ROBERT A AND LYNN I DONEFF FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ROBERT A AND LYNN I DONEFF FOUNDATION INC (EIN 39-1858063)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-07
IRS object ID
202610979349100406
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-07T06:42:59-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1790 N WATER ST SUITE 2000AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391858063EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT A AND LYNN I DONEFF FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone9203607185PhoneNum

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
Phone9203607185PhoneNum
Signature2026-03-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN CRONKPreparerPersonNm
PTINP01288895PTIN
Phone4147775500PhoneNum
Preparation2026-03-24PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,862,769FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$402,558ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,267DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,267DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,829NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$87,500GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,829CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$430,666TotalRevAndExpnssAmt
Total Net Invst Incm$28,108TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,049TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,052TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,175ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,175ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,227TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$59,178TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$369,439ExcessRevenueOverExpensesAmt
Net Investment Income$28,108NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,797CashBOYAmt
Cash EOY$5,570CashEOYAmt
Cash EOYFMV$5,570CashEOYFMVAmt
Sav And Temp Cash Invst BOY$105,815SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,395SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,395SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$305,322CorporateStockBOYAmt
Corporate Stock EOY$402,009CorporateStockEOYAmt
Corporate Stock EOYFMV$1,851,804CorporateStockEOYFMVAmt
Total Assets BOY$414,934TotalAssetsBOYAmt
Total Assets EOY$412,974TotalAssetsEOYAmt
Total Assets EOYFMV$1,862,769TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$414,934RetainedEarningBOYAmt
Retained Earning EOY$412,974RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$414,934TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$412,974TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$414,934TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$412,974TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$414,934TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$369,439ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$784,373SubtotalAmt
Other Decreases$371,399OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$412,974TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLIC TRADED SECURITIESPropertyDesc
Gross Sales Price$87,500GrossSalesPriceAmt
Cost Or Other Basis$83,671CostOrOtherBasisAmt
Gain Or Loss$3,829GainOrLossAmt
Gains Minus Excess Or Losses$3,829GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,829CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$391InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$391SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$391TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$809OverpaymentAmt
Applied To ES Tax$809AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT A DONEFF TRUSTEEIndividualWithBooksNm
Phone9203607185PhoneNum

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 Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT DONEFF
7833 DOCK ROADEGG HARBORWI54209PRESIDENT1.00$0$0$0
LYNN DONEFF
7833 DOCK ROADEGG HARBORWI54209TRUSTEE1.00$0$0$0
ANTON DONEFF
7833 DOCK ROADEGG HARBORWI54209TRUSTEE1.00$0$0$0
SARAH BONOVICH
7833 DOCK ROADEGG HARBORWI54209TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,380,949AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,259AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,390,208TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,390,208AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,853CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,369,355NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,468MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,468MinimumInvestmentReturnAmt
Tax Based On Investment Income$391TaxBasedOnInvestmentIncomeAmt
Total Tax$391TotalTaxAmt
Distributable Before Adj$68,077DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$68,077DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$68,077DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$59,178ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$59,178QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,077DistributableAsAdjustedAmt
Undistributed Income PY$45,982UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$59,178QualifyingDistributionsAmt
Applied To Year1$45,982AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,196AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$54,881UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

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 Phone9205596255RecipientPhoneNum
Form And Info And MaterialsANY WRITTEN REQUESTSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARIZONA LUTHERAN ACADEMY
6036 SOUTH 27TH AVENUEPHOENIXAZ85041N/APCUNRESTRICTED CHARITABLE GRANT$200
ARIZONA MUSIC FESTIVAL
7950 E THOMPSON PEAK PKWYSCOTTSDALEAZ85255N/APCUNRESTRICTED CHARITABLE GRANT$200
BIRCH CREEK MUSIC PERFORMANCE CENTER
PO BOX 230EGG HARBORWI54209N/APCUNRESTRICTED CHARITABLE GRANT$4,000
BRANCH LUTHERAN SCHOOLS OF HAITI
2101 FAIRWAYS LNSAINT PAULMN55113N/APCUNRESTRICTED CHARITABLE GRANT$500
CAPITOL CIVIC CENTER
PO BOX 399MANITOWOCWI54221N/APCUNRESTRICTED CHARITABLE GRANT$200
CENTRAL AFRICA MEDICAL MISSION
5230 LIN HILL DRSWARTZ CREEKMI48473N/APCUNRESTRICTED CHARITABLE GRANT$500
CHRIST LUTHERAN CHURCH
3816 S 12TH STSHEBOYGANWI53081N/APCUNRESTRICTED CHARITABLE GRANT$100
CHRISTIAN LIFE RESOURCES
5503 BEECHWOOD CTHARTFORDWI53027N/APCUNRESTRICTED CHARITABLE GRANT$300
DESTINATION DOOR COUNTY
1015 GREEN BAY ROADSTURGEON BAYWI54235N/APCUNRESTRICTED CHARITABLE GRANT$1,900
DOOR COUNTY AUDITORIUM
PO BOX 397FISH CREEKWI54212N/APCUNRESTRICTED CHARITABLE GRANT$300
DOOR COUNTY LAND TRUST
PO BOX 65STURGEON BAYWI54235N/APCUNRESTRICTED CHARITABLE GRANT$1,000
DOOR COUNTY MARITIME MUSEUM
120 N MADISON AVESTURGEON BAYWI54235N/APCUNRESTRICTED CHARITABLE GRANT$500
DOOR COUNTY MEDICAL CENTER FOUNDATION
1843 MICHIGAN STSTURGEON BAYWI54235N/APCUNRESTRICTED CHARITABLE GRANT$5,000
DOOR SHAKESPEARE
PO BOX 351BAILEYS HARBORWI54202N/APCUNRESTRICTED CHARITABLE GRANT$200
EGG HARBOR FIRE FIGHTERS ASSOC
5242 COUNTY ISTURGEON BAYWI54235N/APCUNRESTRICTED CHARITABLE GRANT$200
EGG HARBOR HISTORICAL SOCIETY
PO BOX 264EGG HARBORWI54209N/APCUNRESTRICTED CHARITABLE GRANT$200
EMMANUEL LUTHERAN CHURCH
7973 WI-57BAILEYS HARBORWI54202N/APCUNRESTRICTED CHARITABLE GRANT$12,600
FOUNTAIN HILLS THEATER
11445 N SAGUARO BLVDFOUNTAIN HILLSAZ85268N/APCUNRESTRICTED CHARITABLE GRANT$200
INSTITUTIONAL MINISTRIES
1833 EXECUTIVE DR STE 101BOCONOMOWOCWI53066N/APCUNRESTRICTED CHARITABLE GRANT$400
INTERNATIONAL DARK SKY DISCOVERY CENTER
12240 N BARREL CACTUS WAYFOUNTAIN HILLSAZ85268N/APCUNRESTRICTED CHARITABLE GRANT$100
KINGDOM WORKERS
N19W24075 RIVERWOOD DRIVE SUITE 200WAUKESHAWI53188N/APCUNRESTRICTED CHARITABLE GRANT$5,000
LUTHERAN WOMEN'S MISSIONARY SOCIETY
PO BOX 12FORT ATKINSONWI53538N/APCUNRESTRICTED CHARITABLE GRANT$500
MANITOWOC COUNTY HISTORICAL SOCIETY
924 PINE CREST LNMANITOWOCWI54220N/APCUNRESTRICTED CHARITABLE GRANT$300
MANITOWOC LUTHERAN HIGH SCHOOL
4045 LANCER CIRMANITOWOCWI54220N/APCUNRESTRICTED CHARITABLE GRANT$400
MARTIN LUTHER COLLEGE
1995 LUTHER COURTNEW ULMMN56073N/APCUNRESTRICTED CHARITABLE GRANT$2,000
MAYO CLINIC FOUNDATION
200 FIRST ST SWROCHESTERMN55902N/APCUNRESTRICTED CHARITABLE GRANT$6,000
MIDSUMMER MUSIC FESTIVAL
PO BOX 1004SISTER BAYWI54234N/APCUNRESTRICTED CHARITABLE GRANT$200
MIDSUMMER'S MUSIC
10568 COUNTRY WALK LN 43SISTER BAYWI54234N/APCGRIFFON STRING QUARTET$100
NEW BEGINNINGS - A HOME FOR MOTHERS
9215 W WISCONSIN AVEMILWAUKEEWI53226N/APCUNRESTRICTED CHARITABLE GRANT$400
PENINSULA ART SCHOOL
3900 COUNTY FFISH CREEKWI54212N/APCUNRESTRICTED CHARITABLE GRANT$200
PENINSULA PLAYERS THEATRE
4351 PENINSULA PLAYERS RDFISH CREEKWI54212N/APCUNRESTRICTED CHARITABLE GRANT$500
PHOENIX SYMOHONY
1 N 1ST ST 200PHOENIXAZ85004N/APCUNRESTRICTED CHARITABLE GRANT$200
PHOENIX THEATER COMPANY
1825 N CENTRAL AVEPHOENIXAZ85004N/APCUNRESTRICTED CHARITABLE GRANT$100
ST JOHNS LUTHERAN CHURCH - MANITOWOC
7531 ENGLISH LAKE RDMANITOWOCWI54220N/APCUNRESTRICTED CHARITABLE GRANT$600
ST MARCUS LUTHERAN SCHOOL
2215 N PALMER STMILWAUKEEWI53212N/APCUNRESTRICTED CHARITABLE GRANT$3,000
ST PETER LUTHERAN CHURCH
108 W MAPLE STSTURGEON BAYWI54235N/APCUNRESTRICTED CHARITABLE GRANT$750
SUNSHINE RESOURCES OF DOOR COUNTY
36 S THIRD AVENUESTURGEON BAYWI54235N/APCUNRESTRICTED CHARITABLE GRANT$100
WELS CHRISTIAN AID AND RELIEF
N16W23377 STONE RIDGE DRWAUKESHAWI53188N/APCUNRESTRICTED CHARITABLE GRANT$750
WELS PRISON MINISTRY
PO BOX 452NEW ULMMN56073N/APCUNRESTRICTED CHARITABLE GRANT$200
WISCONSIN EVANGELICAL LUTHERAN SYNOD
N16W23377 STONE RIDGE DRIVEWAUKESHAWI53188N/APCUNRESTRICTED CHARITABLE GRANT$775
WISCONSIN LUTHERAN CHAPEL & STUDENT CENTER
220 W GILMAN STMADISONWI53703N/APCUNRESTRICTED CHARITABLE GRANT$300
WISCONSIN LUTHERAN COLLEGE
8800 W BLUEMOND RDWAUWATOSAWI53226N/APCUNRESTRICTED CHARITABLE GRANT$1,000
WISCONSIN LUTHERAN SEMINARY
11831 N SEMINARY DRMEQUONWI53092N/APCUNRESTRICTED CHARITABLE GRANT$1,000
WISCONSIN MARITIME MUSEUM
75 MARITIME DRMANITOWOCWI54220N/APCUNRESTRICTED CHARITABLE GRANT$1,000
WORLD GOSPEL MISSION
3783 E STATE ROAD 18MARIONIN46952N/APCUNRESTRICTED CHARITABLE GRANT$200
ZION LUTHERAN CHURCH
6710 COUNTY ROAD TEGG HARBOURWI54209N/APCUNRESTRICTED CHARITABLE GRANT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,175TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,267ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,829ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,108ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,108TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT A DONEFFBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17833 DOCK ROADAddressLine1Txt
CityEGG HARBORCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54209ZIPCd
FieldValueIRS element (for citing)
Total Contributions$402,558TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$402,558FairMarketValueAmt
Received2025-12-10ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$105,653$1,370,174
BANK FIRST CORP$13,524$82,229
CLOROX CO$19,891$16,637
HOME DEPOT INC$5,349$57,809
LOCKHEED MARTIN CORP$20,160$21,765
MCDONALDS CORP$3,937$26,895
MERCK & CO INC.$15,682$20,526
PEPSICO INC$19,948$26,695
PHILLIPS 66$19,946$26,195
SHELL PLC$40,117$59,225
OCCIDENTAL PETE CORP$34,602$28,743
PFIZER INC$94,130$101,791
FORD MTR CO DEL$9,070$13,120

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT OF STOCK GIFT TO COST BASISDesc
Amt$371,399Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$3RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$2,049Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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