R HUGH ELLIOTT FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
R HUGH ELLIOTT FAMILY FOUNDATION (EIN 37-1557038)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-13
IRS object ID
202632259349101303
Schema version
2025v4.2
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)
Return2026-08-13T11:20:10-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471988668PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PUCKETT CLEMENT AND SCHELLENBERG PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 W LONG LAKE RD STE 200AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN371557038EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1R HUGH ELLIOTT FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELLIBusinessNameControlTxt
Phone2484752000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11882 POND RUN ROADAddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP483262768ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR HUGH ELLIOTTPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2484752000PhoneNum
Signature2026-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES A CLEMENT CPAPreparerPersonNm
PTINP00153947PTIN
Phone2489529520PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,326,475FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,810,570ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$78,216InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$78,216InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$809,347DividendsRevAndExpnssAmt
Dividends Net Invst Incm$809,347DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,795NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,384,250GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$646,890CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$526OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$526OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,716,454TotalRevAndExpnssAmt
Total Net Invst Incm$1,534,979TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$122,972OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$122,972OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$122,972TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$122,972TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,010,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,010,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,133,472TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$122,972TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,010,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,582,982ExcessRevenueOverExpensesAmt
Net Investment Income$1,412,007NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,866,864CashBOYAmt
Cash EOY$2,530,527CashEOYAmt
Cash EOYFMV$2,530,527CashEOYFMVAmt
US Government Obligations BOY$1,100,869USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$15,930,088CorporateStockBOYAmt
Corporate Stock EOY$18,063,742CorporateStockEOYAmt
Corporate Stock EOYFMV$23,836,513CorporateStockEOYFMVAmt
Corporate Bonds BOY$155,498CorporateBondsBOYAmt
Corporate Bonds EOY$100,264CorporateBondsEOYAmt
Corporate Bonds EOYFMV$102,875CorporateBondsEOYFMVAmt
Other Assets BOY$530,301OtherAssetsBOYAmt
Other Assets EOY$447,370OtherAssetsEOYAmt
Other Assets EOYFMV$856,560OtherAssetsEOYFMVAmt
Total Assets BOY$19,583,620TotalAssetsBOYAmt
Total Assets EOY$21,141,903TotalAssetsEOYAmt
Total Assets EOYFMV$27,326,475TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$19,583,620RetainedEarningBOYAmt
Retained Earning EOY$21,141,903RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,583,620TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$21,141,903TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,583,620TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$21,141,903TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,583,620TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,582,982ExcessRevenueOverExpensesAmt
Other Increases$5,301OtherIncreasesAmt
Subtotal$21,171,903SubtotalAmt
Other Decreases$30,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$21,141,903TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
U.S. TREASURY NOTESP2023-02-062025-10-15$500,000$500,000$0$0
PALANTIR TECHNOLOGIES INCD2025-11-242025-11-26$834,250$182,155$652,095$652,095
WELLS FARGO AND CO.P2019-09-202025-06-16$50,000$55,205-$5,205-$5,205
FieldValueIRS element (for citing)
Capital Gain Net Income$646,890CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19,627InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19,627SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19,627TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,032EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,032TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$405OverpaymentAmt
Applied To ES Tax$405AppliedToESTaxAmt
Refund$0RefundAmt

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 StateMIOrgReportOrRegisterStateCd
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 BooksR HUGH ELLIOTTIndividualWithBooksNm
Phone2484752000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11882 POND RUNAddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
R HUGH ELLIOTT
1882 POND RUN ROADAUBURN HILLSMI48326DIRECTOR0.25$0$0$0
NANCY N ELLIOTT
1882 POND RUN ROADAUBURN HILLSMI48326DIRECTOR0.25$0$0$0
CHAD K ELLIOTT
1882 POND RUN ROADAUBURN HILLSMI48326DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO ADVISORSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 MARKET STREETAddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63103ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORY SERVICESServiceTypeTxt
Compensation$122,972CompensationAmt
FieldValueIRS element (for citing)
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$23,204,575AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,167,909AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$24,372,484TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$24,372,484AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$365,587CashDeemedCharitableAmt
Net Vl Noncharitable Assets$24,006,897NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,200,345MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,200,345MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,627TaxBasedOnInvestmentIncomeAmt
Total Tax$19,627TotalTaxAmt
Distributable Before Adj$1,180,718DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,180,718DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,180,718DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,010,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,010,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,180,718DistributableAsAdjustedAmt
Undistributed Income PY$632,222UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,010,500QualifyingDistributionsAmt
Applied To Year1$632,222AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$378,278AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$802,440UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerR HUGH ELLIOTTContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonR HUGH ELLIOTTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11882 POND RUN ROADAddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2484752000RecipientPhoneNum
Form And Info And MaterialsNO FORM PROVIDED - INFORMATION WILL VARY DEPENDING UPON PROPOSAL.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JUPITER MEDICAL CENTER
1210 SOUTH OLD DIXIE HWYJUPITERFL33458N/APCGENERAL FUND DONATION$1,000,000
MICHIGAN HUMANE
2937 E GRAND BLVD SUITE 800DETROITMI48202N/APCGENERAL FUND DONATION$10,000
CURE ALZHEIMERS FUND
34 WASHINGTON STWELLESLEY HILLSMA02481N/APCGENERAL FUND DONATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,010,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$78,216RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$809,347RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$526RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,795RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$905,884RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$905,884TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST FROM INVESTMENTS TO PROVIDE FOR FUTURE FUNDING
4DIVIDENDS FROM INVESTMENTS TO PROVIDE FOR FUTURE FUNDING
8GAINS FROM INVESTMENTS TO PROVIDE FOR FUTURE FUNDING

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
R HUGH ELLIOTT
1425 BEACH ROAD APT 10RJUPITERFL334693806$800,000Yes (X)
R HUGH ELLIOTT
2425 BEACH ROAD APT 10RJUPITERFL334693806$199,320Yes (X)Yes (X)
R HUGH ELLIOTT
3425 BEACH ROAD APT 10RJUPITERFL334693806$811,250Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2400 SHARES OF BERKSHIRE HATHAWAY INC.$199,3202025-12-26
35000 SHARES PALANTIR TECHNOLOGIES INC.$811,2502025-11-25

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO CODE 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE R HUGH ELLIOTFOUNDATION ELECTS TO TREAT CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondWELLS FARGO #1082BondNm
EOY Book Value$100,264EOYBookValueAmt
EOYFMV$102,875EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO #1082$10,799,687$17,117,346
WELLS FARGO #7168$7,264,055$6,719,167

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescJACKSON NATIONAL ANNUITYDesc
BOY Book Value$530,301BOYBookValueAmt
EOY Book Value$447,370EOYBookValueAmt
EOYFMV$856,560EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX FORM 990PFDesc
Amt$30,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSES-WF #1082Desc
Revenue And Expenses Per Books$122,972RevenueAndExpensesPerBooksAmt
Net Investment Income$122,972NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCDesc
Revenue And Expenses Per Books$526RevenueAndExpensesPerBooksAmt
Net Investment Income$526NetInvestmentIncomeAmt
Adjusted Net Income$526AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONDesc
Amt$5,301Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.