BETA

ELMAR FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ELMAR FAMILY FOUNDATION (EIN 27-1454722)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-28
IRS object ID
202413029349101061
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-28T14:31:10-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12501 WAYZATA BLVDAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271454722EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELMAR FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MARSHALL LEHMANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlELMABusinessNameControlTxt
Phone6514057855PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11380 CORPORATE CENTER CURVE 200AddressLine1Txt
CityEAGANCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLIOTT BADZINPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6514057612PhoneNum
Signature2024-10-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY FLANNIGANPreparerPersonNm
PTINP00225344PTIN
Phone6123774404PhoneNum
Preparation2024-10-23PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,545,149FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,500,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$89,618DividendsRevAndExpnssAmt
Dividends Net Invst Incm$89,618DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$65,153NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$140,713GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$65,153CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,654,771TotalRevAndExpnssAmt
Total Net Invst Incm$154,771TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$46,169OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,544OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$4,484PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,184OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$67,837TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,544TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$888,837ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$888,837ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$956,674TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,544TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$888,862TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$698,097ExcessRevenueOverExpensesAmt
Net Investment Income$137,227NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$217,199CashBOYAmt
Cash EOY$1,408,688CashEOYAmt
Cash EOYFMV$1,408,688CashEOYFMVAmt
Other Assets BOY$3,809,624OtherAssetsBOYAmt
Other Assets EOY$3,316,232OtherAssetsEOYAmt
Other Assets EOYFMV$3,136,461OtherAssetsEOYFMVAmt
Total Assets BOY$4,026,823TotalAssetsBOYAmt
Total Assets EOY$4,724,920TotalAssetsEOYAmt
Total Assets EOYFMV$4,545,149TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,026,823RetainedEarningBOYAmt
Retained Earning EOY$4,724,920RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,026,823TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,724,920TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,026,823TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,724,920TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,026,823TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$698,097ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,724,920SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,724,920TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS #52880 DETAILS AVAILALBE UPON REQUESTP$70,142$75,560-$5,418-$5,418
CAPITAL GAINS DIVIDENDSP$70,571$70,571$70,571
FieldValueIRS element (for citing)
Capital Gain Net Income$65,153CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,907InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,907SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,907TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,604EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,604TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$697OverpaymentAmt
Applied To ES Tax$697AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksELLIOTT BADZINIndividualWithBooksNm
Phone6514057612PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11380 CORPORATE CENTER CURVE SUITEAddressLine1Txt
Address Line2200AddressLine2Txt
CityEAGANCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55121ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELLIOTT BADZIN
1380 CORPORATE CENTER CURVE SUITE200EAGANMN55121CFO/ TREASURER1.00$0$0$0
MARLYS BADZIN
1380 CORPORATE CENTER CURVE SUITE200EAGANMN55121CEO/ PRESIDENT1.00$0$0$0
MARSHALL LEHMAN
1380 CORPORATE CENTER CURVE SUITE200EAGANMN55121DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,369,555AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$117,236AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,486,791TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,486,791AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,302CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,434,489NetVlNoncharitableAssetsAmt
Minimum Investment Return$171,724MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$171,724MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,907TaxBasedOnInvestmentIncomeAmt
Total Tax$1,907TotalTaxAmt
Distributable Before Adj$169,817DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$169,817DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$169,817DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$888,862ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$888,862QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$169,817DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$46,145ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,706,878ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,115ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$74,941ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$291,383ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,122,462TotalExcessDistributionCyovAmt
Qualifying Distributions$888,862QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$169,817AppliedToCurrentYearAmt
Remaining Distri From Corpus$719,045RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,841,507TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$46,145ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,795,362ExcessDistriCyovToNextYrAmt
Excess From Year4$1,706,878ExcessFromYear4Amt
Excess From Year3$3,115ExcessFromYear3Amt
Excess From Year2$74,941ExcessFromYear2Amt
Excess From Year1$291,383ExcessFromYear1Amt
Excess From Current Year$719,045ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELLIOTT BADZINContributingManagerNm
Contributing ManagerMARLYS BADZINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF LIBI
2001 BEACON STREET SUITE 107BRIGHTONMA02135PUBLIC CHARITYGENERAL FUNDING$90,000
BETH EL SYNAGOGUE
5225 BARRY STREET WST LOUIS PARKMN55416PUBLIC CHARITYGENERAL FUNDING$200,500
CHABAD LUBAVITCH UPPER MIDWEST
400 WEST MARIE AVEST PAULMN55118PUBLIC CHARITYGENERAL FUNDING$500
CHABAD OF CORONADO
1330 ORANGE AVE 120-130CORONADOCA92118PUBLIC CHARITYGENERAL FUNDING$1,500
FRIENDS OF ARAVA INSTITUTE
1320 CENTRE STREET SUITE 206NEWTON CENTREMA02459PUBLIC CHARITYGENERAL FUNDING$40,000
HERZL CAMP FOUNDATION
4330 SOUTH CEDAR LAKE ROADST LOUIS PARKMN55416PUBLIC CHARITYGENERAL FUNDING$155,157
JEWISH HOUSING AND PROGRAMMING (J-HAP)
9280 GOLDEN VALLEY RD SUITE 140GOLDEN VALLEYMN55427PUBLIC CHARITYGENERAL FUNDING$10,000
MAYO CLINIC FOUNDATION
200 FIRST STREET SWROCHESTERMN55905PUBLIC CHARITYGENERAL FUNDING$125,000
MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
111 WEST 33RD STREET 10TH FLOORNEW YORKNY10120PUBLIC CHARITYGENERAL FUNDING$25,000
MINNESOTA HILLEL
1521 UNIVERSITY AVE SEMINNEAPOLISMN55414PUBLIC CHARITYGENERAL FUNDING$10,000
MISSION ANIMAL HOSPITAL
10100 VIKING DRIVEEDEN PRAIRIEMN55344PUBLIC CHARITYGENERAL FUNDING$15,000
NORTHSIDE ACHIEVEMENT ZONE
1964 N 2ND STREETMINNEAPOLISMN55411PUBLIC CHARITYGENERAL FUNDING$25,000
THE PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BLVD 552SHERMAN OAKSCA91403PUBLIC CHARITYGENERAL FUNDING$50,000
AMERICAN FRIENDS OF LEKET ISRAEL
PO BOX 2090TEANECKNJ07666PUBLIC CHARITYGENERAL FUNDING$36,000
FRIENDS OF ATIDIM
2001 BEACON STREET SUITE 107BRIGHTONMA02135PUBLIC CHARITYGENERAL FUNDING$50,000
JEWISH NATIONAL FUND USA
78 RANDALL CENTRENEW YORKNY11570PUBLIC CHARITYGENERAL FUNDING$10,000
MINNEAPOLIS HEART INSTITUTE FOUNDATION
920 EAST 28TH STREET SUITE 100MINNEAPOLISMN55407PUBLIC CHARITYGENERAL FUNDING$25,000
MINNESOTA JEWISH COMMUNITY CENTER
4330 S CEDAR LAKE ROADMINNEAPOLISMN55416PUBLIC CHARITYGENERAL FUNDING$5,000
MINNESOTA SPECIAL OLYMPICS
900 SECOND AVENUE S 300MINNEAPOLISMN55402PUBLIC CHARITYGENERAL FUNDING$180
THE MINNESOTA SINFONIA
901 N THIRD STREET SUITE 112MINNEAPOLISMN55401PUBLIC CHARITYGENERAL FUNDING$5,000
YA YA FOUNDATION FOR 4H LEUKODYSTROPHY
PO BOX 8670MINNEAPOLISMN55408PUBLIC CHARITYGENERAL FUNDING$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$888,837TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89,618ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$65,153ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$154,771ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$154,771TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ELLIOTT AUTO SUPPLY INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11380 CORPORATE CENTER CURVE 200AddressLine1Txt
CityEAGANCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55121ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionTHE SOAR FOUNDATION HEREBY ELECTS TO TREAT THE QUALIFYING DISTRIBUTIONS OF $153,480 MADE DURING THE 2017 CALENDAR YEAR, AS DISTRIBUTIONS OUT OF CORPUS.ElectionDesc

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT ACCOUNTSDesc
BOY Book Value$3,809,624BOYBookValueAmt
EOY Book Value$3,316,232EOYBookValueAmt
EOYFMV$3,136,461EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE OF MN REGISTRATION$25$0$25
FEDERAL TAXES PAID$2,600$0$0
MISCELLANEOUS EXPENSES$484$0$0
WEBSITE$14,075$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$17,544$17,544$0
CONSULTING FEES$28,625$0$0

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