JAMES D & MARILYN EVANS FAMILYFOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JAMES D & MARILYN EVANS FAMILYFOUNDATION INC (EIN 20-8083789)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-09-04
IRS object ID
201412479349100301
Schema version
2013v3.1
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)
Return2014-09-04T06:55:24-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NICHOLAS AMARO CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11700 Park Lane South - Suite 3 NAddressLine1
CityJupiterCity
StateFLState
ZIP Code33458ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208083789EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1James D & Marilyn A Evans Family Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone5617430022PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 Park Lane SouthAddressLine1
CityJupiterCity
StateFLState
ZIP Code33458ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES D EVANSPersonNm
Person TitleDIRECTOR/PRESIDENTPersonTitleTxt
Phone5617430022PhoneNum
Signature2014-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICHOLAS AMARO CPAPreparerPersonNm
Phone9544440300PhoneNum
Preparation2014-09-04PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,445FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
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$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$70TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$70ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,515CashBOYAmt
Cash EOY$18,445CashEOYAmt
Cash EOYFMV$18,445CashEOYFMVAmt
Total Assets BOY$18,515TotalAssetsBOYAmt
Total Assets EOY$18,445TotalAssetsEOYAmt
Total Assets EOYFMV$18,445TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$18,515RetainedEarningBOYAmt
Retained Earning EOY$18,445RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$18,515TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,445TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,515TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,445TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,515TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$70ExcessRevenueOverExpensesAmt
Subtotal$18,445SubtotalAmt
Tot Net Ast Or Fund Balances EOY$18,445TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,595AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$43,655NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.586302DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,085AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$77,341NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.466570DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,460AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$101,798NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.279573DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$143,903NetVlNoncharitableAssetsYr4Amt
Net Vl Noncharitable Assets Yr5$160,802NetVlNoncharitableAssetsYr5Amt
Total Distribution1.332445TotalDistributionRt
Average Distribution0.444148AverageDistributionRt
Net Vl Noncharitable Assets$20,428NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,073AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$9,073AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$70QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
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 3AddressLine1
CityJupiterCity
StateFLState
ZIP Code33458ZIPCode
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 (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES D EVANS
1700 Park Lane South 3JupiterFL33458Dir/Pres1.00$0$0$0
MARILYN A EVANS
1700 Park Lane South 3JupiterFL33458Dir/VP1.00$0$0$0
HARRIETTE MOORE
1700 Park Lane South 3JupiterFL33458Dir/VP/Trea1.00$0$0$0
NICHOLAS AMARO
1700 Park Lane South 3JupiterFL33458VP/Sec1.00$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$20,739AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,739TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$20,739AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$311CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,428NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,021MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,021MinimumInvestmentReturnAmt
Distributable Before Adj$1,021DistributableBeforeAdjAmt
Distributable Before Ded$1,021DistributableBeforeDedAmt
Distributable As Adjusted$1,021DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70ExpensesAndContributionsAmt
Qualifying Distributions$70QualifyingDistributionsAmt
Adjusted Qualifying Distri$70AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,021DistributableAsAdjustedAmt
Undistributed Income PY$2,183UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$25,890ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$54,165ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$28,460ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$36,085ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,595ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$170,195TotalExcessDistributionCyovAmt
Qualifying Distributions$70QualifyingDistributionsAmt
Remaining Distri From Corpus$70RemainingDistriFromCorpusAmt
Total Corpus$170,265TotalCorpusAmt
Taxable2$2,183Taxable2Amt
Undistributed Income CY$1,021UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$25,890ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$144,375ExcessDistriCyovToNextYrAmt
Excess From Year4$54,165ExcessFromYear4Amt
Excess From Year3$28,460ExcessFromYear3Amt
Excess From Year2$36,085ExcessFromYear2Amt
Excess From Year1$25,595ExcessFromYear1Amt
Excess From Current Year$70ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES D EVANSContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
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

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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