EATON FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
EATON FAMILY FOUNDATION (EIN 02-0552091)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202341319349100324
Schema version
2022v5.0
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)
Return2023-05-11T09:09:29-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISTOPHERPersonFirstNm
Person LastEATONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVELYN GARCIAPreparerPersonNm
PTINP00377220PTIN
Phone2393255200PhoneNum
Preparation2023-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,122,982FMVAssetsEOYAmt
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$6,631InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,631InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$68,668DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,340DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$92,387NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$510,533GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$92,387CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$167,686TotalRevAndExpnssAmt
Total Net Invst Incm$167,358TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,000AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,627TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,627TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$27,128OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$27,128OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$33,755TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,755TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$233,755TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,755TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$200,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$66,069ExcessRevenueOverExpensesAmt
Net Investment Income$133,603NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$189,354SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$161,254SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$161,254SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,868,348OtherInvestmentsBOYAmt
Other Investments EOY$2,830,483OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,961,728OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,057,702TotalAssetsBOYAmt
Total Assets EOY$2,991,737TotalAssetsEOYAmt
Total Assets EOYFMV$3,122,982TotalAssetsEOYFMVAmt
Accounts Payable BOY$631AccountsPayableBOYAmt
Accounts Payable EOY$735AccountsPayableEOYAmt
Total Liabilities BOY$631TotalLiabilitiesBOYAmt
Total Liabilities EOY$735TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,057,071RetainedEarningBOYAmt
Retained Earning EOY$2,991,002RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,057,071TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,991,002TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,057,702TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,991,737TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,057,071TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$66,069ExcessRevenueOverExpensesAmt
Subtotal$2,991,002SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,991,002TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH 04052P2022-01-012022-12-31$50,493$68,888-$18,395-$18,395
MERRILL LYNCH 04052P2016-08-222022-12-31$436,992$347,642$89,350$89,350
26SHS AMERICAN EURO PACIFIC GROWTH FP2010-03-042022-06-09$1,349$959$390$390
FNMA PMA4355P2022-02-252022-12-27$270$270
FNMA PMA4398P2022-02-252022-12-27$267$267
FNMA PMA4730P2022-10-252022-12-27$61$61
FHLMC SD 8236P2022-10-252022-12-27$59$59
FieldValueIRS element (for citing)
Capital Gain Net Income$92,387CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$18,395NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,857InvestmentIncomeExciseTaxAmt
Subtotal$1,857SubtotalAmt
Tax Based On Investment Income$1,857TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$86EsPenaltyAmt
Tax Due$1,943TaxDueAmt

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 PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12013UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
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$3,159,693AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$113,697AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,273,390TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,273,390AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,101CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,224,289NetVlNoncharitableAssetsAmt
Minimum Investment Return$161,214MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$161,214MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,857TaxBasedOnInvestmentIncomeAmt
Total Tax$1,857TotalTaxAmt
Distributable Before Adj$159,357DistributableBeforeAdjAmt
Distributable Before Ded$159,357DistributableBeforeDedAmt
Distributable As Adjusted$159,357DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,000ExpensesAndContributionsAmt
Qualifying Distributions$200,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$159,357DistributableAsAdjustedAmt
Prior Year12013PriorYear1Yr
Total For Prior Years$323TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$572,127ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$57,330ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$629,457TotalExcessDistributionCyovAmt
Qualifying Distributions$200,000QualifyingDistributionsAmt
Applied To Current Year$159,357AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,643RemainingDistriFromCorpusAmt
Total Corpus$670,100TotalCorpusAmt
Prior Year Undistributed Incm$323PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$323PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$670,100ExcessDistriCyovToNextYrAmt
Excess From Year3$572,127ExcessFromYear3Amt
Excess From Year2$57,330ExcessFromYear2Amt
Excess From Current Year$40,643ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 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$35,000
THE CONSERVANCY OF SOUTHWEST FL
1495 SMITH PRESERVE WAYNAPLESFL34102NONE501(C)(3)CIVIL$15,000
COMMUNITY FOUNDATION OF COLLIER CO
1110 PINE RIDGE RDNAPLESFL34108NONE501(C)(3)CIVIL$50,000SUITE 200
SPECIAL OPERATIONS FUND
901 N STUART STREETARLINGTONVA22203NONE501(C)(3)CIVIL$10,000SUITE 1200
KENYON COLLEGE
106 COLLEGE PARK DRGAMBIEROH43022NONE501(C)(3)EDUCATION$25,000
KENYON COLLEGE
106 COLLEGE PARK DRGAMBIEROH43022NONE501(C)(3)EDUCATION$50,000
JDRF
3369 PINE RIDGE RDNAPLESFL34109NONE501(C)(3)HEALTH$15,000SUITE 202
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$200,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,631ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,668ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$92,387ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$167,686ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$167,686TotalIncomeProducingActyAmt

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$4,000Amt
Net Investment Income$4,000NetInvestmentIncomeAmt

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$2,830,483BookValueAmt
EOYFMV$2,961,728EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$26,807$26,807
ACCOUNT FEES$54$54
ACCRUED INTEREST PAID$267$267

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX
FOREIGN TAXES$2,627$2,627
OTHER TAXES

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