LEO FONTANA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEO FONTANA FAMILY FOUNDATION (EIN 68-0486998)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202411359349105111
- Schema version
- 2023v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T13:48:44-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853304783 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMEN FARROS CO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 LONE TREE WAY STE 4 | AddressLine1Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680486998 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEO FONTANA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEOF | BusinessNameControlTxt |
| Phone | 9257573114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 SHADY LANE | AddressLine1Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94509 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA L FONTANA | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREA L | PersonFirstNm |
| Person Last | FONTANA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER FARROS | PreparerPersonNm |
| PTIN | P02305362 | PTIN |
| Phone | 9257572661 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $363,931 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,316 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45,316 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,772 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,302 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $120 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $425,549 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,618 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $45,436 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,122 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,374 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $4,373 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,374 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,004 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $335 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $334 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $335 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,511 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,170 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,170 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,171 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,877 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,880 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,137 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,877 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $361,412 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,739 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,559 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,207 | CashBOYAmt |
| Cash EOY | $105,880 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $18,442 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $354,410 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,157,919 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $433,093 | CorporateBondsBOYAmt |
| Total Assets BOY | $876,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,263,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $876,152 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,263,799 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $876,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,799 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $876,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,263,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $876,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $361,412 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,235 | OtherIncreasesAmt |
| Subtotal | $1,263,799 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,799 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 14 SHS INVESCO SP500 | P | 2022-06-24 | 2023-04-06 | $2,105 | $1,985 | $120 | $120 |
| CHARLES SCHWAB 9166 | P | 2018-01-01 | 2023-07-01 | $59,667 | $43,485 | $16,182 | $16,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,302 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $120 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $775 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $775 | SubtotalAmt |
| Tax Based On Investment Income | $775 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $796 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA FONTANA MCFARLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9257573114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 SHADY LANE | AddressLine1Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANDREA L FONTANA | ||||||
| 144 SHADY LANE | ANTIOCH | CA | 94509 | President | 2.00 | $0 |
| ANDREA L FONTANA | ||||||
| 144 SHADY LANE | ANTIOCH | CA | 94509 | Treasurer/Sec | 5.00 | $13,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRA COSTA FOOD BANK | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | MEALS ON WHEELS | Description2Txt |
| Description3 | PLANNED PARENTHOOD | Description3Txt |
| Description4 | SHARE THE SPIRIT | Description4Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $775 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $775 | TotalTaxAmt |
| Distributable Before Adj | $775 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $775 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,380 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,380 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $62,254 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,357 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,900 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,424 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,251 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $302,186 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,380 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $52,380 | RemainingDistriFromCorpusAmt |
| Total Corpus | $354,566 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $62,254 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $292,312 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,357 | ExcessFromYear4Amt |
| Excess From Year3 | $64,900 | ExcessFromYear3Amt |
| Excess From Year2 | $56,424 | ExcessFromYear2Amt |
| Excess From Year1 | $59,251 | ExcessFromYear1Amt |
| Excess From Current Year | $52,380 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEO L FONTANA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3340 FONTANA PLACE | AddressLine1Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9257573114 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST EXPLAINING A TYPE OF ORGANIZATION AND USE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 140 GREGORY LN 120 | PLEASANT HILL | CA | 94523 | NONE | GOOD | SUPPORT | $1,000 |
| ANTIOCH HISTORICAL SPORTS LEGEND | |||||||
| 1500 W 4TH STREET | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $2,000 |
| CONTRA COSTA COUNTY FOOD BANK | |||||||
| 4010 NELSON AVE | CONCORD | CA | 94520 | NONE | GOOD | SUPPORT | $8,000 |
| MEALS ON WHEELS | |||||||
| 990 ROSEMWARY PRIVATE LN | OAKLEY | CA | 94561 | NONE | GOOD | SUPPORT | $5,000 |
| HOSPICE OF THE EAST BAY | |||||||
| 3470 Buskirk Ave | PLEASANT HILL | CA | 94523 | NONE | GOOD | SUPPORT | $1,000 |
| ELDERLY WISH FOUNDATION | |||||||
| PO BOX 4365 | ANTIOCH | CA | 94531 | NONE | GOOD | SUPPORT | $500 |
| LOAVES FISHES | |||||||
| 1985 Bonifacio St | CONCORD | CA | 94520 | NONE | GOOD | SUPPORT | $1,000 |
| SF AIDS FOUNDATION | |||||||
| 1035 MARKET ST 400 | SAN FRANCISCO | CA | 94103 | NONE | GOOD | SUPPORT | $1,000 |
| VARIOUS CHARITIES | |||||||
| 3340 FONTANA PLACE | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $5,000 |
| MAUI UNITED WAY | |||||||
| 235 NAKII RD | KAHULUI | HI | 96732 | GOOD | SUPPORT | $1,000 | |
| OAKLAND ZOO | |||||||
| 9777 Golf Links Rd | Oakland | CA | 94605 | NONE | GOOD | SUPPORT | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 2185 Pacheco St | CONCORD | CA | 94520 | NONE | GOOD | SUPPORT | $5,000 |
| SHARE THE SPIRIT | |||||||
| PO Box 78 | Sherman | IL | 62684 | GOOD | SUPPORT | $5,000 | |
| EAST BAY SPCA | |||||||
| 8323 Baldwin Street | OAKLAND | CA | 94621 | NONE | GOOD | SUPPORT | $1,000 |
| BEDFORD CENTER | |||||||
| 1811 C ST | ANTIOCH | CA | 94509 | GOOD | SUPPORT | $1,000 | |
| RUTH BANCROFT GARDEN NURSERY | |||||||
| 1552 BANCROFT ROAD | WALNUT CREEK | CA | 94598 | NONE | PC | SUPPORT | $1,000 |
| FARM SANCTUARY | |||||||
| 2336 OLIVET LANE | SANTA ROSA | CA | 95401 | NONE | PC | SUPPORT | $1,000 |
| PREFERRED ANIMAL WELFARE | |||||||
| 4800 IMHOFF PLACE | MARTINEZ | CA | 94553 | NONE | PC | SUPPORT | $1,000 |
| LINDSEY WILDLIFE MUSEUM | |||||||
| 1931 1ST AVENUE | WALNUT CREEK | CA | 94597 | NONE | PC | SUPPORT | $1,000 |
| EQUAL RIGHTS ADVOCATES | |||||||
| 1170 MARKET STEET | SAN FRANCISCO | CA | 94102 | PC | SUPPORT | $2,000 | |
| ANTIOCH COMMUNITY SCHOLARSHIP FUND | |||||||
| PO BOX 74 | ANTIOCH | CA | 94509 | NONE | PC | SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $45,316 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,302 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,316 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,302 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,618 | 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 | 34 | LineNumberTxt |
| Relationship Statement | FUNDS ARE EXCLUSIVELY USED FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OREDUCATIONAL PURPOSES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FONTANA CHARITABLE REMAINDER TR 1 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 SHADY LN | AddressLine1Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $363,931 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $363,931 | FairMarketValueAmt |
| Received | 2023-11-01 | ReceivedDt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT COSTS | Desc |
| Revenue And Expenses Per Books | $3,511 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,170 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,170 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,171 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $1,004 | Amt |
| Net Investment Income | $335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $334 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $335 | DisbursementsCharitablePrpsAmt |