ELMAR FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELMAR FAMILY FOUNDATION (EIN 27-1454722)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349105664
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Distribution From Corpus Election
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:53:19-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 WAYZATA BLVD | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271454722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELMAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARSHALL LEHMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELMA | BusinessNameControlTxt |
| Phone | 6514057855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 CORPORATE CENTER CURVE 200 | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLIOTT BADZIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6514057612 | PhoneNum |
| Signature | 2025-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY FLANNIGAN | PreparerPersonNm |
| PTIN | P00225344 | PTIN |
| Phone | 6123774404 | PhoneNum |
| Preparation | 2025-09-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,057,780 | 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 | $200,035 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $104,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,585 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,223,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,994 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $116 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $116 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $380,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,695 | 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 | $73,381 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,415 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,088,612 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,088,612 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,163,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,088,637 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$782,727 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $159,280 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,408,688 | CashBOYAmt |
| Cash EOY | $25,008 | CashEOYAmt |
| Cash EOYFMV | $25,008 | CashEOYFMVAmt |
| Other Assets BOY | $3,316,232 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,732,963 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,032,772 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,724,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,757,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,057,780 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $4,724,920 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,757,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,724,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,757,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,724,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,757,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,724,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$782,727 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,942,193 | SubtotalAmt |
| Other Decreases | $184,222 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,757,971 | 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 |
|---|---|---|---|---|---|
| UBS #52880 DETAILS AVAILABLE UPON REQUEST | P | $1,078,741 | $1,147,071 | -$68,330 | -$68,330 |
| CAPITAL GAINS DIVIDENDS | P | $144,324 | $144,324 | $144,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,994 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,214 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,214 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,303 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,803 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $45 | EsPenaltyAmt |
| Overpayment | $1,544 | OverpaymentAmt |
| Applied To ES Tax | $1,544 | 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 (3 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 |
| MARSHALL LEHMAN | |||||||||
| 1380 CORPORATE CENTER CURVE SUITE | 200 | EAGAN | MN | 55121 | 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 | $4,306,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,792 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,386,632 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,386,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,320,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $216,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $216,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,214 | TotalTaxAmt |
| Distributable Before Adj | $213,828 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $213,828 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $213,828 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,088,637 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,088,637 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,828 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,706,878 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,115 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,941 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $291,383 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $719,045 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,795,362 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,088,637 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $213,828 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $874,809 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,670,171 | 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 | $1,706,878 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,963,293 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,115 | ExcessFromYear4Amt |
| Excess From Year3 | $74,941 | ExcessFromYear3Amt |
| Excess From Year2 | $291,383 | ExcessFromYear2Amt |
| Excess From Year1 | $719,045 | ExcessFromYear1Amt |
| Excess From Current Year | $874,809 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LIBI | ||||||
| 2001 BEACON STREET SUITE 107 | BRIGHTON | MA | 02135 | PUBLIC CHARITY | GENERAL FUNDING | $100,000 |
| BETH EL SYNAGOGUE | ||||||
| 5225 BARRY STREET W | ST LOUIS PARK | MN | 55416 | PUBLIC CHARITY | GENERAL FUNDING | $210,900 |
| FRIENDS OF ARAVA INSTITUTE | ||||||
| 1320 CENTRE STREET SUITE 206 | NEWTON CENTRE | MA | 02459 | PUBLIC CHARITY | GENERAL FUNDING | $25,000 |
| HERZL CAMP FOUNDATION | ||||||
| 4330 SOUTH CEDAR LAKE ROAD | ST LOUIS PARK | MN | 55416 | PUBLIC CHARITY | GENERAL FUNDING | $291,512 |
| MAYO CLINIC FOUNDATION | ||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PUBLIC CHARITY | GENERAL FUNDING | $125,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | ||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PUBLIC CHARITY | GENERAL FUNDING | $25,000 |
| MINNEAPOLIS HEART INSTITUTE FOUNDATION | ||||||
| 920 EAST 28TH STREET SUITE 100 | MINNEAPOLIS | MN | 55407 | PUBLIC CHARITY | GENERAL FUNDING | $25,000 |
| MINNESOTA HILLEL | ||||||
| 1521 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | PUBLIC CHARITY | GENERAL FUNDING | $10,000 |
| MINNESOTA JEWISH COMMUNITY CENTER | ||||||
| 4330 S CEDAR LAKE ROAD | MINNEAPOLIS | MN | 55416 | PUBLIC CHARITY | GENERAL FUNDING | $10,000 |
| MISSION ANIMAL HOSPITAL | ||||||
| 10100 VIKING DRIVE | EDEN PRAIRIE | MN | 55344 | PUBLIC CHARITY | GENERAL FUNDING | $10,000 |
| PEF ISRAEL ENDOWMENT FUND INC | ||||||
| 630 THIRD AVENUE RM 1500 | NEW YORK | NY | 11017 | PUBLIC CHARITY | GENERAL FUNDING | $145,300 |
| THE PRAGER UNIVERSITY FOUNDATION | ||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | PUBLIC CHARITY | GENERAL FUNDING | $100,000 |
| TORAH ACADEMY | ||||||
| 2800 JOPPA AVENUE S | MINNEAPOLIS | MN | 55416 | PUBLIC CHARITY | GENERAL FUNDING | $5,400 |
| FRIENDS OF UNITED HATZALAH INC | ||||||
| 442 5TH AVENUE SUITE 1866 | NEW YORK | NY | 10018 | PUBLIC CHARITY | GENERAL FUNDING | $5,000 |
| HONOR FLIGHT TWIN CITIES | ||||||
| 2674 MACKUBIN STREET | ROSEVILLE | MN | 55113 | PUBLIC CHARITY | GENERAL FUNDING | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,088,612 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,585 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,994 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $180,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,695 | 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 Person | ELLIOTT AND MARLYS BADZIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 CORPORATE CENTER CURVE 200 | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,035 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 282 SHARES OF GOOGL279 SHARES OF GOOG172 SHARES OF HON64 SHARES OF LLY | NoncashPropertyDesc |
| Fair Market Value | $200,035 | FairMarketValueAmt |
| Received | 2024-12-17 | ReceivedDt |
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 | $3,316,232 | BOYBookValueAmt |
| EOY Book Value | $3,732,963 | EOYBookValueAmt |
| EOYFMV | $4,032,772 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $184,222 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF MN REGISTRATION | $25 | $0 | $25 |
| FEDERAL TAXES PAID | $863 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $476 | $0 | $0 |
| WEBSITE | $100 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME - IRS | Desc |
| Revenue And Expenses Per Books | $116 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $116 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $116 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $21,415 | $21,415 | $0 |
| CONSULTING FEES | $51,966 | $0 | $0 |
Comments