LEO FONTANA FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LEO FONTANA FAMILY FOUNDATION (EIN 68-0486998)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-15
- IRS object ID
- 201601679349100220
- Schema version
- 2015v2.0
- 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 | 2016-06-15T16:15:55-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-06-15 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $906,473 | 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 | $25,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,822 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,822 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,632 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $275,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,132 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $143 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $193,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,954 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,965 | 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 | $685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $685 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $685 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $685 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,537 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,537 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,537 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,537 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,022 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,022 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,022 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,022 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,366 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $19,366 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,366 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $19,366 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $130,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,588 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,599 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $189,103 | CashBOYAmt |
| Cash EOY | $104,498 | CashEOYAmt |
| Cash EOYFMV | $104,498 | CashEOYFMVAmt |
| Corporate Stock BOY | $647,428 | CorporateStockBOYAmt |
| Corporate Stock EOY | $862,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $801,975 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $836,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $966,544 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $906,473 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $836,531 | UnrestrictedBOYAmt |
| Unrestricted EOY | $966,544 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $836,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $966,544 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $836,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $966,544 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $836,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $130,013 | ExcessRevenueOverExpensesAmt |
| Subtotal | $966,544 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $966,544 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3 SHARES ARTISAN INTL FUND INV | P | 2014-11-19 | 2015-10-15 | $103 | $109 | -$6 | -$6 |
| 2913 SHARES DOUBLELINE TOTAL RETURN BOND FUND | P | 2014-11-19 | 2015-04-15 | $32,255 | $32,029 | $226 | $226 |
| 22 SHARES OAKMARK INTL FUND | P | 2014-12-18 | 2015-04-15 | $384 | $387 | -$3 | -$3 |
| 306 SHARES PIMCO INCM CL D | P | 2014-12-18 | 2015-01-14 | $3,767 | $3,841 | -$74 | -$74 |
| 487 SHARES ARTISAN INTL FUND INV | P | 2014-01-13 | 2015-10-15 | $13,786 | $14,602 | -$816 | -$816 |
| 3338 SHARES DOUBLELINE TOTAL RETURN BOND | P | 2014-01-13 | 2015-04-15 | $36,961 | $36,703 | $258 | $258 |
| 1813 SHARES METROPOLITAN WEST TOTAL | P | 2012-10-08 | 2015-01-14 | $20,000 | $19,765 | $235 | $235 |
| 289 SHARES OAKMARK INTL SMALL CAP FUND | P | 2014-01-13 | 2015-04-15 | $4,910 | $4,947 | -$37 | -$37 |
| 4878 SHARES PIMCO INCM CL D | P | 2014-01-13 | 2015-01-14 | $59,913 | $61,096 | -$1,183 | -$1,183 |
| 66 SHARES SCOUT INTL FUND | P | 2012-01-25 | 2015-01-14 | $2,103 | $2,000 | $103 | $103 |
| 393 SHARES SPDR S&P DIVIDENT ETF | P | 2012-04-25 | 2015-04-15 | $31,131 | $22,200 | $8,931 | $8,931 |
| 14 SHARES SPDR S&P INTERNATIONAL DIVIDENT ETF | P | 2011-04-12 | 2015-07-23 | $579 | $926 | -$347 | -$347 |
| 70 SHARES S&P INTERNATIONAL DIVIDEND | P | 2011-04-12 | 2015-07-23 | $2,780 | $3,243 | -$463 | -$463 |
| 380 SHARES GABELLI SMALL CAP GROWTH FUND | P | 2011-04-12 | 2015-07-23 | $19,000 | $13,422 | $5,578 | $5,578 |
| 78 SHARES SCOUNT INTL FD | P | 2011-06-08 | 2015-01-14 | $2,483 | $2,637 | -$154 | -$154 |
| 284 SHARES VANGUARD MEG CAP GROWTH | P | 2011-04-12 | 2015-04-15 | $24,074 | $13,868 | $10,206 | $10,206 |
| 525 SHARES SPDR S&p INTERNATIONAL DIVIDEND | P | 2011-04-12 | 2015-07-23 | $20,782 | $29,420 | -$8,638 | -$8,638 |
| Wash Sale | $316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,132 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $143 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,985 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $777,233 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.12092 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,751 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $664,688 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10795 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,882 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $621,901 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08825 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,720 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $395,349 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.12323 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,557 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $358,104 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.12163 | DistributionYr5Rt |
| Total Distribution | 0.561984 | TotalDistributionRt |
| Average Distribution | 0.112397 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $866,748 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $97,420 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $206 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97,626 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,441 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $412 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $412 | SubtotalAmt |
| Tax Based On Investment Income | $412 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $412 | 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 | $7,850 | Expenses1Amt |
| Description2 | ANTIOCH HISTORICAL SPORTS LEGEND | Description2Txt |
| Expenses2 | $1,350 | Expenses2Amt |
| Description3 | ST VINCENT DE PAUL | Description3Txt |
| Expenses3 | $2,000 | Expenses3Amt |
| Description4 | ANTIOCH ROTARY | Description4Txt |
| Expenses4 | $2,990 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $785,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $879,947 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $879,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,199 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $866,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $412 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $412 | TotalTaxAmt |
| Distributable Before Adj | $42,925 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,925 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,925 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,441 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $63,441 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $63,441 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,925 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,652 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,124 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,169 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,562 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,362 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $172,869 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,441 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,516 | RemainingDistriFromCorpusAmt |
| Total Corpus | $193,385 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,652 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $167,733 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,124 | ExcessFromYear4Amt |
| Excess From Year3 | $24,169 | ExcessFromYear3Amt |
| Excess From Year2 | $38,562 | ExcessFromYear2Amt |
| Excess From Year1 | $55,362 | ExcessFromYear1Amt |
| Excess From Current Year | $20,516 | 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 (57 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 | $2,990 |
| ANTIOCH HISTORICAL SOCIETY | |||||||
| 1500 W 4th St | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,300 |
| HOLY ROSARY CHURCH | |||||||
| 1313 A St | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $7,850 |
| ANTIOCH SENIOR CENTER | |||||||
| 415 W 2nd St | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| 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 | $1,000 |
| AMERICAN RED CROSS | |||||||
| 140 GREGORY LN 120 | PLEASANT HILL | CA | 94523 | NONE | GOOD | SUPPORT | $1,000 |
| MEALS ON WHEELS | |||||||
| 990 ROSEMARY PRIVATE LN | OAKLEY | CA | 94561 | NONE | GOOD | SUPPORT | $250 |
| ARTHRITIS FOUNDATION | |||||||
| 657 MISSION ST 603 | SAN FRANCISCO | CA | 94105 | NONE | GOOD | SUPPORT | $50 |
| ANTIOCH HISTORICAL SPORTS LEGEND | |||||||
| 1500 W 4TH STREET | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,350 |
| CAL STATE EAST BAY EDUCATION FOUNDA | |||||||
| 25800 Carlos Bee Blvd | HAYWARD | CA | 94542 | NONE | GOOD | SUPPORT | $2,000 |
| ANTIOCH RIVERTOWN JAMBOREE | |||||||
| 301 W 10th St 5 | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $750 |
| AMERICAN DIABETES | |||||||
| 1970 BROADWAY 425 | OAKLAND | CA | 94612 | NONE | GOOD | SUPPORT | $100 |
| SMILE TRAIN | |||||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | GOOD | SUPPORT | $500 |
| CONTRA COSTA COUNTY FOOD BANK | |||||||
| 4010 NELSON AVE | CONCORD | CA | 94520 | NONE | GOOD | SUPPORT | $500 |
| AMERICAN KIDNEY FOUNDATION | |||||||
| 131 STEUART ST | SAN FRANCISCO | CA | 94105 | NONE | GOOD | SUPPORT | $100 |
| CELEBRATE ANTIOCH FOUNDATION | |||||||
| PO BOX 121 | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,700 |
| GUIDE DOGS FOR THE BLIND | |||||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | NONE | GOOD | SUPPORT | $250 |
| MEALS ON WHEELS | |||||||
| 990 ROSEMWARY PRIVATE LN | OAKLEY | CA | 94561 | NONE | GOOD | SUPPORT | $500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 3543 18TH ST | SAN FRANCISCO | CA | 94110 | NONE | GOOD | CASH | $450 |
| INTL VISION VOLUNTEERS | |||||||
| 300 H St Ste D | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $200 |
| THE ALS ASSOCIATION | |||||||
| 1330 Broadway Suite 1830 | OAKLAND | CA | 94612 | NONE | GOOD | SUPPORT | $100 |
| ANIMAL RESCUE FOUNDATION | |||||||
| 1950 MARKET ST | CONCORD | CA | 94520 | NONE | GOOD | SUPPORT | $100 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 4TH ST | SANTA MONICA | CA | 90401 | NONE | GOOD | SUPPORT | $150 |
| AMERICAN PARKINSON DIESASE | |||||||
| 9854 National Blvd 165 | LOS ANGELES | CA | 90034 | NONE | GOOD | SUPPORT | $100 |
| HOSPICE OF THE EAST BAY | |||||||
| 3470 Buskirk Ave | PLEASANT HILL | CA | 94523 | NONE | GOOD | SUPPORT | $850 |
| HOLY ROSARY SCHOOL | |||||||
| 1313 A ST | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $2,050 |
| ELDERLY WISH FOUNDATION | |||||||
| PO BOX 4365 | ANTIOCH | CA | 94531 | NONE | GOOD | SUPPORT | $600 |
| LOAVES FISHES | |||||||
| 1985 Bonifacio St | CONCORD | CA | 94520 | NONE | GOOD | SUPPORT | $400 |
| 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 |
| ANTIOCH POLICE ATHLETICS LEAGUE | |||||||
| 300 L STREET | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $100 |
| STREET OUTREACH | |||||||
| 525 E 18TH STREET | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $500 |
| ANTIOCH HIGH LIBARY | |||||||
| 704 18TH STREET | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $250 |
| USF CHILDRENS HOSPITAL | |||||||
| 1975 4TH ST | SAN FRANCISCO | CA | 94158 | NONE | GOOD | SUPPORT | $500 |
| SF AIDS FOUNDATION | |||||||
| 1035 MARKET ST 400 | SAN FRANCISCO | CA | 94103 | NONE | GOOD | SUPPORT | $1,000 |
| AMERICAN FOUNDATION FOR BLIND | |||||||
| 2 PENN PLAZA SUITE 1102 | NEW YORK | NY | 10121 | NONE | GOOD | SUPPORT | $25 |
| ALIZHEZMERS DISEASE RESEARCH | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | GOOD | SUPPORT | $100 |
| NAME PROJECT FOUNDATION | |||||||
| 204 14ST NW | ATLANTA | GA | 30318 | NONE | GOOD | SUPPORT | $100 |
| ANTIOCH JR ACHIEVEMENT | |||||||
| 3003 OAK RD 109 | WALNUT CREEK | CA | 94597 | NONE | GOOD | SUPPORT | $100 |
| ANTIOCH SCHOOLS EDUCATION FOUNDATIO | |||||||
| 1310 AUGUST WAY | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $500 |
| LIONS BLIND CTR | |||||||
| 1722 BROADWAY | OAKLAND | CA | 94612 | NONE | GOOD | SUPPORT | $200 |
| SLOAN KEITERING CANCER CTR | |||||||
| 1275 York Avenue | NEW YORK | NY | 10065 | NONE | GOOD | SUPPORT | $250 |
| DELTA ADVOCACY FOUNDATION | |||||||
| Po Box 1535 | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $250 |
| CHILDHOOD LEUKEMIA FOUNDATION | |||||||
| 807 Mantoloking Road | BRICK | NJ | 08723 | NONE | GOOD | SUPPORT | $300 |
| DELTA LEARNING CTR | |||||||
| 275 W Tregallas Rd | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| EAST BAY SHARE TO SPIRT | |||||||
| 700 Ygnacio Valley Rd 140 | WALNUT CREEK | CA | 94596 | NONE | GOOD | SUPPORT | $250 |
| OPPORTUNITY JUNCTION | |||||||
| 3102 Delta Fair Blvd | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| AMERICAN PARKINSON FOUNDATION | |||||||
| 135 Parkinson Avenue | Staten Island | NY | 10305 | NONE | GOOD | SUPPORT | $100 |
| VARIOUS CHARITIES | |||||||
| 3340 FONTANA PLACE | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $800 |
| ANTIOCH CHAMBER OF COMMERCE | |||||||
| 101 H St 4 | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $110 |
| SAN JOSE POLICE DEPT | |||||||
| 201 W MISSION ST | SAN JOSE | CA | 95110 | NONE | GOOD | SUPPORT | $50 |
| SUTTER EAST BAY MEDICAL FOUNDATION | |||||||
| 2850 Telegraph Ave | BERKLEY | CA | 94705 | NONE | GOOD | SUPPORT | $1,000 |
| ANTIOCH SENIOR CENTER | |||||||
| 415 W 2nd St | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| BPO ELKS FOUNDATION | |||||||
| 200 MARINA BLVD | ANTIOCH | CA | 94509 | NONE | GOOD | SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,075 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $25,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $13,816 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,816 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,638 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,816 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,454 | 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 | $685 | Amt |
| Net Investment Income | $685 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $685 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $685 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $50 | $50 | $50 | $50 |
| INVESTMENT COSTS | $3,687 | $3,687 | $3,687 | $3,687 |
| PAYROLL PROCESSING FEES | $285 | $285 | $285 | $285 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $172 | $172 | $172 | $172 |
| IRS | $239 | $239 | $239 | $239 |
| PAYROLL TAXES | $1,116 | $1,116 | $1,116 | $1,116 |
| STATE TAXES | $10 | $10 | $10 | $10 |