THE EATON FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE EATON FOUNDATION (EIN 87-0517223)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201343199349101934
Schema version
2012v2.3
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)
Timestamp2013-11-15T15:42:58-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WISAN SMITH RACKER & PRESCOTT LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1155 N 400 W STE 400AddressLine1
CitySALT LAKE CITYCity
StateUTState
ZIP Code84103ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN870517223EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE EATON FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlEATONameControl
Phone4356401777Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameMARK EATONName
TitlePRESIDENTTitle
Phone4356401777Phone
Date Signed2013-11-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBRUCE R WISANName
Phone8013282011Phone
Date Prepared2013-11-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY4270FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss21InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm21InterestOnSavingsNetInvstIncm
Total Revenue And Expenses21TotalRevenueAndExpenses
Total Net Investment Income21TotalNetInvestmentIncome
Accounting Fees Rev And Expnss2313AccountingFeesRevAndExpnss
Taxes Rev And Expnss24TaxesRevAndExpnss
Other Expenses Rev And Expnss13OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm13OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss2350TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm13TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss3950TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm13TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps1600TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-3929ExcessOfRevenueOverExpenses
Net Investment Income8NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY5058SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1423SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1423SavingsAndTempCashInvstEOYFMV
Receivables From Officers BOY281ReceivablesFromOfficersBOY
Investments Other BOY37059InvestmentsOtherBOY
Investments Other EOY37046InvestmentsOtherEOY
Investments Other EOYFMV2847InvestmentsOtherEOYFMV
Total Assets BOY42398TotalAssetsBOY
Total Assets EOY38469TotalAssetsEOY
Total Assets EOYFMV4270TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY42398RetainedEarningsBOY
Retained Earnings EOY38469RetainedEarningsEOY
Total Net Assets BOY42398TotalNetAssetsBOY
Total Net Assets EOY38469TotalNetAssetsEOY
Total Liabilities Net Assets BOY42398TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY38469TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY42398TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-3929ExcessOfRevenueOverExpenses
Subtotal38469Subtotal
Total Net Assets Fund Balances EOY38469TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year12436QualifyingDistributionsYear1
Noncharitable Assets Year13102NoncharitableAssetsYear1
Distribution Ratio Year10.785300DistributionRatioYear1
Qualifying Distributions Year210118QualifyingDistributionsYear2
Noncharitable Assets Year29153NoncharitableAssetsYear2
Distribution Ratio Year21.105430DistributionRatioYear2
Qualifying Distributions Year354817QualifyingDistributionsYear3
Noncharitable Assets Year346299NoncharitableAssetsYear3
Distribution Ratio Year31.183978DistributionRatioYear3
Qualifying Distributions Year48776QualifyingDistributionsYear4
Noncharitable Assets Year4106978NoncharitableAssetsYear4
Distribution Ratio Year40.082036DistributionRatioYear4
Qualifying Distributions Year512998QualifyingDistributionsYear5
Noncharitable Assets Year5126481NoncharitableAssetsYear5
Distribution Ratio Year50.102766DistributionRatioYear5
Total Distribution Ratio3.259510TotalDistributionRatio
Average Distribution Ratio0.651902AverageDistributionRatio
Net Noncharitable Assets5850NetNoncharitableAssets
Adjusted Noncharitable Assets3814AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One3814AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1600QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithUTStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameTHE EATON FOUNDATIONBooksInCareOfPersonName
Books In Care Of Phone Number4356401777BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersontrueTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MARK E EATON
PO BOX 982108PARK CITYUT840982108PRESIDENT1.00000
ROBIN M SZUBIELSKI
28692 VISTA LADERALAGUNA NIGUELCA92677SEC/TREASRER1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2582AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances3334AvgMonthlyCashBalances
FMV All Other Noncharitable Assets23FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets5939TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets5939AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable89CashDeemedCharitable
Net Noncharitable Assets5850NetNoncharitableAssets
Minimum Investment Return293MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return293MinimumInvestmentReturn
Distributable Amount Before Adj293DistributableAmountBeforeAdj
Distributable Amount Before Ded293DistributableAmountBeforeDed
Distributable Amount As Adjusted293DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1600ExpensesAndContributions
Qualifying Distributions1600QualifyingDistributions
Adj Qualifying Distributions1600AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted293DistributableAmountAsAdjusted
Excess Distri Carryover Year56798ExcessDistriCarryoverYear5
Excess Distri Carryover Year43495ExcessDistriCarryoverYear4
Excess Distri Carryover Year352502ExcessDistriCarryoverYear3
Excess Distri Carryover Year29660ExcessDistriCarryoverYear2
Excess Distri Carryover Year12289ExcessDistriCarryoverYear1
Total Excess Distri Carryover74744TotalExcessDistriCarryover
Qualifying Distributions1600QualifyingDistributions
Applied To Current Year293AppliedToCurrentYear
Remaining Distri From Corpus1307RemainingDistriFromCorpus
Total Corpus76051TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year56798ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year69253ExcessDistriCyovToNextYear
Excess From Year43495ExcessFromYear4
Excess From Year352502ExcessFromYear3
Excess From Year29660ExcessFromYear2
Excess From Year12289ExcessFromYear1
Excess From Current Year1307ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
EMERALD BAY ASSOCIATION
PO BOX 959VENICECA90294SUPPORT SUMMER CAMP PROGRAMS$1,000
PARK CITY SUNRISE ROTARY CLUB
2523 ASPEN SPRINGS DRIVEPARK CITYUT84060SUPPORT PUBLIC SERVICE$200
CIGAR PEG INC
1746 CALLE YUCCATHOUSAND OAKSCA913602251SUPPORT CHARITABLE FUNDRAISING$400
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1600TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$21ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$21ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA21TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategory
Amount$2,313Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

MARK E EATON
ROBIN M SZUBIELSKI

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemAGL ANNUITY CONTRACTCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value37046BookValue
EOYFMV2847EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
EXPENSES
BANK & INVESTMENT FEES1313

Other Receivables Officers Sch OtherReceivablesOfficersSch

Other Receivables Officer OtherReceivablesOfficer

FieldValueIRS element (for citing)
Borrowers NameMARK EATONBorrowersName
Borrowers TitleFOUNDERBorrowersTitle
Original Amount Of Loan281OriginalAmountOfLoan
Date Of Note2011-09DateOfNote
Maturity Date2012-11MaturityDate
Repayment TermsON DEMANDRepaymentTerms
Interest Rate0.0600InterestRate
Purpose Of LoanADMINISTRATIVE ERRORSPurposeOfLoan

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmount
FORM 990-PF TAXES$4
LICENSES$20

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