STRATEGY STUDIO / PUBLIC DATA EXPLORER

DONNER FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DONNER FAMILY FOUNDATION (EIN 52-2284032)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201913179349101681
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-13T13:19:39-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050519103PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FARMER & FIRST PC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 STATE STAddressLine1Txt
CityWARRENCityNm
State AbbreviationRIStateAbbreviationCd
ZIP028853120ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522284032EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONNER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONNBusinessNameControlTxt
Phone5167913332PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 LEWIS AVENUEAddressLine1Txt
CityWOODMERECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11598ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRAH DONNERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2019-11-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT FIRST CPAPreparerPersonNm
PTINP01233202PTIN
Phone4012471040PhoneNum
Preparation2019-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.99.158.189IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-13IPDt
IP Tm13:19:39IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF0F18893475A5D80C178EFE812102C80DE006AC2AtSubmissionCreationDeviceId
At Submission Filing Device Id1D678D9767F5368743EE11F0BACEB0FD965198AAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$188,197FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,273DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,273DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,273DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,943NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,943GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,943CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,716TotalRevAndExpnssAmt
Total Net Invst Incm$6,216TotalNetInvstIncmAmt
Total Adj Net Incm$3,273TotalAdjNetIncmAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$750OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$760TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,860TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,856ExcessRevenueOverExpensesAmt
Net Investment Income$6,206NetInvestmentIncomeAmt
Adjusted Net Income$3,273AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,131CashBOYAmt
Cash EOY$3,940CashEOYAmt
Cash EOYFMV$3,940CashEOYFMVAmt
Corporate Stock BOY$181,964CorporateStockBOYAmt
Corporate Stock EOY$184,257CorporateStockEOYAmt
Corporate Stock EOYFMV$184,257CorporateStockEOYFMVAmt
Total Assets BOY$186,095TotalAssetsBOYAmt
Total Assets EOY$188,197TotalAssetsEOYAmt
Total Assets EOYFMV$188,197TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$186,095CapitalStockBOYAmt
Capital Stock EOY$188,197CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$186,095TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$188,197TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$186,095TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$188,197TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$186,095TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,856ExcessRevenueOverExpensesAmt
Subtotal$196,951SubtotalAmt
Other Decreases$8,754OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$188,197TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2,943CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$167,815NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.025326DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$147,574NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.023717DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,400AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$128,912NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.018617DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,750AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$113,471NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.024235DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,085AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$89,922NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.023187DistributionYr5Rt
Total Distribution0.115082TotalDistributionRt
Average Distribution0.023016AverageDistributionRt
Net Vl Noncharitable Assets$184,339NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,243AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$62NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,305AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$62InvestmentIncomeExciseTaxAmt
Subtotal$62SubtotalAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Tax Due$62TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressDONNER@MARIATT.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1IRAH DONNERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5167913332PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1310 LEWIS AVENUEAddressLine1Txt
CityWOODMERECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11598ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonIRAH DONNERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 LEWIS AVENUEAddressLine1Txt
CityWOODMERECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11598ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$183,111AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,035AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$187,146TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$187,146AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,807CashDeemedCharitableAmt
Net Vl Noncharitable Assets$184,339NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,217MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,217MinimumInvestmentReturnAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Total Tax$62TotalTaxAmt
Distributable Before Adj$9,155DistributableBeforeAdjAmt
Distributable Before Ded$9,155DistributableBeforeDedAmt
Distributable As Adjusted$9,155DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,100ExpensesAndContributionsAmt
Qualifying Distributions$10,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$62PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,038AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,155DistributableAsAdjustedAmt
Undistributed Income PY$7,850UndistributedIncomePYAmt
Qualifying Distributions$10,100QualifyingDistributionsAmt
Applied To Year1$7,850AppliedToYear1Amt
Applied To Current Year$2,250AppliedToCurrentYearAmt
Undistributed Income CY$6,905UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VARIOUSBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1310 LEWIS AVENUEAddressLine1Txt
CityWOODMERECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11598ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501C3RecipientFoundationStatusTxt
Grant Or Contribution PurposeVARIOUSGrantOrContributionPurposeTxt
Amt$10,100Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,273RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,943RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,216RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,216TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementDIV EARNED ON INVEST FURTHER ADV ABILITY TO DISTRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$184,257EOYBookValueAmt
EOYFMV$184,257EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSES IN INVESTMENTSDesc
Amt$8,754Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
COSTS$750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$10Amt
Net Investment Income$10NetInvestmentIncomeAmt