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Nonprofit · EIN 39-6042920

HERBERT AND FERN ELLIOTT FAMILY FOUNDATION INC

Tax-exempt · FOX POINT, WI 53217

Financials

$132K$84K2023$233K$88K2024$330K$88K2025
Revenue Expenses · by fiscal year end
Financials of HERBERT AND FERN ELLIOTT FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$329,575$87,907$241,668$1,878,408$0$1,878,408
December 31, 2024990-PF$232,626$88,005$144,621$1,636,740$0$1,636,740
December 31, 2023990-PF$131,628$83,987$47,641$1,492,119$0$1,492,119
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$135,717
Dividends
$52,291
Interest
$9,433
Net gain from sales of assets
$130,477
Other income
$1,657

Expenses

Grants and similar amounts paid
$84,130
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$84,659
Excise tax on investment income
$4,422

Balance sheet and other

Total assets, start of year
$1,636,740
Total assets, end of year
$1,878,408
Total liabilities, end of year
$0
Net assets, end of year
$1,878,408
Fair market value of assets
$2,137,195
Qualifying distributions
$84,659
Net investment income
$321,133

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.

NameTitleHours / weekCompensation
WILLIAM ELLIOTT
C/O 555 W BROWN DEER RD, FOX POINT, WI 53217
PRESIDENT1$0
CLAUDIA MARTIN
C/O 555 W BROWN DEER RD, FOX POINT, WI 53217
VICE PRESIDENT1$0
KAREN ELLIOTT
C/O 555 W BROWN DEER RD, FOX POINT, WI 53217
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
WILLIAM ELLIOTT
C/O 555 W BROWN DEER RD, FOX POINT, WI 53217
PRESIDENT1$0
CLAUDIA MARTIN
C/O 555 W BROWN DEER RD, FOX POINT, WI 53217
VICE PRESIDENT1$0
KAREN ELLIOTT
C/O 555 W BROWN DEER RD, FOX POINT, WI 53217
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
WILLIAM ELLIOTT
C/O 555 W BROWN DEER RD, FOX POINT, WI 53217
PRESIDENT1$0
CLAUDIA MARTIN
C/O 555 W BROWN DEER RD, FOX POINT, WI 53217
VICE PRESIDENT1$0
KAREN ELLIOTT
C/O 555 W BROWN DEER RD, FOX POINT, WI 53217
SECRETARY/TREASURER1$0

Address and contacts

Address (IRS master file)
555 W BROWN DEER RD STE 200, FOX POINT, WI 53217-6204
Signed the 990-PF
WILLIAM ELLIOTT, PRESIDENT
Phone
(414) 617-0058
Return prepared by
CLIFTONLARSONALLEN LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-6042920
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
1963
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,878,408
Income (IRS master file)
$584,075

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$329,575$87,907$1,878,408IRS
990-PFDecember 2024$232,626$88,005$1,636,740XML
990-PFDecember 2023$131,628$83,987$1,492,119XML
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 39-6042920).

Questions about HERBERT AND FERN ELLIOTT FAMILY FOUNDATION INC

What is the EIN of HERBERT AND FERN ELLIOTT FAMILY FOUNDATION INC?
The employer identification number (EIN) of HERBERT AND FERN ELLIOTT FAMILY FOUNDATION INC is 39-6042920.
Is HERBERT AND FERN ELLIOTT FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to HERBERT AND FERN ELLIOTT FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HERBERT AND FERN ELLIOTT FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HERBERT AND FERN 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 HERBERT AND FERN 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 HERBERT AND FERN 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 HERBERT AND FERN ELLIOTT FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $329,575, expenses of $87,907 and total assets of $1,878,408 at year end.

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