Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 04-01-2023 , and ending 03-31-2024
Name of foundation
MARRINER S ECCLES FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)79 S MAIN 13TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALT LAKE CITY, UT84111
A Employer identification number

23-7185855
B Telephone number (see instructions)

(801) 532-0934
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$54,442,056J Accounting method:
Modified Cash
(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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 420,616 420,616  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,133,494
b Gross sales price for all assets on line 6a 8,697,541
7 Capital gain net income (from Part IV, line 2)... 1,129,890
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
List of Attached Documents:
// Content
2,534,721 1,851,392  
12 Total. Add lines 1 through 11........ 4,088,831 3,401,898  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 124,432 0   124,432
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 6,077 0   6,077
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,089 545   545
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
48,585 36,439   12,146
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
500,980 358,862   142,118
17 Interest............... 13,532 13,532   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,840 386   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,313 0   9,313
21 Travel, conferences, and meetings....... 77 0   77
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
860,085 822,360   30,631
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,575,010 1,232,124   325,339
25 Contributions, gifts, grants paid....... 2,349,000 2,349,000
26 Total expenses and disbursements. Add lines 24 and 25 3,924,010 1,232,124   2,674,339
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 164,821
b Net investment income (if negative, enter -0-) 2,169,774
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 48,084 73,874 73,874
2 Savings and temporary cash investments......... 92,253 428,626 428,626
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,047,100 Click to see attachment
List of Attached Documents:
// Content
1,359,178 		1,359,178
b Investments—corporate stock (attach schedule)....... 10,098,806 Click to see attachment
List of Attached Documents:
// Content
11,709,640 		11,709,640
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
52,865,453 		Click to see attachment
List of Attached Documents:
// Content
54,942,065 		Click to see attachment
List of Attached Documents:
// Content
40,870,738
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 64,151,696 68,513,383 54,442,056
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
500,469 		Click to see attachment
List of Attached Documents:
// Content
222
23 Total liabilities (add lines 17 through 22)......... 500,469 222
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 19,612,167 19,612,167
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 44,039,060 48,900,994
29 Total net assets or fund balances (see instructions)..... 63,651,227 68,513,161
30 Total liabilities and net assets/fund balances (see instructions). 64,151,696 68,513,383
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
63,651,227
2
Enter amount from Part I, line 27a .....................
2
164,821
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,697,113
4
Add lines 1, 2, and 3 ..........................
4
68,513,161
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
68,513,161
Form 990-PF (2023)
Form 990-PF (2023)
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 OWL CREEK P 2021-11-01 2024-02-28
b PASSTHROUGH CAPITAL GAINS/LOSSES - NON UBI P    
c PASSTHROUGH CAPITAL GAINS/LOSSES - UBI P    
d CRC BOND OPP TRADING FUND P 2021-08-31 2023-11-16
e 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 2,376,979   2,500,000 -123,021
b 471,923     471,923
c 3,604   3,604 0
d 2,256,161   2,100,000 156,161
e 3,524,062   2,964,047 560,015
64,812     64,812
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       -123,021
b       471,923
c       0
d       156,161
e       560,015
      64,812
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 1,129,890
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 30,160
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 30,160
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 30,160
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 31,408
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 71,408
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 41,248
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow41,248 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowUT
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowHANNAH ELDREDGE Telephone no.right arrow (801) 532-0934

Located atright arrow79 S MAIN 13TH FLOORSALT LAKE CITYUT ZIP+4right arrow84111
15
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
15
 
16 At any time during calendar year 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
SPENCER F ECCLES CHAIR/TRUSTEE/COMMITTEE MEMBER
1.00 		15,000 0 0
79 SOUTH MAIN 13TH FLOOR
SALT LAKE CITY,UT84111
CLISTA H ECCLES TRUSTEE/COMMITTEE MEMBER
11.00 		61,338 0 0
79 SOUTH MAIN 13TH FLOOR
SALT LAKE CITY,UT84111
JAMES M STEELE COMMITTEE MEMBER
1.00 		20,000 0 0
79 SOUTH MAIN 13TH FLOOR
SALT LAKE CITY,UT84111
HANNAH ELDREDGE EXECUTIVE DIRECTOR
40.00 		134,562 6,009 0
79 SOUTH MAIN 13TH FLOOR
SALT LAKE CITY,UT84111
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
FIDELITY BROKERAGE SERVICES LLC INVESTMENT SERVICES 476,107
PO BOX 28019
ALBUQUERQUE,NM87125
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
12,240,545
b
Average of monthly cash balances.......................
1b
1,205,847
c
Fair market value of all other assets (see instructions)................
1c
40,870,739
d
Total (add lines 1a, b, and c).........................
1d
54,317,131
e
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
.............
1e
14,071,328
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
54,317,131
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
814,757
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
53,502,374
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,675,119
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,675,119
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
30,160
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
57,627
c
Add lines 2a and 2b............................
2c
87,787
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,587,332
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,587,332
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,587,332
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
2,674,339
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,674,339
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,587,332
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 2,323,898
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,674,339
a Applied to 2022, but not more than line 2a 2,323,898
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 2023 distributable amount..... 350,441
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		2,236,891
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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
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 (2023)
Form 990-PF (2023)
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

328 W GREGSON AVE
SALT LAKE CITY,UT84115 		NONE PC MEDICAL AND FOOD BOXES 5,000

ALF ENGEN SKI MUSEUM

PO BOX 980187
PARK CITY,UT84098 		NONE PC EDUCATIONAL FIELD TRIP PROGRAM AND ENTRANCE TO MUSEUM REMODEL 50,000

ALLIANCE HOUSE

1724 S MAIN STREET
SALT LAKE CITY,UT84115 		NONE PC ACCESS PROGRAM 10,000

AMERICAN INDIAN SERVICES

170 SOUTH INTERSTATE PLAZA SUITE
200
LEHI,UT84043 		NONE PC 2024 AMERICAN INDIAN SERVICES (AIS) SCHOLARSHIP PROGRAM 10,000

AMERICAN RED CROSS IN UTAH

6616 SOUTH 900 EAST
SALT LAKE CITY,UT84121 		NONE PC RED CROSS DISASTER CYCLE SERVICES IN UTAH 20,000

ASSISTANCE LEAGUE OF SALT LAKE CITY

PO BOX 9353
SALT LAKE CITY,UT84109 		NONE PC OPERATION SCHOOL BELL PROGRAM 9,000

BAD DOG ARTS

824 SOUTH 400 WESTSUITE B129
SALT LAKE CITY,UT84101 		NONE PC BAD DOG ARTS OPERATIONS AND PROGRAMMING 5,000

BALLET WEST

52 WEST 200 SOUTH
SALT LAKE CITY,UT84101 		NONE PC FY24 PRODUCTION SPONSOR OF SWAN LAKE & FY25 REFURBISHMENT OF "CINDERELLA" SET AND COSTUME 150,000

BOYS & GIRLS CLUBS OF GREATER SALT LAKE

PO BOX 57071
MURRAY,UT84157 		NONE PC YOUTH DEVELOPMENT PROGRAMS 75,000

BOYS & GIRLS CLUBS OF WEBER-DAVIS

2520 WASHINGTON BLVD
OGDEN,UT84401 		NONE PC YOUTH AFTERSCHOOL AND SUMMER PROGRAMS TO FACILITATE ACADEMIC SUCCESS AND SOCIAL-EMOTIONAL WELL-BEING 15,000

BRIDGERLAND TECHNICAL COLLEGE

1301 NORTH 600 WEST
LOGAN,UT84321 		NONE PC SCHOLARSHIPS 4,000

CATHOLIC COMMUNITY SERVICES OF UTAH

224 NORTH 2200 WEST
SALT LAKE CITY,UT84116 		NONE PC HOMELESS SERVICES-SALT LAKE CITY 10,000

CENTRAL UTAH FOOD SHARING

2050 SOUTH INDUSTRIAL PARK ROAD
RICHFIELD,UT84701 		NONE PC GENARAL OPERATIONS AND BUILDING UPGRADES 20,000

COMMUNITY NURSING SERVICES

2830 S REDWOOD RD SUITE A
WEST VALLEY CITY,UT84119 		NONE PC CHARITABLE CARE PROGRAM 20,000

DAVIS TECHNICAL COLLEGE

550 EAST 300 SOUTH
KAYSVILLE,UT84037 		NONE PC SCHOLARSHIPS 8,000

DISCOVERY GATEWAY CHILDREN'S MUSEUM

444 W 100 S
SALT LAKE CITY,UT84101 		NONE PC DISCOVERY GATEWAY GARDEN PROJECT 50,000

DIXIE TECHNICAL COLLEGE

610 S TECH RIDGE DRIVE
ST GEORGE,UT847701272 		NONE PC SCHOLARSHIPS 4,000

ENVISION UTAH

254 S 600 E
SALT LAKE CITY,UT84102 		NONE PC A VISION FOR THE FUTURE OF EDUCATION PROJECT 20,000

FIT TO RECOVER

1331 MAJOR STREET
SALT LAKE CITY,UT84115 		NONE PC EXPAND FTR PROGRAMMING TO UNHOUSED POPULATIONS AND AT-RISK YOUTH 15,000

FRIENDS FOR SIGHT

6715 SOUTH 1300 EAST
SALT LAKE CITY,UT84121 		NONE PC FREE VISION SCREENINGS, EYE EXAMS AND GLASSES 15,000

GEORGE S ECCLES ICE CENTER

2825 N 200 E
NORTH LOGAN,UT84335 		NONE PC MARRINER S. SKATING ACADEMY 15,000

GINA BACHAUER INTERNATIONAL PIANO FOUNDATION

138 WEST 300 SOUTH SUITE 220
SALT LAKE CITY,UT84101 		NONE PC BACHAUERS 2023/24 ARTISTIC SEASON 15,000

GIRLS ON THE RUN UTAH

PO BOX 58337
SALT LAKE CITY,UT84158 		NONE PC GIRLS ON THE RUN UTAH 2023-2024 PROGRAM AND SCHOLARSHIP INITIATIVE 5,000

GRAND COUNTY SCHOOL DISTRICT (GRAND AREA MENTORING PROGRAM)

264 SOUTH 400 EAST
MOAB,UT84532 		NONE PC GRAND AREA MENTORING 5,000

GUADALUPE CENTER EDUCATIONAL PROGRAMS INC

1385 N 1200 W
SALT LAKE CITY,UT84116 		NONE PC GUADALUPE SCHOOL EARLY LEARNING CENTER 50,000

HABITAT FOR HUMANITY SALT LAKE VALLEY

1276 SOUTH 500 WEST
SALT LAKE CITY,UT84101 		NONE PC SALT LAKE VALLEY HABITAT FOR HUMANITY SECOND CHANCE PROGRAM 5,000

HEART & SOUL

PO BOX 526142
SALT LAKE CITY,UT84152 		NONE PC HEART & SOUL HOPE & HEALING PERFORMANCE AND SINGS PROGRAMS 7,500

HORIZONTE SCHOLARSHIP FUND INC

2049 EAST HERBERT AVE
SALT LAKE CITY,UT84108 		NONE PC MARRINER ECCLES FIRST GENERATION COLLEGE STUDENT SCHOLARSHIPS 10,000

INTERNATIONAL RESCUE COMMITTEE

221 SOUTH 400 WEST
SALT LAKE CITY,UT84110 		NONE PC IRC SLCS BRIDGE TO SAFETY SURVIVOR SUPPORT SERVICES 25,000

JUNIOR ACHIEVEMENT OF UTAH

515 SOUTH 700 EAST 1F
SALT LAKE CITY,UT84102 		NONE PC JUNIOR ACHIEVEMENT OF UTAH IN-CLASS PROGRAMS: 2023-2024 32,000

JUNIOR LEAGUE OF SALT LAKE CITY

526 EAST 300 SOUTH
SALT LAKE CITY,UT84102 		NONE PC WOMEN HELPING WOMEN PROJECT 5,000

JUNIOR LEAGUE OF SALT LAKE CITY

526 EAST 300 SOUTH
SALT LAKE CITY,UT84102 		NONE PC GENERAL OPERATING SUPPORT 20,000

KOSTOPULOS DREAM FOUNDATION CAMP KOSTOPULOS

4180 E EMIGRATION CANYON
SALT LAKE CITY,UT84108 		NONE PC SUPPORT FOR YEAR-ROUND PROGRAMS FOR PEOPLE WITH DISABILITES 15,000

LEGAL AID SOCIETY OF SALT LAKE

205 NORTH 400 WEST
SALT LAKE CITY,UT84103 		NONE PC DOMESTIC VIOLENCE VICTIM ASSISTANCE PROGRAM 10,000

MALIHEH FREE CLINIC

941 EAST 3300 SOUTH
SALT LAKE CITY,UT84106 		NONE PC HEALTHY FAMILIES SUPPORT PROGRAM 15,000

MOAB MUSIC FESTIVAL

58 EAST 300 SOUTH
MOAB,UT84532 		NONE PC 2024 MOAB MUSIC FESTIVAL CONCERTS AND EDUCATION PROGRAMS 5,000

MOAB VALLEY MULTICULTURAL CENTER

PO BOX 55
MOAB,UT84532 		NONE PC CRISIS RESOURCE AND ADVOCACY PROGRAM FOR RURAL GRAND COUNTY'S UNDERSERVED PEOPLE 6,000

MOUNTAINLAND TECHNICAL COLLEGE

2301 WEST ASHTON BLVD
LEHI,UT84043 		NONE PC SCHOLARSHIPS 8,000

NATIONAL ABILITY CENTER

1000 ABILITY WAY
PARK CITY,UT84060 		NONE PC ADAPTIVE MILITARY PROGRAMMING 2024 10,000

NEIGHBORHOOD HOUSE

1050 WEST 500 SOUTH
SALT LAKE CITY,UT84104 		NONE PC SUPPORTING AGING AND DISABLED ADULTS IN UTAH 55,000

OGDEN-WEBER APPLIED TECHNOLOGY COLLEGE

200 N WASHINGTON BLVD
OGDEN,UT84404 		NONE PC 2024 SCHOLARSHIPS 15,000

ONSTAGE OGDEN

638 26TH STREET
OGDEN,UT84401 		NONE PC SPONSORSHIP OF A SHOW 5,000

PEOPLE'S HEALTH CLINIC

650 ROUND VALLEY DRIVE
PARK CITY,UT84068 		NONE PC PROVIDING HEALTH CARE FOR THE COMMUNITYS UNINSURED 15,000

PEOPLE HELPING PEOPLE

205 NORTH 400 WEST
SALT LAKE CITY,UT84103 		NONE PC PEOPLE HELPING PEOPLE EMPLOYMENT PROGRAM 5,000

PLANNED PARENTHOOD ASSOCIATION OF UTAH

654 S 900 E
SALT LAKE CITY,UT84102 		NONE PC EDUCATION PROGRAM EXPANSION 33,000

RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA

935 EAST SOUTH TEMPLE STREET
SALT LAKE CITY,UT84102 		NONE PC RONALD MCDONALD HOUSE CHARITIES' EMERGENCY MEDICAL HOUSING & RESPITE PROGRAM 10,000

SALT LAKE ACTING COMAPNY

168 WEST 500 NORTH
SALT LAKE CITY,UT84103 		NONE PC SALT LAKE ACTING COMPANYS 2023/2024 SEASON OF PLAYS AND ACCOMPANYING OUTREACH 10,000

SALT LAKE ART CENTER DBA UTAH MUSEUM OF CONTEMPORARY ART

20 S WEST TEMPLE
SALT LAKE CITY,UT84101 		NONE PC UMOCA EDUCATION PROGRAM 5,000

SALT LAKE COMMUNITY COLLEGE

PO BOX 30808
SALT LAKE CITY,UT841300808 		NONE PC PARTNERSHIP FOR ACCESSING COLLEGE EDUCATION (PACE) SCHOLARSHIPS AT SALT LAKE COMMUNITY COLLEGE 25,000

SALT LAKE DONATED DENTAL SERVICES

1383 SOUTH 900 WEST SUITE 128
SALT LAKE CITY,UT84104 		NONE PC COMMUNITY ORAL HYGIENE PROJECT 10,000

SENIOR CHARITY CARE FOUNDATION

6905 SOUTH 1300 EAST 476
COTTONWOOD HEIGHTS,UT84047 		NONE PC SENIOR MOBILE HEALTH CLINICS 5,000

SOUTHERN UTAH UNIVERSITY

351 W UNIVERSITY BLVD
CEDAR CITY,UT84720 		NONE PC IMPROVE THE SIZE AND QUALITY OF SUU'S GERALD R. SHERRATT LIBRARY MAIN COLLECTION 15,000

SOUTHWEST TECHNICAL COLLEGE

757 W 800 SOUTH RM 214K
CEDAR CITY,UT84720 		NONE PC SCHOLARSHIPS 4,000

SPECIAL OLYMPICS UTAH INC

1400 S FOOTHILL DR SUITE 238
SALT LAKE CITY,UT84108 		NONE PC HEALTHY COMMUNITIES: FREE HEALTH SERVICES FOR PEOPLE WITH INTELLECTUAL & DEVELOPMENTAL DISABILITIES 5,000

SUAZO BUSINESS CENTER

960 W 1700 S
SALT LAKE CITY,UT84104 		NONE PC SUPPORTING UTAHS UNDERSERVED AND LOW-INCOME ENTREPRENEURS 5,000

TABITHA'S WAY LOCAL FOOD PANTRY

PO BOX 254
SPANISH FORK,UT84660 		NONE PC TABITHAS WAY PANTRY FEEDING PROGRAM 10,000

THE CHILDREN'S CENTER

350 SOUTH 400 EAST
SALT LAKE CITY,UT84111 		NONE PC THE CHILDREN'S CENTER UTAH PLAY THERAPY SUPPLIES AND MUSIC THERAPY SUPPORT 20,000

THE ROAD HOME

1415 S MAIN STREET
SALT LAKE CITY,UT84115 		NONE PC THE ROAD HOMES EMERGENCY SHELTER AND RESOURCE CENTER (ESRC) PROGRAM 20,000

THE RON MCBRIDE FOUNDATION

PO BOX 71381
SALT LAKE CITY,UT84121 		NONE PC SUPPORT FOR AFTERSCHOOL PROGRAMS AND OTHER PROGRAMS FOR AT-RISK STUDENTS 10,000

THE SHARING PLACE

1695 EAST 3300 SOUTH
SALT LAKE CITY,UT84106 		NONE PC GRIEF SUPPORT GROUPS FOR SCHOOL-AGED GROUPS AND UTAH COUNTY GROUPS 20,000

TOOELE TECHNICAL COLLEGE

88 SOUTH TOOELE BLVD
TOOELE,UT84047 		NONE PC SCHOLARSHIPS 4,000

TRACY AVIARY

589 EAST 1300 SOUTH
SALT LAKE CITY,UT84105 		NONE PC NATURE-BASED DAY CAMPS FOR YOUTH IN SALT LAKE COUNTY 5,000

UINTAH BASIN TECHNICAL COLLEGE

152 E 100 N
VERNAL,UT84078 		NONE PC SCHOLARSHIPS 6,000

UNIVERSITY OF UTAH COLLEGE OF FINE ARTS

375 SOUTH 1530 EAST RM 250
SALT LAKE CITY,UT84112 		NONE PC UNIVERSITY OF UTAH MARCHING BAND SUPPORT 25,000

UNIVERSITY OF UTAH COLLEGE OF NURSING

10 SOUTH 2000 EAST
SALT LAKE CITY,UT84112 		NONE PC MARRINER S. ECCLES NURSING FELLOWSHIP 15,000

UNIVERSITY OF UTAH DAVID ECCLES SCHOOL OF BUSINESS

1645 E CAMPUS CENTER DRIVE
SALT LAKE CITY,UT84112 		NONE PC MARRINER S. ECCLES LEADERSHIP SCHOLAR AWARDS 36,000

UNIVERSITY OF UTAH GRADUATE SCHOOL

JOHN R PARK 201 PRESIDENTS CIR
SUITE 302
SALT LAKE CITY,UT84112 		NONE PC MARRINER S. ECCLES FELLOWSHIP 200,000

UNIVERSITY OF UTAH KUER

101 S WASATCH DRIVE
SALT LAKE CITY,UT84112 		NONE PC KUER LOCAL UTAH NEWS AND INFORMATION PROGRAMMING 5,000

UNIVERSITY OF UTAH LOWELL BENNION COMMUNITY SERVICE CENTER

200 SOUTH CENTRAL CAMPUS DRIVE ROOM
101
SALT LAKE CITY,UT84112 		NONE PC COMMUNITY PARTNER PROGRAMS 20,000

UNIVERSITY OF UTAH MARRIOTT LIBRARY

J WILLARD MARRIOTT LIBRARY 295
SOUTH 1500 EAST
SALT LAKE CITY,UT84112 		NONE PC MARRINER S. ECCLES ROOM UPDATES 15,000

UNIVERSITY OF UTAH NATURAL HISTORY MUSEUM OF UTAH

301 WAKARA WAY
SALT LAKE CITY,UT84108 		NONE PC ORCAS: OUR SHARED FUTURE" SPECIAL EXHIBITION SUPPORT 15,000

UNIVERSITY OF UTAH PIONEER THEATRE COMPANY

300 SOUTH 1400 EAST ROOM 325
SALT LAKE CITY,UT84112 		NONE PC 2024-25 SPONSORSHIP FOR A MUSICAL 20,000

UNIVERSITY OF UTAH S J QUINNEY COLLEGE OF LAW

332 SOUTH 1400 EAST ROOM 101
SALT LAKE CITY,UT84112 		NONE PC MARRINER S. ECCLES FOUNDATION SCHOLARSHIP 20,000

UNIVERSITY OF UTAH SPENCER F ECCLES SCHOOL OF MEDICINE

332 1400 E 73
SALT LAKE CITY,UT84112 		NONE PC RURAL AND UNDERSERVED UTAH TRAINING EXPERIENCE SUITE (RUUTE) 200,000

UNIVERSITY OF UTAH SCHOOL OF MEDICINE ALUMNI

515 E 100 S SUITE 300
SALT LAKE CITY,UT84102 		NONE PC SPENCER FOX ECCLES SCHOOL OF MEDICINE STUDENT SCHOLARSHIPS 75,000

UNIVERSITY OF UTAH UNIVERSITY NEIGHBORHOOD PARTNERS

1060 SOUTH 900 WEST
SALT LAKE CITY,UT84104 		NONE PC HARTLAND COMMUNITY HEALTH & WELLNESS 10,000

UNIVERSITY OF UTAH UTAH MUSEUM OF FINE ARTS

410 CAMPUS CENTER DRIVE
SALT LAKE CITY,UT84112 		NONE PC GENERAL OPERATING SUPPORT FOR UMFAS COLLECTIONS & CONSERVATION DEPARTMENT 15,000

UTAH'S ZOOLOGICAL SOCIETY DBA HOGLE ZOO

2600 EAST SUNNYSIDE AVENUE
SALT LAKE CITY,UT84108 		NONE PC ASIAN HIGHLANDS SURVEILLANCE SYSTEM 40,000

UTAH ARTS FESTIVAL FOUNDATION INC

230 S 500 W SUITE 120
SALT LAKE CITY,UT84101 		NONE PC UTAH ARTS FESTIVAL 2024 SPONOSRSHIP 5,000

UTAH COUNCIL OF THE BLIND

1301 WEST 500 SOUTH
WOOD CROSS,UT84087 		NONE PC SUBSIDIZED EMERGENCY TRANSPORTATION FOR BLIND AND VISUALLY IMPAIRED RESIDENTS OF UTAH 15,000

UTAH DISPUTE RESOLUTION

645 SOUTH 200 EAST
SALT LAKE CITY,UT84111 		NONE PC COMMUNITY MEDIATION AND TRAINING PROGRAMS IN 2023-2024 8,000

UTAH FOOD BANK

3150 S 900 W
SALT LAKE CITY,UT84119 		NONE PC EMERGENCY FOOD ASSISTANCE 11,000

UTAH HISTORICAL SOCIETY

3760 S HIGHLAND DR
SALT LAKE CITY,UT841064260 		NONE PC NATIONAL HISTORY DAY UTAH 5,000

UTAH LEGAL SERVICES

205 NORTH 400 WEST
SALT LAKE CITY,UT84103 		NONE PC ULS EXPUNGEMENT PROJECT 7,500

UTAH SHAKESPEARE FESTIVAL (AS PART OF SOUTHERN UTAH UNIVERSITY)

351 W CENTER STREET
CEDAR CITY,UT84720 		NONE PC 2024 GREENSHOW SPONSOR 22,500

UTAH STATE UNIVERSITY

1540 OLD MAIN HILL
LOGAN,UT84322 		NONE PC LABORATORY GAS CHROMATOGRAPH FOR TRACKING CHANGES IN UINTA BASIN WINTERTIME OZONE 50,000

UTAH STATE UNIVERSITY

1540 OLD MAIN HILL
LOGAN,UT84322 		NONE PC INTERMOUNTAIN INTERTRIBAL INDIAN SCHOOL MURALS: CONSERVING THESE MATERIAL ARTIFACTS 51,000

UTAH STATE UNIVERSITY

1540 OLD MAIN HILL
LOGAN,UT84322 		NONE PC SUPPORTING ASPIRING TEACHERS: DEEPENING CANDIDATE EXPERIENCE IN TEACHER ACADEMY SCHOOLS (TAS) 75,000

UTAH STATE UNIVERSITY

1540 OLD MAIN HILL
LOGAN,UT84322 		NONE PC COMMUNITY JUSTICE ADVOCATES: AN ACCESS TO JUSTICE INITIATIVE 50,000

UTAH SYMPHONY UTAH OPERA

123 W SOUTH TEMPLE
SALT LAKE CITY,UT84101 		NONE PC UTAH SYMPHONY | UTAH OPERA'S 2023-24 SEASON AND 2024 DEER VALLEY(R) MUSIC FESTIVAL 100,000

UTAH YOUTH SYMPHONY

1292 FEDERAL HEIGHTS DRIVE
SALT LAKE CITY,UT84103 		NONE PC SUPPORT FOR CONCERT EXPENSES, TUITION WAIVERS, AND SCHOOL OUTREACH PROGRAMS 5,000

VOLUNTEERS OF AMERICA UTAH

435 WEST BEARCAT DRIVE
SALT LAKE CITY,UT84115 		NONE PC VOLUNTEERS OF AMERICA, UTAH 25,000

WASATCH COMMUNITY GARDENS

629 E 800 S
SALT LAKE CITY,UT84102 		NONE PC YOUTH & SCHOOL GARDEN PROGRAM 7,500

WASATCH HOMELESS HEALTH CARE DBA FOURTH STREET CLINIC

409 WEST 400 SOUTH
SALT LAKE CITY,UT84101 		NONE PC GIVE ONE RAISE TWO 2024 50,000

WESTMINSTER UNIVERSITY

1840 S 1300 EAST
SALT LAKE CITY,UT84105 		NONE PC MARRINER S. ECCLES SCHOLARSHIPS 20,000

YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF UTAH DBA YWCA UTAH

322 EAST 300 SOUTH
SALT LAKE CITY,UT84111 		NONE PC YWCA UTAH DOMESTIC VIOLENCE AND RESIDENTIAL SERVICES 25,000

YOUTH FUTURES SHELTER HOME

2760 ADAMS AVE
OGDEN,UT84403 		NONE PC SHELTER AND SERVICES FOR HOMELESS AND AT-RISK YOUTH 10,000
Total .................................right arrow 3a 2,349,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 420,616  
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 .....     01 1,861,475  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 3,604 18 1,129,890  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNET PASSTHROUGH UBI 		523000 673,246      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 676,850 3,411,981 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,088,831
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
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
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 48,585 36,439   12,146

TY 2023 GeneralExplanationAttachment
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
Identifier Return Reference Explanation
OFFICER COMPENSATION PART I THE AMOUNT OF OFFICER COMPENSATION ON LINE 13 IS NOT THE SAME AS THE AMOUNT OF COMPENSATION SHOWN ON PART VII. THE FOUNDATION IS REIMBURSED FOR A PORTION OF EMPLOYEE TIME BY ANOTHER RELATED FOUNDATION, THUS REDUCING TOTAL COMPENSATION EXPENSE. TOTAL W-2 COMPENSATION PAID IS REFLECTED IN PART VII.

TY 2023 InvestmentsCorpStockSchedule
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
Name of Stock End of Year Book Value End of Year Fair Market Value
AIRBNB INC COM CL A 62,520 62,520
ABBOTT LABORATORIES 62,172 62,172
ACADIA HEALTHCARE COMPANY INC COM 3,010 3,010
ACCENTURE PLC 163,253 163,253
ADOBE INC COM 46,423 46,423
ADMA BIOLOGICS INC 2,508 2,508
AUTODESK INC 45,574 45,574
APPLIED INDUSTRIAL TECHNOLOGIES INC 5,334 5,334
ALIGN TECHNOLOGY INC COM USD0.0001 14,756 14,756
ALKERMES PLC SHS 1,976 1,976
AMYLYX PHARMACEUTICALS INC COM 133 133
AMERICAN TOWER CORP NEW COM 58,289 58,289
AMAZON.COM INC 243,513 243,513
ARTISAN INTL VALUE FUND INSTL 1,807,621 1,807,621
ARHAUS INC COM CL A 1,431 1,431
ARCUTIS BIOTHERAPEUTICS INC COM 664 664
ALPHATEC HLDGS INC COM NEW 3,834 3,834
APTARGROUP INC 1,603 1,603
ATS CORPORATION COM 1,045 1,045
AVIDXCHANGE HOLDINGS INC COM 3,458 3,458
AZEK CO INC CL A 7,533 7,533
BRIDGEBIO PHARMA INC COM 1,886 1,886
BRUNSWICK CORP 2,253 2,253
BIOHAVEN LTD COM NPV 602 602
TOPBUILD CORP COM 3,526 3,526
BROOKFIELD CORPORATION CLASS A LTD 119,497 119,497
BOOT BARN HOLDINGS INC COM 3,616 3,616
BLUEPRINT MEDICINES CORP COM 2,561 2,561
BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 77,568 77,568
BELLRING BRANDS INC COMMON STOCK 3,188 3,188
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 119,848 119,848
BLACKROCK STRATEGIC INCOME OPPRTSI INSTL 785,036 785,036
CACI INTERNATIONAL INC 1,515 1,515
CAE INC COM 1,920 1,920
CAL MAINE FOODS INC COM NEW 90,570 90,570
CHURCH &DWIGHT CO INC COM 94,885 94,885
CIENA CORP 1,335 1,335
COLLIERS INTL GROUP INC SUB-VTG 1,345 1,345
CELLDEX THERAPEUTICS INC NEW COM NEW 1,301 1,301
CLEAN HARBORS INC 3,825 3,825
CELESTICA INC SUB VTG 2,786 2,786
CUMMINS INC 103,422 103,422
CENTESSA PHARMACEUTICALS PLC 746 746
COPART INC COM USD0.0001 71,010 71,010
CREDO TECHNOLOGY GROUP HOLDING LTD 3,094 3,094
SALESFORCE INC COM 80,114 80,114
CROCS INC 2,157 2,157
CARPENTER TECHNOLOGY CORP 1,643 1,643
CYBERARK SOFTWARE LTD COM ILS0.01 4,250 4,250
CYTOKINETICS INC 2,384 2,384
DONNELLEY FINL SOLUTIONS INC COM 3,535 3,535
DISCOVER FINANCIAL SERVICES 111,164 111,164
DUOLINGO INC CL A COM 2,647 2,647
DOUBLEVERIFY HLDGS INC COM 2,602 2,602
ENCOMPASS HEALTH CORP COM 2,813 2,813
E L F BEAUTY INC COM 2,940 2,940
EMERSON ELECTRIC CO 109,677 109,677
ELEMENT SOLUTIONS INC COM 4,223 4,223
EVOLENT HEALTH INC CL A 3,181 3,181
EUROPEAN WAX CTR INC CLASS A COM 2,401 2,401
EDGEWISE THERAPEUTICS INC COM 912 912
FIRST ADVANTAGE CORP NEW COM 1,546 1,546
FORTUNE BRANDS INNOVATIONS INC CO 3,235 3,235
FIRSTCASH HOLDINGS INC COM 2,938 2,938
FTI CONSULTING INC 1,682 1,682
FIVE9 INC COM USD0.001 3,602 3,602
FABRINET COM USD0.01 2,268 2,268
FORMFACTOR INC 2,829 2,829
SHIFT4 PMTS INC CL A 2,312 2,312
JFROG LTD ILS0.01 2,255 2,255
FIRSTSERVICE CORP COM 4,482 4,482
GLOBANT SA USD1.20 1,615 1,615
ALPHABET INC CAP STK CL C 103,841 103,841
ALPHABET INC CAP STK CL A 140,063 140,063
GRAPHIC PACKAGING HOLDING CO 2,918 2,918
GQG PARTNERS EMERG MARKETS EQ INSTL 835,112 835,112
GOOSEHEAD INS INC COM CL A 1,532 1,532
GOLDMAN SACHS GQG PARTNERS INTL OPP I 1,819,396 1,819,396
GUIDEWIRE SOFTWARE INC COM USD0.0001 4,085 4,085
GXO LOGISTICS INCORPORATED 4,140 4,140
HALOZYME THERAPEUTICS INC 3,254 3,254
HAYWARD HLDGS INC COM 4,333 4,333
HIMS &HERS HEALTH INC COM CL A 2,908 2,908
HAMILTON LANE INC CL A 2,621 2,621
HEALTHEQUITY INC COM 3,755 3,755
INSMED INC 1,763 1,763
INTER PARFUMS INC 1,686 1,686
GARTNER INC COM USD0.0005 201,155 201,155
INTRA-CELLULAR THERAPIES INC COM 3,460 3,460
JELD-WEN HLDG INC COM 4,947 4,947
KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD 103,524 103,524
KORN FERRY COM NEW 3,514 3,514
WK KELLOGG CO COM SHS 2,504 2,504
CARMAX INC 129,271 129,271
KINSALE CAP GROUP INC COM 4,202 4,202
KNIGHT-SWIFT TRANSN HLDGS INC CL A 4,033 4,033
KOSMOS ENERGY LTD COM 5,829 5,829
KEROS THERAPEUTICS INC COM 2,317 2,317
KLAVIYO INC COM SER A 1,682 1,682
LITTELFUSE INC 1,954 1,954
ELI LILLY &CO COM 17,115 17,115
LANTHEUS HOLDINGS INC COM USD0.01 2,614 2,614
LOUISIANA-PACIFIC CORP COM USD1.00 3,552 3,552
LAM RESEARCH CORP COM USD0.001 189,456 189,456
STRIDE INC COM 2,648 2,648
LATTICE SEMICONDUCTOR CORP 1,486 1,486
MASTERCARD INCORPORATED CL A 74,162 74,162
MANHATTAN ASSOCIATES INC COM 3,753 3,753
MOODYS CORP COM USD0.01 63,278 63,278
MISTER CAR WASH INC COM 1,558 1,558
MADRIGAL PHARMACEUTICALS INC COM 2,136 2,136
MGP INGREDIENTS INC 1,987 1,987
MIRION TECHNOLOGIES INC COM CL A 2,831 2,831
MKS INSTRS INC COM 1,598 1,598
MINERALYS THERAPEUTICS INC COM 736 736
MERCK &CO. INC COM 143,562 143,562
MICROSOFT CORP 142,624 142,624
METTLER-TOLEDO INTERNATIONAL INC 95,853 95,853
MACOM TECH SOLUTIONS HLDGS INC COM 3,347 3,347
INARI MED INC COM 3,311 3,311
NCINO INC COM 2,318 2,318
NORDSON CORP 96,186 96,186
NEOGENOMICS INC 3,113 3,113
NETFLIX INC 86,241 86,241
NIKE INC CLASS B COM NPV 32,799 32,799
SERVICENOW INC COM USD0.001 72,428 72,428
NATERA INC COM 5,945 5,945
NOVO NORDISK A/S 34,540 34,540
NEXTRACKER INC CLASS A COM 3,489 3,489
OLLIES BARGAIN OUTLET HLDGS IN COM 3,660 3,660
ONTO INNOVATION INC COM 5,613 5,613
OPTION CARE HEALTH INC COM NEW 3,220 3,220
VAXCYTE INC COM 2,869 2,869
PEPSICO INC 69,479 69,479
IMPINJ INC COM 2,953 2,953
PALOMAR HLDGS INC COM 2,263 2,263
PLANET FITNESS INC CL A 3,069 3,069
PIMCO MORTGAGE OPPOR AND BOND FUND INST 717,498 717,498
PRICESMART INC 2,536 2,536
PHILLIPS 66 148,803 148,803
PAYCOR HCM INC COM 1,944 1,944
QUINSTREET INC COM USD0.001 2,525 2,525
RBC BEARINGS INC. COM USD0.01 4,055 4,055
R1 RCM INC COM 3,452 3,452
REDFIN CORP COM 891 891
RADNET INC 1,849 1,849
RYMAN HOSPITALITY PROPERTIES INC 3,503 3,503
TRANSOCEAN LIMITED COM 2,192 2,192
RAMBUS INC 3,832 3,832
CONSTRUCTION PARTNERS INC COM CL A 3,257 3,257
ROLLINS INC 56,912 56,912
SI-BONE INC COM 2,374 2,374
SITEONE LANDSCAPE SUPPLY INC COM 98,621 98,621
SJW GROUP COM 2,136 2,136
SKYWARD SPECIALTY INS GROUP 2,581 2,581
SILICON LABORATORIES INC 3,306 3,306
SCHNEIDER NATIONAL INC CL B 2,445 2,445
SONOS INC COM 3,621 3,621
SPS COMM INC COM 4,992 4,992
SUMMIT MATLS INC CL A 4,635 4,635
SAVERS VALUE VLG INC COM 3,104 3,104
AT&T INC COM USD1 70,469 70,469
BANCORP INC 1,138 1,138
TENABLE HLDGS INC COM 4,053 4,053
TRIUMPH FINANCIAL INC COM 2,142 2,142
TRANSMEDICS GROUP INC COM 1,996 1,996
THERMO FISHER SCIENTIFIC INC 68,583 68,583
TERRENO REALTY CORP 1,770 1,770
PRICE T ROWE GROUPS COM USD0.20 88,270 88,270
TWIST BIOSCIENCE CORP COM 1,853 1,853
TEXAS INSTRUMENTS INC COM USD1.00 86,060 86,060
UNDISCOVERED MGRS BEHAVIOR VALUE CL L 379,113 379,113
UNIFIRST CORP 2,081 2,081
UNITEDHEALTH GROUP INC 148,410 148,410
VISA INC 216,490 216,490
VIKING THERAPEUTICS INC 3,116 3,116
VONTIER CORPORATION COM 208,202 208,202
VERONA PHARMA 676 676
WORKDAY INC COM 31,366 31,366
WELLS FARGO CO NEW COM 129,309 129,309
WINNEBAGO INDUSTRIES INC 1,702 1,702
WINGSTOP INC COM 4,409 4,409
WATSCO INC 138,670 138,670
EXPRO GROUP HOLDINGS 8,228 8,228
ZOETIS INC 43,487 43,487

TY 2023 InvestmentsGovtObligationsSch
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
US Government Securities - End of Year Book Value:

1,359,178
US Government Securities - End of Year Fair Market Value:

1,359,178
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 LegalFeesSchedule
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,089 545   545


TY 2023 OtherAssetsSchedule
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CYNOSURE AVALON BUILDGROUP LLC 734,932 609,794 609,794
CYNOSURE AVALON HOLDINGS LLC 2,153,169 728,255 728,255
CYNOSURE FENWAY SUMMER LLC 676,161 639,356 639,356
CYNOSURE FERNWEH 1,458,138 2,604,593 1,797,000
CYNOSURE INVESTMENT PARTNERS LLC 26,117,079 27,760,464 20,048,000
CYNOSURE PARTNERS 2020 LP 8,126,176 9,834,142 7,032,000
CYNOSURE PARTNERS 2020 CO-INV LLC 3,620,345 4,220,771 3,003,000
CYNOSURE WEALTH PARTNERS LLC 3,906,947 4,332,449 3,187,000
CRC BOND OPPORTUNITY TRADING FUND (CAYMAN) LP 2,019,933 0 0
OWL CREEK CREDIT OPPORTUNITIES FUND LTD 2,268,877 611,665 611,665
PELION VENTURES V 585,974 489,860 489,860
SG CREDIT HYBRID 783,816 783,816 783,816
4C GPS I -3,671 0 0
4C GPS II -1,143 0 0
4C GPS III -2,327 0 0
CARLYLE GFSP 2,791 1,511 1,511
CYNOSURE GPS -22,550 50,677 50,677
UV PARTNERS IV LP 280,806 290,557 290,557
GMP LOAN PARTICIPATION 160,000 0 0
CYNOSURE PARTNERS III 0 738,247 738,247
COVARIANCE OFFSHORT FUND LP 0 1,245,908 860,000


TY 2023 OtherExpensesSchedule
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PASSTHROUGHS DEDUCTIONS 829,464 822,360   10
INSURANCE 7,675 0   7,675
OFFICE SUPPLIES AND EXPENSES 1,548 0   1,548
COMMITTEE MEMBER FEES 20,000 0   20,000
UTILITIES 1,398 0   1,398


TY 2023 OtherIncomeSchedule2
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INVESTMENT INCOME 1,851,360 1,851,360 1,851,360
TAX REFUND 10,083 0 10,083
MISCELLANEOUS INCOME 32 32 32
NET PASSTHROUGH UBI 673,246   673,246


TY 2023 OtherIncreasesSchedule
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
Description Amount
UNREAL GAIN / (LOSS) 4,697,113


TY 2023 OtherLiabilitiesSchedule
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD LIABILITY 469 222
LINE OF CREDIT 500,000 0


TY 2023 OtherProfessionalFeesSchedule
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 478,483 358,862   119,621
IT SUPPORT 13,447 0   13,447
PAYROLL SERVICES 550 0   550
VALUATION SERVICES 8,500 0   8,500


TY 2023 ReductionExplanationStatement
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
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 FOR THE ASSET GROUP AT MARCH 31, 2024 WAS $49,998,328 AND WAS NOT A CLEAR REFLECTION OF FAIR MARKET VALUE. THE DISCOUNT BEING CLAIMED FOR LACK OF MARKETABILITY AND LACK OF CONTROL IS $14,071,328.FAIR MARKET VALUE OF $35,927,000 IS SUPPORTED BY AN INDEPENDENT VALUATION REPORT DATED SEPTEMBER 18, 2024.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.

TY 2023 TaxesSchedule
Name:
MARRINER S ECCLES FOUNDATION
EIN:
23-7185855
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE TAX 10,454 0   0
FOREIGN TAX 386 386   0