ELTON FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ELTON FAMILY FOUNDATION (EIN 46-6440958)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349101562
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T09:15:48-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S CAPITOL BLVD SUITE 1700 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 8172716627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2610 E MERCUTIO DRIVE | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 836425119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON B ELTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2089011202 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JARRETT RUMMEL | PreparerPersonNm |
| PTIN | P01584345 | PTIN |
| Phone | 2083876400 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 10:37:13 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 36FF25BD9C5A7C875D9B7D46C359D3D923ECD097 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 81D6E97EF94BC8F9D952E5796B5A4D1463FD5E1C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,934,888 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,448 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,448 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,564 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $78,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,564 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $330,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,444 | 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 |
| Other Prof Fees Rev And Expnss | $98 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,570 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,570 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,668 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $218,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,776 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,313 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $337,634 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $337,634 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,491,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,469,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,597,254 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,588,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,807,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,934,888 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,588,452 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,807,228 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,588,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,807,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,588,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,807,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,588,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $218,776 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,807,228 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,807,228 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $78,596 | $63,393 | $15,203 | $15,203 |
| CAPITAL GAINS DIVIDENDS | P | $361 | $361 | $361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,564 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $104,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,734,921 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059945 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,335,295 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059912 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,090,775 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055007 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $873,835 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053786 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $560,333 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049970 | DistributionYr5Rt |
| Total Distribution | 0.278620 | TotalDistributionRt |
| Average Distribution | 0.055724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,031,674 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $113,213 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $718 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,931 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,436 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,436 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,436 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $366 | 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 |
| 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 | AARON ELTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2089011202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | TRUSEE | 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 | $1,862,788 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $199,825 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,062,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,062,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,031,674 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,584 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,584 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,436 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,436 | TotalTaxAmt |
| Distributable Before Adj | $100,148 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,148 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,148 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $109,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,148 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $103 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,039 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,331 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,954 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,690 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,148 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,852 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,542 | 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 | $103 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $45,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,039 | ExcessFromYear4Amt |
| Excess From Year3 | $6,331 | ExcessFromYear3Amt |
| Excess From Year2 | $13,954 | ExcessFromYear2Amt |
| Excess From Year1 | $18,263 | ExcessFromYear1Amt |
| Excess From Current Year | $2,852 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TREASURE VALLEY YMCA | |||||||
| 936 TAYLOR AVE | MERIDIAN | ID | 83642 | NONE | 501(C)(3) | YOUTH PROGRAM | $20,000 |
| SOUTHERN VIRGINIA UNIVERSITY | |||||||
| 1 UNIVERSITY HILL DR | BUENA VISTA | VA | 24416 | NONE | 501(C)(3) | EDUCATIONAL PROGRAMS | $20,000 |
| THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS | |||||||
| 60 E TEMPLE ST 1800 | SALT LAKE CITY | UT | 84111 | NONE | 501(C)(3) | RELIGIOUS SUPPORT | $10,000 |
| NAMI BOISE | |||||||
| 323 N ALLUMBAUGH 4 | BOISE | ID | 83704 | NONE | 501(C)(3) | SUPPORT FOR MENTALLY ILL | $9,000 |
| LINCOLN CITY WARMING SHELTER INC | |||||||
| PO BOX 198 | LINCOLN CITY | OR | 97367 | NONE | 501(C)(3) | TO HELP HOMELESS | $6,000 |
| CAMMIES & CANINE SANCTUARY | |||||||
| 13961 CAMPO RD 592 | JAMUL | CA | 91935 | NONE | 501(C)(3) | VETERAN SUPPORT | $6,000 |
| CREATIVE GUILD STUDIO | |||||||
| 2670 SOUTH 2000 EAST | SALT LAKE CITY | UT | 84109 | NONE | 501(C)(3) | SUPPORT LEARNING OF THE ARTS | $5,000 |
| RMU OHP-WORLD OF DIFFER | |||||||
| 122 EAST 1700 SOUTH BLDG 3 | PROVO | UT | 84606 | NONE | 501(C)(3) | CHILDRENS EDUCATION PROGRAM | $4,000 |
| JUST-A-BREAK | |||||||
| 1202 E 2650 N | NORTH OGDEN | UT | 84414 | NONE | 501(C)(3) | SUPPORT FOR CANCER PATIENTS AND FAMILIES | $3,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET 29TH FL | NEW YORK | NY | 10005 | NONE | 501(C)(3) | SUICIDE PREVENTION | $9,000 |
| NEBO EDUCATION FOUNDATION | |||||||
| 350 S MAIN ST | SPANISH FORK | UT | 84660 | NONE | 501(C)(3) | EDUCATIONAL PROGRAMS | $3,000 |
| GRAPEVINE RELIEF AND COMMUNITY EXCHANGE (GRACE) | |||||||
| PO BOX 412 | GRAPEVINE | TX | 76099 | NONE | 501(C)(3) | HELP LESS FORTUNATE | $2,000 |
| MAMMA'S HANDS | |||||||
| PO BOX 40464 | BELLEVUE | WA | 98014 | NONE | 501(C)(3) | HELP LESS FORTUNATE | $2,000 |
| MILLENNIAL CHOIRS AND ORCHESTRAS | |||||||
| PO BOX 19681 | QUEEN CREEK | AZ | 85142 | NONE | 501(C)(3) | TO TEACH AND ENCOURAGE MUSIC | $2,000 |
| IDSPA | |||||||
| 700 S STRATFORD RD | MERIDIAN | ID | 83642 | NONE | 501(C)(3) | TO BENEFIT THE IDAHO STATE PATROL | $500 |
| ORE-IDA COUNCIL BOY SCOUTS | |||||||
| 8901 FRANKLIN RD | BOISE | ID | 83709 | NONE | 501(C)(3) | SUPPORT BOY SCOUT ACTIVITIES | $500 |
| ADA COUNTY SHERIFF EMP | |||||||
| PO BOX 45009 | BOISE | ID | 83711 | NONE | 501(C)(3) | SUPPORT OF LOCAL SHERIFF'S OFFICE | $2,000 |
| WESTERN LIBERTY NETWORK | |||||||
| 7100 SW HAMPTON ST 201 | TIGARD | OR | 97223 | NONE | 501(C)(3) | TEACH CIVIC INVOLVEMENT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,448 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,432 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,564 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSED GRANTS | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,444 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL & KAY ELTON CHAITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INCCOM (ABBV) | $31,066 | $50,705 |
| APPLE INC(AAPL) | $60,822 | $118,305 |
| AT&T INC(T) | $36,351 | $28,540 |
| BCE INC(BCE) | $44,606 | $39,530 |
| CHEVRON CORP (CVX) | $25,490 | $38,077 |
| CONAGRABRANDS INC(CAG) | $33,916 | $29,904 |
| CONOCOPHILLIPS (COP) | $51,239 | $56,115 |
| COSTCOWHOLESALECORP NEW(COST) | $121,124 | $152,783 |
| DOWDUPONT INC(DWDP) | $27,930 | $30,804 |
| ENBRIDGE INC(ENB) | $39,726 | $32,106 |
| GENERAL ELECTRICCO(GE) | $36,133 | $11,355 |
| GENERAL MILLS INC(GIS) | $125,729 | $85,668 |
| HP INCCOM (HPQ) | $32,629 | $53,196 |
| INTEL CORP (INTC) | $29,724 | $56,316 |
| INTL BUSINESS MACHINES CORP (IBM) | $31,063 | $19,892 |
| JPMORGAN CHASE & CO(JPM) | $42,778 | $73,215 |
| KELLOGGCO(K) | $120,179 | $96,917 |
| KINDER MORGAN INCORP (KMI) | $33,747 | $15,380 |
| KKR & COINCCL A(KKR) | $24,203 | $24,538 |
| KRAFT HEINZ CO(KHC) | $30,645 | $25,824 |
| LAMBWESTON HLDGS INCCOM (LW) | $9,974 | $34,279 |
| MICROSOFT CORP (MSFT) | $29,794 | $81,256 |
| NATIONAL GRID PLCSPONADR (NGG) | $29,499 | $21,975 |
| QUALCOMM INC(QCOM) | $46,958 | $42,683 |
| ROYAL BANKOF CANADA(RY) | $26,209 | $27,408 |
| ROYAL DUTCH SHELL PLC(RDS'A) | $36,427 | $34,962 |
| U S BANCORP COM NEW(USB) | $20,191 | $27,420 |
| UMPQUAHOLDINGSCORP (UMPQ) | $29,327 | $28,620 |
| UNILEVER PLC(NEW) ADS (UL) | $29,201 | $36,575 |
| VERIZON COMMUNICATIONS (VZ) | $47,553 | $56,220 |
| VODAFONE GROUP PLC(VOD) | $69,593 | $38,560 |
| WALMART INC(WMT) | $71,523 | $93,150 |
| WEYERHAEUSER CO(WY) | $44,245 | $34,976 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSED GRANTS | Desc |
| Revenue And Expenses Per Books | $6,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $98 | Amt |
| Net Investment Income | $98 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,181 | $1,181 | $0 |
| FEDERAL TAXES PAID FOR PRIOR YEAR TAX RETURN | $1,389 | $1,389 | $0 |
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