EATON FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
EATON FAMILY FOUNDATION (EIN 02-0552091)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201921359349101482
Schema version
2018v3.1
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)
Return2019-05-15T10:34:10-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Line1999 VANDERBILT BEACH RD STE 511AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP341083507ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVELYN GARCIAPreparerPersonNm
PTINP00377220PTIN
Phone2393255200PhoneNum
Preparation2019-05-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-15IPDt
IP Tm10:34:10IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8358B415C9969E7EB69D761FD5976213C214F4BEAtSubmissionCreationDeviceId
At Submission Filing Device Id35D3879163D6E86CE39169CEF1932A0DEFAB2344AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,791,576FMVAssetsEOYAmt
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$7,321InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,321InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$91,826DividendsRevAndExpnssAmt
Dividends Net Invst Incm$91,658DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$135,537NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,461,983GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$135,537CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$234,684TotalRevAndExpnssAmt
Total Net Invst Incm$234,516TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,300AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,716TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,546TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$32,594OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$32,594OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$45,610TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$41,440TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$196,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$196,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$241,610TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$41,440TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$196,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,926ExcessRevenueOverExpensesAmt
Net Investment Income$193,076NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$195,463SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$137,593SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$137,593SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,325,871OtherInvestmentsBOYAmt
Other Investments EOY$3,375,591OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,653,983OtherInvestmentsEOYFMVAmt
Other Assets BOY$340OtherAssetsBOYAmt
Other Assets EOY$1,564OtherAssetsEOYAmt
Total Assets BOY$3,521,674TotalAssetsBOYAmt
Total Assets EOY$3,514,748TotalAssetsEOYAmt
Total Assets EOYFMV$3,791,576TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,521,674RetainedEarningBOYAmt
Retained Earning EOY$3,514,748RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,521,674TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,514,748TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,521,674TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,514,748TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,521,674TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,926ExcessRevenueOverExpensesAmt
Subtotal$3,514,748SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,514,748TotNetAstOrFundBalancesEOYAmt

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 04052-SEE DETAILSP2018-01-012018-12-31$193,970$204,361-$10,391-$10,391
MERRILL LYNCH 04052-SEE DETAILSP2016-01-012018-12-31$1,087,740$1,021,810$65,930$65,930
MERRILL LYNCH 04052-SEE DETAILSP2016-01-012018-12-31$133,716$98,764$34,952$34,952
.3580 SHS HARBOR INTERNATIONALP2013-12-232018-11-26$21$21$21
FNMA PBH9215 03 50%2048P2018-01-012018-12-31$544$544
FNMA PBH9215 03 50%2048P2018-02-202018-07-19$967$967
FieldValueIRS element (for citing)
Capital Gain Net Income$135,537CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$10,391NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$152,994AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,045,418NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037819DistributionYr1Rt
Adjusted Qlfy Distri Yr2$121,294AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,701,664NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.032767DistributionYr2Rt
Adjusted Qlfy Distri Yr3$206,939AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,844,347NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053829DistributionYr3Rt
Adjusted Qlfy Distri Yr4$62,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,965,199NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.015636DistributionYr4Rt
Adjusted Qlfy Distri Yr5$145,519AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,446,010NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059492DistributionYr5Rt
Total Distribution0.199543TotalDistributionRt
Average Distribution0.039909AverageDistributionRt
Net Vl Noncharitable Assets$4,127,445NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$164,722AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,931NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$166,653AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$196,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,931InvestmentIncomeExciseTaxAmt
Subtotal$1,931SubtotalAmt
Tax Based On Investment Income$1,931TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$80EsPenaltyAmt
Tax Due$2,011TaxDueAmt

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$4,042,002AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$148,298AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,190,300TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,190,300AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$62,855CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,127,445NetVlNoncharitableAssetsAmt
Minimum Investment Return$206,372MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$206,372MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,931TaxBasedOnInvestmentIncomeAmt
Total Tax$1,931TotalTaxAmt
Distributable Before Adj$204,441DistributableBeforeAdjAmt
Distributable Before Ded$204,441DistributableBeforeDedAmt
Distributable As Adjusted$204,441DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$196,000ExpensesAndContributionsAmt
Qualifying Distributions$196,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,931PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$194,069AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$204,441DistributableAsAdjustedAmt
Undistributed Income PY$196,323UndistributedIncomePYAmt
Qualifying Distributions$196,000QualifyingDistributionsAmt
Applied To Year1$196,000AppliedToYear1Amt
Taxable2$323Taxable2Amt
Undistributed Income CY$204,441UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KENYON COLLEGE
224 N ACLAND STGAMBIEROH43022NONE501(C)(3)EDUCATIONAL$50,000
CONSERVANCY OF SWFL
1495 SMITH PRESERVE WAYNAPLESFL34102NONE501(C)(3)CONSERVATION$110,000
SPECIAL OPERATIONS FUND
901 N STUART STARLINGTONVA22203NONE501(C)(3)SCHOLARSHIPS, EDUCATION$10,000
AMERICAN HEART ASSOCIATION
300 5TH AVENUE SUITE 6WALTHOMMA02451NONE501(C)(3)HEALTH$25,000
BOYS AND GIRLS CLUB
565 OAK STMARIONOH43302NONE501(C)(3)CIVIL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$196,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,321ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$91,826ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135,537ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$234,684ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$234,684TotalIncomeProducingActyAmt

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$6,300Amt
Net Investment Income$6,300NetInvestmentIncomeAmt

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$3,375,591BookValueAmt
EOYFMV$3,653,983EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLESDesc
BOY Book Value$340BOYBookValueAmt
EOY Book Value$1,564EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$31,876$31,876
ACCOUNT FEES$39$39
ACCRUED INTEREST PAID$679$679

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX$3,970
FOREIGN TAXES$2,546$2,546
OTHER TAXES$200

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