EATON FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
EATON FAMILY FOUNDATION (EIN 02-0552091)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-16
IRS object ID
201743209349100804
Schema version
2016v3.0
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)
Return2017-11-16T12:48:16-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Phone4142701560PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110607 N PINE RIDGE DRAddressLine1Txt
CityMEQUONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53092ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER K EATONPersonNm
Person TitleDIRECTOR/PRESIDENTPersonTitleTxt
Phone4142701560PhoneNum
Signature2017-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVELYN GARCIAPreparerPersonNm
PTINP00377220PTIN
Phone2393255200PhoneNum
Preparation2017-11-09PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id7F6566B84D79D6CA44EC4D05B5CF094878D71A4DAtSubmissionCreationDeviceId
At Submission Filing Device Id8AE7A7985622D0299A6D121F26C0752C747F2B2FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,812,844FMVAssetsEOYAmt
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$1,957InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,957InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$67,574DividendsRevAndExpnssAmt
Dividends Net Invst Incm$67,547DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$331,220NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,211,812GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$331,220CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$400,751TotalRevAndExpnssAmt
Total Net Invst Incm$400,724TotalNetInvstIncmAmt
Taxes Rev And Expnss$2,251TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,818TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$28,331OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,331OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$30,582TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,149TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$125,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$125,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$155,582TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,149TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$125,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$245,169ExcessRevenueOverExpensesAmt
Net Investment Income$370,575NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$156,038SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$194,570SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$194,570SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,077,606OtherInvestmentsBOYAmt
Other Investments EOY$3,281,589OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,618,274OtherInvestmentsEOYFMVAmt
Other Assets EOY$453OtherAssetsEOYAmt
Total Assets BOY$3,233,644TotalAssetsBOYAmt
Total Assets EOY$3,476,612TotalAssetsEOYAmt
Total Assets EOYFMV$3,812,844TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,201AccountsPayableBOYAmt
Total Liabilities BOY$2,201TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,231,443RetainedEarningBOYAmt
Retained Earning EOY$3,476,612RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,231,443TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,476,612TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,233,644TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,476,612TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,231,443TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$245,169ExcessRevenueOverExpensesAmt
Subtotal$3,476,612SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,476,612TotNetAstOrFundBalancesEOYAmt

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 DETAILP2016-01-012016-12-31$370,862$351,548$19,314$19,314
MERRILL LYNCH 04052 - SEE DETAILP2012-01-012016-12-31$897,637$845,671$51,966$51,966
MERRILL LYNCH 04052 - SEE DETAILP2010-01-012016-12-31$907,412$683,373$224,039$224,039
MERRILL LYNCH 04052 - SEE DETAILP2013-12-172016-08-22$14,989$14,989$14,989
FieldValueIRS element (for citing)
Capital Gain Net Income$331,220CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$19,314NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$206,939AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,844,347NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053829DistributionYr1Rt
Adjusted Qlfy Distri Yr2$62,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,965,199NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.015636DistributionYr2Rt
Adjusted Qlfy Distri Yr3$145,519AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,446,010NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059492DistributionYr3Rt
Adjusted Qlfy Distri Yr4$20,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,908,800NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.010478DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,700AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,636,936NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.009591DistributionYr5Rt
Total Distribution0.149026TotalDistributionRt
Average Distribution0.029805AverageDistributionRt
Net Vl Noncharitable Assets$3,701,664NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$110,328AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,706NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$114,034AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$125,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,706InvestmentIncomeExciseTaxAmt
Subtotal$3,706SubtotalAmt
Tax Based On Investment Income$3,706TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$14EsPenaltyAmt
Tax Due$3,720TaxDueAmt

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
Phone4142701560PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110607 N PINE RIDGE DRAddressLine1Txt
CityMEQUONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53092ZIPCd
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 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

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
10607 N PINE RIDGE DRMEQUONWI53092DIRECTOR/PRE1.00$0$0$0
COLLEEN S EATON
10607 N PINE RIDGE DRMEQUONWI53092SECRETARY/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$3,589,217AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$168,818AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,758,035TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,758,035AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,371CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,701,664NetVlNoncharitableAssetsAmt
Minimum Investment Return$185,083MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$185,083MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,706TaxBasedOnInvestmentIncomeAmt
Total Tax$3,706TotalTaxAmt
Distributable Before Adj$181,377DistributableBeforeAdjAmt
Distributable Before Ded$181,377DistributableBeforeDedAmt
Distributable As Adjusted$181,377DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,000ExpensesAndContributionsAmt
Qualifying Distributions$125,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,706PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$121,294AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$181,377DistributableAsAdjustedAmt
Undistributed Income PY$94,681UndistributedIncomePYAmt
Qualifying Distributions$125,000QualifyingDistributionsAmt
Applied To Year1$94,681AppliedToYear1Amt
Applied To Current Year$30,319AppliedToCurrentYearAmt
Undistributed Income CY$151,058UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 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$50,000
ACE PROGRAMS FOR THE HOMELESS
598 BROADWAY 7TH FLOORNEW YORKNY10012NONE501(C)(3)EDUCATIONAL$5,000
CONSERVANCY OF SWFL
1495 SMITH PRESERVE WAYNAPLESFL34102NONE501(C)(3)CONSERVATION$60,000
SPECIAL OPERATIONS FUND
901 N STUART STARLINGTONVA22203NONE501(C)(3)SCHOLARSHIPS, AWARDS, EDUCATION$10,000SUITE 200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,957ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,574ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$331,220ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$400,751ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$400,751TotalIncomeProducingActyAmt

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

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$3,281,589BookValueAmt
EOYFMV$3,618,274EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLESDesc
EOY Book Value$453EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$26,717$26,717
ACCOUNT FEES$65$65
ACCRUED INTEREST PAID$1,549$1,549

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX$233
FOREIGN TAXES$1,818$1,818
OTHER TAXES$200

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