DONANT FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DONANT FOUNDATION (EIN 68-0414080)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-19
- IRS object ID
- 201531399349100308
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-19T12:46:27-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942147510 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALLINA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2870 GOLD TAILINGS COURT | AddressLine1Txt |
| City | RANCHO CORDOVA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 956706169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680414080 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DONANT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 9167378640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 255009 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958655009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LIEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9167378640 | PhoneNum |
| Signature | 2015-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK J ORELLI | PreparerPersonNm |
| PTIN | P00022122 | PTIN |
| Phone | 9166381188 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,892,111 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,952 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $685,791 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,780 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $166,753 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,753 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,610 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,384 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,201 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,033 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,370 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,663 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,754 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,474 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $143,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $143,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,754 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,725 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,888 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,615 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,615 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,434,564 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,394,424 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,841,495 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,462,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,445,040 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,892,111 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,462,452 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,445,040 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,462,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,445,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,462,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,445,040 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,462,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,725 | ExcessRevenueOverExpensesAmt |
| Other Increases | $313 | OtherIncreasesAmt |
| Subtotal | $2,445,040 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,445,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| WELLS FARGO # 4405-4282 | 2013-01-01 | 2014-12-31 | $22,200 | $19,793 | $2,407 | $2,407 | |
| WELLS FARGO # 4405-4282 | 2014-01-01 | 2014-12-31 | $65 | $65 | $0 | $0 | |
| WELLS FARGO # 4907-7562 | 2013-01-01 | 2014-12-31 | $6,309 | $2,935 | $3,374 | $3,374 | |
| WELLS FARGO # 4405-4282 | 2013-01-01 | 2014-12-31 | $32,147 | $16,064 | $16,083 | $16,083 | |
| WELLS FARGO # 1549-3933 | 2013-01-01 | 2014-12-31 | $2,941 | $1,435 | $1,506 | $1,506 | |
| WELLS FARGO # 1549-3933 | 2013-01-01 | 2014-12-31 | $36,726 | $25,996 | $10,730 | $10,730 | |
| WELLS FARGO # 1549-3933 | 2014-01-01 | 2014-12-31 | $145,647 | $142,540 | $3,107 | $3,107 | |
| WELLS FARGO # 4907-7562 | 2013-01-01 | 2014-12-31 | $45,959 | $34,662 | $11,297 | $11,297 | |
| WELLS FARGO # 2712-4196 | 2014-01-01 | 2014-12-31 | $14 | $14 | $14 | ||
| WELLS FARGO # 2712-4196 | 2014-01-01 | 2014-12-31 | $15,761 | $11,301 | $4,460 | $4,460 | |
| MECHANICS BANK | 2013-01-01 | 2014-12-31 | $134,381 | $139,094 | -$4,713 | -$4,713 | |
| WELLS FARGO # 2712-4196 | 2013-01-01 | 2014-12-31 | $45,893 | $36,492 | $9,401 | $9,401 | |
| WELLS FARGO # 4907-7562 | 2014-01-01 | 2014-12-31 | $836 | $886 | -$50 | -$50 | |
| WELLS FARGO # 4907-7562 | 2014-01-01 | 2014-12-31 | $72,629 | $74,516 | -$1,887 | -$1,887 | |
| WELLS FARGO # 2712-4196 | 2013-01-01 | 2014-12-31 | $82,195 | $71,232 | $10,963 | $10,963 | |
| CAPITAL GAINS DIVIDENDS | $42,088 | $42,088 | $42,088 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,780 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $86,580 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,672,472 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032397 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,989 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,348,516 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.013621 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,364 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,280,534 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.015945 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $221,492 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,123,662 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104297 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $126,957 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,045,065 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062080 | DistributionYr5Rt |
| Total Distribution | 0.228340 | TotalDistributionRt |
| Average Distribution | 0.045668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,931,658 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $133,883 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,380 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $135,263 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $155,724 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,380 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,380 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,380 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,820 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1,820 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RALPH YERXA | IndividualWithBooksNm |
| Phone | 9167378640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 255009 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958655009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL P LIEN | ||||||||
| PO BOX 255009 | SACRAMENTO | CA | 958655009 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| NORMAN LIEN | ||||||||
| PO BOX 255009 | SACRAMENTO | CA | 958655009 | SECRETARY & CFO | 1.00 | $0 | $0 | $0 |
| TIMOTHY S LIEN | ||||||||
| PO BOX 255009 | SACRAMENTO | CA | 958655009 | VICE-PRESIDENT & ASST SEC. | 1.00 | $0 | $0 | $0 |
| DOROTHY P LIEN | ||||||||
| PO BOX 255009 | SACRAMENTO | CA | 958655009 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,954,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,976,303 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,976,303 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,931,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,583 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,583 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,380 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,380 | TotalTaxAmt |
| Distributable Before Adj | $145,203 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $145,203 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $145,203 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $155,724 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,380 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $154,344 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,203 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $90,827 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $90,827 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,897 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $80,306 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CRISTO REY HIGH SCHOOL | ||||||||
| 6200 MCMAHON DR | SACRAMENTO | CA | 95624 | NONE | 501 (C)(3) | SUPPORT EDUCATION | $6,750 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | 501 (C)(3) | SUPPORT EDUCATION | $500 | |
| FUTURE FOUNDATION | ||||||||
| 7405 GREENBACK LANE SUITE 333 | CITRUS HEIGHTS | CA | 95610 | NONE | 501 (C)(3) | SUPPORT EDUCATION | $6,000 | |
| JESUIT HIGH SCHOOL | ||||||||
| 1200 JACOB LANE | CARMICHAEL | CA | 95608 | NONE | 501 (C)(3) | SUPPORT EDUCATION | $40,000 | |
| MERCY FOUNDATION | ||||||||
| 3400 DATA DRIVE | RANCHO CORDOVA | CA | 95670 | NONE | 501 (C)(3) | SUPPORT EDUCATION | $20,000 | |
| MUTUAL ASSISTANCE NETWORK OF DEL PASO HEIGHTS | ||||||||
| 811 GRAND AVENUE A3 | SACRAMENTO | CA | 95838 | NONE | 501 (C)(3) | SUPPORT AFTER SCHOOL PROGRAM | $2,500 | |
| RELATIONSHIP SKILLS CENTER | ||||||||
| 9717 LINCOLN VILLAGE DRIVE SUITE | SACRAMENTO | CA | 95827 | NONE | 501 (C)(3) | SUPPORT RELATIONSHIP EDUCATION ACTION FOR YOUTH PROGRAM | $2,500 | 503 |
| SACRAMENTO FOOD BANK & FAMILY SERVICES | ||||||||
| 3333 THIRD AVENUE | SACRAMENTO | CA | 95817 | NONE | 501 (C)(3) | SUPPORT SOCIAL SERVICES | $20,000 | |
| UC DAVIS MEDICAL CENTER | ||||||||
| 4900 BROADWAY SUITE 1150 | SACRAMENTO | CA | 95820 | NONE | 501 (C)(3) | SUPPORT FACES PROGRAM | $5,000 | |
| VOLUNTEERS OF AMERICA GREATER SACRAMENTO | ||||||||
| 1900 POINT WEST WAY SUITE 270 | SACRAMENTO | CA | 95815 | NONE | 501 (C)(3) | SUPPORT SACRAMENTO SENIOR SAFE HOUSE | $30,000 | |
| YOLO BASIN FOUNDATION | ||||||||
| PO BOX 943 | DAVIS | CA | 95617 | NONE | 501 (C)(3) | SUPPORT CONSERVATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $143,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,952 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,088 | ExclusionAmt |
| Related Or Exempt Function Incm | $66,692 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,061 | ExclusionAmt |
| Related Or Exempt Function Incm | $66,692 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,753 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,610 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,610 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE DONANT FOUNDATION ELECTS TO TREAT CURRENT YEAR DISTRIBUTIONS AS DISTRIBUTIONS OF XXXX UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MECHANICS BANK ACCOUNT | $419,521 | $437,599 |
| WELLS FARGO ADVISORS | $718,537 | $895,605 |
| BRANDES GLOBAL ACCOUNT | $390,247 | $418,455 |
| FRED ALGER ACCOUNT | $124,943 | $147,072 |
| KAYNE SMALL VALUE ACCOUNT | $163,812 | $233,017 |
| SYSTEMATIC MID VALUE ACCOUNT | $146,874 | $156,081 |
| TD AMERITRADE | $430,490 | $553,666 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEE | $28,525 | $24,652 | $3,873 |
| INSURANCE | $1,250 | $1,250 | $0 |
| MISCELLANEOUS EXPENSE | $3,258 | $1,468 | $1,790 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-INCOME DISTRIBUTIONS | Desc |
| Amt | $313 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRY OF CHARITABLE TRUST FEE | $50 | $0 | $50 |
| STATE TAX | $10 | $0 | $10 |
| FOREIGN TAXES | $1,384 | $1,384 | $0 |
| FEDERAL TAXES | $4,141 | $0 | $4,141 |
Comments