ROBERT A AND LYNN I DONEFF FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT A AND LYNN I DONEFF FOUNDATION INC (EIN 39-1858063)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-17
- IRS object ID
- 201341989349100309
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Compensation Explanation
- Investments Corp Bonds Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-17T13:28:12-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391430424 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKESHORE ACCOUNTING INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E WALDO BLVD | AddressLine1 |
| City | MANITOWOC | City |
| State | WI | State |
| ZIP Code | 54220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391858063 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT A AND LYNN I DONEFF FOUNDATI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7833 DOCK ROAD | AddressLine1 |
| City | EGG HARBOR | City |
| State | WI | State |
| ZIP Code | 54209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT A DONEFF | Name |
| Title | PRESIDENT | Title |
| Phone | 9208683116 | Phone |
| Date Signed | 2013-07-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD L WOLLERSHEIM | Name |
| PTIN | P00012069 | PTIN |
| Phone | 9206846940 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 229334 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 9 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 9 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 7937 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7937 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 7937 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 10558 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 220377 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10558 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 18504 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18504 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 7946 | TotalAdjustedNetIncome |
| Other Prof Fees Rev And Expnss | 302 | OtherProfFeesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 302 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 9335 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9637 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 8867 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 18504 | NetInvestmentIncome |
| Adjusted Net Income | 7946 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 19421 | CashBOY |
| Cash EOY | 3616 | CashEOY |
| Cash EOYFMV | 3616 | CashEOYFMV |
| Investments Corp Bonds BOY | 179963 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 204635 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 225718 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 199384 | TotalAssetsBOY |
| Total Assets EOY | 208251 | TotalAssetsEOY |
| Total Assets EOYFMV | 229334 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 199384 | RetainedEarningsBOY |
| Retained Earnings EOY | 208251 | RetainedEarningsEOY |
| Total Net Assets BOY | 199384 | TotalNetAssetsBOY |
| Total Net Assets EOY | 208251 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 199384 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 208251 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 199384 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 8867 | ExcessOfRevenueOverExpenses |
| Subtotal | 208251 | Subtotal |
| Total Net Assets Fund Balances EOY | 208251 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | STOCKS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2010-01-01 | DateAcquired |
| Date Sold | 2012-06-01 | DateSold |
| Gross Sales Price | 220377 | GrossSalesPrice |
| Cost Or Other Basis | 209819 | CostOrOtherBasis |
| Gain Or Loss | 10558 | GainOrLoss |
| Gains Minus Excess Or Losses | 10558 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10558 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 735 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 190000 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.003868 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8458 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 170500 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049607 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 7800 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 156910 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04971 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 7700 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 157600 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048858 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6369 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 151490 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042042 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.194086 | TotalDistributionRatio |
| Average Distribution Ratio | 0.038817 | AverageDistributionRatio |
| Net Noncharitable Assets | 211580 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 8213 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 185 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 8398 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 9335 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 185 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 185 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 185 | TaxBasedOnInvestmentIncome |
| Tax Due | 185 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Books In Care Of Person Name | ROBERT A DONEFF | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9206820066 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7833 DOCK ROAD | AddressLine1 |
| City | EGG HARBOR | City |
| State | WI | State |
| ZIP Code | 54209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROBERT A DONEFF | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7833 DOCK ROAD | AddressLine1 |
| City | EGG HARBOR | City |
| State | WI | State |
| ZIP Code | 54209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATACHED LISTING OF CONTRIBUTIONS MADE | Description1 |
| Expenses1 | 9335 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 207980 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3600 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 211580 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 211580 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 211580 | NetNoncharitableAssets |
| Minimum Investment Return | 10579 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 10579 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 185 | TaxBasedOnInvestmentIncome |
| Total Tax | 185 | TotalTax |
| Distributable Amount Before Adj | 10394 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 10394 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 10394 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
| Amounts Set Aside Cash Distri Test | 9335 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 9335 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 185 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 9150 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 10394 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 9260 | UndistributedIncomePriorYear |
| Qualifying Distributions | 9335 | QualifyingDistributions |
| Applied To Year1 | 9260 | AppliedToYear1 |
| Applied To Prior Years | 15500 | AppliedToPriorYears |
| Undistributed Income CY | 10394 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT A DONEFF | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7833 DOCK ROAD | AddressLine1 |
| City | EGG HARBOR | City |
| State | WI | State |
| ZIP Code | 54209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9208683116 | RecipientPhoneNumber |
| Form And Info And Materials | ANY WRITTEN REQUESTS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | VARIOUS | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| City | EGG HARBOR | City |
| State | WI | State |
| ZIP Code | 54209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PAID | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | OPERATING EXPENSE | PurposeOfGrantOrContribution |
| Amount | $9,335 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 9335 | TotGrantOrContriPaidDuringYear |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROBERT A DONEFF | PersonName |
| Explanation | NONE | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | SCOTTRATE | NameOfBond |
| EOY Book Value | 204635 | EOYBookValue |
| EOYFMV | 225718 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAX | $60 | 0 | 0 | 0 |
| ADM FEE | $2 | 0 | 0 | 0 |
| FED TAX | $240 | 0 | 0 | 0 |
Comments