LEO FONTANA FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEO FONTANA FAMILY FOUNDATION (EIN 68-0486998)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-28
- IRS object ID
- 202011199349101056
- Schema version
- 2019v5.0
- 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 | 2020-04-28T18:35:11-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680373796 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMEN KAISER & CAMERON CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 LONE TREE WAY 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 | 2019-01-01 | 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 | LEO L FONTANA | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD P KAISER | PreparerPersonNm |
| PTIN | P00344667 | PTIN |
| Phone | 9257572661 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | 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) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $38,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,009 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $38,009 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $241,766 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,259 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $36 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $52,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,268 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,045 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,136 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,175 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,175 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,040 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,040 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,040 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,040 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,400 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,400 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,615 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,615 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,742 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,742 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,615 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,653 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,430 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,869 | CashBOYAmt |
| Cash EOY | $13,285 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $86,769 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,875 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $914,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $920,419 | CorporateStockEOYAmt |
| Total Assets BOY | $1,013,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $993,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,013,724 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,013,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $993,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,013,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $993,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,013,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,145 | ExcessRevenueOverExpensesAmt |
| Subtotal | $993,579 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $993,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 12 SHARES METROPOLITAN WEST TOTAL RETURN | P | 2019-01-01 | 2019-06-01 | $136 | $140 | -$4 | -$4 |
| 137 SHARES PGIM SHORT TERM CORP | P | 2019-01-01 | 2019-06-01 | $1,534 | $1,543 | -$9 | -$9 |
| 1.53 SHARES SPDR S&P DIVIDEND EFT | P | 2019-01-01 | 2019-06-01 | $156 | $145 | $11 | $11 |
| 8 SHARES VANGUARD TOTAL BOND MARKET | P | 2019-01-01 | 2019-06-01 | $691 | $653 | $38 | $38 |
| 20 SHARES GABELLI SMALL CAP GROWTH | P | 2018-01-01 | 2019-06-01 | $1,156 | $1,000 | $156 | $156 |
| 42 SHARES INVESCO OPPENHEIMER INTL SMALL | P | 2018-01-01 | 2019-06-01 | $2,000 | $1,602 | $398 | $398 |
| 193 SHARES LAUDUS US LARGE CAP GROWTH | P | 2018-01-01 | 2019-06-01 | $4,500 | $3,117 | $1,383 | $1,383 |
| 463 SHARES METROPOLITAN WEST TOTAL RETURN | P | 2018-01-01 | 2019-06-01 | $4,908 | $5,051 | -$143 | -$143 |
| 6,651 SHARES PGIM SHORT TERM CORP BOND | P | 2018-01-01 | 2019-06-01 | $73,738 | $74,421 | -$683 | -$683 |
| 126 SHARES SPDR PORTFOLIO S&P 600 SMALL CAP | P | 2018-01-01 | 2019-06-01 | $3,993 | $2,472 | $1,521 | $1,521 |
| 59 SHARES SPDR S&P DIVIDEND EFT | P | 2018-01-01 | 2019-06-01 | $5,997 | $4,604 | $1,393 | $1,393 |
| 176 SHARES VANGUARD FTSE DEVELOPED MARKET | P | 2018-01-01 | 2019-06-01 | $7,428 | $6,658 | $770 | $770 |
| 45 SHARES VANGUARD FTSE EMERGING MARKET | P | 2018-01-01 | 2019-06-01 | $1,971 | $1,966 | $5 | $5 |
| 17 SHARES VANGUARD GLOBAL EX US REAL ESTATE | P | 2018-01-01 | 2019-06-01 | $993 | $1,000 | -$7 | -$7 |
| 27 SHARES VANGUARD REAL ESTATE ETF | P | 2018-01-01 | 2019-06-01 | $2,368 | $2,107 | $261 | $261 |
| 7,806 SHARES VANGUARD SHORT TERM INVEST | P | 2018-01-01 | 2019-06-01 | $83,500 | $83,249 | $251 | $251 |
| 324 SHARES VANGUARD TOTAL BOND MARKET | P | 2018-01-01 | 2019-06-01 | $27,505 | $26,449 | $1,056 | $1,056 |
| 120 SHARES GABELLI SMALL CAP GROWTH | P | 2018-01-01 | 2019-06-01 | $6,670 | $4,262 | $2,408 | $2,408 |
| 90 SHARES ISHARES IBOXX INVESTMENT GRADE BOND | P | 2018-01-01 | 2019-06-01 | $11,562 | $9,759 | $1,803 | $1,803 |
| 12 SHARES TECHNOLOGY SELECT SECTOR SPDR | P | 2018-01-01 | 2019-06-01 | $960 | $309 | $651 | $651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,259 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $36 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,916 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $83,583 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $65,592 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $956,196 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06860 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,441 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $866,748 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07319 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,985 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $777,233 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.12092 | DistributionYr5Rt |
| Total Distribution | 0.262714 | TotalDistributionRt |
| Average Distribution | 0.052543 | AverageDistributionRt |
| Net Investment Income Pct | $417 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $417 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,357 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $417 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $417 | SubtotalAmt |
| Tax Based On Investment Income | $417 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $417 | TaxDueAmt |
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 | LEO FONTANA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9257573114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|
| LEO 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 | $13,136 |
| 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 | HOLY ROSARY CHURCH | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | ANTIOCH HISTORICAL SPORTS LEGEND | Description2Txt |
| Description3 | ANTIOCH SENIOR CENTER | Description3Txt |
| Description4 | ANTIOCH ROTARY | 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 | $417 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $417 | TotalTaxAmt |
| Distributable Before Adj | $417 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $417 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,357 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $59,357 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $417 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,940 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $55,362 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,516 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,526 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,834 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,254 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $240,492 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,357 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $59,357 | RemainingDistriFromCorpusAmt |
| Total Corpus | $299,849 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $55,362 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $244,487 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,516 | ExcessFromYear4Amt |
| Excess From Year3 | $18,526 | ExcessFromYear3Amt |
| Excess From Year2 | $83,834 | ExcessFromYear2Amt |
| Excess From Year1 | $62,254 | ExcessFromYear1Amt |
| Excess From Current Year | $59,357 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTIOCH HISTORICAL SOCIETY | |||||||
| 1500 W 4th St | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,080 |
| HOLY ROSARY CHURCH | |||||||
| 1313 A St | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| ANTIOCH SENIOR CENTER | |||||||
| 415 W 2nd St | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $2,000 |
| AMERICAN RED CROSS | |||||||
| 140 GREGORY LN 120 | PLEASANT HILL | CA | 94523 | NONE | GOOD | SUPPORT | $2,000 |
| ANTIOCH HISTORICAL SPORTS LEGEND | |||||||
| 1500 W 4TH STREET | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| CONTRA COSTA COUNTY FOOD BANK | |||||||
| 4010 NELSON AVE | CONCORD | CA | 94520 | NONE | GOOD | SUPPORT | $7,000 |
| EL CAMPANIL THEATRE | |||||||
| 602 W 2ND ST | ANTIOCH | CA | 94209 | NONE | GOOD | SUPPORT | $1,500 |
| CELEBRATE ANTIOCH FOUNDATION | |||||||
| PO BOX 121 | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| 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 |
| LOAVES FISHES | |||||||
| 1985 Bonifacio St | CONCORD | CA | 94520 | NONE | GOOD | SUPPORT | $1,000 |
| ANT COMMUNITY SCHOLARSHIP | |||||||
| PO BOX 74 | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| SF AIDS FOUNDATION | |||||||
| 1035 MARKET ST 400 | SAN FRANCISCO | CA | 94103 | NONE | GOOD | SUPPORT | $1,000 |
| DELTA LEARNING CTR | |||||||
| 275 W Tregallas Rd | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| VARIOUS CHARITIES | |||||||
| 3340 FONTANA PLACE | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $11,000 |
| BPO ELKS FOUNDATION | |||||||
| 200 MARINA BLVD | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $162 |
| FONTANA YOUTH FOUNDATION | |||||||
| 3340 FONTANA PLACE | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| 1500 Monument Blvd Ste G-2 | CONCORD | CA | 94520 | NONE | GOOD | SUPPORT | $1,000 |
| OAKLAND ZOO | |||||||
| 9777 Golf Links Rd | Oakland | CA | 94605 | GOOD | SUPPORT | $1,000 | |
| PLANNED PARENTHOOD | |||||||
| 2185 Pacheco St | CONCORD | CA | 94520 | GOOD | SUPPORT | $2,000 | |
| SHARE THE SPIRIT | |||||||
| PO Box 78 | Sherman | IL | 62684 | GOOD | SUPPORT | $5,000 | |
| EAST BAY SPCA | |||||||
| 8323 Baldwin Street | OAKLAND | CA | 94621 | GOOD | SUPPORT | $1,000 | |
| CHOICE IN AGING | |||||||
| 490 Golf Club Road | PLEASANT HILL | CA | 94523 | GOOD | SUPPORT | $1,000 | |
| BEDFORD CENTER | |||||||
| 1811 C ST | ANTIOCH | CA | 94509 | GOOD | SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,742 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $38,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,080 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,259 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,089 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,259 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,348 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,175 | Amt |
| Net Investment Income | $1,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,175 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,175 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CA FEES | $35 | $35 | $35 | $35 |
| INVESTMENT COSTS | $4,365 | $4,365 | $4,365 | $4,365 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $2,040 | Amt |
| Net Investment Income | $2,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,040 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,040 | DisbursementsCharitablePrpsAmt |