ELTON FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ELTON FAMILY FOUNDATION (EIN 46-6440958)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-07
IRS object ID
201542199349100119
Schema version
2014v5.0
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)
Return2015-08-07T14:15:50-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-08-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWIN B O'HANLONPreparerPersonNm
PTINP00012037PTIN
Phone5032331133PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,023,949FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$253,139ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$93InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$93InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$93InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$36,459DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,459DividendsNetInvstIncmAmt
Dividends Adj Net Incm$36,459DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$8NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$68GrossSalesPriceAmt
Total Rev And Expnss$289,683TotalRevAndExpnssAmt
Total Net Invst Incm$36,552TotalNetInvstIncmAmt
Total Adj Net Incm$36,552TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$2,638LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$501AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$880OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$624TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,643TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,643TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$238,040ExcessRevenueOverExpensesAmt
Net Investment Income$36,552NetInvestmentIncomeAmt
Adjusted Net Income$36,552AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$270,337SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$174,733SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$174,734SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$464,743CorporateStockBOYAmt
Corporate Stock EOY$798,313CorporateStockEOYAmt
Corporate Stock EOYFMV$849,215CorporateStockEOYFMVAmt
Total Assets BOY$735,080TotalAssetsBOYAmt
Total Assets EOY$973,046TotalAssetsEOYAmt
Total Assets EOYFMV$1,023,949TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$735,080UnrestrictedBOYAmt
Unrestricted EOY$973,046UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$735,080TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$973,046TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$735,080TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$973,046TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$735,080TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$238,040ExcessRevenueOverExpensesAmt
Other Increases$46OtherIncreasesAmt
Subtotal$973,166SubtotalAmt
Other Decreases$120OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$973,046TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$8CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$8NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$731InvestmentIncomeExciseTaxAmt
Subtotal$731SubtotalAmt
Tax Based On Investment Income$731TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Tax Due$734TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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$706,992AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$180,150AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$887,142TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$887,142AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,307CashDeemedCharitableAmt
Net Vl Noncharitable Assets$873,835NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,692MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,692MinimumInvestmentReturnAmt
Tax Based On Investment Income$731TaxBasedOnInvestmentIncomeAmt
Total Tax$731TotalTaxAmt
Distributable Before Adj$42,961DistributableBeforeAdjAmt
Distributable Before Ded$42,961DistributableBeforeDedAmt
Distributable As Adjusted$42,961DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,000ExpensesAndContributionsAmt
Qualifying Distributions$47,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$47,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,961DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$103ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$103TotalExcessDistributionCyovAmt
Qualifying Distributions$47,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$42,961AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,039RemainingDistriFromCorpusAmt
Total Corpus$4,142TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,142ExcessDistriCyovToNextYrAmt
Excess From Year1$103ExcessFromYear1Amt
Excess From Current Year$4,039ExcessFromCurrentYearAmt

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 (12 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$10,000
Church of Jesus Christ of LDS
60 E S Temple 1800Salt Lake CityUT84111NoneCharitablContribution to the Church$10,000
Nebo Education Foundation
350 South MainSpanish ForkUT84660NoneBenefit local school children.$1,000
Primary Children's Hospital
100 Mario Capecchi Dr Ste 2650Salt Lake CityUT84113NoneCare for children with complex illness$1,000
National Alliance of M
4696 Overland Rd Ste 274BoiseID83705NoneCharitable gift$1,000
IDAHO
4110 Eaton AveCaldwellID83607NoneCharitable gift$1,000
Momma's Hands
PO Box 40464BellevueWA98014NoneHelp those in crisis regain their self-respect.$1,000
Autism Speaks
1060 State Road 2nd FloorPrincetonNJ08540NoneCharitable gift$500
ALSACSt Judes Children
262 Danny Thomas PlaceMemphisTN38105NoneHelp treat and defeat childhood cancer and other life threatening diseases.$500
US Fund of UNICEF
125 Maiden LaneNew YorkNY10038NoneHelp save children's lives.$500
Susan G Komen Foundation
5005 LBJ Freeway Ste 250DallasTX75244NoneHelp fight breast cancer.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$93ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,459ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$8RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$36,552ExclusionAmt
Related Or Exempt Function Incm-$8RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,544TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$501Amt
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$798,313EOYBookValueAmt
EOYFMV$849,215EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$2,638LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFederal tax paidDesc
Amt$120Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Application fee$850$0$0$0
Investment fees$30$0$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMichael and Kay Elton CLATPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15400 Juniper CtAddressLine1Txt
CityColleyvilleCityNm
State AbbreviationTXStateAbbreviationCd
ZIP760345032ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Foreign Taxes$450
OR Dept of Justice$174

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