THE EATON FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE EATON FOUNDATION (EIN 87-0517223)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201443219349103064
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)
Return2014-11-17T16:23:04-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN870517754PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WSRP LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1155 N 400 W STE 400AddressLine1
CitySALT LAKE CITYCity
StateUTState
ZIP Code84103ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN870517223EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EATON FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlEATOBusinessNameControlTxt
Phone4356401777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 982108AddressLine1
CityPARK CITYCity
StateUTState
ZIP Code840982108ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK EATONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4356401777PhoneNum
Signature2014-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMERRILL J TAYLORPreparerPersonNm
PTINP00759483PTIN
Phone8013282011PhoneNum
Preparation2014-11-14PreparationDt
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$4,551FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,078ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Other Income Rev And Expnss$28OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,107TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,098AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$56OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$56OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,174TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$56TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,174TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$56TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$67ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,423SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,372SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,372SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$37,046OtherInvestmentsBOYAmt
Other Investments EOY$37,030OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,179OtherInvestmentsEOYFMVAmt
Total Assets BOY$38,469TotalAssetsBOYAmt
Total Assets EOY$38,402TotalAssetsEOYAmt
Total Assets EOYFMV$4,551TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$38,469RetainedEarningBOYAmt
Retained Earning EOY$38,402RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$38,469TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,402TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$38,469TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$38,402TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$38,469TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$67ExcessRevenueOverExpensesAmt
Subtotal$38,402SubtotalAmt
Tot Net Ast Or Fund Balances EOY$38,402TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,850NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.273504DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,436AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,102NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.785300DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,118AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,153NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.105430DistributionYr3Rt
Adjusted Qlfy Distri Yr4$54,817AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$46,299NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.183978DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,776AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$106,978NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.082036DistributionYr5Rt
Total Distribution3.430248TotalDistributionRt
Average Distribution0.686050AverageDistributionRt
Net Vl Noncharitable Assets$4,489NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,080AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$3,080AdjNonchrtblNetInvstIncmPctAmt
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 982108AddressLine1
CityPARK CITYCity
StateUTState
ZIP Code840982108ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$3,144AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,413AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,557TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,557AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$68CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,489NetVlNoncharitableAssetsAmt
Minimum Investment Return$224MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$224MinimumInvestmentReturnAmt
Distributable Before Adj$224DistributableBeforeAdjAmt
Distributable Before Ded$224DistributableBeforeDedAmt
Distributable As Adjusted$224DistributableAsAdjustedAmt

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$224DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,495ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$52,502ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,660ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,289ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,307ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$69,253TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$224ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$224ExcessDistributionCyovAppCYAmt
Total Corpus$69,029TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,271ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$65,758ExcessDistriCyovToNextYrAmt
Excess From Year4$52,502ExcessFromYear4Amt
Excess From Year3$9,660ExcessFromYear3Amt
Excess From Year2$2,289ExcessFromYear2Amt
Excess From Year1$1,307ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISC. INCOMEDesc
Exclusion1ExclusionCd
Exclusion$28ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$29ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$29TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,098Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

MARK E EATON
ROBIN M SZUBIELSKI

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemAGL ANNUITY CONTRACTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$37,030BookValueAmt
EOYFMV$3,179EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK & INVESTMENT FEES$56$56

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISC. INCOMEDesc
Revenue And Expenses Per Books$28RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryLICENSESCategoryTxt
Amt$20Amt

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