Nonprofit · EIN 87-3958643
CHARLES AND MARLYS ELLIOTT FOUNDATION
Tax-exempt · ROCHESTER, MN 55902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,567,135 | $442,294 | $3,124,841 | $7,616,499 | $0 | $7,616,499 |
| December 31, 2024 | 990-PF | $2,157,242 | $391,838 | $1,765,404 | $4,491,658 | $0 | $4,491,658 |
| December 31, 2023 | 990-PF | $322,383 | $343,216 | -$20,833 | $2,726,254 | $0 | $2,726,254 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,996,055
- Dividends
- $176,063
- Net gain from sales of assets
- $395,017
Expenses
- Grants and similar amounts paid
- $145,000
- Compensation of officers, directors and key employees
- $192,683
- Disbursements for charitable purposes
- $160,616
- Excise tax on investment income
- $9,567
Balance sheet and other
- Total assets, start of year
- $4,491,658
- Total assets, end of year
- $7,616,499
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,616,499
- Fair market value of assets
- $8,271,066
- Qualifying distributions
- $160,616
- Net investment income
- $720,823
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 |
|---|---|---|---|
| PEGGY A ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | EXECUTIVE DIRECTOR | 40 | $192,683 |
| LORI M GENGLER PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | DIRECTOR | 1 | $0 |
| CHARLES A ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | PRESIDENT & DIRECTOR | 2 | $0 |
| MARLYS M ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | VICE PRESIDENT & DIRECTOR | 2 | $0 |
| GREGG A ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | DIRECTOR | 1 | $0 |
| CHARLES J ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY A ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | EXECUTIVE DIRECTOR | 40 | $177,613 |
| LORI M GENGLER PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | DIRECTOR | 0.85 | $0 |
| CHARLES A ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | PRESIDENT & DIRECTOR | 2.65 | $0 |
| MARLYS M ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | VICE PRESIDENT & DIRECTOR | 2.65 | $0 |
| GREGG A ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | DIRECTOR | 0.85 | $0 |
| CHARLES J ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | DIRECTOR | 0.85 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY A ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | EXECUTIVE DIRECTOR | 40 | $165,800 |
| LORI M GENGLER PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | DIRECTOR | 0.85 | $0 |
| CHARLES A ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | PRESIDENT & DIRECTOR | 2.65 | $0 |
| MARLYS M ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | VICE PRESIDENT & DIRECTOR | 2.65 | $0 |
| GREGG A ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | DIRECTOR | 0.85 | $0 |
| CHARLES J ELLIOTT PO BOX 7153 1445 VALLEYHIGH DRIVE, NW, ROCHESTER, MN 55901 | DIRECTOR | 0.85 | $0 |
Address and contacts
- Address (IRS master file)
- 1221 WICKLOW LN SW, ROCHESTER, MN 55902-1654
- Signed the 990-PF
- CHARLES ELLIOTT, PRESIDENT
- Phone
- (507) 282-0190
- 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 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
- 87-3958643
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $7,616,499
- Income (IRS master file)
- $5,190,322
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,567,135 | $442,294 | $7,616,499 | IRS |
| 990-PF | December 2024 | $2,157,242 | $391,838 | $4,491,658 | IRS |
| 990-PF | December 2023 | $322,383 | $343,216 | $2,726,254 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-3958643).
Questions about CHARLES AND MARLYS ELLIOTT FOUNDATION
- What is the EIN of CHARLES AND MARLYS ELLIOTT FOUNDATION?
- The employer identification number (EIN) of CHARLES AND MARLYS ELLIOTT FOUNDATION is 87-3958643.
- Is CHARLES AND MARLYS ELLIOTT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to CHARLES AND MARLYS ELLIOTT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES AND MARLYS ELLIOTT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES AND MARLYS ELLIOTT FOUNDATION 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 CHARLES AND MARLYS ELLIOTT FOUNDATION 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 CHARLES AND MARLYS ELLIOTT FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $192,683 (PEGGY A ELLIOTT, EXECUTIVE DIRECTOR).
- How much revenue does CHARLES AND MARLYS ELLIOTT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,567,135, expenses of $442,294 and total assets of $7,616,499 at year end.
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All nonprofits in ROCHESTER · Minnesota · Philanthropy, voluntarism and grantmaking foundations