2021-11-15T08:13:28-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 101 S CAPITOL BLVD SUITE 1700 BOISE ID 83702 990PF 2020-01-01 466440958 ELTON FAMILY FOUNDATION ELTO 8172716627 2610 E MERCUTIO DRIVE MERIDIAN ID 836425119 AARON B ELTON TRUSTEE 2089011202 2021-11-12 1 AARON ELTON 999009999 JARRETT RUMMEL P01584345 2083876400 2021-11-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 3127460 X 350000 64968 64289 817 4520814 817 415785 65106 0 0 0 79 79 0 1509 1509 0 1588 1588 0 188675 188675 190263 1588 188675 225522 63518 5502 5500 5500 71193 3858 3858 499487 750956 750992 1469700 1469400 2367110 2045882 2229714 3127460 4238 4238 65000 20000 69238 24238 X 1976644 2205476 1976644 2205476 2045882 2229714 1976644 225522 3310 2205476 0 2205476 PUBLICLY TRADED SECURITIES P 4519998 4519997 1 1 CAPITAL GAINS DIVIDENDS P 816 816 816 817 883 0 883 0 883 917 0 0 0 917 0 34 34 0 0 0 0 0 0 0 0 0 0 0 0 1 OR 1 0 0 0 0 1 N/A AARON ELTON 2089011202 2610 E MERCUTIO DR MERIDIAN ID 83642 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 AARON BOYD ELTON 2610 E MERCUTIO DR MERIDIAN ID 83642 TRUSEE 1.00 0 0 0 NONE 0 NONE 0 0 2313103 388876 0 2701979 0 0 2701979 40530 2661449 133072 133072 883 883 132189 0 132189 0 132189 188675 0 188675 0 188675 132189 0 0 6331 13954 18263 2852 37489 78889 188675 0 0 0 132189 56486 0 0 135375 0 0 0 0 0 0 6331 129044 13954 18263 2852 37489 56486 AARON B ELTON 2610 E MERCUTIO DRIVE MERIDIAN ID 83642 2089011202 SOLICITATION LETTER NONE EDUCATION AND SOCIAL SERVICES ADA COUNTY SHERIFF EMP PO BOX 45009 BOISE ID 83711 NONE PC SUPPORT OF LOCAL SHERIFF'S OFFICE 2900 ALEX'S LEMONADE STAND FOUNDATION 111 PRESIDENTIAL BLVD SUITE 203 BALA CYNWYD PA 19004 NONE PC PEDICATRIC CANCER TREATMENT AND RESEARCH 775 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 120 WALL STREET 29TH FL NEW YORK NY 10005 NONE PC SUICIDE PREVENTION 2000 BOISE RESCUE MISSION PO BOX 1494 BOISE ID 83701 NONE PC PROVIDE FOOD AND SHELTER FOR BOISE'S HOMELESS POPULAITON 1000 CDG CARE PO BOX 38832 COLORADO SPRINGS CO 80937 NONE PC CREATE AWARENESS OF CDG 1000 COASTAL SUPPORT SERVICES 1808 NE HIGHWAY 101 LINCOLN CITY OR 97367 NONE PC SUPPORT FOR COASTAL SERVICES 10000 DONNELLY FOOD PANTRY PO BOX 167 DONNELLY ID 83615 NONE NC SUPPORT OF FOOD BANK 1000 MERIDIAN FOOD BANK 133 W BROADWAY AVE MERIDIAN ID 83642 NONE PC SUPPORT OF FOOD BANK 1000 MOUNTAIN VEIW HIGH SCHOOL 2000 S MILLENIUM WAY MERIDIAN ID 83642 NONE PC SUPPORT MT. VIEW HIGH SCHOOL SWIM TEAM 500 VILLAGE THEATRE 303 FRONT STREET N ISSAQUAH WA 98027 NONE PC SUPPORT THEATRE AND THE ARTS 25000 IDAHO YOUTH RANCH 5465 W IRVING BOISE ID 83706 NONE PC SUPPORT FOR TROUBLED CHILDREN 1000 KENYA KEYS 5314 TUALATA CT LAKE OSWEGO OR 97035 NONE PC PROVIDE EDUCATIONAL OPPORTUNITIES 15000 MAMMA'S HANDS PO BOX 40464 BELLEVUE WA 98014 NONE PC HELP LESS FORTUNATE 1000 MDEKFSE FAMILY FOUNDATION 2541 E GALA ST MERIDIAN ID 83642 NONE PF FOR GIFTING OF ADDITIONAL GRANTS. 75000 MILLENNIAL CHOIRS AND ORCHESTRAS PO BOX 19681 QUEEN CREEK AZ 85142 NONE PC TO TEACH AND ENCOURAGE MUSIC 5000 OPERATION UNDERGROUND RAILROAD 755 SOUTH MAIN ST 194 CEDAR CITY UT 84720 NONE PC CHILD ABUSE PREVENTION 2500 THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS 60 E TEMPLE ST 1800 SALT LAKE CITY UT 84111 NONE PC RELIGIOUS SUPPORT 3000 TREASURE VALLEY YMCA 936 TAYLOR AVE MERIDIAN ID 83642 NONE PC YOUTH PROGRAM 15000 UNIVERSITY OF WASHINGTON BOX 359505 SEATTLE WA 98195 NONE PC UW AUTISM CUW AUTISM CENTER OF EXCELLENCE INFANT BRAIN IMAGING STUDY (IBIS) TRAVEL FUND - UW MEDICINE 10000 WESTERN LIBERTY NETWORK 7100 SW HAMPTON ST 201 TIGARD OR 97223 NONE PC TEACH CIVIC INVOLVEMENT 15000 WWIN 232 5TH AVE SOUTH STE 201 KIRKLAND WA 98033 NONE PC EMPOWERING WOMEN IN WA STATE 1000 188675 0 14 64968 18 817 0 65785 0 65785 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL & KAY ELTON CHARITABLE LEAD ANNUITY TRUST 2610 E MERCUTIO DR MERIDIAN ID 83642 250000 X 2 KAY ELTON 2541 E GALA ST SUITE 310 MERIDIAN ID 83642 100000 X MDEKFSE FAMILY FOUNDATION 2541 E GALA ST SUITE 310 MERIDIAN ID 83642 2020-01-13 75000 TO PROVIDE FUNDING FOR EDUCATIONAL AND SOCIAL SERVICES AND OTHER CHARITABLE PURPOSES. 01/27/20 ALL OF FUNDS WERE USED FOR INTENDED PURPOSES. ABBVIE INCCOM (ABBV) 31066 58933 APPLE INC(AAPL) 60822 398070 AT&T INC(T) 36351 28760 BCE INC(BCE) 44606 42800 CHEVRON CORP (CVX) 25490 29558 CONAGRABRANDS INC(CAG) 33916 50764 CONOCOPHILLIPS (COP) 51239 35991 CORTEVA INC (CTVA) 4800 7434 COSTCOWHOLESALECORP NEW(COST) 121124 282585 DOW INC (DOW) 9374 10656 DUPONT DE NEMOURS INC (DD) 13756 13653 ENBRIDGE INC(ENB) 39726 33046 GENERAL ELECTRICCO(GE) 36133 16200 GENERAL MILLS INC(GIS) 125729 129360 HP INCCOM (HPQ) 32629 63934 INTEL CORP (INTC) 29724 59784 INTL BUSINESS MACHINES CORP (IBM) 31063 22029 JPMORGAN CHASE & CO(JPM) 42778 95303 KELLOGGCO(K) 120179 105791 KINDER MORGAN INCORP (KMI) 32931 13670 KKR & COINCCL A(KKR) 24202 50613 KRAFT HEINZ CO(KHC) 30644 20796 LAMBWESTON HLDGS INCCOM (LW) 9974 36693 MICROSOFT CORP (MSFT) 29794 177936 NATIONAL GRID PLCSPONADR (NGG) 29499 27036 QUALCOMM INC(QCOM) 46958 114255 ROYAL BANKOF CANADA(RY) 26209 32824 ROYAL DUTCH SHELL PLC(RDS'A) 36427 21084 U S BANCORP COM NEW(USB) 20191 27954 UMPQUAHOLDINGSCORP (UMPQ) 29327 27252 UNILEVER PLC(NEW) ADS (UL) 29201 42252 VERIZON COMMUNICATIONS (VZ) 47553 58750 VODAFONE GROUP PLC(VOD) 69593 32960 WABTEC CORP 624 586 WALMART INC(WMT) 71523 144150 WEYERHAEUSER CO(WY) 44245 53648 750956 750992 0 0 PRIOR PERIOD ADJUSTMENT FOR INCOME AND EXPENSES RECORDED IN THE PRIOR YEAR 3310 PAYABLE TO ELTON RESOURCES INC. 65000 0 CHECKS WRITTEN AND ISSUED, IN TRANSIT 0 20000 INVESTMENT FEES 79 79 0 FOREIGN TAXES 1111 1111 0 STATE TAXES 398 398 0