STRATEGY STUDIO / PUBLIC DATA EXPLORER

DONNER FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DONNER FAMILY FOUNDATION (EIN 52-2284032)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201743199349105059
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T19:07:49-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-11-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT M FIRST CPAPreparerPersonNm
PTINP01233202PTIN
Phone4012471040PhoneNum
Preparation2017-11-15PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdE8026FD756C4D74DB0493CAE1A28443182B4BDCBAtSubmissionCreationDeviceId
At Submission Filing Device Id7F6145AA9A9ACAD162CF517A0BF0DE10EB8E5EF5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$154,646FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,500ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,267DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,267DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,267DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,427NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,427GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,427CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,194TotalRevAndExpnssAmt
Total Net Invst Incm$3,694TotalNetInvstIncmAmt
Total Adj Net Incm$2,267TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$550OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$550TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,050TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,144ExcessRevenueOverExpensesAmt
Net Investment Income$3,694NetInvestmentIncomeAmt
Adjusted Net Income$2,267AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,490CashBOYAmt
Cash EOY$2,538CashEOYAmt
Cash EOYFMV$2,538CashEOYFMVAmt
Corporate Stock BOY$128,362CorporateStockBOYAmt
Corporate Stock EOY$152,108CorporateStockEOYAmt
Corporate Stock EOYFMV$152,108CorporateStockEOYFMVAmt
Total Assets BOY$134,852TotalAssetsBOYAmt
Total Assets EOY$154,646TotalAssetsEOYAmt
Total Assets EOYFMV$154,646TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$134,852CapitalStockBOYAmt
Capital Stock EOY$154,646CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$134,852TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$154,646TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$134,852TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$154,646TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$134,852TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,144ExcessRevenueOverExpensesAmt
Other Increases$9,650OtherIncreasesAmt
Subtotal$154,646SubtotalAmt
Tot Net Ast Or Fund Balances EOY$154,646TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,427CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$128,912NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.018617DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,750AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$113,471NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.024235DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,085AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$89,922NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.023187DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,335AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$59,771NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039066DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$34,145NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.073217DistributionYr5Rt
Total Distribution0.178322TotalDistributionRt
Average Distribution0.035664AverageDistributionRt
Net Vl Noncharitable Assets$147,574NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,263AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$37NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,300AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$74InvestmentIncomeExciseTaxAmt
Subtotal$74SubtotalAmt
Tax Based On Investment Income$74TaxBasedOnInvestmentIncomeAmt
Tax Due$74TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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

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 Pos1.00AverageHrsPerWkDevotedToPosRt
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$145,307AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,514AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$149,821TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$149,821AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,247CashDeemedCharitableAmt
Net Vl Noncharitable Assets$147,574NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,379MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,379MinimumInvestmentReturnAmt
Tax Based On Investment Income$74TaxBasedOnInvestmentIncomeAmt
Total Tax$74TotalTaxAmt
Distributable Before Adj$7,305DistributableBeforeAdjAmt
Distributable Before Ded$7,305DistributableBeforeDedAmt
Distributable As Adjusted$7,305DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,500ExpensesAndContributionsAmt
Qualifying Distributions$3,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,305DistributableAsAdjustedAmt
Qualifying Distributions$3,500QualifyingDistributionsAmt
Applied To Current Year$3,500AppliedToCurrentYearAmt
Undistributed Income CY$3,805UndistributedIncomeCYAmt

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$3,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,267RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,427RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,694RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,694TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonIRAH DONNERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1310 LEWIS AVENUEAddressLine1Txt
CityWOODMERECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11598ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$152,108EOYBookValueAmt
EOYFMV$152,108EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
COSTS$550

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON INVESTMENTSDesc
Amt$9,650Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonIRAH DONNERPersonNm

US Address USAddress

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