R HUGH ELLIOTT FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
R HUGH ELLIOTT FAMILY FOUNDATION (EIN 37-1557038)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-27
IRS object ID
202201479349100005
Schema version
2021v4.2
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)
Return2022-05-27T09:12:01-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471988668PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PUCKETT CLEMENT AND SCHELLENBERG PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 W LONG LAKE RD STE 200AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN371557038EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1R HUGH ELLIOTT FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELLIBusinessNameControlTxt
Phone2484752000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11882 POND RUN ROADAddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP483262768ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR HUGH ELLIOTTPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2484752000PhoneNum
Signature2022-05-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRPersonFirstNm
Person LastHUGH ELLIOTTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES A CLEMENT CPAPreparerPersonNm
PTINP00153947PTIN
Phone2489529520PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,393,541FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,624,760ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,563InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,563InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$300,118DividendsRevAndExpnssAmt
Dividends Net Invst Incm$300,118DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,523NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$881,623GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,523CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,936,964TotalRevAndExpnssAmt
Total Net Invst Incm$312,204TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$30,021TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$101,226OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$101,226OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$131,247TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$101,226TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$640,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$640,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$771,747TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$101,226TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$640,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,165,217ExcessRevenueOverExpensesAmt
Net Investment Income$210,978NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,251,983CashBOYAmt
Cash EOY$3,717,300CashEOYAmt
Cash EOYFMV$3,717,300CashEOYFMVAmt
Corporate Stock BOY$6,449,949CorporateStockBOYAmt
Corporate Stock EOY$9,456,972CorporateStockEOYAmt
Corporate Stock EOYFMV$13,708,222CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,041,450CorporateBondsBOYAmt
Corporate Bonds EOY$807,642CorporateBondsEOYAmt
Corporate Bonds EOYFMV$785,555CorporateBondsEOYFMVAmt
Other Assets BOY$852,411OtherAssetsBOYAmt
Other Assets EOY$779,096OtherAssetsEOYAmt
Other Assets EOYFMV$1,182,464OtherAssetsEOYFMVAmt
Total Assets BOY$13,595,793TotalAssetsBOYAmt
Total Assets EOY$14,761,010TotalAssetsEOYAmt
Total Assets EOYFMV$19,393,541TotalAssetsEOYFMVAmt
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$13,595,793RetainedEarningBOYAmt
Retained Earning EOY$14,761,010RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,595,793TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,761,010TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,595,793TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,761,010TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,595,793TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,165,217ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,761,010SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,761,010TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
BRISTOL MYERS RTSP2019-11-212021-01-05$3,439-$3,439-$3,439
4425 SHS AT&TP2020-03-162021-05-18$161,726-$32,672-$32,672$129,054
160 SHS AMERICAN TOWER CORPP2019-12-272021-11-05$36,425$8,136$8,136$44,561
54 SHS COSTCO WHSLP2019-12-272021-02-25$15,926$2,115$2,115$18,041
274 SHS FIDELITY NATIONAL INF SVCP2019-12-272021-11-05$37,896-$6,759-$6,759$31,137
1310 SHS GLOBAL PAYMENTSP2020-03-162021-11-05$233,890-$53,391-$53,391$180,499
45 SHS IQIYI INCP2019-05-172021-04-13$855-$118-$118$737
95 SHS NVIDIA CORPP2019-05-292021-02-25$13,339$38,485$38,485$51,824
4300 SHS UBER TECHNOLOGIESP2020-03-162021-08-06$141,285$49,868$49,868$191,153
100000 UNITS CAPITAL ONE FINP2019-03-252021-09-01$102,125-$2,125-$2,125$100,000
25000 UNITS FORD MOTOR CREDITP2013-08-132021-02-01$27,569-$2,569-$2,569$25,000
100000 UNITS WACHOVIA CAPITALP2017-02-102021-03-15$99,625$375$375$100,000
JACKSON NATIONAL LIFE INSURANCE COP$9,617$9,617$9,617
FieldValueIRS element (for citing)
Capital Gain Net Income$7,523CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,933InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,933SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,933TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,656EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,656TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$17,723OverpaymentAmt
Applied To ES Tax$17,723AppliedToESTaxAmt
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 StateMIOrgReportOrRegisterStateCd
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 BooksR HUGH ELLIOTTIndividualWithBooksNm
Phone2484752000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11882 POND RUNAddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
R HUGH ELLIOTT
1882 POND RUN ROADAUBURN HILLSMI48326DIRECTOR0.25$0$0$0
NANCY N ELLIOTT
1882 POND RUN ROADAUBURN HILLSMI48326DIRECTOR0.25$0$0$0
CHAD K ELLIOTT
1882 POND RUN ROADAUBURN HILLSMI48326DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO ADVISORSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 MARKET STREETAddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63103ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORY SERVICESServiceTypeTxt
Compensation$99,169CompensationAmt
FieldValueIRS element (for citing)
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$13,744,202AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,569,787AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,313,989TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,313,989AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$259,710CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,054,279NetVlNoncharitableAssetsAmt
Minimum Investment Return$852,714MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$852,714MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,933TaxBasedOnInvestmentIncomeAmt
Total Tax$2,933TotalTaxAmt
Distributable Before Adj$849,781DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$849,781DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$849,781DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$640,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$640,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$849,781DistributableAsAdjustedAmt
Undistributed Income PY$631,802UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Total For Prior Years$69TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$640,500QualifyingDistributionsAmt
Applied To Year1$631,802AppliedToYear1Amt
Applied To Prior Years$69AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,629AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$841,152UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerR HUGH ELLIOTTContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonR HUGH ELLIOTTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11882 POND RUN ROADAddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2484752000RecipientPhoneNum
Form And Info And MaterialsNO FORM PROVIDED - INFORMATION WILL VARY DEPENDING UPON PROPOSAL.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OAKLAND UNIVERSITY
JOHN DODGE HOUSE 507 GOLF VIEWROCHESTERMI48309N/APROVIDE SUPPORT OF PUBLIC UNIVERSITY-BUILDING$600,000
OAKLAND UNIVERSITY
JOHN DODGE HOUSE 507 GOLF VIEWROCHESTERMI48309N/APROVIDE SUPPORT OF PUBLIC UNIVERSITY- GOLF$25,000
JUPITER 1ST CHURCH
1475 INDIAN CREEK PKWYJUPITERFL33458N/ACHURCH OFFERING$5,000
CURE ALZHEIMERS
34 WASHINGTON ST STE 300WELLESLEY HILLSMA02481N/AGENERAL FUND DONATION$500
MOTOR CITY HOCKEY ASSOC
7426 DIBROVA DRBRIGHTONMI48116N/AVETERAN SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$640,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,563RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$300,118RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,523RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$312,204RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$312,204TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST FROM INVESTMENTS TO PROVIDE FOR FUTURE FUNDING
4DIVIDENDS FROM INVESTMENTS TO PROVIDE FOR FUTURE FUNDING
8GAINS FROM INVESTMENTS TO PROVIDE FOR FUTURE FUNDING

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
R HUGH ELLIOTT
1425 BEACH ROAD APT 10RJUPITERFL334693806$600,000Yes (X)
R HUGH ELLIOTT
2425 BEACH ROAD APT 10RJUPITERFL334693806$1,024,760Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property3375 SHARES NVIDIA CORPNoncashPropertyDesc
Fair Market Value$1,024,760FairMarketValueAmt
Received2021-12-27ReceivedDt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO CODE 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE R HUGH ELLIOTFOUNDATION ELECTS TO TREAT CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondWELLS FARGO #1082BondNm
EOY Book Value$807,642EOYBookValueAmt
EOYFMV$785,555EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO #1082$7,319,460$11,578,632
WELLS FARGO #7168$2,137,512$2,129,590

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescJACKSON NATIONAL ANNUITYDesc
BOY Book Value$852,411BOYBookValueAmt
EOY Book Value$779,096EOYBookValueAmt
EOYFMV$1,182,464EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES-WF #1082$99,169$99,169$0
FOREIGN FEES- #1082$29$29$0
MISC$2,028$2,028$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$30,021Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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