EATON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
EATON FAMILY FOUNDATION (EIN 02-0552091)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-05
IRS object ID
202132179349100513
Schema version
2020v4.0
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)
Return2021-08-05T11:31:24-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-07-26SignatureDt
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
Preparation2021-07-26PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,638,286FMVAssetsEOYAmt
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$6,404InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,404InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$58,990DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,875DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$121,788NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$542,671GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$75,223CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$187,182TotalRevAndExpnssAmt
Total Net Invst Incm$140,502TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,220TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,020TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$26,105OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$26,105OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$30,325TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,125TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$215,552ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$215,552ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$245,877TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,125TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$215,552TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$58,695ExcessRevenueOverExpensesAmt
Net Investment Income$110,377NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$188,738SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$133,051SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$133,051SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,731,806OtherInvestmentsBOYAmt
Other Investments EOY$2,768,621OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,505,235OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,920,544TotalAssetsBOYAmt
Total Assets EOY$2,901,672TotalAssetsEOYAmt
Total Assets EOYFMV$3,638,286TotalAssetsEOYFMVAmt
Accounts Payable BOY$903AccountsPayableBOYAmt
Accounts Payable EOY$430AccountsPayableEOYAmt
Total Liabilities BOY$903TotalLiabilitiesBOYAmt
Total Liabilities EOY$430TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,919,641RetainedEarningBOYAmt
Retained Earning EOY$2,901,242RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,919,641TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,901,242TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,920,544TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,901,672TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,919,641TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$58,695ExcessRevenueOverExpensesAmt
Other Increases$40,296OtherIncreasesAmt
Subtotal$2,901,242SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,901,242TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH 04052 - SEE ATTACHEDP2020-01-012020-12-31$124,031$126,097-$2,066-$2,066
MERRILL LYNCH 04052 - SEE ATTACHEDP2020-01-012020-12-31$306,593$249,087$57,506$57,506
FNMA PBH9215P2020-02-252020-05-26$828$828
FNMA PBH9215P2018-02-202020-05-06$7,881$7,825$56$56
FieldValueIRS element (for citing)
Capital Gain Net Income$75,223CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$55,440NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,534InvestmentIncomeExciseTaxAmt
Subtotal$1,534SubtotalAmt
Tax Based On Investment Income$1,534TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$1,534ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,534TotalPaymentsAndCreditsAmt

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
1640 ROUNDWYCK LNPOWELLOH43065DIRECTOR/PRE1.00$0$0$0
COLLEEN S EATON
1640 ROUNDWYCK LNPOWELLOH43065SECRETARY/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$3,137,319AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$106,448AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,243,767TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,243,767AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,657CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,195,110NetVlNoncharitableAssetsAmt
Minimum Investment Return$159,756MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$159,756MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,534TaxBasedOnInvestmentIncomeAmt
Total Tax$1,534TotalTaxAmt
Distributable Before Adj$158,222DistributableBeforeAdjAmt
Distributable Before Ded$158,222DistributableBeforeDedAmt
Distributable As Adjusted$158,222DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$215,552ExpensesAndContributionsAmt
Qualifying Distributions$215,552QualifyingDistributionsAmt
Adjusted Qualifying Distri$215,552AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$158,222DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Total For Prior Years$323TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$694,595ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$694,595TotalExcessDistributionCyovAmt
Qualifying Distributions$215,552QualifyingDistributionsAmt
Applied To Current Year$158,222AppliedToCurrentYearAmt
Remaining Distri From Corpus$57,330RemainingDistriFromCorpusAmt
Total Corpus$751,925TotalCorpusAmt
Prior Year Undistributed Incm$323PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$323PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$751,925ExcessDistriCyovToNextYrAmt
Excess From Year1$694,595ExcessFromYear1Amt
Excess From Current Year$57,330ExcessFromCurrentYearAmt

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
KENYON COLLEGE
224 N ACLAND STGAMBIEROH43022NONE501(C)(3)EDUCATIONAL$25,000
ACE PROGRAMS FOR THE HOMELESS
598 BROADWAY 7TH FLNEW YORKNY10012NONE501 (C)(3)EDUCATIONAL$5,000
KENYON COLLEGE
224 N ACLAND STGAMBIEROH43022NONE501 (C)(3)EDUCATIONAL$75,000
KENYON COLLEGE
224 N ACLAND STGAMBIEROH43022NONE501 (C)(3)EDUCATION$75,552
SPECIAL OPERATIONS FUND
901 N STUART STARLINGTONVA22203NONE501(C)(3)EDUCATION$5,000
AMERICAN HEART ASSOCIATION
300 5TH AVENUEWALTHOMMA02451NONE501(C)(3)HEALTH$25,000SUITE 6
JDRF FOUNDATION
PO BOX 37920BOONEIA50037NONE501(C)(3)CIVIL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$215,552TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,404ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,990ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$121,788ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$187,182ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$187,182TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetMERRILL LYNCH 04052 - SEE ATTACHEDAssetDesc
Acquired2020-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2020-12SoldDt
Gross Sales Price$83,611GrossSalesPriceAmt
Basis$37,046BasisAmt
Total Net$46,565TotalNetAmt

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$2,768,621BookValueAmt
EOYFMV$3,505,235EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLESDesc

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$25,852$25,852
ACCOUNT FEES$12$12
ACCRUED INTEREST PAID$241$241

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATION OF DONATED STOCKDesc
Amt$40,296Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX
FOREIGN TAXES$1,020$1,020
OTHER TAXES$200

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