STRATEGY STUDIO / PUBLIC DATA EXPLORER

EVANS FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
EVANS FOUNDATION (EIN 13-3178754)
Tax period
2011-02-01 to 2012-01-31
Filed
2012-06-05
IRS object ID
201211579349100311
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-06-05T14:54:18-07:00Timestamp
Tax Period End Date2012-01-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DONALD F TONGE C P ABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13211 EDGMONT AVEAddressLine1
CityBROOKHAVENCity
StatePAState
ZIP Code19015ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-02-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN133178754EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1EVANS FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlEVANNameControl
Phone6105665800Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 NORTH OLIVE STREET PO BOX 258AddressLine1
CityMEDIACity
StatePAState
ZIP Code19063ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKEVIN SEITSName
TitlePRESIDENTTitle
Phone6105665800Phone
Date Signed2012-04-26DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameDONALD F TONGEName
Phone6108726187Phone
Date Prepared2012-06-05DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY767473FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss20758DividendsRevAndExpnss
Dividends Net Invst Incm20758DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses20758TotalRevenueAndExpenses
Total Net Investment Income20758TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss22500CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm11250CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps11250CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss25531LegalFeesRevAndExpnss
Legal Fees Net Invst Incm12500LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps13031LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss7600AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm3800AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps3800AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss0TaxesRevAndExpnss
Other Expenses Rev And Expnss0OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss55631TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm27550TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps28081TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss12008ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps12008ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss67639TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm27550TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps40089TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-46881ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY4812CashEOY
Cash EOYFMV4812CashEOYFMV
Savings And Temp Cash Invst BOY10333SavingsAndTempCashInvstBOY
Investments Govt Oblig BOY126218InvestmentsGovtObligBOY
Investments Corp Bonds BOY82770InvestmentsCorpBondsBOY
Investments Other BOY639103InvestmentsOtherBOY
Investments Other EOY806731InvestmentsOtherEOY
Investments Other EOYFMV762661InvestmentsOtherEOYFMV
Land Building And Equipment Basis2500LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip2500AccumDeprecLandBldgAndEquip
Land Building And Equipment EOY0LandBuildingAndEquipmentEOY
Total Assets BOY858424TotalAssetsBOY
Total Assets EOY811543TotalAssetsEOY
Total Assets EOYFMV767473TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY858424UnrestrictedBOY
Unrestricted EOY811543UnrestrictedEOY
Total Net Assets BOY858424TotalNetAssetsBOY
Total Net Assets EOY811543TotalNetAssetsEOY
Total Liabilities Net Assets BOY858424TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY811543TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY858424TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-46881ExcessOfRevenueOverExpenses
Subtotal811543Subtotal
Total Net Assets Fund Balances EOY811543TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year129705QualifyingDistributionsYear1
Noncharitable Assets Year1866958NoncharitableAssetsYear1
Distribution Ratio Year10.034263DistributionRatioYear1
Noncharitable Assets Year2819554NoncharitableAssetsYear2
Qualifying Distributions Year392555QualifyingDistributionsYear3
Noncharitable Assets Year31307918NoncharitableAssetsYear3
Distribution Ratio Year30.070765DistributionRatioYear3
Qualifying Distributions Year494003QualifyingDistributionsYear4
Noncharitable Assets Year41651345NoncharitableAssetsYear4
Distribution Ratio Year40.056925DistributionRatioYear4
Qualifying Distributions Year5104429QualifyingDistributionsYear5
Noncharitable Assets Year51626859NoncharitableAssetsYear5
Distribution Ratio Year50.064191DistributionRatioYear5
Total Distribution Ratio0.226144TotalDistributionRatio
Average Distribution Ratio0.056536AverageDistributionRatio
Adj Nonchrtbl Assets And One0AdjNonchrtblAssetsAndOnePct
Qualifying Distributions40089QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment220EstTaxPaymentsAndOverpayment
Total Credits And Payments220TotalCreditsAndPayments
Original Return Overpayment-220OriginalReturnOverpayment
Overpayment220Overpayment
Amount Credited To Next Year220AmountCreditedToNextYear

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 WithPAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrfalseComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMEGAN ZAVAWSKIBooksInCareOfPersonName
Books In Care Of Phone Number6105665800BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1225 NORTH OLIVE STREET PO BOX 258AddressLine1
CityMEDIACity
StatePAState
ZIP Code19063ZIPCode
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 PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
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 (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
KEVIN P SEITS
225 NORTH OLIVE STREET PO BOX 258MEDIAPA19063President1.00750000
MEGAN E ZAVAWSKI
225 NORTH OLIVE STREET PO BOX 258MEDIAPA19063V President1.001000000
JOY BRENNAN
225 NORTH OLIVE STREET PO BOX 258MEDIAPA19063Director1.00250000
KELLI J CZAJKOWSKI
1495 ARGYLE ROADBERWYNPA19312Secy/Treas1.00250000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions40089ExpensesAndContributions
Qualifying Distributions40089QualifyingDistributions
Adj Qualifying Distributions40089AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Undistributed Income Prior Year17399UndistributedIncomePriorYear
Qualifying Distributions40089QualifyingDistributions
Remaining Distri From Corpus40089RemainingDistriFromCorpus
Total Corpus40089TotalCorpus
Taxable Amount217399TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year40089ExcessDistriCyovToNextYear
Excess From Current Year40089ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
STARFINDER FOUNDATION
4105 MAIN STREETPHILADELPHIAPA19147UnknownNone Specified$500
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALASTX75231UnknownNone Specified$125
AVALON RECREATION DEPT
8TH STREETAVALONNJ08202UnknownNone Specified$3,500
GETTYSBURG COLLEGE
COLLEGE CAMPUSGETTYSBURGPA17325UnknownNone Specified$1,056
SEA ISLE RECREATION DEPT
PO BOX 1SEA ISLE CITYNJ08243UnknownNone Specified$500
RADNOR EDUCATION FOUNDATION
354 W LANCASTER AVERADNORPA19131UnknownNone Specified$700
RADNOR SCHOOL DISTRICT
345 W LANCASTER AVENUERADNORPA19087UnknownNone Specified$287
AMERICAN CANCER SOCIETY
MEDIAMEDIAPA19063UnknownNone Specified$400
ST JOSEPHS UNIVERSITY
5400 CITY LINE AVEPHILADELPHIAPA19131UnknownNone Specified$3,000
THE HAVERFORD SCHOOL
450 LANCASTER AVENUEHAVERFORDPA19041UnknownNone Specified$840
MISCELLANEOUS
VARIOUSVARIOUSPA00000UnknownNone Specified$1,100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year12008TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$20,758ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$20,758ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA20758TotalPartXVIA

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 (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
Donald F. Tonge Tax Return Preparation$5,00025002500
Frank Szalkowski North Hills$2,60013001300

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (15 entries)

Category Or ItemCategoryOrItemBook ValueBookValueEOYFMVEOYFMV
Exxon Mobil Corp4795647956
General Growth PPTYS2718927189
Hewlett Packard Co1799517995
IShares TR Russell1843618436
Lowes Co9426694266
Mantech Intl Corp4761047610
Merck & Co5645656456
Microsoft Corp5610656106
Neutral Tandem Inc5844058440
Oracle Corp5692556925
Pfizer Inc8498384983
Powershares QQQ138512138512
Rio Tinto PLC3579735797
Whirlpool Corp2199021990
Other44070

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

FieldValueIRS element (for citing)
Category Or ItemFurniture and FixturesCategoryOrItem
Cost Or Other Basis2500CostOrOtherBasis
Accumulated Depreciation2500AccumulatedDepreciation

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
James Brennan Legal Fee$5,53125003031
Cozen and O'Connor Legal Fee$20,0001000010000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionDirector Meetin ExpenseDescription

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryCommonwealth of PaCategory