Civic Intelligence

Emma Eccles Jones Endowment Fund

EIN 87-6218016 • 501(c)3 • Des Moines, IA

Profile

Invest assets and distribute income to the university of utah

PO Box 10316Des Moines, IA 50306

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

2nd percentile

-2097%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

86th percentile

$12,500

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 339.4% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-98%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $76,890 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$0

Down $76,890 (-100%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$3,683

Down $196,973 (-98%) from 2024

Expenses

Down

$80,903

Down $225,042 (-74%) from 2024

Net Income

Up

-$77,220

Up $28,069 (+27%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $15,516,777Liabilities 2011: $0Net Assets 2011: $15,516,7772011Assets 2012: $15,232,857Liabilities 2012: $0Net Assets 2012: $15,232,8572012Assets 2013: $15,128,983Liabilities 2013: $0Net Assets 2013: $15,128,9832013Assets 2014: $15,127,070Liabilities 2014: $0Net Assets 2014: $15,127,0702014Assets 2015: $14,773,346Liabilities 2015: $0Net Assets 2015: $14,773,3462015Assets 2016: $14,552,305Liabilities 2016: $0Net Assets 2016: $14,552,3052016Assets 2017: $14,601,597Liabilities 2017: $0Net Assets 2017: $14,601,5972017Assets 2018: $14,861,593Liabilities 2018: $0Net Assets 2018: $14,861,5932018Assets 2019: $15,113,559Liabilities 2019: $0Net Assets 2019: $15,113,5592019Assets 2020: $15,207,047Liabilities 2020: $0Net Assets 2020: $15,207,0472020Assets 2021: $16,417,649Liabilities 2021: $0Net Assets 2021: $16,417,6492021Assets 2022: $19,951,692Liabilities 2022: $0Net Assets 2022: $19,951,6922022Assets 2023: $19,797,170Liabilities 2023: $0Net Assets 2023: $19,797,1702023Assets 2024: $76,890Liabilities 2024: $0Net Assets 2024: $76,8902024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $980,905Expenses 2011: $846,944Net Income 2011: $133,9612011Revenue 2012: $508,694Expenses 2012: $787,253Net Income 2012: -$278,5592012Revenue 2013: $687,092Expenses 2013: $792,066Net Income 2013: -$104,9742013Revenue 2014: $854,831Expenses 2014: $836,974Net Income 2014: $17,8572014Revenue 2015: $532,908Expenses 2015: $896,117Net Income 2015: -$363,2092015Revenue 2016: $700,600Expenses 2016: $931,049Net Income 2016: -$230,4492016Revenue 2017: $1,021,729Expenses 2017: $972,603Net Income 2017: $49,1262017Revenue 2018: $1,246,983Expenses 2018: $982,698Net Income 2018: $264,2852018Revenue 2019: $1,254,264Expenses 2019: $1,000,459Net Income 2019: $253,8052019Revenue 2020: $1,128,650Expenses 2020: $1,036,142Net Income 2020: $92,5082020Revenue 2021: $2,295,239Expenses 2021: $1,089,012Net Income 2021: $1,206,2272021Revenue 2022: $4,705,767Expenses 2022: $1,171,334Net Income 2022: $3,534,4332022Revenue 2023: $1,011,173Expenses 2023: $1,152,979Net Income 2023: -$141,8062023Revenue 2024: $200,656Expenses 2024: $305,945Net Income 2024: -$105,2892024Revenue 2025: $3,683Expenses 2025: $80,903Net Income 2025: -$77,2202025

Highlighted filing

2025

Revenue$3,683
Expenses$80,903
Net Income-$77,220
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,683
Expenses
$80,903
Net income
-$77,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.08$0.08
2024Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.20$0.31$0.11
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$0.00$19.8$1.01$1.15$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$0.00$20.0$4.71$1.17$3.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$0.00$16.4$2.30$1.09$1.21
2020Summary only. Only limited summary data is available for this year.$15.2$0.00$15.2$1.13$1.04$0.09
2019Summary only. Only limited summary data is available for this year.$15.1$0.00$15.1$1.25$1.00$0.25
2018Summary only. Only limited summary data is available for this year.$14.9$0.00$14.9$1.25$0.98$0.26
2017Summary only. Only limited summary data is available for this year.$14.6$0.00$14.6$1.02$0.97$0.05
2016Summary only. Only limited summary data is available for this year.$14.6$0.00$14.6$0.70$0.93$0.23
2015Summary only. Only limited summary data is available for this year.$14.8$0.00$14.8$0.53$0.90$0.36
2014Summary only. Only limited summary data is available for this year.$15.1$0.00$15.1$0.85$0.84$0.02
2013Summary only. Only limited summary data is available for this year.$15.1$0.00$15.1$0.69$0.79$0.10
2012Summary only. Only limited summary data is available for this year.$15.2$0.00$15.2$0.51$0.79$0.28
2011Summary only. Only limited summary data is available for this year.$15.5$0.00$15.5$0.98$0.85$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$3,683
Mission and Program Overview

Mission

Invest assets and distribute income to the university of utah

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$76,890--
Cap Stk Tr Prin Current Funds$76,890--
Rtn Earn Endowment Incm Other Fnds-$0-
Total Assets$76,890$0▼ $76,890
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$76,890$0▼ $76,890
Total Liabilities and Net Assets / Fund Balance$76,890$0▼ $76,890
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleBaseTotal
-Trustee$12,500$12,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,845
Other Revenue
$838
Change in Net Assets
$-77,220
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,403
Salaries, Compensation, and Employee Benefits$12,500
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,403--$68,403
Current Officers, Directors, Trustees, and Key Employees$1,250$11,250-$12,500
Total Functional Expenses$69,653$11,250$0$80,903
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of UtahSalt Lake City, UT501(c)(3)General Support Grant$68,403
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“University of utah, the supported organization has the authority to elect members of governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Sole trustee receives and reviews form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The organization complies with the same policy as the trustee.”

Form 990, Page 6, Part VI, Line 19

“No documents are available to the public”

Filing and Contact Details

Filer

Filer Name
Emma Eccles Jones Endowment Fund
EIN
87-6218016
Phone
6025620883
Address
PO BOX 10316, DES MOINES, IA 50306

Signing Officer

Name
Principal Bank - Pcs Tax
Title
Trustee
Phone
6025620883
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Ut
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj: $330”

Raw XML AppendixShowing 400 of 401 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0INVEST ASSETS AND DISTRIBUTE INCOME TO THE UNIVERSITY OF UTAH
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PRINCIPAL BANK - PCS TAX
IRS990/BooksInCareOfDetail/PhoneNum06025620883
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 10316
IRS990/BooksInCareOfDetail/USAddress/CityNm0DES MOINES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050306
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt076890
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt011250
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt01250
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt012500
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt068403
IRS990/CYInvestmentIncomeAmt02845
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt0838
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-77220
IRS990/CYSalariesCompEmpBnftPaidAmt012500
IRS990/CYTotalExpensesAmt080903
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03683
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0INVEST ASSETS AND DISTRIBUTE INCOME TO THE UNIVERSITY OF UTAH
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt069653
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PRINCIPAL BANK - PCS TAX
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt012500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt068403
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt068403
IRS990/GrantsToDomesticOrgsGrp/TotalAmt068403
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03683
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02845
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02845
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0INVEST ASSETS AND DISTRIBUTE INCOME TO THE UNIVERSITY OF UTAH
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt076890
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0330
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1CLASS ACTION SETTLEMENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt034
IRS990/OtherRevenueMiscGrp/ExclusionAmt1804
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt034
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1804
IRS990/OtherRevenueTotalAmt0838
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0PRINCIPAL FINANCIAL GROUP
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0271976
IRS990/PYInvestmentIncomeAmt0196165
IRS990/PYOtherExpensesAmt07
IRS990/PYOtherRevenueAmt04491
IRS990/PYRevenuesLessExpensesAmt0-105289
IRS990/PYSalariesCompEmpBnftPaidAmt033962
IRS990/PYTotalExpensesAmt0305945
IRS990/PYTotalRevenueAmt0200656
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-77220
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt076890
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0156050
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt07
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0156050
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt030566
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0125477
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0125477
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0233813
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0233813
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0106655
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0233813
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0233813
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0233813
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt069653
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt069653
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt01552082
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0275372
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt01094800
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0415723
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt01621735
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt069653
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0275372
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt01094800
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0181910
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01785895
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt01250
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt068403
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0233813
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.293
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt068403
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt069653
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE MEETS ANNUALLY WITH A COMMITTEE CHAIRED BY THE RESIDENT OF UNIVERSITY OF UTAH AND IS THE LARGEST AND MOST IMPORTANT ENDOWMENT FOR THE UNIVERSITY, DAVID ECCLES SCHOOL OF BUSINESS THE TRUSTEE REPORTS TWICE A YEAR WITH THE DEAN OF THE BUSINESS SCHOOL WHO APPROVES INVESTMENTS GUIDELINES. THE TRUSTEE ANNUALLY RECEIVES A USE OF THE FUNDS FOR THE DISTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE DEAN OF THE DAVID ECCLES SCHOOL APPROVES ALL INVESTMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE EMMA ECCLES JONES PROVIDES THE LARGEST PRIVATE SUPPORT FOR THE DAVID ECCLES SCHOOL OF BUSINESS AT THE UNIVERSITY OF UTAH, THIS FUNDING IS CRITICAL FOR THE FACULTY HIRING AND SUPPORT AND STUDENT SCHOLARSHIPS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART VI SECTION D LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V SECTION D LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt06782092
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0260187
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt06521905
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0101731
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt06680361
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0233813
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt06782092
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0233813
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0876000525
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt068403
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF UTAH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt068403
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt068403
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF UTAH
IRS990ScheduleI/RecipientTable/RecipientEIN0876000525
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0201 PRESIDENTS CIRCLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SALT LAKE CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0UT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd084112
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAKES GRANTS TO PRESELECTED ORGANIZATIONS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine2Txt0DAVID ECCLES SCHOOL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02025-06-10
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0932337573
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt036 STATE ST SUITE 1400
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SALT LAKE CITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0UT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd084111
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNIVERSITY OF UTAH, THE SUPPORTED ORGANIZATION HAS THE AUTHORITY TO ELECT MEMBERS OF GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOLE TRUSTEE RECEIVES AND REVIEWS FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION COMPLIES WITH THE SAME POLICY AS THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUAL FUND TIMING ADJ: $330
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF UTAH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0876000525
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0201 PRESIDENTS CIRCLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SALT LAKE CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd084112
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt076890
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt076890
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011250
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt069653
IRS990/TotalFunctionalExpensesGrp/TotalAmt080903
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt076890
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt069653
IRS990/TotalReportableCompFromOrgAmt012500
IRS990/TotalRevenueGrp/ExclusionAmt03683
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03683
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt076890
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 10316
IRS990/USAddress/CityNm0DES MOINES
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050306
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PRINCIPAL BANK - PCS TAX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06025620883
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMMA ECCLES JONES ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0ECCL
ReturnHeader/Filer/EIN0876218016
ReturnHeader/Filer/PhoneNum06025620883
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10316
ReturnHeader/Filer/USAddress/CityNm0DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050306
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-06T10:01:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.