ROBERT A AND LYNN I DONEFF FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ROBERT A AND LYNN I DONEFF FOUNDATION INC (EIN 39-1858063)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201731359349101783
Schema version
2016v3.0
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)
Return2017-05-15T13:59:34-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD L WOLLERSHEIMPreparerPersonNm
PTINP00012069PTIN
Phone9206846940PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.188.14.7IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-15IPDt
IP Tm14:04:43IPTm
Federal Original Submission Id3900622017135e5fbtzrFederalOriginalSubmissionId
Federal Original Submission Id2017-05-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA0F6C8E9A09CC1E781E7C0531F72AB4C0155E490AtSubmissionCreationDeviceId
At Submission Filing Device IdA0F6C8E9A09CC1E781E7C0531F72AB4C0155E490AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$298,122FMVAssetsEOYAmt
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$1InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$7,141DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,141DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,141DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,864NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$92,301GrossSalesPriceAmt
Total Rev And Expnss$4,278TotalRevAndExpnssAmt
Total Net Invst Incm$7,141TotalNetInvstIncmAmt
Total Adj Net Incm$7,141TotalAdjNetIncmAmt
Taxes Rev And Expnss$367TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$367TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$367TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$367TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,070ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,437TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$367TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,159ExcessRevenueOverExpensesAmt
Net Investment Income$7,141NetInvestmentIncomeAmt
Adjusted Net Income$7,141AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,086SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,909SavAndTempCashInvstEOYAmt
Corporate Bonds BOY$236,943CorporateBondsBOYAmt
Corporate Bonds EOY$233,961CorporateBondsEOYAmt
Corporate Bonds EOYFMV$298,122CorporateBondsEOYFMVAmt
Total Assets BOY$253,029TotalAssetsBOYAmt
Total Assets EOY$242,870TotalAssetsEOYAmt
Total Assets EOYFMV$298,122TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$253,029RetainedEarningBOYAmt
Retained Earning EOY$242,870RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$253,029TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$242,870TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$253,029TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$242,870TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$253,029TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,159ExcessRevenueOverExpensesAmt
Subtotal$242,870SubtotalAmt
Tot Net Ast Or Fund Balances EOY$242,870TotNetAstOrFundBalancesEOYAmt

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 STOCKSP2016-01-012016-12-31$36,626$40,187-$3,561-$3,561
ATTACHED SCHEDULE STOCKS2015-01-012016-12-31$55,675$54,978$697$697
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,864CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$3,561NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,402AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$279,399NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047967DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,230AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$275,371NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044413DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,170AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$243,295NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037691DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,335AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$211,580NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04412DistributionYr4Rt
Adjusted Qlfy Distri Yr5$735AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$190,000NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.003868DistributionYr5Rt
Total Distribution0.17806TotalDistributionRt
Average Distribution0.035612AverageDistributionRt
Net Vl Noncharitable Assets$302,417NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,770AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$71NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,841AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,437QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$71InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$71SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$71TaxBasedOnInvestmentIncomeAmt
Tax Due$71TaxDueAmt

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
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

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$14,070Expenses1Amt

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$298,122AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,900AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$307,022TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$307,022AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,605CashDeemedCharitableAmt
Net Vl Noncharitable Assets$302,417NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,121MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,121MinimumInvestmentReturnAmt
Tax Based On Investment Income$71TaxBasedOnInvestmentIncomeAmt
Total Tax$71TotalTaxAmt
Distributable Before Adj$15,050DistributableBeforeAdjAmt
Distributable Before Ded$15,050DistributableBeforeDedAmt
Distributable As Adjusted$15,050DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$367ExpensesAndContributionsAmt
Set Aside Cash Distri Test$14,070SetAsideCashDistriTestAmt
Qualifying Distributions$14,437QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$71PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,366AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,050DistributableAsAdjustedAmt
Undistributed Income PY$13,897UndistributedIncomePYAmt
Qualifying Distributions$14,437QualifyingDistributionsAmt
Applied To Year1$13,897AppliedToYear1Amt
Applied To Prior Years$15,500AppliedToPriorYearsAmt
Undistributed Income CY$15,050UndistributedIncomeCYAmt

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$14,070Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,070TotalGrantOrContriPdDurYrAmt
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

FieldValueIRS element (for citing)
BondSCOTTRATEBondNm
EOY Book Value$233,961EOYBookValueAmt
EOYFMV$298,122EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$73$0$0$73
FIREIGN TAX$294$0$0$294

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