EATON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
EATON FAMILY FOUNDATION (EIN 02-0552091)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-29
IRS object ID
202202419349100710
Schema version
2021v4.0
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)
Return2022-08-29T10:25:27-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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 Line11640 ROUNDWYCK LNAddressLine1Txt
CityPOWELLCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43065ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER K EATONPersonNm
Person TitleDIRECTOR/PRESIDENTPersonTitleTxt
Phone4142701560PhoneNum
Signature2022-07-25SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVELYN GARCIAPreparerPersonNm
PTINP00377220PTIN
Phone2393255200PhoneNum
Preparation2022-07-25PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,911,076FMVAssetsEOYAmt
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$6,421InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,421InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$75,389DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,291DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$172,150NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$453,701GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$172,150CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$253,960TotalRevAndExpnssAmt
Total Net Invst Incm$253,862TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,833TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,833TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$30,798OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30,798OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$35,631TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,631TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$62,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$62,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,131TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,631TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$155,829ExcessRevenueOverExpensesAmt
Net Investment Income$218,231NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$133,051SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$189,354SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$189,354SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,768,621OtherInvestmentsBOYAmt
Other Investments EOY$2,868,348OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,721,722OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,901,672TotalAssetsBOYAmt
Total Assets EOY$3,057,702TotalAssetsEOYAmt
Total Assets EOYFMV$3,911,076TotalAssetsEOYFMVAmt
Accounts Payable BOY$430AccountsPayableBOYAmt
Accounts Payable EOY$631AccountsPayableEOYAmt
Total Liabilities BOY$430TotalLiabilitiesBOYAmt
Total Liabilities EOY$631TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,901,242RetainedEarningBOYAmt
Retained Earning EOY$3,057,071RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,901,242TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,057,071TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,901,672TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,057,702TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,901,242TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$155,829ExcessRevenueOverExpensesAmt
Subtotal$3,057,071SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,057,071TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH 04052P2021-01-012021-12-31$54,663$50,658$4,005$4,005
MERRILL LYNCH 04052P2016-08-222021-12-31$320,182$220,426$99,756$99,756
12SHS VANGUARD DIV APPRECIATION ETFP2011-08-032021-01-08$1,711$633$1,078$1,078
258S AMERICAN EURO PACIFIC GROWTH FDP2010-03-042021-01-08$18,331$9,520$8,811$8,811
FNMA PMA4355P2021-07-262021-12-27$187$187
FNMA PMA4398P2021-08-252021-12-27$127$127
FieldValueIRS element (for citing)
Capital Gain Net Income$172,150CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,005NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,033InvestmentIncomeExciseTaxAmt
Subtotal$3,033SubtotalAmt
Tax Based On Investment Income$3,033TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$31EsPenaltyAmt
Tax Due$2,664TaxDueAmt

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 BooksCHRISTOPHER K EATONIndividualWithBooksNm
Phone6142253144PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11640 ROUNDWYCK LNAddressLine1Txt
CityPOWELLCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43065ZIPCd
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 PY12017UndistributedIncomePY1Yr
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$3,700,543AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$116,743AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,817,286TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,817,286AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,259CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,760,027NetVlNoncharitableAssetsAmt
Minimum Investment Return$188,001MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$188,001MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,033TaxBasedOnInvestmentIncomeAmt
Total Tax$3,033TotalTaxAmt
Distributable Before Adj$184,968DistributableBeforeAdjAmt
Distributable Before Ded$184,968DistributableBeforeDedAmt
Distributable As Adjusted$184,968DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,500ExpensesAndContributionsAmt
Qualifying Distributions$62,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$184,968DistributableAsAdjustedAmt
Prior Year12013PriorYear1Yr
Total For Prior Years$323TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$694,595ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,330ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$751,925TotalExcessDistributionCyovAmt
Qualifying Distributions$62,500QualifyingDistributionsAmt
Applied To Current Year$62,500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$122,468ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$122,468ExcessDistributionCyovAppCYAmt
Total Corpus$629,457TotalCorpusAmt
Prior Year Undistributed Incm$323PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$323PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$629,457ExcessDistriCyovToNextYrAmt
Excess From Year2$572,127ExcessFromYear2Amt
Excess From Year1$57,330ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION
300 5TH AVENUESUITE 6WALTHOMMA02451NONE501(C)(3)HEALTH$25,000
THE CONSERVANCY OF SOUTHWEST FL
1495 SMITH PRESERVE WAYNAPLESFL34102NONE501(C)(3)CIVIL$25,000
THE CONSERVANCY OF SOUTHWEST FL
1495 SMITH PRESERVE WAYNAPLESFL34102NONE501(C)(3)CIVIL$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$62,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,421ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75,389ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$172,150ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$253,960ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$253,960TotalIncomeProducingActyAmt

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$2,868,348BookValueAmt
EOYFMV$3,721,722EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$30,392$30,392
ACCOUNT FEES$25$25
ACCRUED INTEREST PAID$381$381

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX
FOREIGN TAXES$1,833$1,833
OTHER TAXES

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