Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ELIAS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)10 OLD ROAD LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOUNT KISCO, NY10549
A Employer identification number

13-4092287
B Telephone number (see instructions)

(914) 806-9977
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$12,063,315J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 126 126  
4 Dividends and interest from securities... 101,926 101,926  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,424,500
b Gross sales price for all assets on line 6a 2,141,524
7 Capital gain net income (from Part IV, line 2)... 1,424,500
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,526,552 1,526,552  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,618 0   4,618
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,421 1,938   5,483
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
256,937 81,657   170,280
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
29,593 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 37,951 0   37,951
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
65,218 0   65,125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 401,738 83,595   283,457
25 Contributions, gifts, grants paid....... 1,050,041 1,050,041
26 Total expenses and disbursements. Add lines 24 and 25 1,451,779 83,595   1,333,498
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 74,773
b Net investment income (if negative, enter -0-) 1,442,957
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 132,294 219,379 219,379
2 Savings and temporary cash investments......... 89,493 111,639 111,639
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow94,000
Less: allowance for doubtful accounts right arrow0 94,000 Click to see attachment
List of Attached Documents:
// Content
94,000 		94,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 99,623 Click to see attachment
List of Attached Documents:
// Content
398,148 		400,494
b Investments—corporate stock (attach schedule)....... 2,950,304 Click to see attachment
List of Attached Documents:
// Content
2,551,996 		11,136,498
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
101,305 		Click to see attachment
List of Attached Documents:
// Content
101,305
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,365,714 3,476,467 12,063,315
Liabilities 17 Accounts payable and accrued expenses.......... 1,043 6,930
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,043 6,930
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,364,671 3,469,537
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,364,671 3,469,537
30 Total liabilities and net assets/fund balances (see instructions). 3,365,714 3,476,467
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,364,671
2
Enter amount from Part I, line 27a .....................
2
74,773
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
30,093
4
Add lines 1, 2, and 3 ..........................
4
3,469,537
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,469,537
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,067,484   613,283 1,454,201
b 74,040   103,741 -29,701
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,454,201
b       -29,701
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,424,500
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 20,057
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 20,057
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,057
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 19,276
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,276
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 35
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 11,184
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow11,184 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowELIASFOUNDATION.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (914) 806-9977

Located atright arrow10 OLD ROAD LANEMOUNT KISCONY ZIP+4right arrow10549
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JACQUELINE MANN PRESIDENT/EXECUTIVE DIRECTOR
10.00 		0 0 0
10 OLD ROAD LANE
MOUNT KISCO,NY10549
JAMES E MANN SECRETARY
3.00 		0 0 0
10 OLD ROAD LANE
MOUNT KISCO,NY10549
ALISON MANN VICE PRESIDENT
1.00 		0 0 0
10 OLD ROAD LANE
MOUNT KISCO,NY10549
ANASTASIA MANN TREASURER
1.00 		0 0 0
10 OLD ROAD LANE
MOUNT KISCO,NY10549
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
MORGAN STANLEY PRIVATE WEALTH MANAGEMENT INVESTMENT MANAGEMENT 77,698
55 E 52 ST 28 FL
NEW YORK,NY10055
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 PARAGON, OPERATED BY PARLE INC., IS A MISSION-DRIVEN TECHNOLOGY PLATFORM THAT EQUIPS COMMUNITY ORGANIZATIONS, CREATORS, AND YOUNG LEADERS WITH DIGITAL TOOLS TO COLLABORATE, SHARE RESOURCES, AND STRENGTHEN LOCAL NETWORKS. THE ELIAS FOUNDATION'S INVESTMENT ADVANCES PARAGON'S PURPOSE OF EXPANDING EQUITABLE ACCESS TO TECHNOLOGY THAT FOSTERS CIVIC ENGAGEMENT, YOUTH LEADERSHIP, AND COMMUNITY WELL-BEING. 100,000
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow100,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
11,490,144
b
Average of monthly cash balances.......................
1b
107,103
c
Fair market value of all other assets (see instructions)................
1c
1,305
d
Total (add lines 1a, b, and c).........................
1d
11,598,552
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
11,598,552
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
173,978
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,424,574
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
571,229
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
571,229
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
20,057
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,057
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
551,172
4
Recoveries of amounts treated as qualifying distributions................
4
30,093
5
Add lines 3 and 4............................
5
581,265
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
581,265
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,333,498
b
Program-related investments—total from Part VIII-B..................
1b
100,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,433,498
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 581,265
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 331,738
b From 2020...... 557,476
c From 2021...... 757,991
d From 2022...... 382,779
e From 2023...... 1,144,911
f Total of lines 3a through e ........ 3,174,895
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,433,498
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 581,265
e Remaining amount distributed out of corpus 852,233
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,027,128
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		331,738
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		3,695,390
10 Analysis of line 9:
a Excess from 2020.... 557,476
b Excess from 2021.... 757,991
c Excess from 2022.... 382,779
d Excess from 2023.... 1,144,911
e Excess from 2024.... 852,233
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
JACQUELINE MANN
JAMES E MANN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

914UNITED

PO BOX 867
YONKERS,NY10701 		  PC GALA - NO TICKETS 858

ADVOCACY INSTITUTE

ATT ACCOUNT RECEIVABLE PO BOX
889385
LOS ANGELES,CA90088 		  PC GENERAL OPERATING 10,000

AFGJNEVER AGAIN

169 MADISON AVE STE 11340
NEW YORK,NY10016 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 10,000
ALISHA KOHN


18 WATSON ROAD
POUGHKEEPSIE,NY12603 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 35,000
ANTONIA PEREZ


159-34 RIVERSIDE DRIVE APT 2A-90
NEW YORK,NY10032 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000

BRENNAN CENTER

PO BOX 443
HILLSBOROUGH,NC27278 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 300

CAMPUS BOUND SCHOLARS

C/O LAURA JAFFE 17 HOLLY HILL LANE
KATONAH,NY10536 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 4,200

CHANGING THE NARRATIVE

2025 CENTRAL PARK AVE SUITE 201
NEW YORK,NY10710 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 950
CHARLES CURTIS


36 BEEKMAN AVE
MOUNT VERNON,NY10553 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000

CHILDREN'S VILLAGE

ONE ECHO HILLS
DOBBS FERRY,NY10522 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 58,085

COMMUNITY MOVEMENT BUILDERS

790 WELCH ST SW
ATLANTA,GA30310 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 25,000

COMMUNITY VOICES HEARD

115 E 106TH ST 3
NEW YORK,NY10029 		  PC GALA - NO TICKETS 10,000
DEWADE SANON


99 PINE ST APT 203
ALBANY,NY12207 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000
DIANA SANCHEZ


82 DELANO AVE 1B
YONKERS,NY10704 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 10,000
DONNAY EDMUND


43 COUNTY RT 26A APT 2
STUYVESANT,NY12173 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000
ELIZABETH RYAN


110 UNION STREET APT 1
HUDSON,NY12534 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000

ENVIRONMENT NY

120 BROADWAY
NEW YORK,NY10271 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 300
GEMMA CALINDA


214 W CHESTNUT ST
KINGSTON,NY12401 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000
GONZALO CRUZ


131 PONINGO ST B5
PORT CHESTER,NY10573 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000

HORACE GREELEY SCHOLARSHIP FUND

PO BOX 242
CHAPPAQUA,NY10514 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 4,073

HOUR CHILDREN

36-11 12TH STREET
LONG ISLAND CITY,NY11106 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 195
JALAL SABUR


4872 ROUTE 9G
GERMANTOWN,NY12526 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 10,000
JANET HERNANDEZ


17 SACO STREET
MILLFORD,NY06460 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000
JONATHAN ALVAREZ


54 MCGEORY AVE BSMT - LL
BRONXVILLE,NY10708 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 10,000
JUANITA LEWIS


63 GROVE ST 3RD FL
NEWBURGH,NY12550 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 5,000

JUST LEADERSHIP USA

PO BOX 1730
NEW YORK,NY10037 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 43,660
KATHLEEN CANCIO


27 BUENA VISTA AVE
SPRING VALLEY,NY10977 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 5,000

KENSINGTON CORRIDOR TRUST

3400 J ST UNIT G12
PHILADELPHIA,PA19134 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 10,000
LAURA GARCIA BALBUENA


182 MONTGOMERY ST
NEWBURGH,NY12550 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000

MAKE THE ROAD NEW JERSEY

42 BROAD STREET
ELIZABETH,NJ07201 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 7,500
MANDANA VESSEGHI BOUSHEE


49 GRANDVIEW ACRES RD
PHOENICIA,NY12464 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 10,000

MANNA FOOD BANK

99 BROADPOINTE DRIVE
MILLS RIVER,NC28759 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 2,000
MARIA MARASIGAN


9 ZABELLA DRIVE
NEW CITY,NY10956 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000
MARIYA ZABARA MASHA


75 BROADWAY
TIVOLI,NY12583 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 1,000
MICHAEL CAPERS


16 NEW STREET
CATSKILLS,NY12414 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000

MOVEMENT STRATEGY LLC

1625 CLAY STREET 6TH FLOOR
OAKLAND,CA94612 		  PC GENERAL OPERATING 1,000

MS 839 - ATTN PTA

713 CATON AVENUE RM420
BROOKLYN,NY11218 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 500

NEIGHBORS LINK

27 COLUMBUS AVE
MOUNT KISCO,NY10549 		  PC GENERAL OPERATING 34,000
NGAN TP QUAN


130 W ECKERSON RD APT 17B
SPRING VALLEY,NY10977 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 5,000

NORTHSTAR FUND

C/O IVAN ROSALES NSF 365 BOND
STREET APT A401
BROOKLYN,NY11231 		  PC GENERAL OPERATING 20,000
NUBIA MARTIN


15 LIVINGSTON AVENUE
YONKERS,NY10705 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000

PARENTS FOR PUBLIC SCHOOLS INC

4915 I-55 N SUITE 203-B
JACKSON,MS39206 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 15,000

PLANNED PARENTHOOD

434 WEST 33RD STREET
NEW YORK,NY10001 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 300
RACHAEL LEINER


3 WATSON ROAD
POUGHKEEPSIE,NY12603 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 5,000

RAMAPOUGH MOUNTAIN INDIANCS INC

189 STAG HILL ROAD
MAHWAH,NJ07430 		  PC GENERAL OPERATING 1,000
RUBY OLISEMEKA


526 EAST FIFTH STREET
MOUNT VERNON,NY10553 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 10,000

RUTGERS UNIVERSITY FOUNDATION

94 ROCKEFELLER ROAD
PISCATAWAY,NJ08854 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 50,000

SEED COMMONS (COOP HUDSON VALLEY)

228 PARK AVENUE SOUTH 65768
NEW YORK,NY10003 		  PC GENERAL OPERATING 30,000

SOUTHERN MAINE WORKERS' CENTER

C/O DREW 56 NORTH ST SUITE 100
PORTLAND,ME04101 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 30,000

ST PAUL & ST ANDREW UNITED M

263 W 86TH ST
NEW YORK,NY10024 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 5,000
SUSANA RAMIREZ JIMENEZ


43 FALLKILL RD
HYDE PARK,NY12538 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 25,000

THE WATERSHED CTR

44 KAYE ROAD
MILLERTON,NY12546 		  PC GENERAL OPERATING 8,000
VIVIANA VARGAS


PO BOX 721155
JACKSON HEIGHTS,NY11372 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 5,000

WESPAC FOUNDATION

77 TARRYTOWN ROAD SUITE 2W
WHITE PLAINS,NY10607 		  PC GENERAL OPERATING 105,000

WESTCHESTER CHILDREN'S ASSOCIATION

470 MAMARONECK AVE
WHITE PLAINS,NY10605 		  PC GENERAL OPERATING 80,000

WNYC-WQXR

160 VARICK STREET
NEW YORK,NY10013 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 120

WORKERS JUSTICE CENTER NY

9 MAIN STREET
KINGSTON,NY12401 		  PC GENERAL OPERATING 6,000

YJFC - DAUGHTERS BEYOND INCARCERATION

2129 ORETHA CASTLE HALEY BLVD
BUILDING C
NEW ORLEANS,LA70113 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 13,000

YJFC - FRIENDS AND FAMILIES OF INCARCERATED WIRE

POBOX 56877
NEW ORLEANS,LA70156 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 18,000

YOUTH REPRESENT

11 PARK PLACE SUITE 1512
NEW YORK,NY10007 		  PC GENERAL OPERATING - BOARD DISCRETIONARY 5,000
ZELTZYN SANCHEZ


145 CROTONA AVE APT 1
HARRISON,NY10528 		NONE I INDIVIDUAL GRANT (FELLOWSHIP) 5,000
Total .................................right arrow 3a 1,050,041
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 126  
4 Dividends and interest from securities ....     14 101,926  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,424,500  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,526,552 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,526,552
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ELIAS FOUNDATION
EIN:
13-4092287
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX PREPARATION 3,876 1,938   1,938
BOOKKEEPING 3,545 0   3,545

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
ELIAS FOUNDATION
EIN:
13-4092287
Statement:
DELAWARE DOES NOT REQUIRE THE FILING OF FORM 990PF SINCE THE FOUNDATION DOES NOT CONDUCT ANY ACTIVITY IN THE STATE.

TY 2024 InvestmentsCorpStockSchedule
Name:
ELIAS FOUNDATION
EIN:
13-4092287
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS - 2500 SHS 98,557 271,464
ABBVIE INC SHS - 2000 SHS 81,480 355,400
ADVNCD MICRO D INC - 5000 SHS 165,300 603,950
ALPHABET INC SHS CLA - 3600 SHS 64,651 624,690
AMAZON COM INC COM - 4900 SHS 60,705 965,316
AMERICAN TOWER REIT INC - 1400 SHS 77,777 183,410
APPLE INC - 4100 SHS 71,410 951,596
BLACKSTONE INC - 3000 SHS 30,254 517,260
COCA COLA COM - 4400 SHS 174,185 273,944
COLGATE PALMOLIVE - 2400 SHS 135,036 218,184
ECOLAB INC - 1500 SHS 115,119 351,480
ELI LILLY & CO - 1200 SHS 50,222 772,000
GENL DYNAMICS CORP COM - 1000 SHS 135,982 263,490
GILEAD SCIENCES INC COM - 2000 SHS 64,652 184,740
HONEYWELL INTL INC - 1200 SHS 122,047 271,068
NETFLIX COM INC - 800 SHS 89,923 592,728
NVIDIA - 2000 SHS 41,867 1,410,045
PEPSICO INC - 1500 SHS 100,661 182,472
PROCTER & GAMBLE CO - 1200 SHS 99,247 201,180
REGENERON PHARMACTCLS - 500 SHS 141,795 213,699
SERVICENOW INC - 600 SHS 156,928 636,072
UBER TECHNOLOGIES INC - 4400 SHS 163,706 265,408
VISA INC CL A SHRS - 2000 SHS 130,537 568,872
WORKDAY INC CL A - 1000 SHS 179,955 258,030

TY 2024 InvestmentsGovtObligationsSch
Name:
ELIAS FOUNDATION
EIN:
13-4092287
US Government Securities - End of Year Book Value:

398,148
US Government Securities - End of Year Fair Market Value:

400,494
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 LegalFeesSchedule
Name:
ELIAS FOUNDATION
EIN:
13-4092287
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL SERVICES 4,618 0   4,618


TY 2024 OtherAssetsSchedule
Name:
ELIAS FOUNDATION
EIN:
13-4092287
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PARAGON - PROGRAM RELATED INVESTMENT 0 100,000 100,000
ADVANCES   1,305 1,305


TY 2024 OtherExpensesSchedule
Name:
ELIAS FOUNDATION
EIN:
13-4092287
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 1,589 0   1,589
COMPUTER AND INTERNET 1,508 0   1,508
BANK FEES AND CHARGES 129 0   129
ADVISORY COMMITTEE STIPENDS 58,001 0   57,908
MISC. EXPENSES 3,991 0   3,991


TY 2024 OtherIncreasesSchedule
Name:
ELIAS FOUNDATION
EIN:
13-4092287
Description Amount
PRIOR PERIOD ADJUSTMENT 30,093


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 OtherNotesLoansRcvblLongSch
Name:
ELIAS FOUNDATION
EIN:
13-4092287

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
CGDC INC NONE 120,000 94,000 2019-10 2023-11 PER LOAN DOCUMENT 0 % NONE TO HELP BUILD EQUITY   0

TY 2024 OtherProfessionalFeesSchedule
Name:
ELIAS FOUNDATION
EIN:
13-4092287
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE CONSULTANT 59,968 0   54,968
INVESTMENT FEES 81,657 81,657   0
FACILITATOR 53,750 0   53,750
OTHER CONSULTANT AND CONTRACTOR 61,562 0   61,562


TY 2024 TaxesSchedule
Name:
ELIAS FOUNDATION
EIN:
13-4092287
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INCOME TAXES 29,593 0   0