THE EATON FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE EATON FOUNDATION (EIN 87-0517223)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201643209349103554
Schema version
2015v2.1
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)
Return2016-11-15T15:02:34-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN870517754PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WSRP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1155 N 400 W STE 400AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN870517223EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EATON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEATOBusinessNameControlTxt
Phone4356401777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 982108AddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP840982108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK E EATONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4356401777PhoneNum
Signature2016-11-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERALD BREGG JR CPAPreparerPersonNm
PTINP00699863PTIN
Phone8013282011PhoneNum
Preparation2016-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,788ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$2,788TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,138AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$80OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$80OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,218TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$80TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,333ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,333ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,551TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$80TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,333TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,763ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$271SavAndTempCashInvstBOYAmt
Other Investments BOY$37,014OtherInvestmentsBOYAmt
Total Assets BOY$37,285TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$37,285RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$37,285TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$37,285TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,285TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,763ExcessRevenueOverExpensesAmt
Subtotal$33,522SubtotalAmt
Other Decreases$33,522OtherDecreasesAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$3,456NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2$4,489NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$1,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,850NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.273504DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,436AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,102NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.785300DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,118AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,153NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.105430DistributionYr5Rt
Total Distribution2.164234TotalDistributionRt
Average Distribution0.721411AverageDistributionRt
Net Vl Noncharitable Assets$4,736NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,417AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$3,417AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,333QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
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 EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
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 BooksTHE EATON FOUNDATIONIndividualWithBooksNm
Phone4356401777PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 982108AddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP840982108ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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

FieldValueIRS element (for citing)
PersonMARK E EATONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 982108AddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP840982108ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$3,412AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,396AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,808TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,808AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$72CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,736NetVlNoncharitableAssetsAmt
Minimum Investment Return$237MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$237MinimumInvestmentReturnAmt
Distributable Before Adj$237DistributableBeforeAdjAmt
Distributable Before Ded$237DistributableBeforeDedAmt
Distributable As Adjusted$237DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,333ExpensesAndContributionsAmt
Qualifying Distributions$4,333QualifyingDistributionsAmt
Adjusted Qualifying Distri$4,333AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$237DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$9,660ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,289ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,307ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$13,256TotalExcessDistributionCyovAmt
Qualifying Distributions$4,333QualifyingDistributionsAmt
Applied To Current Year$237AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,096RemainingDistriFromCorpusAmt
Total Corpus$17,352TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,660ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,692ExcessDistriCyovToNextYrAmt
Excess From Year4$2,289ExcessFromYear4Amt
Excess From Year3$1,307ExcessFromYear3Amt
Excess From Current Year$4,096ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SALT LAKE COLONELSBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 711742AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84171ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501(C)3RecipientFoundationStatusTxt
Grant Or Contribution PurposeCONTRIBUTIONGrantOrContributionPurposeTxt
Amt$4,333Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,333TotalGrantOrContriPdDurYrAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,138Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemAGL ANNUITY CONTRACTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV DIFFERENCEDesc
Amt$33,522Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK & INVESTMENT FEES$80$80

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.