2023-11-13T17:42:24-06:00 2022-12-31 202253063 TANNER LLC 36 S STATE STREET SUITE 600 SALT LAKE CITY UT 84111 990PF 2022-01-01 876118245 GEORGE S AND DOLORES DORE ECCLES FOUNDATION GEOR 8012465357 79 S MAIN ST STE 1400 SALT LAKE CITY UT 84111 BOB GRAHAM SECRETARY/TREASURER 8012465357 2023-11-13 1 BOB GRAHAM 999009999 0 MARC A METCALF P00170461 8015327444 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 723093509 X X 19729126 19729126 13600533 13600533 -5872633 73303773 0 -1045360 -5229661 26411666 28099998 782800 253795 529005 309227 32345 276881 26209 13104 13105 16643 8321 8322 4590430 4358581 231849 240692 175040 65652 3746733 299244 17746 277137 69284 207853 19842 3096 16746 5066487 4684737 274373 15076200 9897547 1641532 31987159 31987159 47063359 9897547 33628691 -20651693 18202451 200 201 201 29968763 5604418 5604418 17552398 0 0 126016982 97458232 128747459 0 2562020 2384887 493950141 557958542 586214379 1748257 1748257 142165 142165 142165 667630649 663725578 723093509 15000000 0 15000000 X 0 0 250874468 250874468 416756181 397851110 667630649 648725578 667630649 663725578 667630649 -20651693 1746622 648725578 0 648725578 UV PARTNERS IV, L.P. 0 0 WEST RIM CAPITAL PARTNERS II, L.P. 0 0 CORSAIR III FINANCIAL SERVICES CAPITAL PARTNERS, L.P. 0 0 CORSAIR IV FINANCIAL SERVICES CAPITAL PARTNERS, LP 96969 96969 CYNOSURE AVALON BUILDGROUP LLC -4451 -4451 PELION VENTURES V LP 0 0 PELION VENTURES V LP -54067 -54067 CARLYLE GLOBAL FINC. SVCS P'NERS II -1836 -1836 CYNOSURE INVESTMENT PARTNERS LLC -1600501 -1600501 CYNOSURE INVESTMENT PARTNERS LLC -516676 -516676 CYNOSURE WEALTH HOLDINGS, LLC 89221 89221 CYNOSURE FENWAY SUMMER, LLC -187369 -187369 PELION VENTURES VI LP -66652 -66652 UNIVERSITY VENTURE FUNDS II -12346 -12346 CYNOSURE PARTNERS 2020, LP 13878 13878 GQG PARTNERS EMERGING MARKETS EQUITY FUND -1807753 -1807753 GQG PARTNERS EMERGING MARKETS EQUITY FUND 1182576 1182576 GQG PARTNERS INTERNATIONAL EQUITY FUND -3440675 -3440675 GQG PARTNERS INTERNATIONAL EQUITY FUND 2357506 2357506 SORENSON CAPITAL PARTNERS II -746290 -746290 CARLYLE GLOBAL FINC. SVCS P'NERS II 23 23 FIDELITY - NET SHORT-TERM CAPITAL GAIN -2401699 -2401699 FIDELITY - NET LONG-TERM CAPITAL GAIN -5073939 -5073939 CYNOSURE FENWAY SUMMER, LLC 171 171 OTHER GAIN FROM PARTNERSHIPS 6301277 6301277 -5872633 253014 0 253014 0 253014 1807362 0 500000 0 2307362 0 2054348 2054348 0 0 0 0 0 0 0 0 0 1 1 0 1 1 UT 0 0 0 0 0 1 WWW.GSECCLESFOUNDATION.ORG ROBERT M GRAHAM 8012465357 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 SPENCER F ECCLES 79 S MAIN ST 2ND FL SALT LAKE CITY UT 84111 CHAIRMAN/DIRECTOR 20.00 267800 0 0 ROBERT M GRAHAM 3735 VIEWCREST CIRCLE SALT LAKE CITY UT 84124 SECRETARY/TREASURER 35.00 257500 0 0 LISA ECCLES 1720 YALECREST SALT LAKE CITY UT 84108 PRESIDENT/DIRECTOR 40.00 257500 0 19842 TONI LEHTINEN 1850 YALE AVE SALT LAKE CITY UT 84108 COMMUNICATIONS & GRA 30.00 153241 0 0 ERIN ARMSTRONG-WRIGHT 5320 ALPINE DRIVE MURRAY UT 84107 ASSISTANT TO THE PRE 35.00 91296 0 0 MARGUERITE MONTAGUE 2964 BENGAL AVE COTTONWOOD HEIGHTS UT 84121 ADMINISTRATIVE ASSIS 35.00 64689 0 0 0 CYNOSURE 79 SOUTH MAIN STREET 3RD FLOOR SALT LAKE CITY UT 84111 INVESTMENT SERVICES 5250261 0 0 153003257 32965389 448126000 634094646 0 15000000 619094646 9286420 609808226 30490411 30490411 253014 530726 783740 29706671 0 29706671 0 29706671 33628691 0 33628691 29706671 33263665 0 0 33628691 33263665 0 0 365026 0 0 0 0 0 0 0 0 29341645 0 0 0 LISA ECCLES 79 S MAIN ST STE 1400 SALT LAKE CITY UT 84111 8012465340 SEE COPY OF THE FORM ATTACHED. FOUR WEEKS PRIOR TO QUARTERLY MEETINGS. GRANTS ARE PRIMARILY LIMITED TO UTAH ORGANIZATIONS. 2022 CONTRIBUTIONS OF STOCK PAID 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - DETAIL AVAILABLE UPON REQUEST 1814728 2022 CONTRIBUTIONS PAID 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - DETAIL AVAILABLE UPON REQUEST 30152598 2022 PASSTHROUGH CONTRIBUTIONS 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - DETAIL AVAILABLE UPON REQUEST 19833 31987159 2023 CONTRIBUTIONS YET-TO-BE-PAID 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - DETAIL AVAILABLE UPON REQUEST 9619885 2024 CONTRIBUTIONS YET-TO-BE-PAID 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - DETAIL AVAILABLE UPON REQUEST 8451450 2025 CONTRIBUTIONS YET-TO-BE-PAID 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - DETAIL AVAILABLE UPON REQUEST 2510000 2026 CONTRIBUTIONS YET-TO-BE-PAID 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - DETAIL AVAILABLE UPON REQUEST 5000000 2027 CONTRIBUTIONS YET-TO-BE-PAID 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - DETAIL AVAILABLE UPON REQUEST 5000000 2028 CONTRIBUTIONS YET-TO-BE-PAID 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - DETAIL AVAILABLE UPON REQUEST 5000000 2029 CONTRIBUTIONS YET-TO-BE-PAID 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - DETAIL AVAILABLE UPON REQUEST 5000000 2030 CONTRIBUTIONS YET-TO-BE-PAID 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - DETAIL AVAILABLE UPON REQUEST 18000000 58581335 14 19729126 14 13600533 18 -5872633 PASSTHROUGH NET RENTAL REAL ESTATE INCOME/LOSS 14 -4800406 UNRELATED TRADE OR BUSINESS INCOME REPORTED ON 990-T 900003 4184253 PASSTHROUGH OTHER INCOME 14 -869530 PASSTHROUGH OTHER INCOME - ROYALTIES 14 440275 PASSTHROUGH TAX-EXEMPT INCOME 14 48 4184253 22227413 0 26411666 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX PREP 16643 8321 8322 UTAH ATTORNEY GENERAL DOES NOT REQUIRE A COPY. BONDS 2562020 2384887 STOCKS 97458232 128747459 INVESTMENT IN PARTNERSHIPS AT COST 557958542 586214379 LEGAL 26209 13104 13105 ART 142165 142165 142165 OFFICE EXPENSE & STORAGE 19487 6431 13056 DIRECTORS FEES 210000 66750 143250 TELEPHONE 27641 8292 19349 PARKING 11808 2858 8950 FOOD & CATERING 7415 1483 2225 INSURANCE D&O 5511 2755 2756 INSURANCE - MEDICAL & DENTAL 96599 26082 70517 INSURANCE - FIRE & LIABILITY 4178 1050 3128 MISCELLANEOUS EXPENSE 1136 566 570 INVESTMENT EXPENSE 1211029 1211029 0 NONDEDUCTIBLE PASSTHROUGH EXPENSES 102812 0 0 PASSTHROUGH CREDITS 20560 20560 0 ADR FEES 375 290 85 PASSTHROUGH OTHER DEDUCTIONS 3331776 3331776 0 INSURANCE - LIFE 1046 278 768 THEATER TICKETS 15114 4537 9719 PASSTHROUGH NET RENTAL REAL ESTATE INCOME/LOSS -4800406 -4800406 -4800406 UNRELATED TRADE OR BUSINESS INCOME REPORTED ON 990-T 4184253 4184253 PASSTHROUGH OTHER INCOME -869530 -869530 -869530 PASSTHROUGH OTHER INCOME - ROYALTIES 440275 440275 440275 PASSTHROUGH TAX-EXEMPT INCOME 48 48 MARKET VALUE OF STOCK GIVEN AS GRANTS OVER COST OF STOCK 1746622 INVESTMENT MANAGEMENT 4590430 4358581 231849 FEDERAL EXCISE TAX 3492407 44918 17746 FOREIGN TAX 254326 254326 0