ROBERT A AND LYNN I DONEFF FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROBERT A AND LYNN I DONEFF FOUNDATION INC (EIN 39-1858063)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-03
IRS object ID
202203079349101405
Schema version
2021v4.2
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)
Return2022-11-03T12:49:14-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Phone9205596455PhoneNum

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
Phone9205596455PhoneNum
Signature2022-11-03SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN CRONK CPAPreparerPersonNm
PTINP01288895PTIN
Phone4147775500PhoneNum
Preparation2022-11-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$693,223FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,199ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,847DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,847DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,151NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$229,844GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,151CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$47,199TotalRevAndExpnssAmt
Total Net Invst Incm$32,000TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$281TaxesRevAndExpnssAmt
Taxes Net Invst Incm$129TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$478OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$459OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$19OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$759TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$588TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,160ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,160ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,919TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$588TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,179TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,280ExcessRevenueOverExpensesAmt
Net Investment Income$31,412NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,148CashBOYAmt
Cash EOY$8,638CashEOYAmt
Cash EOYFMV$8,638CashEOYFMVAmt
Sav And Temp Cash Invst EOY$31,672SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$31,672SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$304,022CorporateStockBOYAmt
Corporate Stock EOY$280,951CorporateStockEOYAmt
Corporate Stock EOYFMV$652,913CorporateStockEOYFMVAmt
Total Assets BOY$306,170TotalAssetsBOYAmt
Total Assets EOY$321,261TotalAssetsEOYAmt
Total Assets EOYFMV$693,223TotalAssetsEOYFMVAmt
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$306,170RetainedEarningBOYAmt
Retained Earning EOY$321,261RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$306,170TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$321,261TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$306,170TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$321,261TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$306,170TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,280ExcessRevenueOverExpensesAmt
Other Increases$669OtherIncreasesAmt
Subtotal$326,119SubtotalAmt
Other Decreases$4,858OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$321,261TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES - SCHWAB$229,748$210,595$19,153$19,153
BASIS ADJUSTMENT FOR SALE OF PTP$902$902P
CAPITAL GAINS DIVIDENDS$96$96$96P
FieldValueIRS element (for citing)
Capital Gain Net Income$20,151CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$437InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$437SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$437TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$437TaxDueAmt

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
Phone9205596455PhoneNum

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$494,117AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,586AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$500,703TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$500,703AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,511CashDeemedCharitableAmt
Net Vl Noncharitable Assets$493,192NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,660MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,660MinimumInvestmentReturnAmt
Tax Based On Investment Income$437TaxBasedOnInvestmentIncomeAmt
Total Tax$437TotalTaxAmt
Distributable Before Adj$24,223DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,223DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,223DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,179ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$27,179QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,223DistributableAsAdjustedAmt
Undistributed Income PY$21,355UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$27,179QualifyingDistributionsAmt
Applied To Year1$21,355AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,824AppliedToCurrentYearAmt
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$18,399UndistributedIncomeCYAmt
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 (40 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
BETHANY LUTHERAN CHURCH - EPHRAIM
3028 CHURCH STEPHRAIMWI54211N/APCCHARITABLE OPERATING GRANT$100
BIRCH CREEK
3811 CTY EEGG HARBORWI54209N/APCCHARITABLE OPERATING GRANT$200
BRANCH LUTHERAN SCHOOLS OF HAITI
2101 FAIRWAYS LNSAINT PAULMN55113N/APCCHARITABLE OPERATING GRANT$500
CAL FARLEYS BOYS RANCH
600 SW 11TH AVEAMARILLOTX79101N/APCCHARITABLE OPERATING GRANT$25
CAPITOL CIVIC CENTRE
PO BOX 399MANITOWOCWI54221N/APCCHARITABLE OPERATING GRANT$160
CENTRAL AFRICA MEDICAL MISSION
5230 LIN HILL DRSWARTZ CREEKMI48473N/APCCHARITABLE OPERATING GRANT$200
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$500
DOOR COUNTY MEDICAL CENTER FOUNDATION
1843 MICHIGAN STSTURGEON BAYWI54235N/APCCHARITABLE OPERATING GRANT$1,000
DOOR COUNTY YMCA
1900 MICHIGAN STREETSTURGEON BAYWI54235N/APCCHARITABLE OPERATING GRANT$500
DOOR SHAKESPEARE
PO BOX 351BAILEYS HARBORWI54202N/APCCHARITABLE OPERATING GRANT$200
EGG HARBOR HISTORICAL SOCIETY
PO BOX 264EGG HARBORWI54209N/APCCHARITABLE OPERATING GRANT$200
IMMANUEL LUTHERAN CHURCH
7973 WI-57BAILEYS HARBORWI54202N/APCCHARITABLE OPERATING GRANT$4,200
HERITAGE LUTHERAN CHURCH
13401 JOHNNY CAKE RIDGE RDSAINT PAULMN55124N/APCCHARITABLE OPERATING GRANT$100
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$1,000
MANITOWOC LUTHERAN HIGH SCHOOL
4045 LANCER CIRMANITOWOCWI54220N/APCCHARITABLE OPERATING GRANT$900
MARTIN LUTHER COLLEGE
1995 LUTHER COURTNEW ULMMN56073N/APCCHARITABLE OPERATING GRANT$1,000
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55902N/APCCHARITABLE OPERATING GRANT$3,000
MIDSUMMER MUSIC FESTIVAL
PO BOX 1004SISTER BAYWI54234N/APCCHARITABLE OPERATING GRANT$200
NEW BEGINNINGS - A HOME FOR MOTHERS
9215 W WISCONSIN AVEMILWAUKEEWI53226N/APCCHARITABLE OPERATING GRANT$400
NORTHERN SKY THEATER
9058 CO RD AFISH CREEKWI54212N/APCCHARITABLE OPERATING GRANT$300
OUR SAVIOUR LUTHERAN CHURCH
6021 N SANTA MONICA BLVDMILWAUKEEWI53217N/APCCHARITABLE OPERATING GRANT$75
PENINSULA ART SCHOOL
3900 COUNTY FFISH CREEKWI54212N/APCCHARITABLE OPERATING GRANT$200
PENINSULA MUSIC FESTIVAL
10341 N WATER STSISTER BAYWI54234N/APCCHARITABLE OPERATING GRANT$100
PENINSULA PLAYERS THEATRE
4351 PENINSULA PLAYERS RDFISH CREEKWI54212N/APCCHARITABLE OPERATING GRANT$500
REDEEMER LUTHERAN CHURCH
631 N 19TH STMILWAUKEEWI53233N/APCCHARITABLE OPERATING GRANT$200
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$2,500
ST PETER LUTHERAN CHURCH
108 W MAPLE STSTURGEON BAYWI54235N/APCCHARITABLE OPERATING GRANT$600
WISCONSIN EVANGELICAL LUTHERAN SYNOD
N16 W23377 STONE RIDGE DRWAUKESHAWI53188N/APCCHARITABLE OPERATING GRANT$400
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
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,160TotalGrantOrContriPdDurYrAmt
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$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,847ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$20,151ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,000ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,000TotalIncomeProducingActyAmt

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$15,199TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyAPPLE STOCKNoncashPropertyDesc
Fair Market Value$150,029FairMarketValueAmt
Received2021-12-28ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$280,951EOYBookValueAmt
EOYFMV$652,913EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBROKER ADJUSTMENTS TO COST BASISDesc
Amt$4,858Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$19$0$19
NET K-1 ACTIVITY$459$459$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$669Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$129$129$0
FEDERAL EXCISE TAXES$152$0$0

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