ELTON FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ELTON FAMILY FOUNDATION (EIN 46-6440958)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202003219349105670
Schema version
2019v5.1
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)
Return2020-11-16T15:27:50-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJARRETT RUMMELPreparerPersonNm
PTINP01584345PTIN
Phone2083876400PhoneNum
Preparation2020-11-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm09:18:22IPTm
IP TimezoneMSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id0B273757DB273819345644B745DDB9474426384AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,655,440FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$264,159ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,928InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,928InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$55,238DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,938DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,176NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,021,180GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,176CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$327,501TotalRevAndExpnssAmt
Total Net Invst Incm$63,042TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,000LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,513AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$713AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,503OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,503OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,944TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,578TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$125OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,085TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,794TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$149,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$149,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$158,085TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,794TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$149,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$169,416ExcessRevenueOverExpensesAmt
Net Investment Income$56,248NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$5,502CashEOYAmt
Cash EOYFMV$5,502CashEOYFMVAmt
Sav And Temp Cash Invst BOY$337,634SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$71,193SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$71,193SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$499,487USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$499,905USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,469,594CorporateStockBOYAmt
Corporate Stock EOY$1,469,700CorporateStockEOYAmt
Corporate Stock EOYFMV$2,078,840CorporateStockEOYFMVAmt
Total Assets BOY$1,807,228TotalAssetsBOYAmt
Total Assets EOY$2,045,882TotalAssetsEOYAmt
Total Assets EOYFMV$2,655,440TotalAssetsEOYFMVAmt
Accounts Payable EOY$4,238AccountsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$65,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$69,238TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,807,228NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,976,644NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,807,228TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,976,644TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,807,228TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,045,882TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,807,228TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$169,416ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,976,644SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,976,644TotNetAstOrFundBalancesEOYAmt

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
PUBLICALLY TRADED SECURITIESP$5,019,004$5,019,004$0$0
CAPITAL GAINS DIVIDENDSP$2,176$2,176$2,176
FieldValueIRS element (for citing)
Capital Gain Net Income$2,176CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$109,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,031,674NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053650DistributionYr1Rt
Adjusted Qlfy Distri Yr2$104,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,734,921NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059945DistributionYr2Rt
Adjusted Qlfy Distri Yr3$80,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,335,295NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059912DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,090,775NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055007DistributionYr4Rt
Adjusted Qlfy Distri Yr5$47,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$873,835NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053786DistributionYr5Rt
Total Distribution0.282300TotalDistributionRt
Average Distribution0.056460AverageDistributionRt
Net Vl Noncharitable Assets$2,241,467NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$126,553AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$562NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$127,115AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$149,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$562InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$562SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$562TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,500TotalPaymentsAndCreditsAmt
Es Penalty$21EsPenaltyAmt
Overpayment$917OverpaymentAmt
Applied To ES Tax$917AppliedToESTaxAmt
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$2,140,109AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$135,492AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,275,601TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,275,601AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,134CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,241,467NetVlNoncharitableAssetsAmt
Minimum Investment Return$112,073MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$112,073MinimumInvestmentReturnAmt
Tax Based On Investment Income$562TaxBasedOnInvestmentIncomeAmt
Total Tax$562TotalTaxAmt
Distributable Before Adj$111,511DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$111,511DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$111,511DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$149,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$149,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$562PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$148,438AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$111,511DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,039ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,331ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,954ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,263ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,852ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$45,439TotalExcessDistributionCyovAmt
Qualifying Distributions$149,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$111,511AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,489RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$82,928TotalCorpusAmt
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$4,039ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$78,889ExcessDistriCyovToNextYrAmt
Excess From Year4$6,331ExcessFromYear4Amt
Excess From Year3$13,954ExcessFromYear3Amt
Excess From Year2$18,263ExcessFromYear2Amt
Excess From Year1$2,852ExcessFromYear1Amt
Excess From Current Year$37,489ExcessFromCurrentYearAmt

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 (11 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$2,400
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
120 WALL STREET 29TH FLNEW YORKNY10005NONEPCSUICIDE PREVENTION$1,840
MAMMA'S HANDS
PO BOX 40464BELLEVUEWA98014NONEPCHELP LESS FORTUNATE$500
NEBO EDUCATION FOUNDATION
350 S MAIN STSPANISH FORKUT84660NONEPCEDUCATIONAL PROGRAMS$24,750
UNIVERSITY OF WASHINGTON
BOX 359505SEATTLEWA98195NONEGOVUW AUTISM CUW AUTISM CENTER OF EXCELLENCE INFANT BRAIN IMAGING STUDY (IBIS) TRAVEL FUND - UW MEDICINE$29,500
KENYA KEYS
5314 TUALATA CTLAKE OSWEGOOR97035NONEPCPROVIDE EDUCATIONAL OPPORTUNITIES$5,250
IDAHO YOUTH RANCH
5465 W IRVINGBOISEID83706NONEPCSUPPORT FOR TROUBLED CHILDREN$500
OPERATION UNDERGROUND RAILROAD
755 SOUTH MAIN ST 194CEDAR CITYUT84720NONEPCCHILD ABUSE PREVENTION$2,000
ALEX'S LEMONADE STAND FOUNDATION
111 PRESIDENTIAL BLVD SUITE 203BALA CYNWYDPA19004NONEPCPEDICATRIC CANCER TREATMENT AND RESEARCH$2,000
WWIN
232 5TH AVE SOUTH STE 201KIRKLANDWA98033NONEPCEMPOWERING WOMEN IN WA STATE$2,000
MDEKFSE FAMILY FOUNDATION
2541 E GALA STMERIDIANID83642NONEPFDISTRIBUTION TO PUBLIC CHARITIES$78,260
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$149,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,928ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$55,238ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,176ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$63,342ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,342TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MICHAEL & KAY ELTON CHAITABLE LEAD ANNUITY TRUST
12610 E MERCUTIO DRMERIDIANID83642$250,000Yes (X)
JONATHAN & ABBIE FINK
26640 128TH AVEBELLEVUEWA98006$5,100Yes (X)
ANDREW BALL
3315 ASPEN DRIVEMAPLETONUT84664$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,513Amt
Net Investment Income$713NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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)
Grant2019-12-23GrantDt
Grant$78,260GrantAmt
Purpose Of GrantTO PROVIDE FUNDING FOR EDUCATIONAL AND SOCIAL SERVICES AND OTHER CHARITABLE PURPOSES.PurposeOfGrantTxt
Expended By Grantee$78,260ExpendedByGranteeAmt
Dates Of Reports By Grantee02/01/2020DatesOfReportsByGranteeTxt
Verification2020-02-01VerificationDt
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$48,697
APPLE INC(AAPL)$60,822$220,238
AT&T INC(T)$36,351$39,080
BCE INC(BCE)$44,606$46,350
CHEVRON CORP (CVX)$25,490$42,179
CONAGRABRANDS INC(CAG)$33,916$47,936
CONOCOPHILLIPS (COP)$51,239$58,527
CORTEVA INC (CTVA)$4,800$5,676
COSTCOWHOLESALECORP NEW(COST)$121,124$220,440
DOW INC (DOW)$9,374$10,508
DUPONT DE NEMOURS INC (DD)$13,756$12,326
ENBRIDGE INC(ENB)$39,726$41,082
GENERAL ELECTRICCO(GE)$36,133$16,740
GENERAL MILLS INC(GIS)$125,729$117,832
HP INCCOM (HPQ)$32,629$53,430
INTEL CORP (INTC)$29,724$71,820
INTL BUSINESS MACHINES CORP (IBM)$31,063$23,457
JPMORGAN CHASE & CO(JPM)$42,778$104,550
KELLOGGCO(K)$120,179$117,572
KINDER MORGAN INCORP (KMI)$33,231$21,170
KKR & COINCCL A(KKR)$24,202$36,463
KRAFT HEINZ CO(KHC)$30,644$19,278
LAMBWESTON HLDGS INCCOM (LW)$9,974$40,090
MICROSOFT CORP (MSFT)$29,794$126,160
NATIONAL GRID PLCSPONADR (NGG)$29,499$28,703
QUALCOMM INC(QCOM)$46,958$66,173
ROYAL BANKOF CANADA(RY)$26,209$31,680
ROYAL DUTCH SHELL PLC(RDS'A)$36,427$35,388
U S BANCORP COM NEW(USB)$20,191$35,574
UMPQUAHOLDINGSCORP (UMPQ)$29,327$31,860
UNILEVER PLC(NEW) ADS (UL)$29,201$40,019
VERIZON COMMUNICATIONS (VZ)$47,553$61,400
VODAFONE GROUP PLC(VOD)$69,593$38,660
WABTEC CORP$624$622
WALMART INC(WMT)$71,523$118,840
WEYERHAEUSER CO(WY)$44,245$48,320

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$499,487USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$499,905USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$2,000LegalFeesAmt
Net Investment Income$1,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPOSTAGE AND SHIPPINGDesc
Revenue And Expenses Per Books$125RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYABLE TO ELTON RESOURCES INC.Desc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$65,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$3,503Amt
Net Investment Income$3,503NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,219$1,219$0
FEDERAL TAXES PAID FOR PRIOR YEAR TAX RETURN$366$0$0
STATE TAXES$359$359$0

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