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Elm Family Foundation

David N Jonas Ttee
  • Northbrook, IL
  • Tax-exempt since April 2015
  • EIN: 47-6500826

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$6.84M (2024)

Expenses
$2.48M (2024)

Total Assets
$54.2M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,841,550
Expenses
$2,482,720
Net Income
$4,358,830
Net Assets
$54,170,626
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,195,830
61.3%
Interest Revenue $0
Dividends $879,782
12.9%
Sales of Assets $1,765,938
25.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,439,800
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 $54,170,626
Total Liabilities $0
Net Assets $54,170,626
Compensation
Key Employees and Officers Compensation Other
Jonathan Y Jonas (President) $0 $0
Orete Harkavy (Co Trustee) $0 $0
Ann Schneiderman (Co Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 7, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,069,991
Expenses
$2,081,913
Net Income
$4,988,078
Net Assets
$43,110,934
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,312,862
89.3%
Interest Revenue $0
Dividends $716,608
10.1%
Sales of Assets $40,521
0.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,042,959
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 $43,110,934
Total Liabilities $0
Net Assets $43,110,934
Compensation
Key Employees and Officers Compensation Other
Jonathan Y Jonas (President) $0 $0

Document Links

990-PF
Filed on July 19, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,074,395
Expenses
$1,849,001
Net Income
$1,225,394
Net Assets
$31,277,731
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,575,000
83.8%
Interest Revenue $0
Dividends $499,395
16.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,830,400
99.0%
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 $31,277,731
Total Liabilities $0
Net Assets $31,277,731
Compensation
Key Employees and Officers Compensation Other
Jonathan Y Jonas (President) $0 $0

Document Links

990-PF
Filed on May 12, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,056,571
Expenses
$2,697,750
Net Income
-$1,641,179
Net Assets
$36,535,257
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $450,469
42.6%
Sales of Assets $606,102
57.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,695,800
99.9%
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 $36,535,257
Total Liabilities $0
Net Assets $36,535,257
Compensation
Key Employees and Officers Compensation Other
Jonathan Y Jonas (President) $0 $0

Document Links

990-PF
Filed on May 16, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$659,021
Expenses
$2,541,684
Net Income
-$1,882,663
Net Assets
$31,135,369
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $155,250
23.6%
Interest Revenue $0
Dividends $530,727
80.5%
Sales of Assets $0
Other Income $8,776
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,520,500
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 $31,135,370
Total Liabilities $1
Net Assets $31,135,369
Compensation
Key Employees and Officers Compensation Other
David Jonas (President) $0 $0

Document Links

990-PF
Filed on May 12, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$793,659
Expenses
$1,507,784
Net Income
-$714,125
Net Assets
$29,338,829
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $579,696
73.0%
Sales of Assets $212,732
26.8%
Other Income $1,231
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,464,860
97.2%
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 $29,338,830
Total Liabilities $1
Net Assets $29,338,829
Compensation
Key Employees and Officers Compensation Other
David Jonas (President) $0 $0

Document Links

990-PF
Filed on Oct. 27, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$577,744
Expenses
$1,154,985
Net Income
-$577,241
Net Assets
$24,523,233
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $548,774
95.0%
Sales of Assets $28,970
5.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,116,000
96.6%
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 $24,719,233
Total Liabilities $196,000
Net Assets $24,523,233
Compensation
Key Employees and Officers Compensation Other
David Jonas (President) $0 $0

Document Links

990-PF
Filed on May 15, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$512,624
Expenses
$770,409
Net Income
-$257,785
Net Assets
$26,760,238
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $510,309
99.5%
Sales of Assets $2,315
0.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $713,225
92.6%
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 $26,760,238
Total Liabilities $0
Net Assets $26,760,238
Compensation
Key Employees and Officers Compensation Other
David Jonas (President) $0 $0

Document Links

990-PF
Filed on May 29, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$200,505
Expenses
$558,174
Net Income
-$357,669
Net Assets
$23,380,027
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $109,876
54.8%
Interest Revenue $0
Dividends $427,654
> 100%
Sales of Assets -$337,025
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $510,600
91.5%
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 $23,380,027
Total Liabilities $0
Net Assets $23,380,027
Compensation
Key Employees and Officers Compensation Other
David Jonas (President) $0 $0

Document Links

990-PF
Filed on June 26, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,577,876
Expenses
$487,985
Net Income
$11,089,891
Net Assets
$22,165,192
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,929,699
94.4%
Interest Revenue $0
Dividends $188,142
1.6%
Sales of Assets $460,035
4.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $445,000
91.2%
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 $22,165,192
Total Liabilities $0
Net Assets $22,165,192
Compensation
Key Employees and Officers Compensation Other
David Jonas (President) $0 $0

Document Links

990-PF
Filed on May 13, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,049,495
Expenses
$130,595
Net Income
$11,918,900
Net Assets
$11,767,458
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,001,941
99.6%
Interest Revenue $0
Dividends $25,949
0.2%
Sales of Assets $21,605
0.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $130,000
99.5%
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 $11,767,458
Total Liabilities $0
Net Assets $11,767,458

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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