2024-12-19T10:39:40-06:00 2024-06-30 202253063 TANNER LLC 36 S STATE STREET SUITE 600 SALT LAKE CITY UT 84111 990 2023-07-01 873646588 GEORGE S AND DOLORES DORE ECCLES ENDOWMENT FOR MEDICAL SCHOOL EXCELLENCE GEOR 8013233350 36 SOUTH STATE STREET SUITE 1400 SALT LAKE CITY UT 84111 TAYLOR R RANDALL BOARD CHAIR 8013233350 2024-12-11 1 0 MARC A METCALF P00170461 8015327444 2024-12-11 2023 2024-10-15 13:58:12Z ENDOWMENT FOR MEDICAL SCHOOL EXCELLENCE ECCLES ENDOWMENT FOR MEDICAL SCHOOL EXCELLENCE TAYLOR R RANDALL 36 SOUTH STATE STREET SUITE 1400 SALT LAKE CITY UT 84111 2362178 0 X X 2021 UT THE ORGANIZATION WAS ESTABLISHED TO SUPPORT AND BENEFIT THE UNIVERSITY OF UTAH SCHOOL OF MEDICINE AND TO HELP ENABLE THE UNIVERSITY TO PROVIDE THE HIGHEST QUALITY MEDICAL EDUCATION, CUTTING EDGE RESEARCH, AND EXCELLENT HEALTHCARE FOR UTAHNS. 7 2 0 0 0 0 515087 497659 0 0 323199 1199949 0 0 838286 1697608 354660 800000 0 0 0 0 0 0 0 188036 343158 542696 1143158 295590 554450 39336123 42475802 0 0 39336123 42475802 THE ORGANIZATION WAS ESTABLISHED TO SUPPORT AND BENEFIT THE UNIVERSITY OF UTAH SCHOOL OF MEDICINE AND TO HELP ENABLE THE UNIVERSITY TO PROVIDE THE HIGHEST QUALITY MEDICAL EDUCATION, CUTTING EDGE RESEARCH, AND EXCELLENT HEALTHCARE FOR UTAHNS. 0 0 1143158 800000 THE ORGANIZATION SUPPORTS AND BENEFITS THE UNIVERSITY OF UTAH SCHOOL OF MEDICINE AND HELPS ENABLE THE UNIVERSITY TO PROVIDE THE HIGHEST QUALITY MEDICAL EDUCATION, CUTTING EDGE RESEARCH, AND EXCELLENT HEALTHCARE FOR UTAHNS. 1143158 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 UT X BRUCE OLSON RQN 8013233350 36 SOUTH STATE STREET SUITE 1400 SALT LAKE CITY UT 84111 TAYLOR R RANDALL BOARD CHAIR 1.00 X X 0 947863 339846 MICHAEL GOOD SECRETARY 1.00 X X 0 2162953 165664 SAMUEL FINLAYSON BOARD MEMBER 1.00 X 0 1071829 117770 WENDY HOBSON-ROHRER BOARD MEMBER 1.00 X 0 448358 95971 SARA LAMB BOARD MEMBER 1.00 X 0 431746 73270 SPENCE ECCLES BOARD MEMBER 1.00 X 0 0 0 LISA ECCLES BOARD MEMBER 1.00 X 0 0 0 CYNTHIA BEST TREASURER 2.00 X 0 318138 66069 BRUCE OLSON ASST SECRETARY 0.50 X 0 0 0 0 5380887 858590 0 0 1 0 0 497659 497659 1007599 1007599 856920 664570 192350 192350 192350 1697608 0 0 1199949 800000 800000 3270 3270 24824 24824 284982 284982 1045 1045 3599 3599 OTHER OPERATING EXPENSE 25428 25428 BANK CHARGES 10 10 1143158 1143158 0 0 1283 26 13719085 7716743 14491628 20281136 11124127 14477897 39336123 42475802 0 0 X -23235 -23161 39359358 42498963 39336123 42475802 39336123 42475802 554450 2585229 0 X 0 1 X 1 0 X X 1 UNIVERSITY OF UTAH 876000525 2 1 800000 0 1 800000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39359358 497659 3500196 800000 58250 42498963 37234844 515087 2014903 354660 50816 39359358 38203998 -969154 37234844 0 0 0 ALTERNATIVE INVESTMENTS 14477897 C 14477897 X 3997855 2585229 2585229 1412626 284982 284982 1697608 858176 0 858176 284982 284982 1143158 PART V, LINE 4: THE GEORGE S. AND DOLORES DORE ECCLES ENDOWMENT FOR MEDICAL SCHOOL EXCELLENCE AT THE UNIVERSITY OF UTAH WAS ESTABLISHED TO SUPPORT AND BENEFIT THE UNIVERSITY OF UTAH SCHOOL OF MEDICINE AND TO HELP ENABLE THE UNIVERSITY TO PROVIDE THE HIGHEST QUALITY MEDICAL EDUCATION, CUTTING EDGE RESEARCH, AND EXCELLENT HEALTHCARE FOR UTAHNS. THE BOARD OF DIRECTORS MEETS THREE TO FOUR TIMES PER YEAR TO SET DIRECTION, ESTABLISH PRIORITIES AND REVIEW PROGRESS OF INITIATIVES. ON AN ANNUAL BASIS THE BOARD CONSIDERS PROPOSED PROJECTS SPECIFIC TO IMPROVING MEDICAL EDUCATION AT THE UNIVERSITY OF UTAH, AND FUNDS PROJECTS BASED ON HIGHEST IMPACT AND AVAILABLE FUNDS. THE BOARD ALSO REVIEWS THE FINANCIAL POSITION OF THE ORGANIZATION, INCLUDING PERFORMANCE OF INVESTMENTS AND OPERATING EXPENSES. FUNDS ARE TRANSFERRED TO THE UNIVERSITY OF UTAH PRIMARILY ON A QUARTERLY BASIS ACCORDING TO PROJECT BUDGETS AND TO COVER OPERATING COSTS. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS, IF ANY, WHEN IT IS MORE LIKELY-THAN-NOT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. AS OF JUNE 30, 2024 AND 2023, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 UNIVERSITY OF UTAH 201 PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 876000525 800000 0 TO SUPPORT THE UNIVERSITY OF UTAH SCHOOL OF MEDICINE 1 0 0 0 0 0 0 0 0 0 MICHAEL GOOD SECRETARY 0 1653010 0 0 0 509943 0 147911 0 17753 0 2328617 0 0 TAYLOR R RANDALL BOARD CHAIR 0 847661 0 0 0 100202 0 312860 0 26986 0 1287709 0 51244 SAMUEL FINLAYSON BOARD MEMBER 0 1041804 0 0 0 30025 0 90360 0 27410 0 1189599 0 0 WENDY HOBSON-ROHRER BOARD MEMBER 0 448358 0 0 0 0 0 66660 0 29311 0 544329 0 0 SARA LAMB BOARD MEMBER 0 431746 0 0 0 0 0 46860 0 26410 0 505016 0 0 CYNTHIA BEST TREASURER 0 288138 0 0 0 30000 0 45960 0 20109 0 384207 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE DRAFT COPY OF THE FORM 990 IS CIRCULATED TO ALL BOARD MEMBERS, VOTING AND NON-VOTING, VIA E-MAIL IN ADVANCE OF FILING. BOARD MEMBERS HAVE THE OPPORTUNITY TO ASK QUESTIONS AND PROVIDE INPUT PRIOR TO FINALIZATION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD AND THE UNIVERSITY BOTH MONITOR AND ENFORCE THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 BOARD MEMBERS RECEIVE THEIR COMPENSATION FROM THE UNIVERSITY (THE SUPPORTED ORGANIZATION). NO COMPENSATION IS PAID BY THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 FORM 1023 IS MADE PUBLICLY AVAILABLE. ALL OTHER DOCUMENT REQUESTS ARE ACTED UPON BY THE BOARD AT ITS DISCRETION. UNIVERSITY OF UTAH 201 PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 876000525 HIGHER EDUCATION UT 501(C)(3) LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF UTAH B 800000 CASH