BETA

ELMAR FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ELMAR FAMILY FOUNDATION (EIN 27-1454722)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-28
IRS object ID
201742409349100604
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)
Return2017-08-28T10:49:16-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Phone6514057612PhoneNum

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
Signature2017-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFARLEY S KAUFMANNPreparerPersonNm
PTINP00058796PTIN
Phone6123774404PhoneNum
Preparation2017-07-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.138.19.1IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-07-27IPDt
IP Tm10:40:17IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEBA9C8E947F673CA1BFFCEC239BC29CF8F2275F2AtSubmissionCreationDeviceId
At Submission Filing Device Id0E6BA10039193EB161ED77AD275A3A71B15E9BF1AtSubmissionFilingDeviceId
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$752,986FMVAssetsEOYAmt
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$15,157DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,157DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,088NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$709,543GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,088CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,245TotalRevAndExpnssAmt
Total Net Invst Incm$17,245TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$291LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$291LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$10,024OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,024OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,344TaxesRevAndExpnssAmt
Taxes Net Invst Incm$137TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$940OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$915OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,599TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,076TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$316TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$94,099TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,076TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$80,816TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$76,854ExcessRevenueOverExpensesAmt
Net Investment Income$6,169NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,757CashBOYAmt
Cash EOY$34,367CashEOYAmt
Cash EOYFMV$34,367CashEOYFMVAmt
Other Assets BOY$747,737OtherAssetsBOYAmt
Other Assets EOY$689,273OtherAssetsEOYAmt
Other Assets EOYFMV$718,619OtherAssetsEOYFMVAmt
Total Assets BOY$800,494TotalAssetsBOYAmt
Total Assets EOY$723,640TotalAssetsEOYAmt
Total Assets EOYFMV$752,986TotalAssetsEOYFMVAmt
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$800,494RetainedEarningBOYAmt
Retained Earning EOY$723,640RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$800,494TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$723,640TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$800,494TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$723,640TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$800,494TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$76,854ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$723,640SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$723,640TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US BANK - DETAILS PROVIDED UPON REQUESTP2016-12-31$142,440$141,901$539$539
US BANK - DETAILS PROVIDED UPON REQUESTP2016-12-31$117,955$115,821$2,134$2,134
US BANK - DETAILS PROVIDED UPON REQUESTP2016-12-31$36,571$24,439$12,132$12,132
GENWORTH #4908 - DETAILS PROVIDED UPON REQUESTP2016-12-31$135,696$142,107-$6,411-$6,411
GENWORTH #4908 - DETAILS PROVIDED UPON REQUESTP2016-12-31$105,534$111,614-$6,080-$6,080
GENWORTH #4907 - DETAILS PROVIDED UPON REQUESTP2016-12-31$106,458$109,778-$3,320-$3,320
GENWORTH #4907 - DETAILS PROVIDED UPON REQUESTP2016-12-31$64,369$61,795$2,574$2,574
CAPITAL GAINS DIVIDENDSP$520$520$520
FieldValueIRS element (for citing)
Capital Gain Net Income$2,088CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,705AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$859,271NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057846DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,525AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$817,940NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029984DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,325AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$757,533NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032111DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,408,047AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$843,098NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.670087DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,334AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,068,333NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.019969DistributionYr5Rt
Total Distribution1.809997TotalDistributionRt
Average Distribution0.361999AverageDistributionRt
Net Vl Noncharitable Assets$767,664NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$277,894AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$62NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$277,956AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$80,816QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$123InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$123SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$123TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,680EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,680TotalPaymentsAndCreditsAmt
Overpayment$1,557OverpaymentAmt
Applied To ES Tax$300AppliedToESTaxAmt
Refund$1,257RefundAmt

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
4800 WELLS FARGO CENTER 90 S 7TH STMINNEAPOLISMN55402DIRECTOR1.00$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$753,668AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,686AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$779,354TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$779,354AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,690CashDeemedCharitableAmt
Net Vl Noncharitable Assets$767,664NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,383MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,383MinimumInvestmentReturnAmt
Tax Based On Investment Income$123TaxBasedOnInvestmentIncomeAmt
Total Tax$123TotalTaxAmt
Distributable Before Adj$38,260DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$38,260DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$38,260DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$80,816ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$80,816QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$80,816AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,260DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,292,494ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$8,388ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,300,882TotalExcessDistributionCyovAmt
Qualifying Distributions$80,816QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,260AppliedToCurrentYearAmt
Remaining Distri From Corpus$42,556RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,343,438TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,343,438ExcessDistriCyovToNextYrAmt
Excess From Year4$1,292,494ExcessFromYear4Amt
Excess From Year1$8,388ExcessFromYear1Amt
Excess From Current Year$42,556ExcessFromCurrentYearAmt

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 (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
AM YISREAL FOUNDATION INC
9 EAST 40TH ST SUITE 300NEW YORKNY10016PUBLIC CHARITYGENERAL FUNDING$2,000
AMERICAN ENTERPRISE INSTITUTE
1150 17TH STREET NWWASHINGTONDC20036PUBLIC CHARITYGENERAL FUNDING$5,000
AMERICAN FRIENDS OF HAAM HAYEHUDY B'TEL AVIV
BOX 93 WYKAGYL STATIONNEW ROCHELLENY10804PUBLIC CHARITYGENERAL FUNDING$1,000
AMERICAN FRIENDS OF LATET HUMANITARIAN AID
29 MERRILL ROADNEWTON CENTERMA02459PUBLIC CHARITYGENERAL FUNDING$5,000
BARC SHELTER
253 WYTHE AVENUEBROOKLYNNY11249PUBLIC CHARITYGENERAL FUNDING$1,000
CAMP RAMAH SCHOLARSHIP FUND
65 E WACKER DRIVE SUITE 1200CHICAGOIL60601PUBLIC CHARITYGENERAL FUNDING$5,000
DAVID HOROWITZ FREEDOM CENTER
PO BOX 55089SHERMAN OAKSCA914991964PUBLIC CHARITYGENERAL FUNDING$5,000
FIRST HUG ASSOCIATION
FOREIGN CHARITYGENERAL FUNDING$5,00012 HABONIM STREETRAMA GANIS
FRIENDS OF THE ISRAEL DEFENSE FORCES
29 EAST MADISONCHICAGOIL60602PUBLIC CHARITYGENERAL FUNDING$2,000
JWRP JEWISH WOMEN'S RENAISSANCE PROJECT
6101 EXECUTIVE BLVD SUITE 385ROCKVILLEMD20852PUBLIC CHARITYGENERAL FUNDING$1,000
L'CHAIM CENTER
896 FOUNTAIN VIEW DRIVEDEERFIELDIL60015PUBLIC CHARITYGENERAL FUNDING$2,500
MAZON A JEWISH RESPONSE TO HUNGER
PO BOX 96119WASHINGTONDC20090PUBLIC CHARITYGENERAL FUNDING$10,000
MISSION CONTINUES
1141 SOUTH 7TH STREETST LOUISMO63014PUBLIC CHARITYGENERAL FUNDING$4,000
PAUSE FOR PAWS
16050 38TH AVENUE NORTHPLYMOUTHMN55446PUBLIC CHARITYGENERAL FUNDING$100
PRAGER UNIVERSITY FOUNDATION
2325 DULLES CORNER BLVD SUITE 670HERNDONCA20171PUBLIC CHARITYGENERAL FUNDING$5,000
SABES JCC
5225 BARRY ST WMINNEAPOLISMN55416PUBLIC CHARITYGENERAL FUNDING$10,000
SAGER SOLOMON SCHECTER DAY SCHOOL
3210 DUNDEE RDNORTHBROOKIL60062PUBLIC CHARITYGENERAL FUNDING$10,000
TORAH ACADEMY
2800 JOPPA AVENUE SMINNEAPOLISMN55416PUBLIC CHARITYGENERAL FUNDING$5,400
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024PUBLIC CHARITYGENERAL FUNDING$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,500TotalGrantOrContriPdDurYrAmt
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$15,157ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,088ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$17,245ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,245TotalIncomeProducingActyAmt

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 $****** MADE DURING THE 2013 CALENDAR YEAR, AS DISTRIBUTIONS OUT OF CORPUS.ElectionDesc

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$291LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$291DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT ACCOUNTSDesc
BOY Book Value$747,737BOYBookValueAmt
EOY Book Value$689,273EOYBookValueAmt
EOYFMV$718,619EOYFMVAmt

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$915$915$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$10,024Amt
Net Investment Income$10,024NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$137$137$0
FEDERAL TAXES PAID$2,207$0$0

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