EATON FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EATON FAMILY FOUNDATION (EIN 02-0552091)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201242279349100904
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T14:12:32-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261566770 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOW & ASSOCIATES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2180 IMMOKALEE RD SUITE 309 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020552091 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EATON FAMILY FOUNDATION CO CHRISTOPHER EATON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EATO | NameControl |
| Phone | 5139845494 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9101 HOFFMAN FARM LANE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45242 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER EATON | Name |
| Title | PRESIDENT | Title |
| Phone | 5139845494 | Phone |
| Date Signed | 2012-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MITCHEL RAMOS | Name |
| PTIN | P01290083 | PTIN |
| Phone | 2392541041 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1699144 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 232806 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 156 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 156 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 54646 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 54646 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 22570 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 242121 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 22570 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 310178 | TotalRevenueAndExpenses |
| Total Net Investment Income | 77372 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3065 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3065 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10094 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 10094 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13159 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13159 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 15700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 15700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 28859 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13159 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 15700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 281319 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 64213 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 122994 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 234463 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 234463 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1314313 | InvestmentsOtherBOY |
| Investments Other EOY | 1484163 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1464681 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1437307 | TotalAssetsBOY |
| Total Assets EOY | 1718626 | TotalAssetsEOY |
| Total Assets EOYFMV | 1699144 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1437307 | RetainedEarningsBOY |
| Retained Earnings EOY | 1718626 | RetainedEarningsEOY |
| Total Net Assets BOY | 1437307 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1718626 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1437307 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1718626 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1437307 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 281319 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1718626 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1718626 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (22 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| VANGARD DIVIDENT | 2010-10-06 | 2011-02-24 | 3695 | 3369 | 326 | 326 | |
| VANGARD SHORT TERM BOND | 2010-03-01 | 2011-02-24 | 9887 | 9874 | 13 | 13 | |
| HARBOR INTERNATIONAL | 2010-03-01 | 2011-02-24 | 1909 | 1625 | 284 | 284 | |
| EATON VANCE LARGE CAP | 2011-09-12 | 2011-11-03 | 23567 | 22169 | 1398 | 1398 | |
| JANUS FORTY FUND CL | 2010-03-01 | 2011-02-24 | 16763 | 15560 | 1203 | 1203 | |
| ALLIANZ NFJ DIVIDEND | 2010-03-01 | 2011-02-24 | 18492 | 16043 | 2449 | 2449 | |
| AMERICAN BOND FD | 2010-10-25 | 2011-02-24 | 55 | 57 | -2 | -2 | |
| AMERICAN EURO PACIFIC | 2010-03-01 | 2011-02-24 | 709 | 620 | 89 | 89 | |
| AMERICAN GROUTH FUND | 2010-03-01 | 2011-11-03 | 23890 | 21588 | 2302 | 2302 | |
| IVA INTERNATIONAL | 2010-04-09 | 2011-02-24 | 833 | 765 | 68 | 68 | |
| BLACKROCK GLOBAL | 2010-03-01 | 2011-02-24 | 3875 | 3228 | 647 | 647 | |
| LOOMIS SAYLES BOND | 2010-03-01 | 2011-02-24 | 14081 | 13177 | 904 | 904 | |
| DREYFUS APPRECIATION | 2010-04-09 | 2011-02-24 | 4516 | 4049 | 467 | 467 | |
| VANGUARD MSCI EUROPE | 2007-10-22 | 2011-02-24 | 746 | 993 | -247 | -247 | |
| PIMCO COMMODITY REAL | 2009-08-03 | 2011-02-24 | 5228 | 4285 | 943 | 943 | |
| WELLS FARGO ADVANTAGE | 2008-10-14 | 2011-02-24 | 488 | 481 | 7 | 7 | |
| EATON VANCE LARGE CAP | 2010-03-01 | 2011-11-03 | 39088 | 37800 | 1288 | 1288 | |
| HARTFORD CAPITAL | 2009-08-03 | 2011-02-24 | 5766 | 4527 | 1239 | 1239 | |
| AMERICAN GROWTH FUND | 2011-11-23 | 2011-11-03 | 39591 | 35982 | 3609 | 3609 | |
| LOOMIS SAYLES BOND | 2011-07-27 | 2011-07-27 | 24994 | 22714 | 2280 | 2280 | |
| BLACKROCK GLOBAL | 2011-02-24 | 2011-02-24 | 874 | 645 | 229 | 229 | |
| CAPITAL GAINS DIVIDENDS | 3074 | 3074 | 3074 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 22570 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 119845 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1365725 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.087752 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 86150 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1034791 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.083254 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 65000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 925041 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.070267 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 64000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1084693 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.059003 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 53504 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 760814 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.070325 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.370601 | TotalDistributionRatio |
| Average Distribution Ratio | 0.074120 | AverageDistributionRatio |
| Net Noncharitable Assets | 1636936 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 121330 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 642 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 121972 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 15700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1284 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1284 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1284 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 336 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 336 | TotalCreditsAndPayments |
| Penalty For Underpayment | 5 | PenaltyForUnderpayment |
| Tax Due | 953 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CHRISTOPHER K EATON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5139045494 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9101 HOFFMAN FARM LANE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45242 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER K EATON | ||||||||
| 9101 HOFFMAN FARM LANE | CINCINNATI | OH | 45242 | DIRECTOR/PRESIDENT | 0.00 | 0 | 0 | 0 |
| COLLEEN S EATON | ||||||||
| 9101 HOFFMAN FARM LANE | CINCINNATI | OH | 45242 | SECRETARY/TREASURER | 0.00 | 0 | 0 | 0 |
| MICHAEL B EATON | ||||||||
| 28 LAIGHT STREET 6D | NEW YORK | NY | 10013 | VICE PRESIDENT | 0.00 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1436236 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 225628 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1661864 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1661864 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24928 | CashDeemedCharitable |
| Net Noncharitable Assets | 1636936 | NetNoncharitableAssets |
| Minimum Investment Return | 81847 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 81847 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1284 | TaxBasedOnInvestmentIncome |
| Total Tax | 1284 | TotalTax |
| Distributable Amount Before Adj | 80563 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 80563 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 80563 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 15700 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 15700 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 15700 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 80563 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 16086 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 10912 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 19783 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 35333 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 52953 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 135067 | TotalExcessDistriCarryover |
| Qualifying Distributions | 15700 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15700 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 64863 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 64863 | ExcessDistriCyovAppliedCY |
| Total Corpus | 70204 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 70204 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 17251 | ExcessFromYear2 |
| Excess From Year1 | 52953 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACE TRIBECA PARTNERSHIP | |||||||
| 113 SPRING STREET SUITE 3 | NY | NY | 10012 | NONE | 501(C)(3) | AID FOR HOMELESS | $5,000 |
| BOBBY NICHOLS-FIDDLESTICKS FOUNDATION INC | |||||||
| 15391 CANONGATE DRIVE | FORT MYERS | FL | 33912 | NONE | 501(C)(3) | GRANTMAKING | $4,700 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTL (JDRF) | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | 501(C)(3) | GRANTMAKING | $1,000 |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||
| 4409 EL PRADO BLVD | TAMPA | FL | 33629 | NONE | 501(C)(3) | EDUCATIONAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 15700 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $156 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $54,646 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $22,570 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $77,372 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 77372 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDWIN EATON JR CLAT 1 & 2 | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9101 HOFFMAN FARM LANE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45242 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 232806 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ACCOUNTING | $644 | 644 | 0 |
| ACCOUNTING | $2,421 | 2421 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH 6PW-04054 & 6PW-04052 | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1484163 | BookValue |
| EOYFMV | 1464681 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | 10047 | 10047 | 0 |
| ACCOUNT FEES | 47 | 47 | 0 |
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