JAMES D & MARILYN EVANS FAMILYFOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JAMES D & MARILYN EVANS FAMILYFOUNDATION INC (EIN 20-8083789)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-30
IRS object ID
201740899349100009
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)
Return2017-03-30T11:17:48-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Line11700 Park Lane South - Suite 3 NAddressLine1Txt
CityJupiterCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33458ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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 Line11700 Park Lane SouthAddressLine1Txt
CityJupiterCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33458ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARILYN A EVANSPersonNm
Person TitleDIRECTOR/VICE PRESIDENTPersonTitleTxt
Phone5617430022PhoneNum
Signature2017-03-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICHOLAS AMARO CPAPreparerPersonNm
Phone9544440300PhoneNum
Preparation2017-03-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.64.184.253IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-03-30IPDt
IP Tm11:17:44IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD542FE1600D017970257EA72F5DBD318DEC5C167AtSubmissionCreationDeviceId
At Submission Filing Device IdD542FE1600D017970257EA72F5DBD318DEC5C167AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$635FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
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$17,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,570TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,570TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,570ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,205CashBOYAmt
Cash EOY$635CashEOYAmt
Cash EOYFMV$635CashEOYFMVAmt
Total Assets BOY$8,205TotalAssetsBOYAmt
Total Assets EOY$635TotalAssetsEOYAmt
Total Assets EOYFMV$635TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$8,205RetainedEarningBOYAmt
Retained Earning EOY$635RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,205TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$635TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,205TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$635TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,205TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,570ExcessRevenueOverExpensesAmt
Subtotal$635SubtotalAmt
Tot Net Ast Or Fund Balances EOY$635TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$170AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,140NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.020885DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,070AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,489NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.061229DistributionYr2Rt
Adjusted Qlfy Distri Yr3$70AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$20,428NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.003427DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,595AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$43,655NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.586302DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,085AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$77,341NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.466570DistributionYr5Rt
Total Distribution2.138413TotalDistributionRt
Average Distribution0.427683AverageDistributionRt
Net Vl Noncharitable Assets$7,004NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,995AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$2,995AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,570QualifyingDistributionsAmt

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
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
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 Line11700 Park Lane South 3AddressLine1Txt
CityJupiterCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33458ZIPCd
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

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
JAMES D EVANS
1700 Park Lane South 3JupiterFL33458Dir/Pres0.50$0$0$0
MARILYN A EVANS
1700 Park Lane South 3JupiterFL33458Dir/VP/Trea0.50$0$0$0
NICHOLAS AMARO
1700 Park Lane South 3JupiterFL33458Dir/VP/Sec0.50$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$7,111AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,111TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$7,111AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$107CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,004NetVlNoncharitableAssetsAmt
Minimum Investment Return$350MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$350MinimumInvestmentReturnAmt
Distributable Before Adj$350DistributableBeforeAdjAmt
Distributable Before Ded$350DistributableBeforeDedAmt
Distributable As Adjusted$350DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,570ExpensesAndContributionsAmt
Qualifying Distributions$17,570QualifyingDistributionsAmt
Adjusted Qualifying Distri$17,570AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$350DistributableAsAdjustedAmt
Undistributed Income PY$407UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$36,085ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$25,595ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$70ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,070ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$170ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$71,990TotalExcessDistributionCyovAmt
Qualifying Distributions$17,570QualifyingDistributionsAmt
Remaining Distri From Corpus$17,570RemainingDistriFromCorpusAmt
Total Corpus$89,560TotalCorpusAmt
Taxable2$407Taxable2Amt
Undistributed Income CY$350UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$36,085ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$53,475ExcessDistriCyovToNextYrAmt
Excess From Year4$25,595ExcessFromYear4Amt
Excess From Year3$70ExcessFromYear3Amt
Excess From Year2$10,070ExcessFromYear2Amt
Excess From Year1$170ExcessFromYear1Amt
Excess From Current Year$17,570ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES D EVANSContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Our Lady of Peace Chapel IncBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12121 South Seacrest BlvdAddressLine1Txt
CityBoynton BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33435ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501(c)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeGeneral SupportGrantOrContributionPurposeTxt
Amt$17,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,500TotalGrantOrContriPdDurYrAmt

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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