JAMES D & MARILYN EVANS FAMILYFOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JAMES D & MARILYN EVANS FAMILYFOUNDATION INC (EIN 20-8083789)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-10
IRS object ID
202021629349100512
Schema version
2019v5.1
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)
Return2020-06-10T08:00:46-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NICHOLAS AMARO CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18 Castle Hill WayAddressLine1Txt
CitySewalls PointCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34996ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208083789EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1James D & Marilyn A Evans Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone5617430022PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13195 SE Gran Park WayAddressLine1Txt
CityStuartCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34997ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarilyn A EvansPersonNm
Person TitleDirector/PresidentPersonTitleTxt
Phone5617430022PhoneNum
Signature2020-06-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicholas Amaro CPAPreparerPersonNm
PTINP00181827PTIN
Phone5617430022PhoneNum
Preparation2020-06-10PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$348FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,281,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,281,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$70OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$70OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$70TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$70TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,281,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,281,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,281,070TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,281,070TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$70ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$418CashBOYAmt
Cash EOY$348CashEOYAmt
Cash EOYFMV$348CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$418TotalAssetsBOYAmt
Total Assets EOY$348TotalAssetsEOYAmt
Total Assets EOYFMV$348TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$418RetainedEarningBOYAmt
Retained Earning EOY$348RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$418TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$348TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$418TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$348TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$418TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$70ExcessRevenueOverExpensesAmt
Subtotal$348SubtotalAmt
Tot Net Ast Or Fund Balances EOY$348TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$123,147AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$17,917NetVlNoncharitableAssetsYr1Amt
Distribution Yr16.873193DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,070AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,368NetVlNoncharitableAssetsYr2Amt
Distribution Yr23.172942DistributionYr2Rt
Adjusted Qlfy Distri Yr3$17,570AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,004NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.508567DistributionYr3Rt
Adjusted Qlfy Distri Yr4$170AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,140NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.020885DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,070AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,489NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.061229DistributionYr5Rt
Total Distribution13.636816TotalDistributionRt
Average Distribution2.727363AverageDistributionRt
Net Vl Noncharitable Assets$9,705NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,469AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$26,469AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,281,070QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Org Report Or Register StateFLOrgReportOrRegisterStateCd
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 BooksNicholas Amaro CPAIndividualWithBooksNm
Phone5617430022PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13195 SE Gran Park WayAddressLine1Txt
CityStuartCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34997ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
James D Evans
3195 SE Gran Park WayStuartFL34997Dir/VP0.50$0$0$0
Marilyn A Evans
3195 SE Gran Park WayStuartFL34997Dir/Pres/Trea0.50$0$0$0
Nick Amaro
3195 SE Gran Park WayStuartFL34997Dir/VP/Sec0.50$0$0$0
Laura A Champion
3195 SE Gran Park WayStuartFL34997Dir/VP0.50$0$0$0
James D Evans Jr
3195 SE Gran Park WayStuartFL34997Dir/VP0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,853AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,853TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$9,853AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$148CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,705NetVlNoncharitableAssetsAmt
Minimum Investment Return$485MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$485MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$485DistributableBeforeAdjAmt
Distributable Before Ded$485DistributableBeforeDedAmt
Distributable As Adjusted$485DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,281,070ExpensesAndContributionsAmt
Qualifying Distributions$1,281,070QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,281,070AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$485DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$10,070ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$170ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,570ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$36,070ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$123,147ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$187,027TotalExcessDistributionCyovAmt
Qualifying Distributions$1,281,070QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$1,281,070RemainingDistriFromCorpusAmt
Total Corpus$1,468,097TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$485UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,070ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,458,027ExcessDistriCyovToNextYrAmt
Excess From Year4$170ExcessFromYear4Amt
Excess From Year3$17,570ExcessFromYear3Amt
Excess From Year2$36,070ExcessFromYear2Amt
Excess From Year1$123,147ExcessFromYear1Amt
Excess From Current Year$1,281,070ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJames D Evans Marilyn A EvansContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Our Lady of Peace Chapel Inc
2121 South Seacrest BlvdBoynton BeachFL33435501(c)(3)General Support$251,000
Hillsdale College
33 East College StHillsdaleMI49242501(c)(3)Endowed Scholarship$1,000,000
Treasure Coast Classical Academy
1400 SE Cove RoadStuartFL34997501(c)(3)Science Lab$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,281,000TotalGrantOrContriPdDurYrAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLicenses & FeesDesc
Revenue And Expenses Per Books$70RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$70DisbursementsCharitablePrpsAmt

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