ELTON FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ELTON FAMILY FOUNDATION (EIN 46-6440958)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201711359349102956
Schema version
2016v3.0
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)
Return2017-05-15T10:45:16-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOTTAINI GALLUCCI & OHANLON PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 NE IRVING ST STE 440AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972324208ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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
Phone2089011202PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12610 E Mercutio DriveAddressLine1Txt
CityMeridianCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83642ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAaron Boyd EltonPersonNm
Person TitleTrusteePersonTitleTxt
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWIN B O'HANLONPreparerPersonNm
PTINP00012037PTIN
Phone5032331133PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,550,771FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$252,078ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$50InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$50InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$35,899DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,899DividendsNetInvstIncmAmt
Dividends Adj Net Incm$35,899DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,009NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$46,566GrossSalesPriceAmt
Total Rev And Expnss$285,018TotalRevAndExpnssAmt
Total Net Invst Incm$35,949TotalNetInvstIncmAmt
Total Adj Net Incm$35,949TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,078AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$35OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$839TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,952TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,952TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$80,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$202,066ExcessRevenueOverExpensesAmt
Net Investment Income$35,949NetInvestmentIncomeAmt
Adjusted Net Income$35,949AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$167,241SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$339,002SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$339,002SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,036,997CorporateStockBOYAmt
Corporate Stock EOY$1,066,309CorporateStockEOYAmt
Corporate Stock EOYFMV$1,211,769CorporateStockEOYFMVAmt
Total Assets BOY$1,204,238TotalAssetsBOYAmt
Total Assets EOY$1,405,311TotalAssetsEOYAmt
Total Assets EOYFMV$1,550,771TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,204,238UnrestrictedBOYAmt
Unrestricted EOY$1,405,311UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,204,238TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,405,311TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,204,238TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,405,311TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,204,238TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$202,066ExcessRevenueOverExpensesAmt
Subtotal$1,406,304SubtotalAmt
Other Decreases$993OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,405,311TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
90 Chemours Co ComP2014-07-162016-08-18$1,104$1,499-$395-$395
450 FirstEnergyP2013-04-252016-08-18$14,624$20,963-$6,339-$6,339
300 FirstEnergyP2013-06-262016-08-18$9,749$11,255-$1,506-$1,506
1100 Hewlett Packard EnterpriseP2013-12-162016-03-21$19,084$15,844$3,240$3,240
.67 Lamb Weston Hidgs Inc ComP2014-05-152016-11-09$21$14$7$7
Capital gain dividendsP2013-01-012016-12-31$1,984$1,984$1,984
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,009CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$719InvestmentIncomeExciseTaxAmt
Subtotal$719SubtotalAmt
Tax Based On Investment Income$719TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$880EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$880TotalPaymentsAndCreditsAmt
Overpayment$161OverpaymentAmt
Applied To ES Tax$161AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)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 DriveAddressLine1Txt
CityMeridianCityNm
State AbbreviationIDStateAbbreviationCd
ZIP836425119ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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
ZIP836425119ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,108,259AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$247,370AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,355,629TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,355,629AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,334CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,335,295NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,765MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,765MinimumInvestmentReturnAmt
Tax Based On Investment Income$719TaxBasedOnInvestmentIncomeAmt
Total Tax$719TotalTaxAmt
Distributable Before Adj$66,046DistributableBeforeAdjAmt
Distributable Before Ded$66,046DistributableBeforeDedAmt
Distributable As Adjusted$66,046DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$80,000ExpensesAndContributionsAmt
Qualifying Distributions$80,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$80,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$66,046DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$103ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,039ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,331ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,473TotalExcessDistributionCyovAmt
Qualifying Distributions$80,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$66,046AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,954RemainingDistriFromCorpusAmt
Total Corpus$24,427TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$24,427ExcessDistriCyovToNextYrAmt
Excess From Year3$103ExcessFromYear3Amt
Excess From Year2$4,039ExcessFromYear2Amt
Excess From Year1$6,331ExcessFromYear1Amt
Excess From Current Year$13,954ExcessFromCurrentYearAmt

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 MaterialsSolicitaion letter.FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsEducation and Social ServicesRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Treasure Valley YMCA
936 Taylor AveMeridianID83642NoneCharitablFor Youth development$20,000
Southern Virginia University
1 University Hill DrBuena VistaVA24416NoneCharitablContribution to the University$18,000
Church of Jesus Christ of LDS
60 E S Temple 1800Salt Lake CityUT84111NoneCharitablContribution to the Church$10,000
Lincoln City Warming Shelter
PO Box 198Lincoln CityOR97367NoneEOFBenefit local school children.$4,000
Primary Children's Hospital
100 Mario Capecchi Dr Ste 2650Salt Lake CityUT84113NonePCCare for children with complex illness$4,000
American Foundation for Suicide Pre
120 Wall Street 29th FloorNew YorkNY10005NoneEOFCharitable gift$3,000
Momma's Hands
PO Box 40464BellevueWA98014NonePCHelp those in crisis regain their self-respect.$2,000
Tap Cancer Out
1274 Salvia StStratfordCT06614NonePCCharitable gift$4,000
JUST-a-BREAK
1202 E 2650 NNorth OgdenUT84414NoneEOFHelp save children's lives.$2,000
Autism Speaks
1060 State Road 2nd FloorPrincetonNJ08540NoneEOFHelping with autism advocacy.$5,000
Susan G Komen
5005 LBJ Freeway Suite 250DallasTX75244EOFBreast cancer research$4,000
Millennial Choirs and Orchestras
PO Box 19681Queen CreekAZ85142EOFTo teach and encourage excellence in quality sacred and classical music.$2,000
Treasure Valley Children's Theater
PO Box 9144BoiseID83707EOFTo support youth in quality theater arts experiences.$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,899ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,009RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$35,949ExclusionAmt
Related Or Exempt Function Incm-$3,009RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,940TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMichael Kay Elton CLATContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1856 E Hawks Rest DriveAddressLine1Txt
CityMapletonCityNm
State AbbreviationUTStateAbbreviationCd
ZIP846645039ZIPCd
FieldValueIRS element (for citing)
Total Contributions$250,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$2,078Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMorgan Stanley Stock InvestmentsStockNm
EOY Book Value$1,066,309EOYBookValueAmt
EOYFMV$1,211,769EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFederal tax paidDesc
Amt$993Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment feesCategoryTxt
Amt$35Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Foreign Taxes$619
OR Dept of Justice$220

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