Herbert And Fern Elliott Family Foundation Inc

Fox Point, WI
Tax-exempt since July 1963
EIN: 39-6042920

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$233k (2024)

Expenses

$88k (2024)

Total Assets

$1.64M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$232,626

Expenses

$88,005

Net Income

$144,621

Net Assets

$1,636,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$154,220	66.3%
Interest Revenue	$5,896	2.5%
Dividends	$49,065	21.1%
Sales of Assets	$23,334	10.0%
Other Income	$111	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,445	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,636,740
Total Liabilities	$0
Net Assets	$1,636,740

Compensation

Key Employees and Officers	Compensation	Other
William Elliott (President)	$0	$0
Claudia Martin (Vice President)	$0	$0
Karen Elliott (Secretary/Treasurer)	$0	$0

990-PF

Filed on Feb. 25, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$131,628

Expenses

$83,987

Net Income

$47,641

Net Assets

$1,492,119

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,922	7.5%
Dividends	$37,267	28.3%
Sales of Assets	$84,438	64.1%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,306	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,492,119
Total Liabilities	$0
Net Assets	$1,492,119

Compensation

Key Employees and Officers	Compensation	Other
William Elliott (President)	$0	$0
Claudia Martin (Vice President)	$0	$0
Karen Elliott (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$28,603

Expenses

$97,049

Net Income

-$68,446

Net Assets

$1,444,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,929	17.2%
Dividends	$23,687	82.8%
Sales of Assets	$9	0.0%
Other Income	-$22

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,147	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,444,478
Total Liabilities	$0
Net Assets	$1,444,478

Compensation

Key Employees and Officers	Compensation	Other
William Elliott (President)	$0	$0
Claudia Martin (Vice President)	$0	$0
Karen Elliott (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$67,660

Expenses

$89,804

Net Income

-$22,144

Net Assets

$1,512,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$982	1.5%
Dividends	$66,674	98.5%
Sales of Assets	$0
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,351	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,512,924
Total Liabilities	$0
Net Assets	$1,512,924

Compensation

Key Employees and Officers	Compensation	Other
William Elliott (President)	$0	$0
Claudia Martin (Vice President)	$0	$0
Karen Elliott (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$26,011

Expenses

$104,882

Net Income

-$78,871

Net Assets

$1,535,067

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,283	12.6%
Dividends	$22,666	87.1%
Sales of Assets	$120	0.5%
Other Income	-$58

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,051	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,535,068
Total Liabilities	$1
Net Assets	$1,535,067

Compensation

Key Employees and Officers	Compensation	Other
William Elliott (President)	$0	$0
Claudia Martin (Vice President)	$0	$0
Karen Elliott (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$109,634

Expenses

$105,626

Net Income

$4,008

Net Assets

$1,613,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$52,380	47.8%
Interest Revenue	$11,339	10.3%
Dividends	$42,556	38.8%
Sales of Assets	$3,389	3.1%
Other Income	-$30

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,690	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,613,939
Total Liabilities	$1
Net Assets	$1,613,938

Compensation

Key Employees and Officers	Compensation	Other
William Elliott (President)	$0	$0
Claudia Martin (Vice President)	$0	$0
Karen Elliott (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 26, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$77,859

Expenses

$98,012

Net Income

-$20,153

Net Assets

$1,609,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	25.7%
Interest Revenue	$4,468	5.7%
Dividends	$50,240	64.5%
Sales of Assets	$3,223	4.1%
Other Income	-$72

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,105	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,609,931
Total Liabilities	$0
Net Assets	$1,609,931

Compensation

Key Employees and Officers	Compensation	Other
William Elliott (President)	$0	$0
Claudia Martin (Vice President)	$0	$0
Karen Elliott (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$54,541

Expenses

$91,155

Net Income

-$36,614

Net Assets

$1,630,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	18.3%
Interest Revenue	$1,534	2.8%
Dividends	$43,004	78.8%
Sales of Assets	$37	0.1%
Other Income	-$34

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,070	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,630,084
Total Liabilities	$0
Net Assets	$1,630,084

Compensation

Key Employees and Officers	Compensation	Other
William Elliot (President)	$0	$0
Claudia Martin (Vice President)	$0	$0
Karen Elliot (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$38,572

Expenses

$95,117

Net Income

-$56,545

Net Assets

$1,666,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	25.9%
Interest Revenue	$6,091	15.8%
Dividends	$21,724	56.3%
Sales of Assets	$816	2.1%
Other Income	-$59

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,310	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,666,698
Total Liabilities	$0
Net Assets	$1,666,698

Compensation

Key Employees and Officers	Compensation	Other
William Elliot (President)	$0	$0
Claudia Martin (Vice President)	$0	$0
Karen Elliot (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$33,289

Expenses

$97,309

Net Income

-$64,020

Net Assets

$1,723,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,244	21.8%
Dividends	$26,680	80.1%
Sales of Assets	-$566
Other Income	-$69

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,987	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,723,204
Total Liabilities	$0
Net Assets	$1,723,204

Compensation

Key Employees and Officers	Compensation	Other
William Elliot (President)	$0	$0
Claudia Martin (Vice Preside)	$0	$0
Karen Elliot (Secretary/Tr)	$0	$0

990-PF

Filed on May 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$35,346

Expenses

$65,519

Net Income

-$30,173

Net Assets

$1,787,162

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,980	31.1%
Dividends	$20,837	59.0%
Sales of Assets	$3,532	10.0%
Other Income	-$3

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,256	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,787,162
Total Liabilities	$0
Net Assets	$1,787,162

Compensation

Key Employees and Officers	Compensation	Other
William Elliot (President)	$0	$0
Claudia Martin (Vice Preside)	$0	$0
Karen Elliot (Secretary/Tr)	$0	$0

990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$574,409

Expenses

$61,052

Net Income

$513,357

Net Assets

$1,817,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$545,625	95.0%
Interest Revenue	$12,795	2.2%
Dividends	$16,044	2.8%
Sales of Assets	$12	0.0%
Other Income	-$67

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,835	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,817,318
Total Liabilities	$0
Net Assets	$1,817,318

Compensation

Key Employees and Officers	Compensation	Other
William Elliot (President)	$0	$0
Claudia Martin (Vice Preside)	$0	$0
Karen Elliot (Secretary/Tr)	$0	$0

990-PF

Filed on May 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$122,410

Expenses

$66,983

Net Income

$55,427

Net Assets

$1,303,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$99,700	81.4%
Interest Revenue	$2,945	2.4%
Dividends	$12,183	10.0%
Sales of Assets	$7,452	6.1%
Other Income	$130	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,984	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,303,913
Total Liabilities	$1
Net Assets	$1,303,912

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$246,088

Expenses

$87,150

Net Income

$158,938

Net Assets

$1,247,455

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$232,313	94.4%
Interest Revenue	$2,795	1.1%
Dividends	$10,975	4.5%
Sales of Assets	$5	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,953	88.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,247,456
Total Liabilities	$1
Net Assets	$1,247,455

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated August 21, 2025

Herbert And Fern Elliott Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $233k (2024)

Expenses $88k (2024)

Total Assets $1.64M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$233k (2024)

Expenses

$88k (2024)

Total Assets

$1.64M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001