LEO FONTANA FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LEO FONTANA FAMILY FOUNDATION (EIN 68-0486998)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-01
- IRS object ID
- 201701529349100015
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-01T17:08:19-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 3340 FONTANA PLACE | 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 | 2017-06-01 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,042,001 | 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 | $140,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,144 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,144 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $166,498 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,614 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $206,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,758 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,144 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,122 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,122 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $13,122 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,122 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,690 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,690 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,690 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,634 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,634 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,634 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,634 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,116 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,116 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,116 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,562 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $20,562 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,562 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,592 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $20,562 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,592 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,196 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,582 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,498 | CashBOYAmt |
| Cash EOY | $108,263 | CashEOYAmt |
| Cash EOYFMV | $108,263 | CashEOYFMVAmt |
| Corporate Stock BOY | $862,046 | CorporateStockBOYAmt |
| Corporate Stock EOY | $999,340 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $933,738 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $966,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,107,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,042,001 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $966,544 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,107,603 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $966,544 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,107,603 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $966,544 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,107,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $966,544 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,059 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,107,603 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,107,603 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 SHARES ISHARES CORE HIGH DIVIDEND | P | 2016-08-03 | 2016-11-16 | $3,968 | $4,081 | -$113 | -$113 |
| 1 SHARE OAKMARK FUND | P | 2015-12-17 | 2016-08-03 | $110 | $107 | $3 | $3 |
| 1,963 SHARES LOOMIS SAYLES BOND FUND | P | 2014-04-21 | 2016-04-21 | $26,277 | $30,000 | -$3,723 | -$3,723 |
| 116 SHARES OAKMARK FUND | P | 2014-08-03 | 2016-08-03 | $7,682 | $7,492 | $190 | $190 |
| 339 SHARES SPDR S&P DIVIDEND ETF | P | 2012-04-25 | 2016-08-03 | $28,950 | $19,150 | $9,800 | $9,800 |
| 225 SHARES SPDR S&P DIVIDEND ETF | P | 2014-11-16 | 2016-11-16 | $18,928 | $12,944 | $5,984 | $5,984 |
| 54 SHARES VANGUARD EERGING MARKET | P | 2015-04-15 | 2016-08-03 | $1,987 | $2,377 | -$390 | -$390 |
| 109 SHARES VANGUARD MEGA CAP GROWTH | P | 2012-07-26 | 2016-11-16 | $9,343 | $5,801 | $3,542 | $3,542 |
| 21 SHARES VANGUARD REIT ETF | P | 2015-04-15 | 2016-08-03 | $1,899 | $1,702 | $197 | $197 |
| 41 SHARES VANGUARD RUSSELL 2000 | P | 2015-07-23 | 2016-08-03 | $3,957 | $4,125 | -$168 | -$168 |
| 48 SHARES GABELLI SMALL CAP GROWTH FUND | P | 2011-04-12 | 2016-11-16 | $2,500 | $1,717 | $783 | $783 |
| 1,706 SHARES LOOMIS SAYLES BOND FUND | P | 2011-04-12 | 2016-04-21 | $22,833 | $25,000 | -$2,167 | -$2,167 |
| 74 SHARES TECHNOLOGY SELECT SECTOR SPDR | P | 2011-04-12 | 2016-11-16 | $3,477 | $1,905 | $1,572 | $1,572 |
| 269 SHARES VANGUARD MEGA CAP GROWTH | P | 2011-04-12 | 2016-08-03 | $23,443 | $13,135 | $10,308 | $10,308 |
| 30 SHARES VANGUARD MEGA CAP GROWTH | P | 2011-04-12 | 2016-11-16 | $2,572 | $1,465 | $1,107 | $1,107 |
| 100 SHARES VANGUARD MEGA CAP GROWTH | P | 2011-04-12 | 2016-11-16 | $8,572 | $4,883 | $3,689 | $3,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,614 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$110 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,441 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $866,748 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07319 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $93,985 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $777,233 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.12092 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,751 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $664,688 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10795 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,882 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $621,901 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08825 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,720 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $395,349 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.12323 | DistributionYr5Rt |
| Total Distribution | 0.513546 | TotalDistributionRt |
| Average Distribution | 0.102709 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $956,196 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $98,210 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $372 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $98,582 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,592 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $744 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $744 | SubtotalAmt |
| Tax Based On Investment Income | $744 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $756 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | ||||||
| 3340 FONTANA PLACE | ANTIOCH | CA | 94509 | President | 2.00 | $0 |
| ANDREA L FONTANA | ||||||
| 3340 FONTANA PLACE | 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 | HOLY ROSARY CHURCH | Description1Txt |
| Expenses1 | $7,810 | Expenses1Amt |
| Description2 | ANTIOCH HISTORICAL SPORTS LEGEND | Description2Txt |
| Expenses2 | $2,795 | Expenses2Amt |
| Description3 | ANTIOCH SENIOR CENTER | Description3Txt |
| Expenses3 | $2,050 | Expenses3Amt |
| Description4 | ANTIOCH ROTARY | Description4Txt |
| Expenses4 | $3,225 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $864,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $970,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $970,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $956,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,810 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,810 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $744 | TotalTaxAmt |
| Distributable Before Adj | $47,066 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,066 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,066 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,592 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,592 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $65,592 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,066 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $29,124 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,169 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,562 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,362 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,516 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $167,733 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,592 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,066 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,526 | RemainingDistriFromCorpusAmt |
| Total Corpus | $186,259 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $29,124 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $157,135 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,169 | ExcessFromYear4Amt |
| Excess From Year3 | $38,562 | ExcessFromYear3Amt |
| Excess From Year2 | $55,362 | ExcessFromYear2Amt |
| Excess From Year1 | $20,516 | ExcessFromYear1Amt |
| Excess From Current Year | $18,526 | 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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTIOCH ROTARY | |||||||
| PO Box 692 | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $3,225 |
| ANTIOCH HISTORICAL SOCIETY | |||||||
| 1500 W 4th St | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $590 |
| HOLY ROSARY CHURCH | |||||||
| 1313 A St | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $7,810 |
| ANTIOCH SENIOR CENTER | |||||||
| 415 W 2nd St | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $2,050 |
| SAINT VINCENT DE PAUL | |||||||
| 2210 Gladstone Dr | Pittsburg | CA | 94565 | NONE | GOOD | SUPPORT | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 426 17TH STREET 300 | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $400 |
| SAINT IGNATIUS CHURCH | |||||||
| 3351 CONTRA LOMA BLVD | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| SALVATION ARMY | |||||||
| 620 E TREGALLAS RD | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,500 |
| AMERICAN RED CROSS | |||||||
| 140 GREGORY LN 120 | PLEASANT HILL | CA | 94523 | NONE | GOOD | SUPPORT | $1,000 |
| SAN FRANCISCO AIDS FOUNDATION | |||||||
| 1035 MARKET ST 400 | SAN FRANCISCO | CA | 94103 | NONE | GOOD | SUPPORT | $500 |
| MEALS ON WHEELS | |||||||
| 990 ROSEMARY PRIVATE LN | OAKLEY | CA | 94561 | NONE | GOOD | SUPPORT | $750 |
| ARTHRITIS FOUNDATION | |||||||
| 657 MISSION ST 603 | SAN FRANCISCO | CA | 94105 | NONE | GOOD | SUPPORT | $100 |
| SONS OF ITALY | |||||||
| 415 WEST 2ND STREET | ANTIOCH | CA | 94109 | NONE | GOOD | SUPPORT | $100 |
| ANTIOCH HISTORICAL SPORTS LEGEND | |||||||
| 1500 W 4TH STREET | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $2,795 |
| ANTIOCH RIVERTOWN JAMBOREE | |||||||
| 301 W 10th St 5 | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| BPO ELKS FOUNDATION | |||||||
| 460 E 10TH ST | ANTIOCH | CA | 94109 | NONE | GOOD | SUPPORT | $285 |
| HOSPICE OF EAST BAY | |||||||
| 3470 BUSKIRK AVE | PLEASANT HILL | CA | 94523 | NONE | GOOD | SUPPORT | $2,000 |
| SMILE TRAIN | |||||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | GOOD | SUPPORT | $625 |
| CONTRA COSTA COUNTY FOOD BANK | |||||||
| 4010 NELSON AVE | CONCORD | CA | 94520 | NONE | GOOD | SUPPORT | $1,000 |
| EL CAMPANIL THEATRE | |||||||
| 602 W 2ND ST | ANTIOCH | CA | 94209 | NONE | GOOD | SUPPORT | $1,000 |
| CELEBRATE ANTIOCH FOUNDATION | |||||||
| PO BOX 121 | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| GUIDE DOGS FOR THE BLIND | |||||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | NONE | GOOD | SUPPORT | $250 |
| DOCTORS WITHOUT BORDERS | |||||||
| 3543 18TH ST | SAN FRANCISCO | CA | 94110 | NONE | GOOD | CASH | $500 |
| INTL VISION VOLUNTEERS | |||||||
| 300 H St Ste D | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $500 |
| ELDERLY WISH FOUNDATION | |||||||
| PO BOX 4365 | ANTIOCH | CA | 94531 | NONE | GOOD | SUPPORT | $100 |
| 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 |
| ROTARY INTL MAJOR DONAR FUND | |||||||
| PO Box 692 | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| USF CHILDRENS HOSPITAL | |||||||
| 1975 4TH ST | SAN FRANCISCO | CA | 94158 | NONE | GOOD | SUPPORT | $1,000 |
| SF AIDS FOUNDATION | |||||||
| 1035 MARKET ST 400 | SAN FRANCISCO | CA | 94103 | NONE | GOOD | SUPPORT | $500 |
| ALIZHEZMERS DISEASE RESEARCH | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | GOOD | SUPPORT | $200 |
| LIONS BLIND CTR | |||||||
| 1722 BROADWAY | OAKLAND | CA | 94612 | NONE | GOOD | SUPPORT | $100 |
| SLOAN KEITERING CANCER CTR | |||||||
| 1275 York Avenue | NEW YORK | NY | 10065 | NONE | GOOD | SUPPORT | $750 |
| DELTA LEARNING CTR | |||||||
| 275 W Tregallas Rd | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $500 |
| EAST BAY SHARE TO SPIRT | |||||||
| 700 Ygnacio Valley Rd 140 | WALNUT CREEK | CA | 94596 | NONE | GOOD | SUPPORT | $1,000 |
| SUTTER EAST BAY MEDICAL FOUNDATION | |||||||
| 2850 Telegraph Ave | BERKLEY | CA | 94705 | NONE | GOOD | SUPPORT | $1,000 |
| CONCORD HISTORICAL | |||||||
| 1700 BUREAU ROAD | CONCORD | CA | 94519 | NONE | GOOD | SUPPORT | $50 |
| HEARTS EMPOWERING POOR | |||||||
| 3710 LONE TREE WAY | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,250 |
| ANTIOCH WOMENS CLUB | |||||||
| 509 G St | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| ANTIOCH LITTLE LEAGUE | |||||||
| PO BOX 2685 | ANTIOCH | CA | 94531 | NONE | GOOD | SUPPORT | $1,000 |
| FRIENDS OF ANIMALS | |||||||
| 777 Post Road | DARIEN | CT | 06820 | NONE | GOOD | SUPPORT | $1,000 |
| MARTINEZ MOOSE LODGE | |||||||
| 600 PALM AVE | MARTINEZ | CA | 94553 | NONE | GOOD | SUPPORT | $100 |
| NO CAL SPEC OLYMPICS | |||||||
| 3480 Buskirk Ave 340 | PLEASANT HILL | CA | 94523 | NONE | GOOD | SUPPORT | $250 |
| GLIDE MEMORIAL | |||||||
| 330 Ellis St | SAN FRANCISCO | CA | 94102 | NONE | GOOD | SUPPORT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,030 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $27,144 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $8,893 | ExclusionAmt |
| Related Or Exempt Function Incm | $30,614 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,037 | ExclusionAmt |
| Related Or Exempt Function Incm | $30,614 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,651 | 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 Person | THE LEO FONTANA CHARITABLE LEAD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $140,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,690 | Amt |
| Net Investment Income | $1,690 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,690 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,690 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT COSTS | Desc |
| Revenue And Expenses Per Books | $4,116 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,116 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,116 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,116 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $262 | $262 | $262 | $262 |
| PAYROLL TAXES | $1,372 | $1,372 | $1,372 | $1,372 |