ELMAR FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ELMAR FAMILY FOUNDATION (EIN 27-1454722)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-19
- IRS object ID
- 201922629349100667
- 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
- Distribution From Corpus Election
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-19T17:05:20-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410721734 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LURIE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 WAYZATA BOULEVARD | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | 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 | 271454722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT AND MARLYS BADZIN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O MARSHALL LEHMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLI | BusinessNameControlTxt |
| Phone | 6514057855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 CORPORATE CENTER CURVE NO 200 | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLIOT BADZIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6514057612 | PhoneNum |
| Signature | 2019-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN F SHUBERT | PreparerPersonNm |
| PTIN | P01232980 | PTIN |
| Phone | 6123774404 | PhoneNum |
| Preparation | 2019-09-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.138.19.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-11 | IPDt |
| IP Tm | 22:38:28 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E7EFE0A24784F969CF756C861128090FBA3E3040 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $589,059 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,047 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $400,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,161 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,268 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,208 | 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 | $9,477 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,477 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,379 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $212 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $436 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $411 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,292 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,024 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,108 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,122 | CashBOYAmt |
| Cash EOY | $22,736 | CashEOYAmt |
| Cash EOYFMV | $22,736 | CashEOYFMVAmt |
| Other Assets BOY | $605,628 | OtherAssetsBOYAmt |
| Other Assets EOY | $569,990 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $566,323 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $632,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $592,726 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $589,059 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $632,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $592,726 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $632,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $592,726 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $632,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $592,726 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $632,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,024 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $592,726 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $592,726 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GENWORTH #4907 DETAILS AVAILABLE UPON REQUEST | P | 2018-12-31 | $126,476 | $125,179 | $1,297 | $1,297 |
| GENWORTH #4907 DETAILS AVAILABLE UPON REQUEST | P | 2018-12-31 | $51,804 | $33,230 | $18,574 | $18,574 |
| GENWORTH #4908 DETAILS AVAILABLE UPON REQUEST | P | 2018-12-31 | $59,615 | $57,832 | $1,783 | $1,783 |
| GENWORTH #4908 DETAILS AVAILABLE UPON REQUEST | P | 2018-12-31 | $5,982 | $1,344 | $4,638 | $4,638 |
| US BANK #5100 DETAILS AVAILABLE UPON REQUEST | P | 2018-12-31 | $29,759 | $30,028 | -$269 | -$269 |
| US BANK #5100 DETAILS AVAILABLE UPON REQUEST | P | 2018-12-31 | $126,705 | $111,058 | $15,647 | $15,647 |
| CAPITAL GAINS DIVIDENDS | P | $491 | $491 | $491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $153,505 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $783,258 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.195983 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,816 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $767,664 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105275 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,705 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $859,271 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057846 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $817,940 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029984 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,325 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $757,533 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032111 | DistributionYr5Rt |
| Total Distribution | 0.421199 | TotalDistributionRt |
| Average Distribution | 0.084240 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $726,429 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,194 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $441 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,635 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $441 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $441 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $441 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $799 | OverpaymentAmt |
| Applied To ES Tax | $799 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELLIOTT BADZIN | IndividualWithBooksNm |
| Phone | 6514057612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 CORPORATE CENTER CURVE SUITE | AddressLine1Txt |
| Address Line2 | 200 | AddressLine2Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ELLIOTT BADZIN | |||||||||
| 1380 CORPORATE CENTER CURVE SUITE | 200 | EAGAN | MN | 55121 | CFO/ TREASURER | 1.00 | $0 | $0 | $0 |
| MARLYS BADZIN | |||||||||
| 1380 CORPORATE CENTER CURVE SUITE | 200 | EAGAN | MN | 55121 | CEO/ PRESIDENT | 1.00 | $0 | $0 | $0 |
| FARLEY KAUFMANN | |||||||||
| 2501 WAYZATA BLVD | MINNEAPOLIS | MN | 55405 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| RICHARD KELBER | |||||||||
| 150 S 5TH STREET SUITE 1200 | MINNEAPOLIS | MN | 55402 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| 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 | $705,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,929 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $737,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $737,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $726,429 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $441 | TotalTaxAmt |
| Distributable Before Adj | $35,880 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,880 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,880 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $82,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $441 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $81,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $8,388 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,556 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,569 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $166,513 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,880 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,145 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $212,658 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $212,658 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,388 | ExcessFromYear3Amt |
| Excess From Year2 | $42,556 | ExcessFromYear2Amt |
| Excess From Year1 | $115,569 | ExcessFromYear1Amt |
| Excess From Current Year | $46,145 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELLIOTT BADZIN | ContributingManagerNm |
| Contributing Manager | MARLYS BADZIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARC SHELTER | ||||||
| 253 WYTHE AVENUE | BROOKLYN | NY | 11249 | PUBLIC CHARITY | GENERAL FUNDING | $1,500 |
| HERZL CAMP FOUNDATION | ||||||
| 4330 SOUTH CEDAR LAKE ROAD | ST LOUIS PARK | MN | 55416 | PUBLIC CHARITY | GENERAL FUNDING | $20,000 |
| L'CHAIM CENTER | ||||||
| 896 FOUNTAIN VIEW DRIVE | DEERFIELD | IL | 60015 | PUBLIC CHARITY | GENERAL FUNDING | $3,000 |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | GENERAL FUNDING | $3,500 |
| PRAGER UNIVERSITY FOUNDATION | ||||||
| 10045 RED RUN BOULEVARD SUITE 250 | OWINGS MILLS | MD | 21117 | PUBLIC CHARITY | GENERAL FUNDING | $15,000 |
| SAGER SOLOMON SCHECTER DAY SCHOOL | ||||||
| 3210 DUNDEE RD | NORTHBROOK | IL | 60062 | PUBLIC CHARITY | GENERAL FUNDING | $12,000 |
| CHABAD OF CORONADO | ||||||
| 1300 ORANGE AVE 120-130 | CORONADO | CA | 92118 | PUBLIC CHARITY | GENERAL FUNDING | $1,000 |
| AMERICA GIVES IDF WIDOWS & ORPHANS | ||||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL FUNDING | $5,000 |
| AMERICA GIVES KREMBO WINGS | ||||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL FUNDING | $5,000 |
| AMERICA GIVES ADVANCEMENT OF JEWISH EDUCATION | ||||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL FUNDING | $5,000 |
| THE MISSION CONTINUES | ||||||
| 1141 SOUTH 7TH STREET | ST LOUIS | MO | 63104 | PUBLIC CHARITY | GENERAL FUNDING | $5,000 |
| FRIENDS OF ARAVA INSTITUTE | ||||||
| 1320 CENTRE STREET SUITE 206 | NEWTON CENTRE | MA | 02459 | PUBLIC CHARITY | GENERAL FUNDING | $5,000 |
| MAYO CLINIC - KATIE & ALLIE ABURYK FUND | ||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PUBLIC CHARITY | GENERAL FUNDING | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,107 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,268 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,268 | 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 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE SOAR FOUNDATION HEREBY ELECTS TO TREAT THE QUALIFYING DISTRIBUTIONS OF $153,480 MADE DURING THE 2017 CALENDAR YEAR, AS DISTRIBUTIONS OUT OF CORPUS. | ElectionDesc |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ACCOUNTS | Desc |
| BOY Book Value | $605,628 | BOYBookValueAmt |
| EOY Book Value | $569,990 | EOYBookValueAmt |
| EOYFMV | $566,323 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF MN REGISTRATION | $25 | $0 | $25 |
| BASIS ADJUSTMENT | $411 | $411 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $9,477 | Amt |
| Net Investment Income | $9,477 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $212 | $212 | $0 |
| FEDERAL TAXES PAID | $2,167 | $0 | $0 |
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