ROBERT A AND LYNN I DONEFF FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ROBERT A AND LYNN I DONEFF FOUNDATION INC (EIN 39-1858063)
Tax period
2018-01-01 to 2018-12-31
Filed
2020-01-06
IRS object ID
202000079349100000
Schema version
2018v3.1
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)
Return2020-01-06T17:00:31-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391430424PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LAKESHORE ACCOUNTING INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 E WALDO BLVDAddressLine1Txt
CityMANITOWOCCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54220ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391858063EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT A AND LYNN I DONEFF FOUNDATIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT A DONEFFPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9205596255PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD L WOLLERSHEIMPreparerPersonNm
PTINP00012069PTIN
Phone9206846940PhoneNum
Preparation2020-01-06PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$427,354FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$66InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$66InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$66InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$10,910DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,910DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,910DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$8,395NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$119,088GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,395CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,371TotalRevAndExpnssAmt
Total Net Invst Incm$19,371TotalNetInvstIncmAmt
Total Adj Net Incm$10,976TotalAdjNetIncmAmt
Printing And Pub Rev And Expnss$601PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$601PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$601PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$601TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$601TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$601TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,873ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,474TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$601TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$601TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,897ExcessRevenueOverExpensesAmt
Net Investment Income$18,770NetInvestmentIncomeAmt
Adjusted Net Income$10,375AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$22,761SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,576SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,576SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$253,613CorporateStockBOYAmt
Corporate Stock EOY$268,695CorporateStockEOYAmt
Corporate Stock EOYFMV$414,778CorporateStockEOYFMVAmt
Total Assets BOY$276,374TotalAssetsBOYAmt
Total Assets EOY$281,271TotalAssetsEOYAmt
Total Assets EOYFMV$427,354TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$276,374RetainedEarningBOYAmt
Retained Earning EOY$281,271RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$276,374TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$281,271TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$276,374TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$281,271TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$276,374TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,897ExcessRevenueOverExpensesAmt
Subtotal$281,271SubtotalAmt
Tot Net Ast Or Fund Balances EOY$281,271TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STOCK SALES S TP2018-01-012018-12-31$27,753$30,343-$2,590-$2,590
STOCK SALES LONG TERMP2016-01-012018-12-31$91,335$80,350$10,985$10,985
FieldValueIRS element (for citing)
Capital Gain Net Income$8,395CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,590NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,853AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$306,256NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055029DistributionYr1Rt
Adjusted Qlfy Distri Yr2$14,437AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$302,417NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047739DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,402AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$279,399NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047967DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,230AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$275,371NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044413DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,170AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$243,295NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037691DistributionYr5Rt
Total Distribution0.232839TotalDistributionRt
Average Distribution0.046568AverageDistributionRt
Net Vl Noncharitable Assets$410,425NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,113AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$188NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,301AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,873QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$375InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$375SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$375TaxBasedOnInvestmentIncomeAmt
Tax Due$375TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE ATACHED LISTING OF CONTRIBUTIONS MADEDescription1Txt
Expenses1$13,873Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,897AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$414,778FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$416,675TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$416,675AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,250CashDeemedCharitableAmt
Net Vl Noncharitable Assets$410,425NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,521MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,521MinimumInvestmentReturnAmt
Tax Based On Investment Income$375TaxBasedOnInvestmentIncomeAmt
Total Tax$375TotalTaxAmt
Distributable Before Adj$20,146DistributableBeforeAdjAmt
Distributable Before Ded$20,146DistributableBeforeDedAmt
Distributable As Adjusted$20,146DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Set Aside Cash Distri Test$13,873SetAsideCashDistriTestAmt
Qualifying Distributions$13,873QualifyingDistributionsAmt
Adjusted Qualifying Distri$13,873AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,146DistributableAsAdjustedAmt
Undistributed Income PY$14,812UndistributedIncomePYAmt
Qualifying Distributions$13,873QualifyingDistributionsAmt
Applied To Year1$13,873AppliedToYear1Amt
Applied To Prior Years$15,500AppliedToPriorYearsAmt
Taxable2$939Taxable2Amt
Undistributed Income CY$20,146UndistributedIncomeCYAmt

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

FieldValueIRS element (for citing)
Recipient PersonVARIOUSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VARIOUSEGG HARBORAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeOPERATING EXPENSEGrantOrContributionPurposeTxt
Amt$13,873Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,873TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonROBERT A DONEFF TRUSTEEPersonNm
Short ExplanationNONEShortExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$268,695EOYBookValueAmt
EOYFMV$414,778EOYFMVAmt

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