140,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached.		8	0
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	45,695
11	Enter the amount of line 10 to be: Credited to 2023 estimated tax45,695	Refunded	11	0

Part VI-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. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 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?.........

Yes

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

Yes

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 XIV..................................

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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

Form 990-PF (2022)

Page 5

Part VI-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 right arrow

N/A

The books are in care of right arrow

HANNAH ELDREDGE Telephone no. right arrow

(801) 532-0934

Located at right arrow

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

84111

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2022, 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 right arrow

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

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)

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

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

1a(2)

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

1a(3)

(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)

(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)

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 ........ right arrow

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 2022? .............

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 2022, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2022?....................

If "Yes," list the years right arrow

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

If "Yes," did it have excess business holdings in 2022 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 2022.) .....................

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 2022? ..

Form 990-PF (2022)

Page 6

Part VI-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))? ..........

5a(1)

(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)

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

5a(3)

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

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

5a(4)

(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)

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 ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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?

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

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-)
SPENCER ECCLES	CHAIRMAN & TRUSTEE 3.00	26,000
79 S MAIN ST SALT LAKE CITY,UT84111	CHAIRMAN & TRUSTEE 3.00	26,000
ROBERT HATCH	SECRETARY & TRUSTEE 3.00	26,000
79 S MAIN ST SALT LAKE CITY,UT84111	SECRETARY & TRUSTEE 3.00	26,000
KATHERINE ECCLES	ASSISTANT SECRETARY 1.00	6,000
79 S MAIN ST SALT LAKE CITY,UT84111	ASSISTANT SECRETARY 1.00	6,000
CLARK GILES	EMERITUS CHAIRMAN THRU 5/2023 1.00	6,000
79 S MAIN ST SALT LAKE CITY,UT84111	EMERITUS CHAIRMAN THRU 5/2023 1.00	6,000
ELLEN ROSSI	ADVISORY COMMITTEE MEMBER 1.00	6,000
79 S MAIN ST SALT LAKE CITY,UT84111	ADVISORY COMMITTEE MEMBER 1.00	6,000
FREDERICK LAWSON	ADVISORY COMMITTEE MEMBER 1.00	6,000
79 S MAIN ST SALT LAKE CITY,UT84111	ADVISORY COMMITTEE MEMBER 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 (2022)

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	843,075
79 S MAIN ST SALT LAKE CITY,UT84111	INVESTMENT MANAGEMENT	843,075

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

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......................... right arrow

Form 990-PF (2022)

Page 8

Part IX

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

35,753,309

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

3,014,639

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

73,417,581

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

112,185,529

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

1c (attach detailed explanation) Click to see attachment

List of Attached Documents:

// Content

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

30,884,691

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

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

112,185,529

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

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

1,682,783

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

110,502,746

Minimum investment return. Enter 5% (0.05) of line 5................

5,525,137

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.)

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

5,525,137

Tax on investment income for 2022 from Part V, line 5.......

94,305

Income tax for 2022. (This does not include the tax from Part V.) ...

15,579

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

109,884

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

5,415,253

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

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

5,415,253

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

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

5,415,253

Part XI

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 ..........

5,856,615

Program-related investments—total from Part VIII-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 XII, line 4. .......

5,856,615

Form 990-PF (2022)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2021	(c) 2021	(d) 2022
1 Distributable amount for 2022 from Part X, line 7				5,415,253
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......			5,421,868
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2022:
a From 2017......
b From 2018......
c From 2019......
d From 2020......
e From 2021......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2022 from Part
XI, line 4: $ 5,856,615
a Applied to 2021, but not more than line 2a			5,421,868
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 2022 distributable amount.....				434,747
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2022.	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 2021. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2022. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2023 ..........				4,980,506
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 2017 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2023. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2018....
b Excess from 2019....
c Excess from 2020....
d Excess from 2021....
e Excess from 2022....

Form 990-PF (2022)

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 2022, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2022	(b) 2021	(c) 2020	(d) 2019	(e) Total

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 right arrow

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 (2022)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ADOPT-A-NATIVE-ELDER PO BOX 3401 PARK CITY,UT840603401	N/A	PC	PROGRAM SUPPORT FOR THE DINE WEAVERS	10,000
AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW ATLANTA,GA30303	N/A	PC	EXTRAMURAL RESEARCH GRANT	50,000
AMERICAN WEST HERITAGE CENTER 4025 SOUTH HWY 89-91 WELLSVILLE,UT84339	N/A	PC	PROGRAMMING AND OPERATIONAL SUPPORT	8,000
BALLET WEST 52 WEST 200 SOUTH SALT LAKE CITY,UT84101	N/A	PC	$50K SPONSORSHIP; $25K SCHOLARSHIP CHALLENGE GRANT	75,000
BOYS & GIRLS CLUBS OF GREATER SALT LAKE 179 E 5065 S MURRAY,UT84157	N/A	PC	CAPITAL FUNDING-NEW TOOELE CLUB	50,000
CACHE VALLEY CENTER FOR THE ARTS 43 S MAIN ST LOGAN,UT843214560	N/A	PC	ELLEN ECCLES THEATER-CACHE ARTS NATIONALLY TOURING ARTISTS SPONSORSHIP	15,000
CACHE VALLEY CENTER FOR THE ARTS 43 S MAIN ST LOGAN,UT843214560	N/A	PC	LOGAN YOUTH SHAKESPEARE PROGRAM SUPPORT	10,000
ECCLES COMMUNITY ART CENTER 2580 JEFFERSON AVE OGDEN,UT844012411	N/A	PC	YOUTH EDUCATION PROGRAM SUPPORT & ART PANTRY FUNDING	5,000
EMPOWERED (YOUTH ENTREPRENEURS FOUNDATION) 4111 E 37TH ST N D101 WICHITA,KS672203203	N/A	PC	UTAH PROGRAM SUPPORT	50,000
GEORGE S ECCLES ICE ARENA 2825 N 200 E LOGAN,UT843411541	N/A	PC	SKATING SCHOOL OUTREACH PROGRAM	15,000
GUADALUPE SCHOOL 1385 NO 1200 W SALT LAKE CITY,UT84116	N/A	PC	ANNUAL PROGRAM 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	WHOLE-SCHOOL PROGRAM SUPPORT	40,000
NAVAJO SANTA PO BOX 58365 SALT LAKE CTY,UT84158	N/A	PC	PROGRAM SUPPORT FOR FOOD & MEDICINE	10,000
NEIGHBORHOOD HOUSE ASSOCIATION 1050 WEST 500 SOUTH SALT LAKE CITY,UT84104	N/A	PC	EDUCATION PROGRAM SUPPORT	30,000
PLANNED PARENTHOOD ASSOCIATION OF UTAH 654 S 900 E SALT LAKE CITY,UT841023478	N/A	PC	"GROWING UP COMES FIRST" PROGRAM	20,000
REPERTORY DANCE THEATRE PO BOX 510427 SALT LAKE CITY,UT841510427	N/A	PC	SPONSORSHIP	30,000
RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA INC 935 EAST SOUTH TEMPLE SALT LAKE CITY,UT84102	N/A	PC	PROGRAM SUPPORT- SHARE THE NIGHT PROGRAM	20,000
SPY HOP PRODUCTIONS 208 W HARVEY MILK BLVD SALT LAKE CITY,UT84101	N/A	PC	SPY HOPS STATEWIDE MEDIA ARTS OUTREACH PROGRAM	7,000
THE CHILDREN'S CENTER 350 SOUTH 400 EAST SALT LAKE CITY,UT84111	N/A	PC	PROGRAM SUPPORT FOR THERAPEUTIC PRESCHOOL	15,000
THE NATURE CONSERVANCY 559 E SOUTH TEMPLE SALT LAKE CITY,UT84102	N/A	PC	$150K NATURE LAB SPONSORSHIP & $50K N.A.T.U.R.E PROGRAM SUPPORT	200,000
THERAPY ANIMALS OF UTAH (UTAH PET PARTNERS) 2459 WEST 300 NORTH PROVO,UT84601	N/A	PC	GENERAL OPERATING SUPPORT	5,000
UNIVERSITY OF UTAH COLLEGE OF EDUCATION 1721 CAMPUS CENTER DRIVE SALT LAKE CITY,UT84112	N/A	PC	TEACH FOR UTAH PROGRAM SUPPORT	500,000
UNIVERSITY OF UTAH COLLEGE OF FINE ARTS 375 SOUTH 1530 EAST RM 250 SALT LAKE CITY,UT84112	N/A	PC	SCHOLARSHIPS	4,000
UNIVERSITY OF UTAH DEVELOPMENT OFFICE 332 SOUTH 1400 EAST SUITE 160 BLDG 73 SALT LAKE CITY,UT84112	N/A	PC	PROGRAM SUPPORT	2,200,992
UNIVERSITY OF UTAH KUER 101 S WASATCH DRIVE SALT LAKE CITY,UT84112	N/A	PC	PROGRAM SUPPORT	10,000
UNIVERSITY OF UTAH NATURAL HISTORY MUSEUM OF UTAH 301 WAKARA WAY SALT LAKE CITY,UT84108	N/A	PC	YOUTH TEACHING YOUTH PROGRAM SUPPORT	50,000
UNIVERSITY OF UTAH NATURAL HISTORY MUSEUM OF UTAH 301 WAKARA WAY SALT LAKE CITY,UT84108	N/A	PC	CLARK GILES ENDOWMENT FUND	500,000
UNIVERSITY OF UTAH PIONEER THEATRE COMPANY 300 1400 E SALT LAKE CITY,UT84112	N/A	PC	PRODUCTION SPONSORSHIP	50,000
UNIVERSITY OF UTAH SPENCER F ECCLES SCHOOL OF MEDICINE 175 NORTH MEDICAL DRIVE EAST CNC 5201 SALT LAKE CITY,UT841325901	N/A	PC	CAPITAL FUNDING-STUDENT WELCOME & ENGAGEMENT SUITE	556,000
UNIVERSITY OF UTAH RED BUTTE GARDEN & ARBORETUM 300 WAKARA WAY SALT LAKE CITY,UT84108	N/A	PC	YOUTH EDUCATION PROGRAMS	15,000
UNIVERSITY OF UTAH UTAH MUSEUM OF FINE ARTS 410 CAMPUS CENTER DRIVE SALT LAKE CITY,UT84112	N/A	PC	$25K FOR GENERAL OPERATIONS & $25K FOR DIGITAL/VIRTUAL LEARNING & ENGAGEMENT PROGRAM	50,000
UTAH SHAKESPEAREAN FESTIVAL FOUNDATION 351 W UNIVERSITY BLVD CEDAR CITY,UT847202415	N/A	PC	PRODUCTION SPONSOR OF "EMMA" THE MUSICAL	30,000
UTAH STATE UNIVERSITY COLLEGE OF EDUCATION & HUMAN SERVICES 1400 OLD MAIN HILL LOGAN,UT843221400	N/A	PC	NURSING PROGRAM EXPANSION	500,000
UTAH STATE UNIVERSITY NORA ECCLES HARRISON ART MUSEUM 1400 OLD MAIN HILL LOGAN,UT843221400	N/A	PC	CAPITAL FUNDING-ART RESEARCH AND EDUCATION CENTER	175,000
UTAH SYMPHONY I UTAH OPERA 123 WEST SOUTH TEMPLE SALT LAKE CITY,UT84101	N/A	PC	ANNUAL SPONSORSHIP OF "UTAH OPERA ARTISTIC DIRECTOR"	100,000
UTAH YOUTH VILLAGE 5800 S HIGHLAND DR SALT LAKE CITY,UT84121	N/A	PC	FAMILIES FIRST PROGRAM	10,000
YMCA OF NORTHERN UTAH 675 E 2100 S SUITE 200 SALT LAKE CITY,UT84106	N/A	PC	YMCA SCHOOL YEAR PROGRAMS	25,000
YWCA UTAH 322 EAST 300 SOUTH SALT LAKE CITY,UT84111	N/A	PC	GENERAL OPERATING SUPPORT	25,000
Total ................................. 3a				5,500,992

bApproved for future payment

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

Form 990-PF (2022)

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	(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	1,078,695
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 .....	523000	593,935	14	4,645,183
8 Gain or (loss) from sales of assets other than inventory ............			18	3,380,527
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		593,935		9,104,405	0

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

9,698,340

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

Part XV-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 XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2022)

Page 13

Part XVI

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 (2022)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2022 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	43,000	32,250		10,750

- TIN:

TY 2022 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	140,355	140,355
ACADIA HEALTHCARE COMPANY INC COM (ACHC)	10,640	10,640
ACCENTURE PLC	463,315	463,315
ADMA BIOLOGICS INC (ADMA)	2,649	2,649
ADDUS HOMECARE CORP COM	258,974	258,974
AIRBNB INC	164,174	164,174
ALERMES PLC SHS (ALKS)	7,648	7,648
ALIGN TECHNOLOGY INC	54,781	54,781
ALPHABET INC CAP STK CL A	678,597	678,597
ALPHATEC HLDGS INC COM NEW (ATEC)	12,573	12,573
AMAZON.COM INC	612,902	612,902
ANTERO RESOURCES CORP COM (AR)	14,859	14,859
APTAGROUP INC (ATR)	9,177	9,177
ARCUS BIOSCIENCES INC COM (RCUS)	1,701	1,701
ARCUTIS BIOTHERAPEUTICS INC (ARQT)	1,998	1,998
ARVINAS INC COM (ARVN)	2,341	2,341
ASTEC INDUSTRIES INC (ASTE)	7,584	7,584
AT&T INC	243,659	243,659
ATS CORPORATION COM NPB (ATS)	4,887	4,887
AUTODESK INC	127,615	127,615
AVIDXCHANGE HOLDINGS INC COM (AVDX)	5,160	5,160
AZEK CO INC CL A (AZEK)	20,610	20,610
BERKSHIRE HATHAWAY INC COM	300,047	300,047
BIOHAVEN LTD COM NPV (BHVN)	3,768	3,768
BLACKBAUD INC (BLKB)	9,437	9,437
BLUEPRINT MEDICINES CORP COM (BPMC)	4,786	4,786
BOOT BARN HOLDINGS INC COM (BOOT)	10,092	10,092
BOX INC CL A (BOX)	8,738	8,738
BRIDGEBIO PHARAMA INC COM (BBIO)	3,320	3,320
BROADRIDGE FINANCIAL SOLUTION INC	243,219	243,219
BROOKFIELD ASSET MGMT INC CL A	283,897	283,897
BROOKFIELD ASSET MGMT REINS	47,541	47,541
BRUNSWICK CORP (BC)	9,811	9,811
CACI INTERNATIONAL INC (CACI)	13,448	13,448
CAE INC COM ISIN (CAE)	10,946	10,946
CAL MAINE FOODS INC	215,198	215,198
CARMAX INC (KMX)	353,184	353,184
CELLDEX THERAPEUTICS INC NEW COM (CLDX)	3,069	3,069
CENTESSA PHARMACEUTICALS PLC (CNTA)	1,764	1,764
CEREVEL THERAPEUTICS HLDNG INC COM (CERE)	2,939	2,939
CH ROBINSON WORLDWIDE INC	221,192	221,192
CHURCH & DWIGHT COM	222,238	222,238
CIENA CORP (CIEN)	8,247	8,247
CLEAN HARBORS INC (CLH)	11,684	11,684
COMMERCE BANCSHARES INC (CBSH)	4,713	4,713
CONSTRUCTION PARTNERS INC COM CL A (ROAD)	11,954	11,954
COPART INC COM (CPRT)	171,161	171,161
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO)	7,423	7,423
CROCS INC (CROX)	5,354	5,354
CUMMINS INC	236,251	236,251
CYTOKINETICS INC (CYTK)	7,198	7,198
DISCOVER FINANCIAL SERVICES	223,554	223,554
DOCUSIGN INC COM	45,572	45,572
DOUBLEVERIFY HLDGS INC COM (DV)	4,192	4,192
DRIVEN BRANDS HLDGS INC COM (DRVN)	8,338	8,338
DUCKHORN PORTFOLIO INC COM (NAPA)	8,559	8,559
E L F BEAUTY INC COM (ELF)	7,629	7,629
EAGLE MATLS INC COM (EXP)	10,413	10,413
EDGEWISE THERAPEUTICS INC COM (EWTX)	1,119	1,119
EMERSON ELECTRIC CO	278,048	278,048
ENSIGN GROUP INC (ENSG)	11,032	11,032
ESTABLISHMENT LABS HLDGS INC COM NPV (ESTA)	7,486	7,486
EURONET WORLDWIDE INC (EEFT)	4,805	4,805
EUROPEAN WAX CTE INC CLASS A COM (EWCZ)	7,413	7,413
EVENTBRITE INC COM CL A (EB)	12,693	12,693
EVERCORE INC CLASS A (EVR)	5,742	5,742
EVOLENT HEALTH INC CL A (EVH)	8,775	8,775
EXPRO GROUP HOLDINGS N.V. (XPRO)	17,186	17,186
FABRINET COM (FN)	9,003	9,003
FIRST ADVANTAGE CORP NEW COM	4,944	4,944
FIRSTSERVICE CORP COM	8,312	8,312
FIVE9 INC COM (FIVN)	4,993	4,993
FOX FACTORY HOLDING CORP COM (FOXF)	10,638	10,638
FTI CONSULTING INC (FCN)	7,619	7,619
GARTNER INC COM	416,119	416,119
GENTHERM INC (THRM)	6,623	6,623
GOOSEHEAD INS INC COM CL A (GSHD)	6,846	6,846
GROCERY OUTLET HLDG CORP COM (GO)	8,916	8,916
GUIDEWIRE SOFTWARE INC COM (GWRE)	10,717	10,717
GXO LOGISTICS INCORPORATED COMMON (GXO)	7,037	7,037
HALOZYME THERAPEUTICS INC (HALO)	12,300	12,300
HAMILTON LANE INC CL A (HLNE)	10,207	10,207
HARMONY BIOSCIENCES HLDGS INC COM (HRMY)	2,501	2,501
HAYWARD HLDGS IN COM (HAYW)	15,007	15,007
HEALTHCARE SVCS GROUP INC	10,811	10,811
HEALTHEQUITY INC COM (HQY)	13,915	13,915
ICU MEDICAL INC (ICUI)	7,977	7,977
IDACORP INC (IDA)	8,020	8,020
ILLUMINA INC COM	89,880	89,880
IMMUNOGEN INC (IMGN)	4,800	4,800
INARI MED INC COM (NARI)	10,992	10,992
INSMED INC (INSM)	5,122	5,122
INTRA-CELLULAR THERAPIES INC COM (ITCI)	9,938	9,938
JELD-WEN HLDG INC COM (JELD)	12,667	12,667
JFROG LTD (FROG)	5,136	5,136
KARUNA THERAPEUTICS INC COM (KRTX)	2,629	2,629
KEROS THERAPEUTICS INC COM (KROS)	4,354	4,354
KEYSIGHT TECHNOLOGIES INC COM	274,731	274,731
KINSALE CAP GROUP INC COM (KNSL)	16,344	16,344
KORN FERRY COM NEW (KFY)	7,061	7,061
KYMERA THERAPEUTICS INC COM (KYMR)	2,099	2,099
LAM RESEARCH CORP	401,773	401,773
LANTHEUS HOLDINGS INC COM (LNTH)	10,403	10,403
LATTICE SEMICONDUCTOR CORP (LSCC)	10,699	10,699
LINDSAY CORP (LNN)	8,563	8,563
LITHIA MTRS INC	10,950	10,950
LOUISIANNA-PACIFIC CORP COM (LPX)	6,900	6,900
MACOM TECH SOLUTIONS HLDGS INC COM (MTSI)	16,320	16,320
MADRIGAL PHARMACEUTICALS INC (MDGL)	2,520	2,520
MANHATTAN ASSOCIATES INC COM (MANH)	13,981	13,981
MASTERCARD INCORPORATED CL A	208,383	208,383
MAXCYTE INC COM STK (MXCT)	3,224	3,224
MERCK & CO. INC	346,774	346,774
MERCURIY SYSTEMS INC (MRCY)	5,888	5,888
METTLER-TOLEDO INTERNATIONAL INC (MTD)	269,393	269,393
MGP INGREDIENTS INC (MGPI)	14,868	14,868
MICROSOFT CORP	239,593	239,593
MINERALYS THERAPEUTICS INC COM (MLYS)	2,645	2,645
MIRION TECHNOLOGIES IN CO CL A (MIR)	4,936	4,936
MOODYS CORP COM (MCO)	168,063	168,063
MRC GLOBAL INC COM (MRC)	7,316	7,316
MURPHY USA INC COM (MUSA)	8,894	8,894
NATERA INC COM (NTRA)	12,098	12,098
NATIONAL INSTRUMENTS CORP (NATI)	13,174	13,174
NCINO INC COM (NCNO)	6,344	6,344
NETFLIX INC	320,923	320,923
NEW RELIC INC COM (NEWR)	5,873	5,873
NIKE INC CLASS B COM NPV	70,994	70,994
NORDSON CORP	170,322	170,322
NOW INC (DNOW)	10,757	10,757
O-I GLASS INC COM (OI)	7,646	7,646
OLLIES BARGAIN OUTLET HLDGS IN COM (OLLI)	12,718	12,718
ONTO INNOVATION INC COM (ONTO)	17,234	17,234
OPTION CARE HEALTH INC COM NEW (OPCH)	12,016	12,016
PALOMAR HLDGS INC COM (PLMR)	4,183	4,183
PAYCOR HCM INC COM (PYCR)	5,515	5,515
PAYPAL HLDGS INC COM	160,088	160,088
PEPSICO INC	206,743	206,743
PERFICIENT INC (PRFT)	3,508	3,508
PERIMETER SOLUTIONS SA COM	5,615	5,615
PHILLIPS 66	304,351	304,351
PLANET FITNESS INC CL A (PLNT)	12,525	12,525
POWER INTERGRATIONS INC (POWI)	13,863	13,863
PRICE T ROWE GROUPS	238,713	238,713
PRICESMART INC (PSMT)	6,597	6,597
PROCEPT BIOROBOTICS CORP COM (PRCT)	8,459	8,459
PURE STORAGE INC CL A (PSTG)	4,025	4,025
R1 RCM INC COM (RCM)	16,619	16,619
REATA PHARMACEUTICALS INC CL A (RETA)	6,929	6,929
RELAT THERAPEUTICS INC COM (RLAY)	1,124	1,124
RLI CORP COM (RLI)	10,916	10,916
SAIA INC (SAIA)	5,967	5,967
SALESFORCE.COM INC COM	193,556	193,556
SAVERS VALUE VLG INC COM (SVV)	4,777	4,777
SCHRODINGER INC COM (SDGR)	2,545	2,545
SENSATA TECHNOLOGIES HOLDINGS PLC COM (ST)	7,359	7,359
SERVICENOW INC COM	260,852	260,852
SHIFT4 PMTS INC CL A (FOUR)	7,042	7,042
SILICON LABORATORIES INC (SLAB)	9,305	9,305
SILK RD MED INC COM (SILK)	4,521	4,521
SITEONE LANDSCAPE SUPPLY INC	290,852	290,852
SJW GROUP COM (SJW)	11,771	11,771
SKYWARD SPECIALTY INS GROUP IN COM (SKWD)	6,031	6,031
SOVOS BRANDS INC COM (SOVO)	7,392	7,392
SPS COMM INC COM (SPSC)	17,868	17,868
STANLEY BLACK & DECKER INC	81,580	81,580
SUMMIT MATLS INC CL A (SUM)	7,706	7,706
SUNOPTA INC COM ISIN (STKL)	3,723	3,723
SURGERY PARTNERS INC COM (SGRY)	7,470	7,470
TENABLE HLDGS INC COM (TENB)	21,233	21,233
TEXAS INSTRUMENTS INC	243,015	243,015
THERMO FISHER SCIENTIFIC INC (TMO)	123,676	123,676
TOPBUILD CORP COM (BLD)	7,832	7,832
TOPGOLF CALLAWAY BRANDS CORP COM (MODG)	7,674	7,674
TRANSMEDICS GROUP INC COM (TMDX)	9,976	9,976
TRANSOCEAN LIMITED COM (RIG)	10,250	10,250
TREX COMPANY INC (TREX)	6,852	6,852
UNDISCOVERED MGRS BEHAVIOR VALUE CL	1,219,535	1,219,535
UNITEDHEALTH GROUP INC	432,258	432,258
VAXCYTE INC COM (PCVX)	7,840	7,840
VENTYX BIOSCIENCES INC COM (VTYX)	5,059	5,059
VERONA PHARMA SPON ADR EACH REP 8 ORD (VRNA)	2,992	2,992
VISA INC	554,044	554,044
VONTIER CORPORATION	393,819	393,819
WARNER BROS DISCOVERY INC COM SER A	54,281	54,281
WATSCO INC	366,070	366,070
WEATHERFORD INTL PLC ORD SHS NEW (WFRD)	26,822	26,822
WELLS FARGO CO NEW COM	269,459	269,459
WINGSTOP INC COM (WING	8,835	8,835
WORKDAY INC COM CL A (WDAY)	92,421	92,421
ZOETIS INC	110,877	110,877
ARTISAN INTL VALUE FUND INSTL (APHKX)	5,441,628	5,441,628
BLACKROCK STRATEGIC INCOME OPPRTSI INSTL (BSIIX)	3,257,172	3,257,172
GGG PARTNERS EMERG MARKETS EQ INSTL (GQGIX)	1,960,597	1,960,597
GOLDMAN SACHS GQG PARTNERS INTL OOP I (GSIMX)	4,732,719	4,732,719
RYMAN HOSPITALITY PROPERTIES INC (RHP)	14,184	14,184
TERRENO REALTY CORP (TRNO)	8,461	8,461

- TIN:

TY 2022 InvestmentsGovtObligationsSch

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

US Government Securities - End of Year Book Value:

5,113,146

US Government Securities - End of Year Fair Market Value:

5,113,146

State & Local Government Securities - End of Year Book Value:

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

- TIN:

TY 2022 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
CARLYLE GFSP I	FMV	5,730	5,730
CP 2020 CO-INVESTMENT	FMV	7,796,765	5,146,000
CRC BOND OPPORTUNITY TRADING FUND (CAYMAN) LP	FMV	3,336,289	3,271,000
CYNOSURE FERNWEH, LLC	FMV	4,514,155	2,979,000
CYNOSURE PARTNERS 2020, LP	FMV	18,118,414	12,281,000
CYNOSURE PARTNERS III	FMV	971,904	111,836
CYNOSURE WEALTH PARTNERS, LLC	FMV	1,811,210	1,202,000
OWL CREEK CREDIT OPPORTUNITIES FUND, LTD.	FMV	3,493,026	3,088,000
PELION VENTURES V, L.P.	FMV	584,015	584,015
CYNOSURE INVESTMENT PARTNERS, LLC	FMV	64,524,835	44,749,000

- TIN:

TY 2022 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	18,327	0		18,327

- TIN:

TY 2022 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	6,921	0	6,921
OFFICE EXPENSES	1,571	0	1,571
PASSTHROUGH DEDUCTIONS	1,211,721	1,204,113	716
PASSTHROUGH NON DEDUCTIBLES	2,111	0	0

- TIN:

TY 2022 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	4,645,097	4,645,097	4,645,097
CLASS ACTION LAWSUITS	86	86	86
PASSTHROUGH NET UNRELATED BUSINESS INCOME	593,935	0	593,935

- TIN:

TY 2022 OtherIncreasesSchedule

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

Description	Amount
UNREALIZED GAINS / (LOSSES)	34,742,290

- TIN:

TY 2022 OtherProfessionalFeesSchedule

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT	29,278	21,959	7,320
INVESTMENT PERFORMANCE FEES	13,301	9,976	3,325
INVESTMENT VALUATION	2,500	0	2,500
INVESTMENT ADVISORY FEES	829,773	622,330	207,443

- TIN:

TY 2022 ReductionExplanationStatement

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

Explanation:

THE FOLLOWING DETAILS ARE FOR THE ASSET GROUP OF NON-CONTROLLING INTERESTS IN 7 PRIVATE INVESTMENT HOLDING ENTITIES INCLUDED IN 'INVESTMENTS - OTHER' ON PART II OF THE 990-PF. THE CUMULATIVE INVESTORS' CAPITAL ACCOUNT STATEMENTS AT JUNE 30, 2023 FOR THE ASSET GROUP NOTED ABOVE WAS $103,600,691 AND WAS NOT A CLEAR REFLECTION OF FAIR MARKET VALUE. THE DISCOUNT BEING CLAIMED FOR LACK OF MARKETABILITY AND LACK OF CONTROL IS $30,884,691.FAIR MARKET VALUE OF $72,716,000 IS SUPPORTED BY AN INDEPENDENT VALUATION REPORT DATED OCTOBER 9, 2023.A VALUATION REPORT WAS OBTAINED FOR THE PURPOSE OF DETERMINING FAIR MARKET VALUE IN COMPLIANCE WITH THE FIVE PERCENT DISTRIBUTION RULE UNDER SECTION 4942. THE ADJUSTMENTS CONFORM TO USPAP AND HAVE APPLIED APPROPRIATE ADJUSTMENTS FOR LACK OF CONTROL AND LACK OF MARKETABILITY IN ARRIVING AT FAIR MARKET VALUE. OTHER INVESTMENTS NOT SUBJECT TO DISCOUNT ARE INCLUDED ON FORM 990-PF PART II AND IN THE MINIMUM INVESTMENT RETURN CALCULATION.

- TIN:

TY 2022 TaxesSchedule

Name:

EMMA ECCLES JONES FOUNDATION

C/O HANNAH ELDREDGE

EIN:

87-6155073

Category	Amount	Net Investment Income
FOREIGN TAXES WITHHELD	1,074	1,074
STATE TAXES	428,172	428,172
FEDERAL EXCISE TAX	429,717	0