ATKINSON-ELLS CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ATKINSON-ELLS CHARITABLE FOUNDATION (EIN 39-1966362)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-23
- IRS object ID
- 202611189349100431
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-23T02:18:09-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593422996 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A By The Number Accounting & Tax Service Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1929 Imperial Golf Course Blvd | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391966362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Atkinson Ells Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATKI | BusinessNameControlTxt |
| Phone | 2397761119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive APT 140 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ralph Ells | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2397761119 | PhoneNum |
| Signature | 2026-04-23 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David F Wakeland Jr | PreparerPersonNm |
| PTIN | P00106385 | PTIN |
| Phone | 2395969739 | PhoneNum |
| Preparation | 2026-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $238,016 | 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 | $150 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $944 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $944 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $944 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,004 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,004 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,660 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,626 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,948 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,948 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $245 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $245 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $245 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $44 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $44 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $44 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $150 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $150 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $150 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $150 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $439 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $439 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $439 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $439 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $439 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,509 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,509 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,285 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $19,717 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $54,642 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $223,731 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $75,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $238,016 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $75,442 | RetainedEarningBOYAmt |
| Retained Earning EOY | $67,089 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,442 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,442 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,913 | ExcessRevenueOverExpensesAmt |
| Other Increases | $560 | OtherIncreasesAmt |
| Subtotal | $67,089 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $67,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 400 shares Hanes Brnd Brands Co | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2007-07-19 | AcquiredDt |
| Sold | 2025-12-02 | SoldDt |
| Gross Sales Price | $2,660 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,132 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,472 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,472 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,472 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $49 | SubtotalAmt |
| Tax Based On Investment Income | $49 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $49 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
| Individual With Books | Ralph E Ellis | IndividualWithBooksNm |
| Phone | 2397761119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive Apt 140 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| David Ells | ||||||
| 3722 W Grace Ave | Mequon | WI | 53092 | Presdient | 000.00 | $0 |
| Jennifer Ells Chow | ||||||
| 9615 N Valley Hill Road | Mequon | WI | 53092 | Secretary | 000.00 | $0 |
| Ralph Ells | ||||||
| 701 Retreat Drive Apt 140 | Naples | FL | 34110 | Treasurer | 000.00 | $0 |
| Madeline Ells | ||||||
| 701 Retreat Drive Apt 140 | Naples | FL | 34110 | Vice President | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Grantors to Various 501(c)(3) organizations that various members of the extended Ellis family are atctive in. See Included Schedule | Description1Txt |
| Expenses1 | $11,100 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $204,766 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $226,266 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $226,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,394 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $222,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49 | TotalTaxAmt |
| Distributable Before Adj | $11,095 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,095 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,095 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,539 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,539 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,682 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr2 | $1,063 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $619 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,682 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,539 | QualifyingDistributionsAmt |
| Applied To Current Year | $10,096 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,443 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,125 | TotalCorpusAmt |
| Taxable2 | $1,682 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,063 | ExcessFromYear2Amt |
| Excess From Year1 | $619 | ExcessFromYear1Amt |
| Excess From Current Year | $1,443 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Any Officer-See Schedule 6A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | matsyandbudellsfamily.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter requesting contribution | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | A family member must be active as a volunterr or supports the charity | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Camp Manitowish | |||||||
| O Box 246 | Boulder Junction | WI | 54512 | N/A | PC | General YMCA Camp | $1,000 |
| The Next Door Foundation | |||||||
| 2545 N 29th street | Milwaukee | WI | 53210 | N/A | PC | Inner City Foundation | $500 |
| Planned Parenthood of Wisconsin | |||||||
| PO Box 510795 | Milwaukee | WI | 53202 | N/A | PC | Social Service Organization | $1,500 |
| Milwaukee Public Schools Foundation | |||||||
| 234 W Galena Street | Milwaukee | WI | 53212 | N/A | PC | School | $2,000 |
| Notre Dame Middle School | |||||||
| 1420 W Scott Street | Milwaukee | WI | 53201 | N/A | PC | School | $1,000 |
| United Methodist Chirldren's Services | |||||||
| 3940 W Lisbon Ave | Milwaukee | WI | 53208 | N/A | PC | Food program for disadvantaged children | $800 |
| University School of Milwaukee | |||||||
| 2100 W Fairy Chasm Rd | River Hills | WI | 53217 | N/A | PC | K-12 school | $700 |
| Villa Terrace | |||||||
| PO Box 170705 | Milwaukee | WI | 53217 | N/A | PC | Art Museum | $500 |
| Bentley Village Foundation | |||||||
| 701 Retreat Drive Suite 400 | Naples | FL | 34110 | N/A | PC | CCRC Retirement Community | $1,000 |
| Curative Workshop | |||||||
| 1000 N 92 St | Milwaukee | WI | 53226 | N/A | PC | Rehabilitation | $600 |
| Milwaukee Domes Alliance | |||||||
| 524 S Layton Blvd | Milwaukee | WI | 53215 | N/A | PC | Horticulture Conservancy | $500 |
| College of Idaho | |||||||
| 2112 Cleveland Blvd | Caldwell | ID | 83605 | PC | College | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $944 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,004 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,948 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,948 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Investment income used to fund grants |
| 5 | Investment Income used to fund grants |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $245 | Amt |
| Net Investment Income | $245 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $245 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $245 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| Short ExplanationShortExplanationTxt |
|---|
| David Ells |
| None |
| Jennifer Ells Chow |
| None |
| Ralph Ells |
| None |
| Madeline Ells |
| None |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 shares of Arrow Electronics | $4,298 | $22,036 |
| 301 shares of Freeport Copper Gold | $7,914 | $30,510 |
| 548 shares of JP Morgan Chase Co | $21,503 | $144,355 |
| 180 shares of Zimmer Holdings | $6,120 | $16,186 |
| 200 shares of Verizon | $10,675 | $8,146 |
| 40 shares of Gildan | $2,294 | $2,498 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis difference between brkerage and foundation | Desc |
| Amt | $560 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $44 | Amt |
| Net Investment Income | $44 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $44 | DisbursementsCharitablePrpsAmt |