THE EATON FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
THE EATON FOUNDATION (EIN 87-0517223)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-15
IRS object ID
201113199349101231
Schema version
2010v3.4
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)
Timestamp2011-11-15T15:05:18-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Line1132 PIERPONT AVENUE SUITE 250AddressLine1
CitySALT LAKE CITYCity
StateUTState
ZIP Code84101ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

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 Signed2011-11-14DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameBRUCE R WISANName
Phone8013282011Phone
Date Prepared2011-11-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY6941FMVAssetsEOY
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 Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Total Revenue And Expenses1TotalRevenueAndExpenses
Total Net Investment Income1TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1127AccountingFeesRevAndExpnss
Taxes Rev And Expnss20TaxesRevAndExpnss
Other Expenses Rev And Expnss269OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm1OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss1416TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss10118ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps10118ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss11534TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps10118TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-11533ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY2403SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY-245SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV-245SavingsAndTempCashInvstEOYFMV
Receivables From Officers BOY1545ReceivablesFromOfficersBOY
Receivables From Officers EOY3718ReceivablesFromOfficersEOY
Receivables From Officers EOYFMV3718ReceivablesFromOfficersEOYFMV
Investments Other BOY52105InvestmentsOtherBOY
Investments Other EOY41066InvestmentsOtherEOY
Investments Other EOYFMV3468InvestmentsOtherEOYFMV
Total Assets BOY56053TotalAssetsBOY
Total Assets EOY44539TotalAssetsEOY
Total Assets EOYFMV6941TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY56053RetainedEarningsBOY
Retained Earnings EOY44539RetainedEarningsEOY
Total Net Assets BOY56053TotalNetAssetsBOY
Total Net Assets EOY44539TotalNetAssetsEOY
Total Liabilities Net Assets BOY56053TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY44539TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY56053TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-11533ExcessOfRevenueOverExpenses
Other Increases19OtherIncreases
Subtotal44539Subtotal
Total Net Assets Fund Balances EOY44539TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year154817QualifyingDistributionsYear1
Noncharitable Assets Year146299NoncharitableAssetsYear1
Distribution Ratio Year11.183978DistributionRatioYear1
Qualifying Distributions Year28776QualifyingDistributionsYear2
Noncharitable Assets Year2106978NoncharitableAssetsYear2
Distribution Ratio Year20.082036DistributionRatioYear2
Qualifying Distributions Year312998QualifyingDistributionsYear3
Noncharitable Assets Year3126481NoncharitableAssetsYear3
Distribution Ratio Year30.102766DistributionRatioYear3
Qualifying Distributions Year46003QualifyingDistributionsYear4
Noncharitable Assets Year4130092NoncharitableAssetsYear4
Distribution Ratio Year40.046144DistributionRatioYear4
Qualifying Distributions Year512245QualifyingDistributionsYear5
Noncharitable Assets Year5149736NoncharitableAssetsYear5
Distribution Ratio Year50.081777DistributionRatioYear5
Total Distribution Ratio1.496701TotalDistributionRatio
Average Distribution Ratio0.299340AverageDistributionRatio
Net Noncharitable Assets9153NetNoncharitableAssets
Adjusted Noncharitable Assets2740AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One2740AdjNonchrtblAssetsAndOnePct
Qualifying Distributions10118QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Amount Credited To Next Year0AmountCreditedToNextYear

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersontrueBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersontrueTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionstrueActsFailToQualifyAsExceptions
Uncorrected Prior ActstrueUncorrectedPriorActs
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

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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
REBECCA EATON
PO BOX 982108PARK CITYUT840982108V. PRESIDENT1.00000
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 Securities3385AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1941AvgMonthlyCashBalances
FMV All Other Noncharitable Assets3966FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets9292TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets9292AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable139CashDeemedCharitable
Net Noncharitable Assets9153NetNoncharitableAssets
Minimum Investment Return458MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return458MinimumInvestmentReturn
Distributable Amount Before Adj458DistributableAmountBeforeAdj
Distributable Amount Before Ded458DistributableAmountBeforeDed
Distributable Amount As Adjusted458DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions10118ExpensesAndContributions
Qualifying Distributions10118QualifyingDistributions
Adj Qualifying Distributions10118AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted458DistributableAmountAsAdjusted
Excess Distri Carryover Year54988ExcessDistriCarryoverYear5
Excess Distri Carryover Year36798ExcessDistriCarryoverYear3
Excess Distri Carryover Year23495ExcessDistriCarryoverYear2
Excess Distri Carryover Year152502ExcessDistriCarryoverYear1
Total Excess Distri Carryover67783TotalExcessDistriCarryover
Qualifying Distributions10118QualifyingDistributions
Applied To Current Year458AppliedToCurrentYear
Remaining Distri From Corpus9660RemainingDistriFromCorpus
Total Corpus77443TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year54988ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year72455ExcessDistriCyovToNextYear
Excess From Year36798ExcessFromYear3
Excess From Year23495ExcessFromYear2
Excess From Year152502ExcessFromYear1
Excess From Current Year9660ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
COMMUNITY FOUND DISABLED
3495 SOUTH WEST TEMPLESALT LAKE CITYUT84115FUND SERVICES TO THE DISABLED$500
CYSTIC FIBROSIS FOUNDATIO
151 EAST 5600 SOUTHMURRAYUT84107FUND RESEARCH$265SUITE 210
LIFE DEVELOPMENT INSTITUT
18001 N 79TH AVE E-71GLENDALEAZ85308FUND INSTITUTE PROGRAMS$2,000
NATIONAL WILD TURKEY FD
PO BOX 530EDGEFIELDSC298240530SUPPORT EDUCATIONAL PROGRAMS$900
NSA FOUNDATION
1500 S PRIEST DRIVETEMPEAZ85281SUPPORT ATHLETIC PROGRAMS$95
RED BUTTE GARDEN
300 WAKARA WAYSALT LAKE CITYUT84108FUND BOTANICAL PROGRAMS$3,000
UTAH SPORTS HALL OF FAME
10181 CORNERSTONE DRIVESOUTH JORDANUT84095SUPPORT ATHLETIC PROGRAMS$2,043
WOMEN'S SKI JUMPING USA
PO BOX 980218PARK CITYUT84098SUPPORT ATHLETIC PROGRAMS$210
YOUTH WINTER SPORTS ALLIA
PO BOX 681698PARK CITYUT84068SUPPORT ATHLETIC PROGRAMS$1,105
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year10118TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA1TotalPartXVIA

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$1,127Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

MARK E EATON
REBECCA 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 Value41066BookValue
EOYFMV3468EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
EXPENSES
BANK & INVESTMENT FEES2691

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionEXCISE TAX PENALTY REFUNDDescription
Amount$19Amount

Other Receivables Officers Sch OtherReceivablesOfficersSch

Other Receivables Officer OtherReceivablesOfficer (3 entries)

Borrowers NameBorrowersNameBorrowers TitleBorrowersTitleOriginal Amount Of LoanOriginalAmountOfLoanBalance DueBalanceDueDate Of NoteDateOfNoteMaturity DateMaturityDateRepayment TermsRepaymentTermsInterest RateInterestRatePurpose Of LoanPurposeOfLoanConsideration FmvConsiderationFmv
MARK EATONFOUNDER132015452009-012011-11ON DEMAND0.0600ADMINISTRATIVE ERRORS1545
MARK EATONFOUNDER200020002010-042011-11ON DEMAND0.0600ADMINISTRATIVE ERRORS2000
MARK EATONFOUNDER1731732011-11ON DEMAND0.0600ADMINISTRATIVE ERRORS173

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryLICENSESCategory
Amount$20Amount

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