ELTON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ELTON FAMILY FOUNDATION (EIN 46-6440958)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202133199349101503
Schema version
2020v4.1
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)
Return2021-11-15T08:13:28-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 S CAPITOL BLVD SUITE 1700AddressLine1Txt
CityBOISECityNm
State AbbreviationIDStateAbbreviationCd
ZIP83702ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN466440958EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELTON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELTOBusinessNameControlTxt
Phone8172716627PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12610 E MERCUTIO DRIVEAddressLine1Txt
CityMERIDIANCityNm
State AbbreviationIDStateAbbreviationCd
ZIP836425119ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAARON B ELTONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2089011202PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAARONPersonFirstNm
Person LastELTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJARRETT RUMMELPreparerPersonNm
PTINP01584345PTIN
Phone2083876400PhoneNum
Preparation2021-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,127,460FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$350,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$64,968DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,289DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$817NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,520,814GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$817CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$415,785TotalRevAndExpnssAmt
Total Net Invst Incm$65,106TotalNetInvstIncmAmt
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$79OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$79OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,509TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,509TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,588TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,588TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$188,675ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$188,675ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$190,263TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,588TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$188,675TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$225,522ExcessRevenueOverExpensesAmt
Net Investment Income$63,518NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,502CashBOYAmt
Cash EOY$5,500CashEOYAmt
Cash EOYFMV$5,500CashEOYFMVAmt
Sav And Temp Cash Invst BOY$71,193SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,858SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,858SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$499,487USGovernmentObligationsBOYAmt
US Government Obligations EOY$750,956USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$750,992USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,469,700CorporateStockBOYAmt
Corporate Stock EOY$1,469,400CorporateStockEOYAmt
Corporate Stock EOYFMV$2,367,110CorporateStockEOYFMVAmt
Total Assets BOY$2,045,882TotalAssetsBOYAmt
Total Assets EOY$2,229,714TotalAssetsEOYAmt
Total Assets EOYFMV$3,127,460TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,238AccountsPayableBOYAmt
Accounts Payable EOY$4,238AccountsPayableEOYAmt
Other Liabilities BOY$65,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$20,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$69,238TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,238TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,976,644NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,205,476NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,976,644TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,205,476TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,045,882TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,229,714TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,976,644TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$225,522ExcessRevenueOverExpensesAmt
Other Increases$3,310OtherIncreasesAmt
Subtotal$2,205,476SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,205,476TotNetAstOrFundBalancesEOYAmt

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
PUBLICLY TRADED SECURITIESP$4,519,998$4,519,997$1$1
CAPITAL GAINS DIVIDENDSP$816$816$816
FieldValueIRS element (for citing)
Capital Gain Net Income$817CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$883InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$883SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$883TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$917EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$917TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$34OverpaymentAmt
Applied To ES Tax$34AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1AARON ELTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2089011202PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12610 E MERCUTIO DRAddressLine1Txt
CityMERIDIANCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83642ZIPCd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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

FieldValueIRS element (for citing)
PersonAARON BOYD ELTONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12610 E MERCUTIO DRAddressLine1Txt
CityMERIDIANCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83642ZIPCd
FieldValueIRS element (for citing)
TitleTRUSEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$2,313,103AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$388,876AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,701,979TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,701,979AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,530CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,661,449NetVlNoncharitableAssetsAmt
Minimum Investment Return$133,072MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$133,072MinimumInvestmentReturnAmt
Tax Based On Investment Income$883TaxBasedOnInvestmentIncomeAmt
Total Tax$883TotalTaxAmt
Distributable Before Adj$132,189DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$132,189DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$132,189DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$188,675ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$188,675QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$188,675AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$132,189DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,331ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,954ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,263ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,852ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,489ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$78,889TotalExcessDistributionCyovAmt
Qualifying Distributions$188,675QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$132,189AppliedToCurrentYearAmt
Remaining Distri From Corpus$56,486RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$135,375TotalCorpusAmt
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$6,331ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$129,044ExcessDistriCyovToNextYrAmt
Excess From Year4$13,954ExcessFromYear4Amt
Excess From Year3$18,263ExcessFromYear3Amt
Excess From Year2$2,852ExcessFromYear2Amt
Excess From Year1$37,489ExcessFromYear1Amt
Excess From Current Year$56,486ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAARON B ELTONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12610 E MERCUTIO DRIVEAddressLine1Txt
CityMERIDIANCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83642ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2089011202RecipientPhoneNum
Form And Info And MaterialsSOLICITATION LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsEDUCATION AND SOCIAL SERVICESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADA COUNTY SHERIFF EMP
PO BOX 45009BOISEID83711NONEPCSUPPORT OF LOCAL SHERIFF'S OFFICE$2,900
ALEX'S LEMONADE STAND FOUNDATION
111 PRESIDENTIAL BLVD SUITE 203BALA CYNWYDPA19004NONEPCPEDICATRIC CANCER TREATMENT AND RESEARCH$775
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
120 WALL STREET 29TH FLNEW YORKNY10005NONEPCSUICIDE PREVENTION$2,000
BOISE RESCUE MISSION
PO BOX 1494BOISEID83701NONEPCPROVIDE FOOD AND SHELTER FOR BOISE'S HOMELESS POPULAITON$1,000
CDG CARE
PO BOX 38832COLORADO SPRINGSCO80937NONEPCCREATE AWARENESS OF CDG$1,000
COASTAL SUPPORT SERVICES
1808 NE HIGHWAY 101LINCOLN CITYOR97367NONEPCSUPPORT FOR COASTAL SERVICES$10,000
DONNELLY FOOD PANTRY
PO BOX 167DONNELLYID83615NONENCSUPPORT OF FOOD BANK$1,000
MERIDIAN FOOD BANK
133 W BROADWAY AVEMERIDIANID83642NONEPCSUPPORT OF FOOD BANK$1,000
MOUNTAIN VEIW HIGH SCHOOL
2000 S MILLENIUM WAYMERIDIANID83642NONEPCSUPPORT MT. VIEW HIGH SCHOOL SWIM TEAM$500
VILLAGE THEATRE
303 FRONT STREET NISSAQUAHWA98027NONEPCSUPPORT THEATRE AND THE ARTS$25,000
IDAHO YOUTH RANCH
5465 W IRVINGBOISEID83706NONEPCSUPPORT FOR TROUBLED CHILDREN$1,000
KENYA KEYS
5314 TUALATA CTLAKE OSWEGOOR97035NONEPCPROVIDE EDUCATIONAL OPPORTUNITIES$15,000
MAMMA'S HANDS
PO BOX 40464BELLEVUEWA98014NONEPCHELP LESS FORTUNATE$1,000
MDEKFSE FAMILY FOUNDATION
2541 E GALA STMERIDIANID83642NONEPFFOR GIFTING OF ADDITIONAL GRANTS.$75,000
MILLENNIAL CHOIRS AND ORCHESTRAS
PO BOX 19681QUEEN CREEKAZ85142NONEPCTO TEACH AND ENCOURAGE MUSIC$5,000
OPERATION UNDERGROUND RAILROAD
755 SOUTH MAIN ST 194CEDAR CITYUT84720NONEPCCHILD ABUSE PREVENTION$2,500
THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS
60 E TEMPLE ST 1800SALT LAKE CITYUT84111NONEPCRELIGIOUS SUPPORT$3,000
TREASURE VALLEY YMCA
936 TAYLOR AVEMERIDIANID83642NONEPCYOUTH PROGRAM$15,000
UNIVERSITY OF WASHINGTON
BOX 359505SEATTLEWA98195NONEPCUW AUTISM CUW AUTISM CENTER OF EXCELLENCE INFANT BRAIN IMAGING STUDY (IBIS) TRAVEL FUND - UW MEDICINE$10,000
WESTERN LIBERTY NETWORK
7100 SW HAMPTON ST 201TIGARDOR97223NONEPCTEACH CIVIC INVOLVEMENT$15,000
WWIN
232 5TH AVE SOUTH STE 201KIRKLANDWA98033NONEPCEMPOWERING WOMEN IN WA STATE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$188,675TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,968ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$817ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$65,785ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$65,785TotalIncomeProducingActyAmt

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 ContributionPersonContributionInd
MICHAEL & KAY ELTON CHARITABLE LEAD ANNUITY TRUST
12610 E MERCUTIO DRMERIDIANID83642$250,000Yes (X)
KAY ELTON
22541 E GALA ST SUITE 310MERIDIANID83642$100,000Yes (X)

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MDEKFSE FAMILY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12541 E GALA ST SUITE 310AddressLine1Txt
CityMERIDIANCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83642ZIPCd
FieldValueIRS element (for citing)
Grant2020-01-13GrantDt
Grant$75,000GrantAmt
Purpose Of GrantTO PROVIDE FUNDING FOR EDUCATIONAL AND SOCIAL SERVICES AND OTHER CHARITABLE PURPOSES.PurposeOfGrantTxt
Dates Of Reports By Grantee01/27/20DatesOfReportsByGranteeTxt
Results Of VerificationALL OF FUNDS WERE USED FOR INTENDED PURPOSES.ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INCCOM (ABBV)$31,066$58,933
APPLE INC(AAPL)$60,822$398,070
AT&T INC(T)$36,351$28,760
BCE INC(BCE)$44,606$42,800
CHEVRON CORP (CVX)$25,490$29,558
CONAGRABRANDS INC(CAG)$33,916$50,764
CONOCOPHILLIPS (COP)$51,239$35,991
CORTEVA INC (CTVA)$4,800$7,434
COSTCOWHOLESALECORP NEW(COST)$121,124$282,585
DOW INC (DOW)$9,374$10,656
DUPONT DE NEMOURS INC (DD)$13,756$13,653
ENBRIDGE INC(ENB)$39,726$33,046
GENERAL ELECTRICCO(GE)$36,133$16,200
GENERAL MILLS INC(GIS)$125,729$129,360
HP INCCOM (HPQ)$32,629$63,934
INTEL CORP (INTC)$29,724$59,784
INTL BUSINESS MACHINES CORP (IBM)$31,063$22,029
JPMORGAN CHASE & CO(JPM)$42,778$95,303
KELLOGGCO(K)$120,179$105,791
KINDER MORGAN INCORP (KMI)$32,931$13,670
KKR & COINCCL A(KKR)$24,202$50,613
KRAFT HEINZ CO(KHC)$30,644$20,796
LAMBWESTON HLDGS INCCOM (LW)$9,974$36,693
MICROSOFT CORP (MSFT)$29,794$177,936
NATIONAL GRID PLCSPONADR (NGG)$29,499$27,036
QUALCOMM INC(QCOM)$46,958$114,255
ROYAL BANKOF CANADA(RY)$26,209$32,824
ROYAL DUTCH SHELL PLC(RDS'A)$36,427$21,084
U S BANCORP COM NEW(USB)$20,191$27,954
UMPQUAHOLDINGSCORP (UMPQ)$29,327$27,252
UNILEVER PLC(NEW) ADS (UL)$29,201$42,252
VERIZON COMMUNICATIONS (VZ)$47,553$58,750
VODAFONE GROUP PLC(VOD)$69,593$32,960
WABTEC CORP$624$586
WALMART INC(WMT)$71,523$144,150
WEYERHAEUSER CO(WY)$44,245$53,648

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$750,956USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$750,992USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENT FOR INCOME AND EXPENSES RECORDED IN THE PRIOR YEARDesc
Amt$3,310Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
PAYABLE TO ELTON RESOURCES INC.$65,000$0
CHECKS WRITTEN AND ISSUED, IN TRANSIT$0$20,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$79Amt
Net Investment Income$79NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,111$1,111$0
STATE TAXES$398$398$0

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