THE EATON FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE EATON FOUNDATION (EIN 87-0517223)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201523209349101422
Schema version
2014v5.0
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)
Return2015-11-16T09:53:38-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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 EATONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4356401777PhoneNum
Signature2015-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERALD BREGG JR CPAPreparerPersonNm
PTINP00699863PTIN
Phone8013282011PhoneNum
Preparation2015-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,494FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$120ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$120TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,227OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$149OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,237TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$149TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,237TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$149TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,117ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,372SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$271SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$271SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$37,030OtherInvestmentsBOYAmt
Other Investments EOY$37,014OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,223OtherInvestmentsEOYFMVAmt
Total Assets BOY$38,402TotalAssetsBOYAmt
Total Assets EOY$37,285TotalAssetsEOYAmt
Total Assets EOYFMV$3,494TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$38,402RetainedEarningBOYAmt
Retained Earning EOY$37,285RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$38,402TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,285TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$38,402TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,285TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$38,402TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,117ExcessRevenueOverExpensesAmt
Subtotal$37,285SubtotalAmt
Tot Net Ast Or Fund Balances EOY$37,285TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$4,489NetVlNoncharitableAssetsYr1Amt
Adjusted Qlfy Distri Yr2$1,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,850NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.273504DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,436AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,102NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.785300DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,118AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,153NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.105430DistributionYr4Rt
Adjusted Qlfy Distri Yr5$54,817AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$46,299NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.183978DistributionYr5Rt
Total Distribution3.348212TotalDistributionRt
Average Distribution0.837053AverageDistributionRt
Net Vl Noncharitable Assets$3,456NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,893AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$2,893AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK E EATON
PO BOX 982108PARK CITYUT840982108PRESIDENT1.00$0$0$0
ROBIN M SZUBIELSKI
28692 VISTA LADERALAGUNA NIGUELCA92677SEC/TREASRER1.00$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$3,223AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$286AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,509TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,509AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$53CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,456NetVlNoncharitableAssetsAmt
Minimum Investment Return$173MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$173MinimumInvestmentReturnAmt
Distributable Before Adj$173DistributableBeforeAdjAmt
Distributable Before Ded$173DistributableBeforeDedAmt
Distributable As Adjusted$173DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$173DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$52,502ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,660ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,289ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,307ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$65,758TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$173ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$173ExcessDistributionCyovAppCYAmt
Total Corpus$65,585TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$52,329ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,256ExcessDistriCyovToNextYrAmt
Excess From Year4$9,660ExcessFromYear4Amt
Excess From Year3$2,289ExcessFromYear3Amt
Excess From Year2$1,307ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

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 ItemAGL ANNUITY CONTRACTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$37,014BookValueAmt
EOYFMV$3,223EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK & INVESTMENT FEES$149$149
CONTRIBUTIONS RECEIVED$1,078

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryLICENSESCategoryTxt
Amt$10Amt

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