DFX Intelligence

Allocator Intelligence

George S Eccles and Delores Dore Eccles Foundation

Foundation· Salt Lake Cty, Utah

Foundation, based in Salt Lake Cty, Utah, reporting $967M in assets.

Composed from this allocator's classification, location and filed figures.

Assets
$967M
Fund commitments
22
Managers
4
Contact decision makersView relationships
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Ask DFX about this allocatorInvestment staff
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (22)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 26 Apr 2024, George S Eccles and Delores Dore Eccles Foundation holds PELION VENTURES VI LP; the manager has a newer fund open: Pelion Ventures VIII-C, L.P. (early deployment, Form D first sale 2024-04-26); no commitment to it on the graph; 1 fund(s) of the series between them not held either.

1 more manager and 19 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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People to know

View all people
  • Lisa Eccles
    President & COO
    Why: Runs the firm (chief executive or president)
    No route on file yet
  • Robert M. Graham
    Secretary, Treasurer & General Counsel
    Why: Secretary, Treasurer & General Counsel at the firm
    No route on file yet

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
George S Eccles and Delores Dore Eccles Foundation
Funds committed to
All 10
Managers
All 4

Relationship network

28 connected entities22 observed commitments2 repeat counterparties10 dated commitments shown here, 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • Person
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesFoundation · EIN 876118245Show
Foundation
Assets
$967M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
22
4 managers on Schedule C

Consultants and advisers

No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.

Decision makers

who to call first about an allocation, and why; then everyone else by function

No one at this allocator holds a chief investment officer, executive director or asset-class head role on record yet; the people named here are listed below by function.

Who else at this allocator · 2 people, grouped by function
Board, advisers and operating partners (2)
  • Lisa Eccles · President & COO
    Why this person: Runs the firm (chief executive or president)
  • Robert M. Graham · Secretary, Treasurer & General Counsel
    Why this person: Secretary, Treasurer & General Counsel at the firm

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

People

2 roles

Manager roster

4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

1 event
  • Apr 26, 2024Re-up prospectinference
    George S Eccles and Delores Dore Eccles Foundation holds PELION VENTURES VI LP; the manager has a newer fund open: Pelion Ventures VIII-C, L.P. (early deployment, Form D first sale 2024-04-26); no commitment to it on the graph; 1 fund(s) of the series between them not held either
    with Pelion Venture Partners
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

22 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024CYNOSURE PARTNERS 2020Cynosure Group, LLCPrivate equity$70.0M held2020Disclosed holdingapps.irs.gov
as of Dec 31, 2024CYNOSURE FENWAY SUMMER LLCCynosure Group, LLCPrivate equity$8.6M held2017Disclosed holdingapps.irs.gov
as of Dec 31, 2024CORSAIR III FINANCIAL SVCS CAPITALCorsair Financial Svcs CapitalPrivate equity$1.4M heldDisclosed holdingapps.irs.gov

+19 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

3 readings
Total assets
$745M Dec 31, 2024 reported IRS 990
$967M (2024-12)
Income
$101M Dec 31, 2024 reported IRS BMF

Provenance

Identifiers: EIN 876118245
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 16, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: private markets allocation target, allocation policy.

Across the graphs

George S Eccles and Delores Dore Eccles Foundation is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

George S Eccles and Delores Dore Eccles Foundation sits on 9 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 9 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

1 dated event on the change ledger, latest event first
  • Re up prospect
    2024-04-26

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+14 connections on the graph

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