BETA

ELMAR FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ELMAR FAMILY FOUNDATION (EIN 27-1454722)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201811349349100421
Schema version
2017v2.2
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)
Return2018-05-14T08:09:41-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410721734PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LURIE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12501 WAYZATA BOULEVARDAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271454722EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELLIOTT AND MARLYS BADZIN FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION C/O MARSHALL LEHMANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlELLIBusinessNameControlTxt
Phone6514057855PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11380 CORPORATE CENTER CURVE NO 200AddressLine1Txt
CityEAGANCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLIOT BADZINPersonNm
Person TitleCFOPersonTitleTxt
Phone6514057612PhoneNum
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFARLEY S KAUFMANNPreparerPersonNm
PTINP00058796PTIN
Phone6123774404PhoneNum
Preparation2018-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$740,841FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$14,281DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,281DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$56,994NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$567,296GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$56,994CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,257OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$72,532TotalRevAndExpnssAmt
Total Net Invst Incm$71,275TotalNetInvstIncmAmt
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$9,560OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,560OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$247TaxesRevAndExpnssAmt
Taxes Net Invst Incm$247TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$135OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$110OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,942TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,917TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$153,480ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$153,480ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$163,422TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,917TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$153,505TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$90,890ExcessRevenueOverExpensesAmt
Net Investment Income$61,358NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,367CashBOYAmt
Cash EOY$27,122CashEOYAmt
Cash EOYFMV$27,122CashEOYFMVAmt
Other Assets BOY$689,273OtherAssetsBOYAmt
Other Assets EOY$605,628OtherAssetsEOYAmt
Other Assets EOYFMV$713,719OtherAssetsEOYFMVAmt
Total Assets BOY$723,640TotalAssetsBOYAmt
Total Assets EOY$632,750TotalAssetsEOYAmt
Total Assets EOYFMV$740,841TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$723,640RetainedEarningBOYAmt
Retained Earning EOY$632,750RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$723,640TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$632,750TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$723,640TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$632,750TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$723,640TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$90,890ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$632,750SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$632,750TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GENWORTH #4908 - DETAILS PROVIDED UPON REQUESTP2017-12-31$132,317$125,384$6,933$6,933
GENWORTH #4908 - DETAILS PROVIDED UPON REQUESTP2017-12-31$26,190$26,778-$588-$588
GENWORTH #4907 - DETAILS PROVIDED UPON REQUESTP2017-12-31$79,217$76,440$2,777$2,777
GENWORTH #4907 - DETAILS PROVIDED UPON REQUESTP2017-12-31$45,589$38,067$7,522$7,522
US BANK - DETAILS PROVIDED UPON REQUESTP2017-12-31$115,435$104,775$10,660$10,660
US BANK - DETAILS PROVIDED UPON REQUESTP2017-12-31$167,062$138,858$28,204$28,204
CAPITAL GAINS DIVIDENDSP$1,486$1,486$1,486
FieldValueIRS element (for citing)
Capital Gain Net Income$56,994CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$80,816AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$767,664NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.105275DistributionYr1Rt
Adjusted Qlfy Distri Yr2$49,705AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$859,271NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057846DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,525AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$817,940NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.029984DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,325AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$757,533NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.032111DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,408,047AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$843,098NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.670087DistributionYr5Rt
Total Distribution1.895303TotalDistributionRt
Average Distribution0.379061AverageDistributionRt
Net Vl Noncharitable Assets$783,258NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$296,903AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$614NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$297,517AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$153,505QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,227InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,227SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,227TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$300EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$300TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$927TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
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
Individual With BooksELLIOTT BADZINIndividualWithBooksNm
Phone6514057612PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11380 CORPORATE CENTER CURVE SUITEAddressLine1Txt
Address Line2200AddressLine2Txt
CityEAGANCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55121ZIPCd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELLIOTT BADZIN
1380 CORPORATE CENTER CURVE SUITE200EAGANMN55121CFO/ TREASURER1.00$0$0$0
MARLYS BADZIN
1380 CORPORATE CENTER CURVE SUITE200EAGANMN55121CEO/ PRESIDENT1.00$0$0$0
FARLEY KAUFMANN
2501 WAYZATA BLVDMINNEAPOLISMN55405DIRECTOR1.00$0$0$0
RICHARD KELBER
150 S 5TH STREET SUITE 1200MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
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$755,860AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,326AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$795,186TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$795,186AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,928CashDeemedCharitableAmt
Net Vl Noncharitable Assets$783,258NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,163MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,163MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,227TaxBasedOnInvestmentIncomeAmt
Total Tax$1,227TotalTaxAmt
Distributable Before Adj$37,936DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,936DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,936DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$153,505ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$153,505QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$153,505AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,936DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,292,494ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$8,388ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$42,556ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,343,438TotalExcessDistributionCyovAmt
Qualifying Distributions$153,505QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,936AppliedToCurrentYearAmt
Remaining Distri From Corpus$115,569RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,459,007TotalCorpusAmt
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$1,292,494ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$166,513ExcessDistriCyovToNextYrAmt
Excess From Year2$8,388ExcessFromYear2Amt
Excess From Year1$42,556ExcessFromYear1Amt
Excess From Current Year$115,569ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELLIOTT BADZINContributingManagerNm
Contributing ManagerMARLYS BADZINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGAMIM CLASSICAL ACADEMY
1503 BOYCE STREETHOPKINSMN55343PUBLIC CHARITYGENERAL FUNDING$60,000
AMERICA GIVES
PO BOX 3263WASHINGTONDC20010PUBLIC CHARITYGENERAL FUNDING$5,000
AMERICAN ENTERPRISE INSTITUTE
1789 MASSACHUETTS AVE NWWASHINGTONDC20036PUBLIC CHARITYGENERAL FUNDING$5,000
AMERICAN SUPPORT FOR ISRAEL
PO BOX 3263WASHINGTONDC20010PUBLIC CHARITYGENERAL FUNDING$7,500
BARC SHELTER
253 WYTHE AVENUEBROOKLYNNY11249PUBLIC CHARITYGENERAL FUNDING$1,000
CAMP RAMAH SCHOLARSHIP FUND
65 E WACKER DRIVE SUITE 1200CHICAGOIL60601PUBLIC CHARITYGENERAL FUNDING$5,000
CHABAD - LUBAVITCH
1816 ROME AVENUEST PAULMN55116PUBLIC CHARITYGENERAL FUNDING$500
DAVID HOROWITZ FREEDOM CENTER
PO BOX 55089SHERMAN OAKSCA914991964PUBLIC CHARITYGENERAL FUNDING$5,000
GAMERS OUTREACH
PO BOX 694SALINEMI48176PUBLIC CHARITYGENERAL FUNDING$3,500
HERZL CAMP FOUNDATION
4330 SOUTH CEDAR LAKE ROADST LOUIS PARKMN55416PUBLIC CHARITYGENERAL FUNDING$10,000
JEWISH HOUSING AND PROGRAMMING
13100 WAYZATA BLVDMINNETONKAMN55305PUBLIC CHARITYGENERAL FUNDING$10,000
KNESSET ISRAEL CONGREGATION
4220 SUNSET BLVDST LOUIS PARKMN55416PUBLIC CHARITYGENERAL FUNDING$1,800
L'CHAIM CENTER
896 FOUNTAIN VIEW DRIVEDEERFIELDIL60015PUBLIC CHARITYGENERAL FUNDING$1,500
LITERACY MATTERS FOUNDATION
4311 UPTON AVENUE SO SUITE 2MINNEAPOLISMN55410PUBLIC CHARITYGENERAL FUNDING$180
MAZON A JEWISH RESPONSE TO HUNGER
PO BOX 96119WASHINGTONDC20090PUBLIC CHARITYGENERAL FUNDING$5,000
MISSION CONTINUES
1141 SOUTH 7TH STREETST LOUISMO63014PUBLIC CHARITYGENERAL FUNDING$4,000
PAUL'S PALS
13033 RIDGEDALE DRIVE 132MINNETONKAMN55305PUBLIC CHARITYGENERAL FUNDING$500
PAUSE FOR PAWS
PO BOX 41028PLYMOUTHMN55446PUBLIC CHARITYGENERAL FUNDING$500
PEF ISRAEL ENDOWMENT FUND INC
630 THIRD AVENUE 15TH FLOORNEW YORKNY11017PUBLIC CHARITYGENERAL FUNDING$7,500
PRAGER UNIVERSITY FOUNDATION
10045 RED RUN BOULEVARD SUITE 250OWINGS MILLSMD21117PUBLIC CHARITYGENERAL FUNDING$5,000
SABES JCC
4330 SOUTH CEDAR LAKE ROADMINNEAPOLISMN55416PUBLIC CHARITYGENERAL FUNDING$3,500
SAGER SOLOMON SCHECTER DAY SCHOOL
3210 DUNDEE RDNORTHBROOKIL60062PUBLIC CHARITYGENERAL FUNDING$10,000
THE ISRAEL BRIDGE
3531 OAKTON DRIVE 3002MINNETONKAMN55305PUBLIC CHARITYGENERAL FUNDING$500
VETS 4 HUNTN & FISHN
29145 BLACK OAKLAKE ELSINORECA92530PUBLIC CHARITYGENERAL FUNDING$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$153,480TotalGrantOrContriPdDurYrAmt
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$14,281ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$56,994ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL REFUNDDesc
Exclusion$1,257ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$72,532ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$72,532TotalIncomeProducingActyAmt

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

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionTHE 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

FieldValueIRS element (for citing)
DescINVESTMENT ACCOUNTSDesc
BOY Book Value$689,273BOYBookValueAmt
EOY Book Value$605,628EOYBookValueAmt
EOYFMV$713,719EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE OF MN REGISTRATION$25$0$25
BASIS ADJUSTMENT$110$110$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL REFUNDDesc
Revenue And Expenses Per Books$1,257RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,257AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$9,560Amt
Net Investment Income$9,560NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$247Amt
Net Investment Income$247NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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