BETA

ELMAR FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ELMAR FAMILY FOUNDATION (EIN 27-1454722)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-04
IRS object ID
202223089349100202
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)
Return2022-11-04T06:27:05-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 BOULEVARDAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELLIOTTPersonFirstNm
Person LastBADZINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNATHAN F SHUBERTPreparerPersonNm
PTINP01232980PTIN
Phone6123774404PhoneNum
Preparation2022-11-01PreparationDt

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)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,834,298FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,344,985ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$19,043DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,043DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$170,167NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$413,175GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$170,167CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,534,195TotalRevAndExpnssAmt
Total Net Invst Incm$189,210TotalNetInvstIncmAmt
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$3,456OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,456OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$65OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$40OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,529TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,504TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,780ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,780ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$107,309TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,504TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$103,805TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,426,886ExcessRevenueOverExpensesAmt
Net Investment Income$185,706NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,273CashBOYAmt
Cash EOY$2,022,751CashEOYAmt
Cash EOYFMV$2,022,751CashEOYFMVAmt
Other Assets BOY$454,582OtherAssetsBOYAmt
Other Assets EOY$719,506OtherAssetsEOYAmt
Other Assets EOYFMV$811,547OtherAssetsEOYFMVAmt
Total Assets BOY$482,855TotalAssetsBOYAmt
Total Assets EOY$2,742,257TotalAssetsEOYAmt
Total Assets EOYFMV$2,834,298TotalAssetsEOYFMVAmt
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$482,855RetainedEarningBOYAmt
Retained Earning EOY$2,742,257RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$482,855TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,742,257TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$482,855TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,742,257TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$482,855TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,426,886ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,909,741SubtotalAmt
Other Decreases$167,484OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,742,257TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
GENWORTH #4907 DETAILS AVAILABLE UPON REQUESTP2021-12-31$9,725$9,725$9,725
GENWORTH #4908 DETAILS AVAILABLE UPON REQUESTP2021-12-31$26,975$26,975$26,975
UBS #52880 DETAILS AVAILALBE UPON REQUESTP2021-12-31$127,446$15,068$15,068$112,378
UBS #52880 DETAILS AVAILALBE UPON REQUESTP2021-12-31$187,702$57,072$57,072$130,630
CAPITAL GAINS DIVIDENDSP$61,327$61,327$61,327
FieldValueIRS element (for citing)
Capital Gain Net Income$170,167CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,581InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,581SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,581TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$509EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,009TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,572TaxDueAmt

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$512,642AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$125,835AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$638,477TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$638,477AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,577CashDeemedCharitableAmt
Net Vl Noncharitable Assets$628,900NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,445MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,445MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,581TaxBasedOnInvestmentIncomeAmt
Total Tax$2,581TotalTaxAmt
Distributable Before Adj$28,864DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$28,864DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$28,864DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,805ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$103,805QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,864DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$42,556ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$115,569ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$46,145ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,706,878ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,115ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,914,263TotalExcessDistributionCyovAmt
Qualifying Distributions$103,805QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,864AppliedToCurrentYearAmt
Remaining Distri From Corpus$74,941RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,989,204TotalCorpusAmt
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$42,556ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,946,648ExcessDistriCyovToNextYrAmt
Excess From Year4$115,569ExcessFromYear4Amt
Excess From Year3$46,145ExcessFromYear3Amt
Excess From Year2$1,706,878ExcessFromYear2Amt
Excess From Year1$3,115ExcessFromYear1Amt
Excess From Current Year$74,941ExcessFromCurrentYearAmt

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 (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICA GIVES BEIT KNESSET 126
PO BOX 3263WASHINGTONDC20010PUBLIC CHARITYGENERAL FUNDING$2,500
AMERICAN FRIENDS OF SHALVA ISRAEL INC
315 FIFTH AVENUE SIXTH FLOORNEW YORKNY10016PUBLIC CHARITYGENERAL FUNDING$1,800
JEWISH HOUSING AND PROGRAMMING
13100 WAYZATA BLVDMINNETONKAMN55305PUBLIC CHARITYGENERAL FUNDING$5,000
PAUSE FOR PAWS
PO BOX 41028PLYMOUTHMN55446PUBLIC CHARITYGENERAL FUNDING$500
PRAGER UNIVERSITY FOUNDATION
10045 RED RUN BOULEVARD SUITE 250OWINGS MILLSMD21117PUBLIC CHARITYGENERAL FUNDING$10,000
AMERICA GIVES OREN CAMPAIGN XXX-XX-XXXX
PO BOX 3263WASHINGTONDC20010PUBLIC CHARITYGENERAL FUNDING$5,000
NORTHSIDE ACHIEVEMENT ZONE
2123 WEST BROADWAY SUITE 100MINNEAPOLISMN55411PUBLIC CHARITYGENERAL FUNDING$60,000
SHOLOM FOUNDATION
3610 PHILLIPS PARKWAYST LOUIS PARKMN55426PUBLIC CHARITYGENERAL FUNDING$2,000
OUR CHILDREN
5850 OPUS PARKWAY SUITE 170MINNETONKAMN55343PUBLIC CHARITYGENERAL FUNDING$1,800
APBD RESEARCH FOUNDATION
2257 EAST 63RD STREETBROOKLYNNY11234PUBLIC CHARITYGENERAL FUNDING$180
MISSION ANIMAL HOSPITAL
10100 VIKING DRIVEEDEN PRAIRIEMN55344PUBLIC CHARITYGENERAL FUNDING$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,780TotalGrantOrContriPdDurYrAmt
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$19,043ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$170,167ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$189,210ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$189,210TotalIncomeProducingActyAmt

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 ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
ELLIOTT AND MARLYS BADZIN
11380 CORPORATE CENTER CURVE 200EAGANMN55121$344,985Yes (X)
ELLIOTT AUTO SUPPLY INC
21380 CORPORATE CENTER CURVE 200EAGANMN55121$2,000,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5561.177 SHARES OF VSEQX AND 500 SHARES OF CORESITE RLTY CORPNoncashPropertyDesc
Fair Market Value$344,985FairMarketValueAmt
Received2021-12-08ReceivedDt

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$454,582BOYBookValueAmt
EOY Book Value$719,506EOYBookValueAmt
EOYFMV$811,547EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$167,484Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE OF MN REGISTRATION$25$0$25
BASIS ADJUSTMENT$40$40$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$3,456Amt
Net Investment Income$3,456NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$8Amt
Net Investment Income$8NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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