EATON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
EATON FAMILY FOUNDATION (EIN 02-0552091)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202511349349102996
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-14T15:29:32-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN813495742PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GARCIA & CARLSON CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12367 VANDERBILT BEACH RD STE 811AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN020552091EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EATON FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CHRISTOPHER EATONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEATOBusinessNameControlTxt
Phone6142253144PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 BLUE GROUSE RIDGE ROADAddressLine1Txt
CityLITTLETONCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80127ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER K EATONPersonNm
Person TitleDIRECTOR/PRESIDENTPersonTitleTxt
Phone4142701560PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVELYN GARCIAPreparerPersonNm
PTINP00377220PTIN
Phone2393255200PhoneNum
Preparation2025-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,422,244FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$12,267InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,267InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$81,706DividendsRevAndExpnssAmt
Dividends Net Invst Incm$81,586DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$274,065NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$997,705GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$274,065CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$368,038TotalRevAndExpnssAmt
Total Net Invst Incm$367,918TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$10,112TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,448TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$28,830OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,626OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$41,942TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,074TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$147,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$147,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$189,442TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,074TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$147,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$178,596ExcessRevenueOverExpensesAmt
Net Investment Income$333,844NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$84,913SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$134,040SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$134,040SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,828,770OtherInvestmentsBOYAmt
Other Investments EOY$2,958,239OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,288,204OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,913,683TotalAssetsBOYAmt
Total Assets EOY$3,092,279TotalAssetsEOYAmt
Total Assets EOYFMV$3,422,244TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,913,683RetainedEarningBOYAmt
Retained Earning EOY$3,092,279RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,913,683TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,092,279TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,913,683TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,092,279TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,913,683TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$178,596ExcessRevenueOverExpensesAmt
Subtotal$3,092,279SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,092,279TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH 04052 ST COVEREDP$85,819$81,554$4,265$4,265
MERRILL LYNCH 04052 LT COVEREDP$846,707$619,683$227,024$227,024
AMERICAN EURO PACIFIC GROWTH FUNDP$32,238$20,851$11,387$11,387
FNMA PMA4355P$202$202
FNMA PMA4398P$214$214
FNMA PMA4730P$201$201
FNMA PMA4782P$288$288
FHLMC SD 6706P$25$25
GNM PMA7988MP$80$80
GNM PMA8098MP$307$307
FHLMC SD 8236P$235$235
FieldValueIRS element (for citing)
Capital Gain Net Income$274,065CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,265NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,640InvestmentIncomeExciseTaxAmt
Subtotal$4,640SubtotalAmt
Tax Based On Investment Income$4,640TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$113EsPenaltyAmt
Tax Due$4,753TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCOLLEEN S EATONIndividualWithBooksNm
Phone6142253144PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17 BLUE GROUSE RIDGE RDAddressLine1Txt
CityLITTLETONCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80127ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRISTOPHER K EATON
7 BLUE GROUSE RIDGE RDLITTLETONCO80127DIRECTOR/PRE1.00$0$0$0
COLLEEN S EATON
7 BLUE GROUSE RIDGE RDLITTLETONCO80127SECRETARY/TR1.00$0$0$0
MICHAEL B EATON
1915 NE 117TH ROADNORTH MIAMIFL33181VICE PRESIDE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,365,091AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,207AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,441,298TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,441,298AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$51,619CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,389,679NetVlNoncharitableAssetsAmt
Minimum Investment Return$169,484MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$169,484MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,640TaxBasedOnInvestmentIncomeAmt
Total Tax$4,640TotalTaxAmt
Distributable Before Adj$164,844DistributableBeforeAdjAmt
Distributable Before Ded$164,844DistributableBeforeDedAmt
Distributable As Adjusted$164,844DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$147,500ExpensesAndContributionsAmt
Qualifying Distributions$147,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$164,844DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$572,127ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$57,330ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$40,643ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$63,674ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$733,774TotalExcessDistributionCyovAmt
Qualifying Distributions$147,500QualifyingDistributionsAmt
Applied To Current Year$147,500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$17,344ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$17,344ExcessDistributionCyovAppCYAmt
Total Corpus$716,430TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$554,783ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$161,647ExcessDistriCyovToNextYrAmt
Excess From Year4$57,330ExcessFromYear4Amt
Excess From Year2$40,643ExcessFromYear2Amt
Excess From Year1$63,674ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE CONSERVANCY OF SOUTHWEST FL
1495 SMITH PRESERVE WAYNAPLESFL34102NONE501(C)(3)CIVIL$50,000
KENYON COLLEGE
106 COLLEGE PARK DRGAMBIEROH43022NONE501(C)(3)EDUCATION$75,000
JDRF
3369 PINE RIDGE RDNAPLESFL34109NONE501(C)(3)HEALTH$15,000SUITE 202
BREAKTHROUGH T1D TYPE 1 DIABETES
200 VESEY STREETNEW YORKNY10281NONE501(C)(3)HEALTH$7,50028TH FLOOR
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$147,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,267ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,706ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$274,065ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$368,038ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$368,038TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMERRILL LYNCH 6PW-04054 & 6PW-04052CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,958,239BookValueAmt
EOYFMV$3,288,204EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$27,462$27,462
ACCOUNT FEES$108$108
ACCRUED INTEREST PAID$1,056$1,056
OH FILING FEE$204

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX$7,664
FOREIGN TAXES$2,448$2,448

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