JAMES D & MARILYN EVANS FAMILYFOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JAMES D & MARILYN EVANS FAMILYFOUNDATION INC (EIN 20-8083789)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-08
- IRS object ID
- 201342209349100224
- Schema version
- 2012v2.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-08T14:44:58-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLAS AMARO CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 PARK LANE SOUTH - SUITE 3 N | AddressLine1 |
| City | JUPITER | City |
| State | FL | State |
| ZIP Code | 33458 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208083789 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES D & MARILYN A EVANS FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAME | NameControl |
| Phone | 5617430022 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 PARK LANE SOUTH | AddressLine1 |
| City | JUPITER | City |
| State | FL | State |
| ZIP Code | 33458 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES D EVANS | Name |
| Title | DIRECTOR/PRESIDENT | Title |
| Phone | 5617430022 | Phone |
| Date Signed | 2013-04-04 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NICHOLAS AMARO CPA | Name |
| Phone | 9544440300 | Phone |
| Date Prepared | 2013-08-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 18515 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 0 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Other Expenses Rev And Expnss | 70 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 70 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 70 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 70 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 25525 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 25525 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 25595 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25595 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -25595 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 44110 | CashBOY |
| Cash EOY | 18515 | CashEOY |
| Cash EOYFMV | 18515 | CashEOYFMV |
| Total Assets BOY | 44110 | TotalAssetsBOY |
| Total Assets EOY | 18515 | TotalAssetsEOY |
| Total Assets EOYFMV | 18515 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 44110 | RetainedEarningsBOY |
| Retained Earnings EOY | 18515 | RetainedEarningsEOY |
| Total Net Assets BOY | 44110 | TotalNetAssetsBOY |
| Total Net Assets EOY | 18515 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 44110 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 18515 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 44110 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -25595 | ExcessOfRevenueOverExpenses |
| Subtotal | 18515 | Subtotal |
| Total Net Assets Fund Balances EOY | 18515 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 36085 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 77341 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.466570 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 28460 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 101798 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.279573 | DistributionRatioYear2 |
| Noncharitable Assets Year3 | 143903 | NoncharitableAssetsYear3 |
| Noncharitable Assets Year4 | 160802 | NoncharitableAssetsYear4 |
| Qualifying Distributions Year5 | 14178 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 14643 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.968244 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.714387 | TotalDistributionRatio |
| Average Distribution Ratio | 0.571462 | AverageDistributionRatio |
| Net Noncharitable Assets | 43655 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 24947 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 24947 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25595 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | NICHOLAS AMARO CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5617430022 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 PARK LANE SOUTH 3 | AddressLine1 |
| City | JUPITER | City |
| State | FL | State |
| ZIP Code | 33458 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAMES D EVANS | ||||||||
| 1700 PARK LANE SOUTH 3 | JUPITER | FL | 33458 | Dir/Pres | 4.00 | 0 | 0 | 0 |
| MARILYN A EVANS | ||||||||
| 1700 PARK LANE SOUTH 3 | JUPITER | FL | 33458 | Dir/VP | 4.00 | 0 | 0 | 0 |
| HARRIETTE MOORE | ||||||||
| 1700 PARK LANE SOUTH 3 | JUPITER | FL | 33458 | Dir/VP/Trea | 4.00 | 0 | 0 | 0 |
| NICHOLAS AMARO | ||||||||
| 1700 PARK LANE SOUTH 3 | JUPITER | FL | 33458 | VP/Sec | 4.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 44320 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 44320 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 44320 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 665 | CashDeemedCharitable |
| Net Noncharitable Assets | 43655 | NetNoncharitableAssets |
| Minimum Investment Return | 2183 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2183 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 2183 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2183 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2183 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25595 | ExpensesAndContributions |
| Qualifying Distributions | 25595 | QualifyingDistributions |
| Adj Qualifying Distributions | 25595 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2183 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 3867 | UndistributedIncomePriorYear |
| Excess Distri Carryover Year5 | 14180 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 25890 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 54165 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 28460 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 36085 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 158780 | TotalExcessDistriCarryover |
| Qualifying Distributions | 25595 | QualifyingDistributions |
| Remaining Distri From Corpus | 25595 | RemainingDistriFromCorpus |
| Total Corpus | 184375 | TotalCorpus |
| Taxable Amount2 | 3867 | TaxableAmount2 |
| Undistributed Income CY | 2183 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 14180 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 170195 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 25890 | ExcessFromYear4 |
| Excess From Year3 | 54165 | ExcessFromYear3 |
| Excess From Year2 | 28460 | ExcessFromYear2 |
| Excess From Year1 | 36085 | ExcessFromYear1 |
| Excess From Current Year | 25595 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES D EVANS | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN OPINION FOUNDATION | ||||||
| 770 N WESTHILL BLVD | APPLETON | WI | 54914 | 501(c)(3) | General Support | $10,000 |
| GUATEMALAN TOMORROW FUND | ||||||
| PO BOX 3636 | TEQUESTA | FL | 33469 | 501(c)(3) | General Support | $300 |
| HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | 501(c)(3) | General Support | $125 |
| NATIONAL MUTIPLE SCLEROSIS SOCIETY | ||||||
| PO BOX 9807 | FT LAUDERDALE | FL | 33310 | 501(c)(3) | General Support | $100 |
| SAINT THOMAS AQUINAS FOUNDATION INC | ||||||
| 2310 ROBERTSON AVE | NORWOOD | OH | 45212 | 501(c)(3) | General Support | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 25525 | TotGrantOrContriPaidDuringYear |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Licenses & Fees | Description |
| Revenue And Expenses Per Books | 70 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 70 | DisbursementsCharitablePrps |
Comments