ROBERT A AND LYNN I DONEFF FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROBERT A AND LYNN I DONEFF FOUNDATION INC (EIN 39-1858063)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-16
IRS object ID
202332289349100238
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-08-16T19:07:15-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1777 E WISCONSIN AVENUE 32ND FLOORAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391858063EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT A AND LYNN I DONEFF FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone9203607185PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17833 DOCK ROADAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT DONEFFPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9203607185PhoneNum
Signature2023-08-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastDONEFFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN CRONK CPAPreparerPersonNm
PTINP01288895PTIN
Phone4147775500PhoneNum
Preparation2023-08-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$822,884FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$38,359ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$98InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$98InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,206DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,206DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,276NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$252,365GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,276CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$78,939TotalRevAndExpnssAmt
Total Net Invst Incm$40,580TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,890AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$945AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$945AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$619TaxesRevAndExpnssAmt
Taxes Net Invst Incm$182TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,512TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,130TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$945TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,425ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,425ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,937TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,130TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,370TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,002ExcessRevenueOverExpensesAmt
Net Investment Income$39,450NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,638CashBOYAmt
Cash EOY$4,686CashEOYAmt
Cash EOYFMV$4,686CashEOYFMVAmt
Sav And Temp Cash Invst BOY$31,672SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$56,121SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$56,121SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$280,951CorporateStockBOYAmt
Corporate Stock EOY$305,256CorporateStockEOYAmt
Corporate Stock EOYFMV$762,077CorporateStockEOYFMVAmt
Total Assets BOY$321,261TotalAssetsBOYAmt
Total Assets EOY$366,063TotalAssetsEOYAmt
Total Assets EOYFMV$822,884TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$321,261RetainedEarningBOYAmt
Retained Earning EOY$366,063RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$321,261TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$366,063TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$321,261TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$366,063TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$321,261TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,002ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$366,263SubtotalAmt
Other Decreases$200OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$366,063TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIES-SCHWABPropertyDesc
Gross Sales Price$252,365GrossSalesPriceAmt
Cost Or Other Basis$225,089CostOrOtherBasisAmt
Gain Or Loss$27,276GainOrLossAmt
Gains Minus Excess Or Losses$27,276GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$27,276CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$548InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$548SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$548TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$900ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$900TotalPaymentsAndCreditsAmt
Es Penalty$19EsPenaltyAmt
Overpayment$333OverpaymentAmt
Applied To ES Tax$333AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT A DONEFF TRUSTEEIndividualWithBooksNm
Phone9203607185PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17833 DOCK ROADAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROBERT A DONEFF TRUSTEEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17833 DOCK ROADAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$639,080AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,794AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$644,874TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$644,874AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,673CashDeemedCharitableAmt
Net Vl Noncharitable Assets$635,201NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,760MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,760MinimumInvestmentReturnAmt
Tax Based On Investment Income$548TaxBasedOnInvestmentIncomeAmt
Total Tax$548TotalTaxAmt
Distributable Before Adj$31,212DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,212DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,212DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,370ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$32,370QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,212DistributableAsAdjustedAmt
Undistributed Income PY$18,399UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$32,370QualifyingDistributionsAmt
Applied To Year1$18,399AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,971AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$17,241UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT A DONEFFRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17833 DOCK ROADAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9205596255RecipientPhoneNum
Form And Info And MaterialsANY WRITTEN REQUESTSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
100 WOMEN WHO CARE MADISON
PO BOX 5561MADISONWI53705N/APCCHARITABLE OPERATING GRANT$200
BEAUTIFUL SAVIOUR LUTHERAN CHURCH
11313 N RIVERLAND RD STE 35WMEQUONWI53092N/APCCHARITABLE OPERATING GRANT$100
BIRCH CREEK
3811 CTY EEGG HARBORWI54209N/APCCHARITABLE OPERATING GRANT$2,000
BRANCH LUTHERAN SCHOOLS OF HAITI
2101 FAIRWAYS LNSAINT PAULMN55113N/APCCHARITABLE OPERATING GRANT$500
CAPITOL CIVIC CENTRE
PO BOX 399MANITOWOCWI54221N/APCCHARITABLE OPERATING GRANT$175
CENTRAL AFRICA MEDICAL MISSION
5230 LIN HILL DRSWARTZ CREEKMI48473N/APCCHARITABLE OPERATING GRANT$400
CHRIST LUTHERAN CHURCH
3816 S 12TH STSHEBOYGANWI53081N/APCCHARITABLE OPERATING GRANT$100
DOOR COUNTY AUDITORIUM
PO BOX 397FISH CREEKWI54212N/APCCHARITABLE OPERATING GRANT$300
DOOR COUNTY LAND TRUST
PO BOX 65STURGEON BAYWI54235N/APCCHARITABLE OPERATING GRANT$1,000
DOOR COUNTY MARITIME MUSEUM
120 N MADISON AVESTURGEON BAYWI54235N/APCCHARITABLE OPERATING GRANT$1,000
DOOR COUNTY MEDICAL CENTER FOUNDATION
1843 MICHIGAN STSTURGEON BAYWI54235N/APCCHARITABLE OPERATING GRANT$2,000
DOOR COUNTY YMCA
1900 MICHIGAN STREETSTURGEON BAYWI54235N/APCCHARITABLE OPERATING GRANT$500
HOSPICE IN THE VALLEY
325 N CORPORATE DR STE 260BROOKFIELDWI53045N/APCCHARITABLE OPERATING GRANT$1,200
IMMANUEL LUTHERAN CHURCH
7973 WI-57BAILEYS HARBORWI54202N/APCCHARITABLE OPERATING GRANT$2,400
INSTITUTIONAL MINISTRIES
1833 EXECUTIVE DR STE 101BOCONOMOWOCWI53066N/APCCHARITABLE OPERATING GRANT$200
KINGDOM WORKERS
N19W24075 RIVERWOOD DRIVE SUITE 200WAUKESHAWI53188N/APCCHARITABLE OPERATING GRANT$4,000
LUTHERAN WOMEN'S MISSIONARY SOCIETY
11200 W GREENFIELD AVEMILWAUKEEWI53214N/APCCHARITABLE OPERATING GRANT$200
MANITOWOC COUNTY HISTORICAL SOCIETY
924 PINE CREST LNMANITOWOCWI54220N/APCCHARITABLE OPERATING GRANT$200
MANITOWOC LUTHERAN HIGH SCHOOL
4045 LANCER CIRMANITOWOCWI54220N/APCCHARITABLE OPERATING GRANT$1,000
MARTIN LUTHER COLLEGE
1995 LUTHER COURTNEW ULMMN56073N/APCCHARITABLE OPERATING GRANT$1,000
MAYO CLINIC FOUNDATION
200 FIRST ST SWROCHESTERMN55902N/APCCHARITABLE OPERATING GRANT$3,000
NORTHERN SKY THEATER
9058 CO RD AFISH CREEKWI54212N/APCCHARITABLE OPERATING GRANT$300
PENINSULA ART SCHOOL
3900 COUNTY FFISH CREEKWI54212N/APCCHARITABLE OPERATING GRANT$200
PENINSULA PLAYERS THEATRE
4351 PENINSULA PLAYERS RDFISH CREEKWI54212N/APCCHARITABLE OPERATING GRANT$500
SALEM LUTHERAN CHURCH
3339 CO RD MMSTURGEON BAYWI54235N/APCCHARITABLE OPERATING GRANT$100
ST JOHNS LUTHERAN CHURCH - VALMY
4911 BRAUER ROADSTURGEON BAYWI54235N/APCCHARITABLE OPERATING GRANT$100
ST MARCUS LUTHERAN SCHOOL
2215 N PALMER STMILWAUKEEWI53212N/APCCHARITABLE OPERATING GRANT$3,000
THE SUE BALDWIN FUND
PO BOX 383SISTER BAYWI54234N/APCCHARITABLE OPERATING GRANT$50
THOUGHTS OF FAITH-ELS
6 BROWNS COURTMANKATOMN56001N/APCCHARITABLE OPERATING GRANT$200
TIME OF GRACE
101 E NORTH AVEMILWAUKEEWI53212N/APCCHARITABLE OPERATING GRANT$100
WELS LUTHERANS FOR LIFE
8501 W LINCOLN AVEWEST ALLISWI53227N/APCCHARITABLE OPERATING GRANT$500
WISCONSIN LUTHERAN CHAPEL & STUDENT CENTER
220 W GILMAN STMADISONWI53703N/APCCHARITABLE OPERATING GRANT$200
WISCONSIN LUTHERAN COLLEGE
8800 W BLUEMOND RDWAUWATOSAWI53226N/APCCHARITABLE OPERATING GRANT$1,000
WISCONSIN LUTHERAN SEMINARY
11831 N SEMINARY DRMEQUONWI53092N/APCCHARITABLE OPERATING GRANT$200
ZION LUTHERAN CHURCH
6710 COUNTY ROAD TEGG HARBOURWI54209N/APCCHARITABLE OPERATING GRANT$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,425TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$98ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,206ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$27,276ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$40,580ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,580TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT A DONEFFBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17833 DOCK ROADAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd
FieldValueIRS element (for citing)
Total Contributions$38,359TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$210,116FairMarketValueAmt
Received2022-12-29ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,890Amt
Net Investment Income$945NetInvestmentIncomeAmt
Disbursements Charitable Prps$945DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB-EQUITIESStockNm
EOY Book Value$305,256EOYBookValueAmt
EOYFMV$762,077EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$200Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$3Amt
Net Investment Income$3NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$182$182$0
FEDERAL EXCISE TAXES$437$0$0

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