ROBERT A AND LYNN I DONEFF FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT A AND LYNN I DONEFF FOUNDATION INC (EIN 39-1858063)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-24
- IRS object ID
- 201101449349100210
- Schema version
- 2010v3.2
- 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
- Schedule B
- Compensation Explanation
- Investments Corp Bonds Schedule
- Sales Of Inventory List
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-24T15:40:08-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-05-16 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD L WOLLERSHEIM | Name |
| Phone | 9206846940 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 234510 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 12000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 27 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 27 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 27 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 3327 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3327 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 3327 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 15354 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3354 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 3354 | TotalAdjustedNetIncome |
| Tot Opr Expenses Rev And Expnss | 0 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7365 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 7365 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 7989 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3354 | NetInvestmentIncome |
| Adjusted Net Income | 3354 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 20281 | CashBOY |
| Cash EOY | 25714 | CashEOY |
| Cash EOYFMV | 27514 | CashEOYFMV |
| Investments Corp Bonds BOY | 162463 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 165019 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 206996 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 182744 | TotalAssetsBOY |
| Total Assets EOY | 190733 | TotalAssetsEOY |
| Total Assets EOYFMV | 234510 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 182744 | RetainedEarningsBOY |
| Retained Earnings EOY | 190733 | RetainedEarningsEOY |
| Total Net Assets BOY | 182744 | TotalNetAssetsBOY |
| Total Net Assets EOY | 190733 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 182744 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 190733 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 182744 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 7989 | ExcessOfRevenueOverExpenses |
| Subtotal | 190733 | Subtotal |
| Total Net Assets Fund Balances EOY | 190733 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7800 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 156910 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04971 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7700 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 157600 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048858 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6369 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 151490 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042042 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.14061 | TotalDistributionRatio |
| Average Distribution Ratio | 0.028122 | AverageDistributionRatio |
| Net Noncharitable Assets | 170500 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4795 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 34 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4829 | AdjNonchrtblAssetsAndOnePct |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 67 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 67 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 67 | TaxBasedOnInvestmentIncome |
| Tax Due | 67 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| 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 | 9208683116 | 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 |
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 | 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 |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATACHED LISTING OF CONTRIBUTIONS MADE | Description1 |
| Expenses1 | 7365 | 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 | 147500 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23000 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 170500 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 170500 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 170500 | NetNoncharitableAssets |
| Minimum Investment Return | 8525 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 8525 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 67 | TaxBasedOnInvestmentIncome |
| Total Tax | 67 | TotalTax |
| Distributable Amount Before Adj | 8458 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 8458 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 8458 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 8458 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 7784 | UndistributedIncomePriorYear |
| Applied To Prior Years | 15500 | AppliedToPriorYears |
| Taxable Amount2 | 7784 | TaxableAmount2 |
| Undistributed Income CY | 8458 | 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 ATTACHED LIST | 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 | $7,365 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 7365 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ROBERT A DONEFF | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 12000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
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 | 165019 | EOYBookValue |
| EOYFMV | 206996 | EOYFMV |
Sales Of Inventory List SalesOfInventoryList
Sale Of Inventory SaleOfInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MUTUAL FUNDS CASH RESERVES | Category |
| Gross Sales | 0 | GrossSales |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Net | 0 | Net |
Comments