STRATEGY STUDIO / PUBLIC DATA EXPLORER

DONNER FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
DONNER FAMILY FOUNDATION (EIN 52-2284032)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201313199349102551
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-15T17:16:43-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN050519103EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Farmer and First PC CPA'sBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1Six State StreetAddressLine1
CityWarrenCity
StateRIState
ZIP Code02885ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN522284032EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Donner Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDONNNameControl
Phone5167913332Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 Lewis AvenueAddressLine1
CityWoodmereCity
StateNYState
ZIP Code11598ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameIrah DonnerName
TitlePresidentTitle
Phone5167913332Phone
Date Signed2013-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRobert M First CPAName
PTINP01233202PTIN
Phone8772669942Phone
Date Prepared2013-11-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY79078FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss33000ContriReceivedRevAndExpnss
Dividends Rev And Expnss833DividendsRevAndExpnss
Dividends Net Invst Incm833DividendsNetInvstIncm
Dividends Adj Net Incm833DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses33833TotalRevenueAndExpenses
Total Net Investment Income833TotalNetInvestmentIncome
Total Adjusted Net Income833TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss12TaxesRevAndExpnss
Taxes Net Invst Incm12TaxesNetInvstIncm
Taxes Adj Net Incm12TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss495OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm495OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm495OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss507TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm507TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm507TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss2335ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps2335ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2842TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm507TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm507TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps2335TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses30991ExcessOfRevenueOverExpenses
Net Investment Income326NetInvestmentIncome
Adjusted Net Income326AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY883CashBOY
Cash EOY548CashEOY
Cash EOYFMV548CashEOYFMV
Investments Corp Stock BOY41399InvestmentsCorpStockBOY
Investments Corp Stock EOY78530InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV78530InvestmentsCorpStockEOYFMV
Total Assets BOY42282TotalAssetsBOY
Total Assets EOY79078TotalAssetsEOY
Total Assets EOYFMV79078TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY42282CapitalStockBOY
Capital Stock EOY79078CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY42282TotalNetAssetsBOY
Total Net Assets EOY79078TotalNetAssetsEOY
Total Liabilities Net Assets BOY42282TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY79078TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY42282TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses30991ExcessOfRevenueOverExpenses
Other Increases5805OtherIncreases
Subtotal79078Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY79078TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year12500QualifyingDistributionsYear1
Noncharitable Assets Year134145NoncharitableAssetsYear1
Distribution Ratio Year10.073217DistributionRatioYear1
Qualifying Distributions Year210623QualifyingDistributionsYear2
Noncharitable Assets Year224368NoncharitableAssetsYear2
Distribution Ratio Year20.435941DistributionRatioYear2
Qualifying Distributions Year36653QualifyingDistributionsYear3
Noncharitable Assets Year318928NoncharitableAssetsYear3
Distribution Ratio Year30.351490DistributionRatioYear3
Qualifying Distributions Year47348QualifyingDistributionsYear4
Noncharitable Assets Year414357NoncharitableAssetsYear4
Distribution Ratio Year40.511806DistributionRatioYear4
Qualifying Distributions Year52396QualifyingDistributionsYear5
Noncharitable Assets Year511459NoncharitableAssetsYear5
Distribution Ratio Year50.209093DistributionRatioYear5
Total Distribution Ratio1.581547TotalDistributionRatio
Average Distribution Ratio0.316309AverageDistributionRatio
Net Noncharitable Assets59771NetNoncharitableAssets
Adjusted Noncharitable Assets18906AdjustedNoncharitableAssets
One Percent Net Investment Income3OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One18909AdjNonchrtblAssetsAndOnePct
Qualifying Distributions2335QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax7InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal7Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income7TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due7TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Irah DonnerBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5167913332BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1310 Lewis AvenueAddressLine1
CityWoodmereCity
StateNYState
ZIP Code11598ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameIrah DonnerPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 Lewis AvenueAddressLine1
CityWoodmereCity
StateNYState
ZIP Code11598ZIPCode
FieldValueIRS element (for citing)
TitlePresidentTitle
Avg Hours Per Wk Devoted To Position1.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities59965AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances716AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets60681TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets60681AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable910CashDeemedCharitable
Net Noncharitable Assets59771NetNoncharitableAssets
Minimum Investment Return2989MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return2989MinimumInvestmentReturn
Tax Based On Investment Income7TaxBasedOnInvestmentIncome
Total Tax7TotalTax
Distributable Amount Before Adj2982DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded2982DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted2982DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions2335ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions2335QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions2335AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted2982DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year51391ExcessDistriCarryoverYear5
Excess Distri Carryover Year46634ExcessDistriCarryoverYear4
Excess Distri Carryover Year35711ExcessDistriCarryoverYear3
Excess Distri Carryover Year1793ExcessDistriCarryoverYear1
Total Excess Distri Carryover14529TotalExcessDistriCarryover
Qualifying Distributions2335QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year2335AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus647ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY647ExcessDistriCyovAppliedCY
Total Corpus13882TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5744ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year13138ExcessDistriCyovToNextYear
Excess From Year46634ExcessFromYear4
Excess From Year35711ExcessFromYear3
Excess From Year1793ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

FieldValueIRS element (for citing)
Recipient Person NameVariousRecipientPersonName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1310 Lewis AvenueAddressLine1
CityWoodmereCity
StateNYState
ZIP Code11598ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationship
Recipient Foundation Status501c3RecipientFoundationStatus
Purpose Of Grant Or ContributionVariousPurposeOfGrantOrContribution
Amount$2,335Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year2335TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income833RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income833RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA833TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number4LineNumber
Relationship StatementDividends earned on invest further advances the ability to distribute.RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualIrah DonnerContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1310 Lewis AvenueAddressLine1
CityWoodmereCity
StateNYState
ZIP Code11598ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions33000AggregateContributions
Person Contribution TypeXPersonContributionType

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockCorporate StockNameOfStock
EOY Book Value78530EOYBookValue
EOYFMV78530EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionCostsDescription
Revenue And Expenses Per Books495RevenueAndExpensesPerBooks
Net Investment Income495NetInvestmentIncome
Adjusted Net Income495AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUnrealized gain in securitiesDescription
Amount$5,805Amount

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameIrah DonnerPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 Lewis AvenueAddressLine1
CityWoodmereCity
StateNYState
ZIP Code11598ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryForeign taxes paidCategory
Amount$12Amount
Net Investment Income12NetInvestmentIncome
Adjusted Net Income12AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps