ROBERT A AND LYNN I DONEFF FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ROBERT A AND LYNN I DONEFF FOUNDATION INC (EIN 39-1858063)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-20
IRS object ID
201631419349100103
Schema version
2015v2.1
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)
Return2016-05-20T10:03:06-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Phone9208683116PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD L WOLLERSHEIMPreparerPersonNm
PTINP00012069PTIN
Phone9206846940PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
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$7,299DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,299DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,299DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,627NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$142,139GrossSalesPriceAmt
Total Rev And Expnss-$327TotalRevAndExpnssAmt
Total Net Invst Incm$7,299TotalNetInvstIncmAmt
Total Adj Net Incm$7,299TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$433OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$433TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,402ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,835TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,162ExcessRevenueOverExpensesAmt
Net Investment Income$7,299NetInvestmentIncomeAmt
Adjusted Net Income$7,299AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$23,199SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,086SavAndTempCashInvstEOYAmt
Corporate Bonds BOY$243,992CorporateBondsBOYAmt
Corporate Bonds EOY$236,943CorporateBondsEOYAmt
Total Assets BOY$267,191TotalAssetsBOYAmt
Total Assets EOY$253,029TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$267,191RetainedEarningBOYAmt
Retained Earning EOY$253,029RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$267,191TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$253,029TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$267,191TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$253,029TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$267,191TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,162ExcessRevenueOverExpensesAmt
Subtotal$253,029SubtotalAmt
Tot Net Ast Or Fund Balances EOY$253,029TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySTOCK PORTFOLIOPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2010-01-01AcquiredDt
Sold2015-12-31SoldDt
Gross Sales Price$142,139GrossSalesPriceAmt
Cost Or Other Basis$149,766CostOrOtherBasisAmt
Gain Or Loss-$7,627GainOrLossAmt
Gains Minus Excess Or Losses-$7,627GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,627CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,230AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$275,371NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044413DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,170AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$243,295NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037691DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,335AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$211,580NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04412DistributionYr3Rt
Adjusted Qlfy Distri Yr4$735AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$190,000NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.003868DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,458AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$170,500NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049607DistributionYr5Rt
Total Distribution0.1797TotalDistributionRt
Average Distribution0.03594AverageDistributionRt
Net Vl Noncharitable Assets$279,399NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,042AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$73NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,115AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,402QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$73InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$73SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$73TaxBasedOnInvestmentIncomeAmt
Tax Due$73TaxDueAmt

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 DONEFFIndividualWithBooksNm
Phone9208683116PhoneNum

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 DONEFFPersonNm

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$13,402Expenses1Amt

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$267,654AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$283,654TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$283,654AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,255CashDeemedCharitableAmt
Net Vl Noncharitable Assets$279,399NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,970MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,970MinimumInvestmentReturnAmt
Tax Based On Investment Income$73TaxBasedOnInvestmentIncomeAmt
Total Tax$73TotalTaxAmt
Distributable Before Adj$13,897DistributableBeforeAdjAmt
Distributable Before Ded$13,897DistributableBeforeDedAmt
Distributable As Adjusted$13,897DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Set Aside Cash Distri Test$13,402SetAsideCashDistriTestAmt
Qualifying Distributions$13,402QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$73PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$13,329AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,897DistributableAsAdjustedAmt
Undistributed Income PY$13,336UndistributedIncomePYAmt
Qualifying Distributions$13,402QualifyingDistributionsAmt
Applied To Year1$13,336AppliedToYear1Amt
Applied To Prior Years$15,500AppliedToPriorYearsAmt
Undistributed Income CY$13,897UndistributedIncomeCYAmt

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 Phone9208683116RecipientPhoneNum
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$13,402Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,402TotalGrantOrContriPdDurYrAmt
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 DONEFFPersonNm
Short ExplanationNONEShortExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSCOTTRATEBondNm
EOY Book Value$236,943EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$433Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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