ELTON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ELTON FAMILY FOUNDATION (EIN 46-6440958)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349110442
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T20:26:22-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST STE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 837025858 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466440958 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELTO | BusinessNameControlTxt |
| Phone | 2082022505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2541 E GALA ST STE 310 | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID COLLINS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2089011202 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | COLLINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS W BURGESS CPA | PreparerPersonNm |
| PTIN | P00237323 | PTIN |
| Phone | 2083447150 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $851,122 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $277,763 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $59,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $762,027 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,743 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $342,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,068 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,783 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,783 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,061 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,061 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,747 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,181 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,969 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,179,459 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,563 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,191,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $254,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,848,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,808 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,500 | CashBOYAmt |
| Cash EOY | $5,500 | CashEOYAmt |
| Cash EOYFMV | $5,500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $845,622 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $845,622 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $750,956 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,469,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,229,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $851,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $851,122 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,238 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $20,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $24,238 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,205,476 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $832,122 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,205,476 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $832,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,229,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $851,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,205,476 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,848,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,475,069 | OtherIncreasesAmt |
| Subtotal | $832,122 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $832,122 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $760,139 | $756,284 | $3,855 | $3,855 | |
| CAPITAL GAINS DIVIDENDS | $1,888 | $1,888 | $1,888 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,743 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $887 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $887 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $872 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID COLLINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2089011202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2541 E GALA ST STE 310 | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON BOYD ELTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2610 E MERCUTIO DR | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,677,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $633,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,311,023 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,311,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,261,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $887 | TotalTaxAmt |
| Distributable Before Adj | $162,181 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,181 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,181 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $254,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $254,532 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,181 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,954 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,263 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,852 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,489 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $129,044 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $254,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,181 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $92,351 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $221,395 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $13,954 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $207,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,263 | ExcessFromYear4Amt |
| Excess From Year3 | $2,852 | ExcessFromYear3Amt |
| Excess From Year2 | $37,489 | ExcessFromYear2Amt |
| Excess From Year1 | $56,486 | ExcessFromYear1Amt |
| Excess From Current Year | $92,351 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AARON B ELTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2610 E MERCUTIO DRIVE | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2089011202 | RecipientPhoneNum |
| Form And Info And Materials | SOLICITATION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | EDUCATION AND SOCIAL SERVICES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADA COUNTY SHERIFF | |||||||
| PO BOX 45009 | BOISE | ID | 83711 | NONE | PC | SUPPORT OF LOCAL SHERIFF'S OFFICE | $3,500 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET 29TH FL | NEW YORK | NY | 10005 | NONE | PC | SUICIDE PREVENTION | $7,000 |
| BOISE RESCUE MISSION | |||||||
| PO BOX 1494 | BOISE | ID | 83701 | NONE | PC | PROVIDE FOOD AND SHELTER FOR BOISE'S HOMELESS POPULAITON | $10,000 |
| CDG CARE | |||||||
| PO BOX 38832 | COLORADO SPRINGS | CO | 80937 | NONE | PC | CREATE AWARENESS OF CDG | $10,000 |
| IDAHO YOUTH RANCH | |||||||
| 5465 W IRVING | BOISE | ID | 83706 | NONE | PC | SUPPORT FOR TROUBLED CHILDREN | $12,325 |
| KENYA KEYS | |||||||
| 5314 TUALATA CT | LAKE OSWEGO | OR | 97035 | NONE | PC | PROVIDE EDUCATIONAL OPPORTUNITIES | $33,738 |
| MAMMA'S HANDS | |||||||
| PO BOX 40464 | BELLEVUE | WA | 98014 | NONE | PC | HELP LESS FORTUNATE | $2,000 |
| MILLENNIAL CHOIRS AND ORCHESTRAS | |||||||
| PO BOX 19681 | QUEEN CREEK | AZ | 85142 | NONE | PC | TO TEACH AND ENCOURAGE MUSIC | $10,000 |
| NEBO EDUCATION FOUNDATION | |||||||
| 350 S MAIN ST | SPANISH FORK | UT | 84660 | NONE | PC | EDUCATIONAL PROGRAMS | $12,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 359505 | SEATTLE | WA | 98195 | NONE | PC | AUTISM CENTER OF EXCELLENCE INFANT BRAIN IMAGING STUDY (IBIS) TRAVEL FUND | $60,000 |
| VILLAGE THEATRE | |||||||
| 303 FRONT STREET N | ISSAQUAH | WA | 98027 | NONE | PC | SUPPORT THEATRE AND THE ARTS | $3,000 |
| WESTERN LIBERTY NETWORK | |||||||
| 7100 SW HAMPTON ST 201 | TIGARD | OR | 97223 | NONE | PC | TEACH CIVIC INVOLVEMENT | $15,000 |
| WWIN | |||||||
| 232 5TH AVE SOUTH STE 201 | KIRKLAND | WA | 98033 | NONE | PC | EMPOWERING WOMEN IN WA STATE | $2,000 |
| CORPORATION OF THE PRESIDENT | |||||||
| 50 E NORTH TEMPLE ST | SALT LAKE CITY | UT | 84150 | NONE | PC | RELIGIOUS SUPPORT | $13,000 |
| NAZARENE FUND | |||||||
| PO BOX 140489 | IRVING | TX | 75014 | NONE | PC | RELIGIOUS SUPPORT | $2,000 |
| ALLIANCE EASTLAKE JIU JITSU FOUNDATION | |||||||
| 821 KUHN DR 110 | CHULA VISTA | CA | 91914 | NONE | NC | SUPPORT OF YOUTH ACTIVITIES | $12,500 |
| MIRACLE LEAGUE FOUNDATION | |||||||
| 1420 KETTNER BLVD STE 204 | SAN DIEGO | CA | 92101 | NONE | PC | SUPPORT OF ACTIVITIES FOR SPECIAL NEEDS INDIVIDUALS | $12,500 |
| NOORDA COLLEGE OF OSTEOPATHIC MEDICINE FOUNDATION | |||||||
| 122 E 1700 SOUTH BLDG 3 | PROVO | UT | 84150 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $25,000 |
| 1212 GIVES INC | |||||||
| 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | NONE | PF | TO FUND CHARITABLE CONTRIBUTIONS | $366,737 |
| AME FAMILY FOUNDATION | |||||||
| 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | NONE | PF | TO FUND CHARITABLE CONTRIBUTIONS | $366,737 |
| BARLOW ELTON FOUNDATION | |||||||
| 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | NONE | PF | TO FUND CHARITABLE CONTRIBUTIONS | $366,737 |
| CHAIME FOUNDATION | |||||||
| 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | NONE | PF | TO FUND CHARITABLE CONTRIBUTIONS | $366,737 |
| SHAWSHANK FOUNDATION | |||||||
| 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | NONE | PF | TO FUND CHARITABLE CONTRIBUTIONS | $366,737 |
| YAL FOUNDATION | |||||||
| 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | NONE | PF | TO FUND CHARITABLE CONTRIBUTIONS | $366,737 |
| ADB FAMILY FOUNDATION | |||||||
| 315 S ASPEN RD | MAPLETON | UT | 84664 | NONE | PF | TO FUND CHARITABLE CONTRIBUTIONS | $366,737 |
| JES FOUNDATION INC | |||||||
| 5400 JUNIPER CT | COLLEYVILLE | TX | 76034 | NONE | PF | TO FUND CHARITABLE CONTRIBUTIONS | $366,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,179,459 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,325 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,743 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,068 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,068 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MICHAEL & KAY ELTON CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | 2610 E MERCUTIO DR | MERIDIAN | ID | 83642 | $250,000 | Yes (X) |
| ELTON RESOURCES INC | ||||||
| 2 | 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | $6,132 | Yes (X) |
| AME FAMILY FOUNDATION | ||||||
| 3 | 2541 E GALA ST STE 310 MERIDIAN ID | MERIDIAN | ID | 83642 | $20,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,061 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,061 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| 1212 GIVES INC | |||||||||
| 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | 2021-12-23 | $366,737 | TO USE FOR CHARITABLE PURPOSES | $3,900 | 11/2022 | ALL EXPENDED FUNDS WERE USED FOR THE INTENDED CHARITABLE PURPOSES. |
| AME FAMILY FOUNDATION | |||||||||
| 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | 2021-12-23 | $366,737 | TO USE FOR CHARITABLE PURPOSES. | $0 | 11/2022 | NO FUNDS WERE EXPENDED IN 2021. |
| BARLOW ELTON FOUNDATION | |||||||||
| 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | 2021-12-23 | $366,737 | TO USE FOR CHARITABLE PURPOSES | $0 | 11/2022 | NO FUNDS WERE EXPENDED IN 2021 |
| CHAIME FOUNDATION | |||||||||
| 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | 2021-12-23 | $366,737 | TO USE FOR CHARITABLE PURPOSES | $0 | 11/2022 | NO FUNDS WERE EXPENDED IN 2021. |
| SHAWSHANK FOUNDATION | |||||||||
| 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | 2021-12-23 | $366,737 | TO USE FOR CHARITABLE PURPOSES. | $0 | 11/2022 | NO FUNDS WERE EXPENDED IN 2021. |
| YAL FOUNDATION | |||||||||
| 2541 E GALA ST SUITE 310 | MERIDIAN | ID | 83642 | 2021-12-23 | $366,737 | TO USE FOR CHARITABLE PURPOSES | $181,000 | 11/2022 | ALL EXPENDED FUNDS WERE USED FOR THE INTENDED CHARITABLE PURPOSES. |
| ADB FAMILY FOUNDATION | |||||||||
| 315 S ASPEN RD | MAPLETON | UT | 84664 | 2021-12-23 | $366,737 | TO USE FOR CHARITABLE PURPOSES | $24,000 | 11/2022 | ALL EXPENDED FUNDS WERE USED FOR THE INTENDED CHARITABLE PURPOSES. |
| JES FOUNDATION INC | |||||||||
| 5400 JUNIPER CT | COLLEYVILLE | TX | 76034 | 2021-12-23 | $366,737 | TO USE FOR CHARITABLE ACTIVITIES | $10,000 | 11/2022 | ALL EXPENDED FUNDS WERE USED FOR THE INTENDED CHARITABLE PURPOSE. |
| ALLIANCE EASTLAKE JIU JITSU FOUNDATION | |||||||||
| 821 KUHN DR 110 | CHULA VISTA | CA | 91914 | 2021-12-27 | $12,500 | SUPPORT OF LOCAL VETERANS THROUGH GROUP TRAINING | $12,500 | 11/2022 | ALL FUNDS WERE USED FOR THE INTENDED CHARITABLE PURPOSES |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,783 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,783 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE & SHIPPING | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| STOCK CONTRIBUTION BASIS ADJUSTMENT | $1,470,831 |
| PRIOR PERIOD ADJUSTMENT | $4,238 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS WRITTEN AND ISSUED, IN TRANSIT | Desc |
| BOY Book Value | $20,000 | BOYBookValueAmt |
| EOY Book Value | $19,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $79 | Amt |
| Net Investment Income | $79 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL AND KAY ELTON CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2541 E GALA ST SUITE 310 | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,181 | $1,181 | $0 |
| STATE TAXES | $1,181 | $0 | $0 |
| FEDERAL EXCISE TAXES | $385 | $0 | $0 |
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