EATON FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EATON FAMILY FOUNDATION INC (EIN 20-1712897)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201342259349100794
- 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 | 2013-08-13T17:40:26-07:00 | 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 | DOREEN R CAUGHMAN CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1302 CALLE ALCAZAR | AddressLine1 |
| City | SAN CLEMENTE | City |
| State | CA | State |
| ZIP Code | 92672 | 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 | 201712897 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EATON FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EATO | NameControl |
| Phone | 9496321233 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 HARLINE CT | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 276147467 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD F EATON | Name |
| Title | PRESIDENT | Title |
| Phone | 9496321233 | Phone |
| Date Signed | 2013-08-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOREEN R CAUGHMAN | Name |
| Phone | 9495730350 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | 40637 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 96 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 96 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 96 | TotalRevenueAndExpenses |
| Total Net Investment Income | 96 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 550 | AccountingFeesRevAndExpnss |
| Other Expenses Rev And Expnss | 26 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 576 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 12500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 12500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 13076 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 12500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -12980 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 96 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 47053 | CashBOY |
| Cash EOY | 34073 | CashEOY |
| Cash EOYFMV | 34073 | CashEOYFMV |
| Other Assets BOY | 6564 | OtherAssetsBOY |
| Other Assets EOY | 6564 | OtherAssetsEOY |
| Other Assets EOYFMV | 6564 | OtherAssetsEOYFMV |
| Total Assets BOY | 53617 | TotalAssetsBOY |
| Total Assets EOY | 40637 | TotalAssetsEOY |
| Total Assets EOYFMV | 40637 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 53617 | UnrestrictedBOY |
| Unrestricted EOY | 40637 | UnrestrictedEOY |
| Total Net Assets BOY | 53617 | TotalNetAssetsBOY |
| Total Net Assets EOY | 40637 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 53617 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 40637 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 53617 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -12980 | ExcessOfRevenueOverExpenses |
| Subtotal | 40637 | Subtotal |
| Total Net Assets Fund Balances EOY | 40637 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 25105 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 60516 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.414849 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 21644 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 84974 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.254713 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 37598 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 114772 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.327589 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 78763 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 163627 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.481357 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 122666 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 264789 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.463259 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.941767 | TotalDistributionRatio |
| Average Distribution Ratio | 0.388353 | AverageDistributionRatio |
| Net Noncharitable Assets | 44094 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 17124 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 17125 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 12500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2 | Subtotal |
| Tax Based On Investment Income | 2 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Tax Due | 2 | TaxDue |
| 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 | CA | 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 | EDWARD EATON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9496321233 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 HARLINE CT | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27614 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | EDWARD F EATON | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 HARLINE CT | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 44765 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 44765 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 44765 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 671 | CashDeemedCharitable |
| Net Noncharitable Assets | 44094 | NetNoncharitableAssets |
| Minimum Investment Return | 2205 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2205 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2 | TaxBasedOnInvestmentIncome |
| Total Tax | 2 | TotalTax |
| Distributable Amount Before Adj | 2203 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2203 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2203 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 12500 | ExpensesAndContributions |
| Qualifying Distributions | 12500 | QualifyingDistributions |
| Adj Qualifying Distributions | 12500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2203 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 12500 | QualifyingDistributions |
| Remaining Distri From Corpus | 12500 | RemainingDistriFromCorpus |
| Total Corpus | 12500 | TotalCorpus |
| Undistributed Income CY | 2203 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 12500 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 12500 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|
| FREE WHEELCHAIR MISSION | ||||||
| 9341 IRVINE BLVD | IRVINE | CA | 92618 | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| CHILD ABUSE PREVENTION CENTER | ||||||
| 500 S MAIN STREET SUITE 1100 | ORANGE | CA | 92868 | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| PEDIATRIC CANCER RESEARCH FOUNDATION | ||||||
| 9272 JERONIMO ROAD SUITE 122 | IRVINE | CA | 92618 | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| ST NORBERT CATHOLIC CHURCH | ||||||
| 300 E TAFT AVE | ORANGE | CA | 92865 | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| ROCK HARBOR CATHOLIC CHURCH | ||||||
| 3095 REDHILL AVE | COSTA MESA | CA | 92626 | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 12500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Membership Dues And Assessments MembershipDuesAndAssessments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $96 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 96 | TotalPartXVIA |
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 | Taxes | Description |
| Revenue And Expenses Per Books | 26 | RevenueAndExpensesPerBooks |
Comments