Nonprofit · EIN 27-3458082
DONNA L ELLIOTT FAMILY FOUNDATION INC
Tax-exempt (reinstated) · MILWAUKEE, WI 53227
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $49,748 | $26,910 | $22,838 | $157,742 | $0 | $157,742 |
| December 31, 2024 | 990-PF | $46,789 | $35,248 | $11,541 | $134,904 | $0 | $134,904 |
| December 31, 2023 | 990-PF | $43,963 | $33,604 | $10,359 | $123,363 | $0 | $123,363 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $40,000
- Dividends
- $9,748
Expenses
- Grants and similar amounts paid
- $26,700
- Disbursements for charitable purposes
- $26,700
- Excise tax on investment income
- $135
Balance sheet and other
- Total assets, start of year
- $134,904
- Total assets, end of year
- $157,742
- Total liabilities, end of year
- $0
- Net assets, end of year
- $157,742
- Fair market value of assets
- $287,269
- Qualifying distributions
- $26,700
- Net investment income
- $9,748
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID A AFFELDT 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | DIRECTOR | 1 | $0 |
| DONNA L ELLIOTT 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | DIRECTOR | 1 | $0 |
| GREG ELLIOTT 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID A AFFELDT 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | DIRECTOR | 1 | $0 |
| DONNA L ELLIOTT 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | DIRECTOR | 1 | $0 |
| GREG ELLIOTT 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID A AFFELDT 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | DIRECTOR | 1 | $0 |
| DONNA L ELLIOTT 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | DIRECTOR | 1 | $0 |
| GREG ELLIOTT 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8741 W NATIONAL AVE, MILWAUKEE, WI 53227-1609
- In care of
- % DAVID AFFELDT
- Signed the 990-PF
- DAVID AFFELDT, DIRECTOR
- Phone
- (414) 321-4560
- Return prepared by
- AFFELDT LAW OFFICES SC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-3458082
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $157,742
- Income (IRS master file)
- $49,748
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- September 8, 2014
- Reinstated
- Effective May 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $49,748 | $26,910 | $157,742 | XML |
| 990-PF | December 2024 | $46,789 | $35,248 | $134,904 | IRS |
| 990-PF | December 2023 | $43,963 | $33,604 | $123,363 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3458082).
Questions about DONNA L ELLIOTT FAMILY FOUNDATION INC
- What is the EIN of DONNA L ELLIOTT FAMILY FOUNDATION INC?
- The employer identification number (EIN) of DONNA L ELLIOTT FAMILY FOUNDATION INC is 27-3458082.
- Is DONNA L ELLIOTT FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective May 15, 2010.
- Are donations to DONNA L ELLIOTT FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONNA L ELLIOTT FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONNA L ELLIOTT FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONNA L ELLIOTT FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DONNA L ELLIOTT FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does DONNA L ELLIOTT FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,748, expenses of $26,910 and total assets of $157,742 at year end.
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