DONALD ZONSHINE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DONALD ZONSHINE FAMILY FOUNDATION (EIN 81-0906975)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349106685
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:40:25-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 854036357 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEDMAN PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27441 TOURNEY ROAD SUITE 200 | AddressLine1Txt |
| City | VALENCIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810906975 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD ZONSHINE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 9256832380 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 EL DORADO AVENUE | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE GALLETLY | PersonNm |
| Person Title | CFO & SECRETARY | PersonTitleTxt |
| Phone | 9256832380 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HELEN Y FU | PreparerPersonNm |
| PTIN | P01868491 | PTIN |
| Phone | 6612876333 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,805,988 | 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 | $472,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $472,254 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $267,895 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $267,895 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $267,895 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,418,922 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,793,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,464 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$2,671,309 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $740,149 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,875 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,125 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,907 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,840 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,067 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,385 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,385 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,365 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,883 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,483 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $91,957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $166 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,154 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,154 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $673 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $76 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,826 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $627,037 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $627,037 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $825,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $685,327 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,497,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $691,923 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5,793 | CashEOYAmt |
| Cash EOYFMV | $5,793 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $324,187 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,079,637 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,079,637 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,753,564 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,131,632 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,142,681 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,008,425 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,954,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,049,953 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,961,303 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $379,973 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $375,779 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,557,828 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $142,403 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $142,403 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $189 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,742 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,742 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,605,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,703,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,805,988 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $16,740 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $6,167 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $16,740 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,167 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,588,756 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,697,413 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,588,756 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,697,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,605,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,703,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,588,756 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,497,172 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,605,954 | OtherIncreasesAmt |
| Subtotal | $16,697,538 | SubtotalAmt |
| Other Decreases | $125 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,697,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LT | $10,397,075 | $14,989,038 | -$4,591,963 | -$4,591,963 | |||
| PUBLICLY TRADED SECURITIES - ST | $196,574 | $197,601 | -$1,027 | -$1,027 | |||
| SALE OF RENTAL PROPERTY | $5,200,000 | $863,501 | $4,336,499 | $4,336,499 | D | 2018-12-30 | 2024-12-18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$256,491 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,618 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,618 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,618 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $86,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $247 | EsPenaltyAmt |
| Overpayment | $76,135 | OverpaymentAmt |
| Applied To ES Tax | $76,135 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN AND JANET GALLETLY | IndividualWithBooksNm |
| Phone | 9256832380 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 EL DORADO AVENUE | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVE GALLETLY | ||||||||
| 185 EL DORADO AVENUE | DANVILLE | CA | 94526 | CFO & SECRETARY | 8.00 | $22,500 | $0 | $0 |
| JANET GALLETLY | ||||||||
| 185 EL DORADO AVENUE | DANVILLE | CA | 94526 | CEO & PRESIDENT | 4.00 | $22,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,664,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,372,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $152,145 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,189,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,189,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,837 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,006,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $600,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $600,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,618 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,618 | TotalTaxAmt |
| Distributable Before Adj | $590,696 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $590,696 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $590,696 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $685,327 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $685,327 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $590,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $290,521 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $685,327 | QualifyingDistributionsAmt |
| Applied To Year1 | $290,521 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $394,806 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $195,890 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CANCER SUPPORT COMMUNITY | ||||||
| 3276 MCNUTT AVE | WALNUT CREEK | CA | 94597 | PUBLIC | GENERAL SUPPORT | $100,000 |
| CANCER SUPPORT COMMUNITY | ||||||
| 3276 MCNUTT AVE | WALNUT CREEK | CA | 94597 | PUBLIC | GENERAL SUPPORT | $14,125 |
| HILLSIDES | ||||||
| 815 COLORADO BLVD STE 300 | LOS ANGELES | CA | 90041 | PUBLIC | GENERAL SUPPORT | $97,200 |
| HILLSIDES | ||||||
| 815 COLORADO BLVD STE 300 | LOS ANGELES | CA | 90041 | PUBLIC | GENERAL SUPPORT | $1,250 |
| HILLSIDES | ||||||
| 815 COLORADO BLVD STE 300 | LOS ANGELES | CA | 90041 | PUBLIC | GENERAL SUPPORT | $50 |
| I CAN DO THAT PERFORMING ARTS CENTER | ||||||
| 194 DIABLO RD | DANVILLE | CA | 94526 | PUBLIC | GENERAL SUPPORT | $50,000 |
| INTERNATIONAL RESCUE COMMUNITY | ||||||
| 625 N MARYLAND AVE | GLENDALE | CA | 91206 | PUBLIC | GENERAL SUPPORT | $75,000 |
| KIDNUZ | ||||||
| 3697 MT DIABLO BLVD 205 | LAFAYETTE | CA | 94549 | PUBLIC | GENERAL SUPPORT | $2,500 |
| SAN FRANCISCO CITY IMPACT | ||||||
| PO BOX 16217 | SAN FRANCISCO | CA | 94116 | PUBLIC | GENERAL SUPPORT | $100,000 |
| SAN FRANCISCO CITY IMPACT | ||||||
| PO BOX 16217 | SAN FRANCISCO | CA | 94116 | PUBLIC | GENERAL SUPPORT | $912 |
| SAN FRANCISCO CITY IMPACT | ||||||
| PO BOX 16217 | SAN FRANCISCO | CA | 94116 | PUBLIC | GENERAL SUPPORT | $25,000 |
| THE OCEAN CLEANUP | ||||||
| 5954 COUNTRY OAK RD | WOODLAND HILLS | CA | 91367 | PUBLIC | GENERAL SUPPORT | $50,000 |
| CONTRA COSTA COUNTY FOOD BANK | ||||||
| 4010 NELSON AVENUE | CONCORD | CA | 94520 | PUBLIC | GENERAL SUPPORT | $50,000 |
| SAVE THE FAMILY FARM | ||||||
| 2446 SHORELINE DR | NAPA | CA | 94558 | PUBLIC | GENERAL SUPPORT | $25,000 |
| ALWAYS DREAM FOUNDATION | ||||||
| 12717 W SUNRISE BLVD STE 423 | SUNRISE | FL | 33323 | PUBLIC | GENERAL SUPPORT | $1,000 |
| SENTINELS OF FREEDOM | ||||||
| PO BOX 1316 | SAN RAMON | CA | 94583 | PUBLIC | GENERAL SUPPORT | $25,000 |
| SAN RAMON VALLEY CHRISTIAN ACADEMY | ||||||
| 220 W EL PINTADO RD | DANVILLE | CA | 94526 | PUBLIC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $627,037 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $472,254 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $267,895 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,418,922 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,464 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$2,671,309 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,671,309 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,770 | Amt |
| Net Investment Income | $4,385 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,385 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH - 2028 - CORPORATE BONDS | BondNm |
| EOY Book Value | $379,973 | EOYBookValueAmt |
| EOYFMV | $375,779 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH - 2028 - CORPORATE STOCK | StockNm |
| EOY Book Value | $4,954,400 | EOYBookValueAmt |
| EOYFMV | $5,049,953 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,131,632 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,142,681 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN TANNER AND ZONSHINE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $142,403 | BookValueAmt |
| EOYFMV | $142,403 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM ZONSHINE MANAGEMENT, INC | $189 | $189 | $189 |
| INTEREST AND DIVIDEND RECEIVABLE | $0 | $1,322 | $1,322 |
| ACCRUED INTEREST PAID | $0 | $8,231 | $8,231 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON CHARITABLE ACTIVITIES, NET | Desc |
| Amt | $125 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $200 | $0 | $0 |
| BANK FEES | $153 | $77 | $76 |
| PENALTY | $320 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $7,464 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $7,464 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE ON INTEREST INCOME FROM MUNICIPAL BONDS | $30,745 |
| COST BASIS ADJUSTMENTS | $5,575,209 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $36,965 | $18,483 | $18,483 |
| APPRAISAL FEES | $6,400 | $6,400 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ESTATE OF DONALD ZONSHINE - PAS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 EL DORADO AVENUE | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $166 | $166 | $0 |
| FEDERAL EXCISE TAXES | $91,791 | $0 | $0 |