ROBERT A AND LYNN I DONEFF FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ROBERT A AND LYNN I DONEFF FOUNDATION INC (EIN 39-1858063)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-07-16
IRS object ID
201421979349100502
Schema version
2013v3.1
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)
Return2014-07-16T08:49:07-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391430424PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LAKESHORE ACCOUNTING INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 E WALDO BLVDAddressLine1
CityMANITOWOCCity
StateWIState
ZIP Code54220ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391858063EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT A AND LYNN I DONEFF FOUNDATIBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17833 DOCK ROADAddressLine1
CityEGG HARBORCity
StateWIState
ZIP Code54209ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT A DONEFFPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9208683116PhoneNum
Signature2014-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD L WOLLERSHEIMPreparerPersonNm
PTINP00012069PTIN
Phone9206846940PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$235,000FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,285DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,285DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,285DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$30,768NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$150,502GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,768CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,055TotalRevAndExpnssAmt
Total Net Invst Incm$38,055TotalNetInvstIncmAmt
Total Adj Net Incm$7,287TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$234OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$234TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,170ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,404TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$28,651ExcessRevenueOverExpensesAmt
Net Investment Income$38,055NetInvestmentIncomeAmt
Adjusted Net Income$7,287AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,616CashBOYAmt
Corporate Bonds BOY$204,635CorporateBondsBOYAmt
Corporate Bonds EOY$236,902CorporateBondsEOYAmt
Corporate Bonds EOYFMV$235,000CorporateBondsEOYFMVAmt
Total Assets BOY$208,251TotalAssetsBOYAmt
Total Assets EOY$236,902TotalAssetsEOYAmt
Total Assets EOYFMV$235,000TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$208,251RetainedEarningBOYAmt
Retained Earning EOY$236,902RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$208,251TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$236,902TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$208,251TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$236,902TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$208,251TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$28,651ExcessRevenueOverExpensesAmt
Subtotal$236,902SubtotalAmt
Tot Net Ast Or Fund Balances EOY$236,902TotNetAstOrFundBalancesEOYAmt

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
Sold2013-12-31SoldDt
Gross Sales Price$150,502GrossSalesPriceAmt
Cost Or Other Basis$119,734CostOrOtherBasisAmt
Gain Or Loss$30,768GainOrLossAmt
Gains Minus Excess Or Losses$30,768GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$30,768CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,335AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$211,580NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04412DistributionYr1Rt
Adjusted Qlfy Distri Yr2$735AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$190,000NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.003868DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,458AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$170,500NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049607DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$156,910NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04971DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,700AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$157,600NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048858DistributionYr5Rt
Total Distribution0.196164TotalDistributionRt
Average Distribution0.039233AverageDistributionRt
Net Vl Noncharitable Assets$243,295NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,545AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$381NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,926AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,170QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$761InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$761SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$761TaxBasedOnInvestmentIncomeAmt
Tax Due$761TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
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 ROADAddressLine1
CityEGG HARBORCity
StateWIState
ZIP Code54209ZIPCode
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 ROADAddressLine1
CityEGG HARBORCity
StateWIState
ZIP Code54209ZIPCode
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$9,170Expenses1Amt

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$235,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$247,000TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$247,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,705CashDeemedCharitableAmt
Net Vl Noncharitable Assets$243,295NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,165MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,165MinimumInvestmentReturnAmt
Tax Based On Investment Income$761TaxBasedOnInvestmentIncomeAmt
Total Tax$761TotalTaxAmt
Distributable Before Adj$11,404DistributableBeforeAdjAmt
Distributable Before Ded$11,404DistributableBeforeDedAmt
Distributable As Adjusted$11,404DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Set Aside Cash Distri Test$9,170SetAsideCashDistriTestAmt
Qualifying Distributions$9,170QualifyingDistributionsAmt
Adjusted Qualifying Distri$9,170AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,404DistributableAsAdjustedAmt
Undistributed Income PY$10,394UndistributedIncomePYAmt
Qualifying Distributions$9,170QualifyingDistributionsAmt
Applied To Year1$9,170AppliedToYear1Amt
Applied To Prior Years$15,500AppliedToPriorYearsAmt
Taxable2$1,224Taxable2Amt
Undistributed Income CY$11,404UndistributedIncomeCYAmt

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 ROADAddressLine1
CityEGG HARBORCity
StateWIState
ZIP Code54209ZIPCode
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 PersonVARIUOUSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VARIOUSAddressLine1
CityEGG HARBORCity
StateWIState
ZIP Code54209ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeOPERATING EXPENSEGrantOrContributionPurposeTxt
Amt$9,170Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,170TotalGrantOrContriPdDurYrAmt
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$236,902EOYBookValueAmt
EOYFMV$235,000EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$190$0$0$0
ADMINISTRATIVE ADJ$44$0$0$0

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