Elliott Foundation

ELKHART, IN EIN: 35-6021398

Elliott Foundation is a private foundation, based in ELKHART, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $96K in total assets. In 2024, it awarded 6 grants totaling $7K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$96K

-2.3% YoY

Annual Giving

$7K

-6.0% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$1K

-6.0% YoY

Under IRS private-foundation payout rules, Elliott Foundation reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About Elliott Foundation

Based on IRS filings

Elliott Foundation is a private foundation, based in ELKHART, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $96K in total assets. In 2024, it awarded 6 grants totaling $7K. Net investment income was $5K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

ElkhartGoshenMishawakaSouth BendTallahasseeWinamac

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3K$6K$9K$12K201920202021202220232024
Metric202420232022
Total Assets$95,710$97,985$102,879
Revenue$6,262$4,004$7,281
Expenses$8,537$8,898$7,921
Qualifying Distributions$7,000$7,450$6,200
Net Investment Income$4,762$2,635$5,680
Distributable Amount$4,917$4,642$5,464

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K$7K5 grants20194 grants20204 grants20215 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

PREMIER ARTS$4KVOLUNTEER FLORIDA FOUNDA…$1KHISTORIC ELKHART RIVER Q…$500WELLFIELD BOTANICAL GARD…$500ST JOSEPH RIVER ASSOCIAT…$500ELKHART COUNTY SYMPHONY …$500

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Premier Arts ($4,000), Volunteer Florida Foundation Inc ($1,000), Historic Elkhart River Queen Inc ($500).

RecipientPurposeAmount
PREMIER ARTS ELKHART, INCHARITABLE$4,000
HISTORIC ELKHART RIVER QUEEN INC ELKHART, INCHARITABLE$500
WELLFIELD BOTANICAL GARDENS ELKHART, INCHARITABLE$500
VOLUNTEER FLORIDA FOUNDATION INC TALLAHASSEE, FLCHARITABLE$1,000
ST JOSEPH RIVER ASSOCIATION INC ELKHART, INCHARITABLE$500
ELKHART COUNTY SYMPHONY ASSOCIATION ELKHART, INCHARITABLE$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
NORMAN M GWALTNEYDIRECTOR
C JULIE ELLIOTTVICE PRESIDE
RICHARD E BONDSECRETARY
ELIZABETH BONDPRESIDENT
ELLIOTT E BONDDIRECTOR
KATHRYN E MUSGRAVEDIRECTOR

Frequently Asked Questions

How large is Elliott Foundation?

As of 2024, Elliott Foundation holds $96K in total assets with $6K in annual revenue. It awarded 6 grants totaling $7K in 2024.

Where does Elliott Foundation operate?

Elliott Foundation has awarded grants in Florida, Indiana.

What size grants does Elliott Foundation award?

In 2024, Elliott Foundation awarded 6 grants totaling $7K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Elliott Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Elliott Foundation reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Elliott Foundation's EIN?

Elliott Foundation's EIN (Employer Identification Number) is 35-6021398. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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