ROBERT A AND LYNN I DONEFF FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROBERT A AND LYNN I DONEFF FOUNDATION INC (EIN 39-1858063)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201841359349102699
Schema version
2017v2.2
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)
Return2018-05-15T14:32:34-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD L WOLLERSHEIMPreparerPersonNm
PTINP00012069PTIN
Phone9206846940PhoneNum
Preparation2018-05-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.65.126.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-15IPDt
IP Tm14:36:12IPTm
Federal Original Submission Id3900622018135uvetj5jFederalOriginalSubmissionId
Federal Original Submission Id2018-05-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0822A201062DB82DA10921F5CD76415C6656AF85AtSubmissionCreationDeviceId
At Submission Filing Device Id0822A201062DB82DA10921F5CD76415C6656AF85AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$414,562FMVAssetsEOYAmt
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$27InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$27InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,289DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,289DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,289DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$42,938NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$176,918GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,938CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$50,254TotalRevAndExpnssAmt
Total Net Invst Incm$50,254TotalNetInvstIncmAmt
Total Adj Net Incm$7,316TotalAdjNetIncmAmt
Interest Rev And Expnss$71InterestRevAndExpnssAmt
Interest Net Invst Incm$71InterestNetInvstIncmAmt
Interest Adj Net Incm$71InterestAdjNetIncmAmt
Taxes Rev And Expnss$118TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$118TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$47PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$47PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$47PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$236TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$118TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$118TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$118TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,735ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,971TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$118TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$118TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$118TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$33,283ExcessRevenueOverExpensesAmt
Net Investment Income$50,136NetInvestmentIncomeAmt
Adjusted Net Income$7,198AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,130SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,761SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,761SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$233,961CorporateBondsBOYAmt
Corporate Bonds EOY$253,613CorporateBondsEOYAmt
Corporate Bonds EOYFMV$391,801CorporateBondsEOYFMVAmt
Total Assets BOY$243,091TotalAssetsBOYAmt
Total Assets EOY$276,374TotalAssetsEOYAmt
Total Assets EOYFMV$414,562TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$243,091RetainedEarningBOYAmt
Retained Earning EOY$276,374RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$243,091TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$276,374TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$243,091TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$276,374TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$243,091TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$33,283ExcessRevenueOverExpensesAmt
Subtotal$276,374SubtotalAmt
Tot Net Ast Or Fund Balances EOY$276,374TotNetAstOrFundBalancesEOYAmt

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
SCHEDULE ATTACHED STOCKS STP2017-01-012017-12-31$33,231$34,943-$1,712-$1,712
ATTACHED SCHEDULE OF STOCKS LTP2015-01-012017-12-31$143,687$99,037$44,650$44,650
FieldValueIRS element (for citing)
Capital Gain Net Income$42,938CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,712NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,437AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$302,417NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047739DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,402AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$279,399NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047967DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,230AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$275,371NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044413DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,170AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$243,295NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037691DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,335AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$211,580NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04412DistributionYr5Rt
Total Distribution0.22193TotalDistributionRt
Average Distribution0.044386AverageDistributionRt
Net Vl Noncharitable Assets$306,256NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,593AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$501NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$14,094AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,853QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$501InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$501SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$501TaxBasedOnInvestmentIncomeAmt
Tax Due$501TaxDueAmt

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 RqrfalseComplyWithPublicInspRqrInd
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

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$16,735Expenses1Amt

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$276,373AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,897AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$32,650FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$310,920TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$310,920AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,664CashDeemedCharitableAmt
Net Vl Noncharitable Assets$306,256NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,313MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,313MinimumInvestmentReturnAmt
Tax Based On Investment Income$501TaxBasedOnInvestmentIncomeAmt
Total Tax$501TotalTaxAmt
Distributable Before Adj$14,812DistributableBeforeAdjAmt
Distributable Before Ded$14,812DistributableBeforeDedAmt
Distributable As Adjusted$14,812DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118ExpensesAndContributionsAmt
Set Aside Cash Distri Test$16,735SetAsideCashDistriTestAmt
Qualifying Distributions$16,853QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$501PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$16,352AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,812DistributableAsAdjustedAmt
Undistributed Income PY$16,667UndistributedIncomePYAmt
Qualifying Distributions$16,853QualifyingDistributionsAmt
Applied To Year1$16,667AppliedToYear1Amt
Applied To Prior Years$15,500AppliedToPriorYearsAmt
Undistributed Income CY$14,812UndistributedIncomeCYAmt

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 Line1VARIOUSAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeOPERATING EXPENSESGrantOrContributionPurposeTxt
Amt$16,735Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,735TotalGrantOrContriPdDurYrAmt
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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SCOTTRATE$0$0
CHARLES SCHWAB$253,613$391,801

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$71$0$0$71
FOREIGN TAX$47$0$0$47

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