STRATEGY STUDIO / PUBLIC DATA EXPLORER

DONNER FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
DONNER FAMILY FOUNDATION (EIN 52-2284032)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201213209349101976
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T17:26:11-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRobert M First CPAName
PTINP01233202PTIN
Phone8772669942Phone
Date Prepared2012-11-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY42282FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss17500ContriReceivedRevAndExpnss
Dividends Rev And Expnss376DividendsRevAndExpnss
Dividends Net Invst Incm376DividendsNetInvstIncm
Dividends Adj Net Incm376DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses17876TotalRevenueAndExpenses
Total Net Investment Income376TotalNetInvestmentIncome
Total Adjusted Net Income376TotalAdjustedNetIncome
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 Expnss13TaxesRevAndExpnss
Taxes Net Invst Incm13TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss425OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm425OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss438TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm438TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss2500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps2500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2938TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm438TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps2500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses14938ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome
Adjusted Net Income376AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY885CashBOY
Cash EOY883CashEOY
Cash EOYFMV883CashEOYFMV
Investments Corp Stock BOY26162InvestmentsCorpStockBOY
Investments Corp Stock EOY41399InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV41399InvestmentsCorpStockEOYFMV
Total Assets BOY27047TotalAssetsBOY
Total Assets EOY42282TotalAssetsEOY
Total Assets EOYFMV42282TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY27047CapitalStockBOY
Capital Stock EOY42282CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY27047TotalNetAssetsBOY
Total Net Assets EOY42282TotalNetAssetsEOY
Total Liabilities Net Assets BOY27047TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY42282TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY27047TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses14938ExcessOfRevenueOverExpenses
Other Increases297OtherIncreases
Subtotal42282Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY42282TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year110623QualifyingDistributionsYear1
Noncharitable Assets Year124368NoncharitableAssetsYear1
Distribution Ratio Year10.435941DistributionRatioYear1
Qualifying Distributions Year26653QualifyingDistributionsYear2
Noncharitable Assets Year218928NoncharitableAssetsYear2
Distribution Ratio Year20.351490DistributionRatioYear2
Qualifying Distributions Year37348QualifyingDistributionsYear3
Noncharitable Assets Year314357NoncharitableAssetsYear3
Distribution Ratio Year30.511806DistributionRatioYear3
Qualifying Distributions Year42396QualifyingDistributionsYear4
Noncharitable Assets Year411459NoncharitableAssetsYear4
Distribution Ratio Year40.209093DistributionRatioYear4
Qualifying Distributions Year5996QualifyingDistributionsYear5
Noncharitable Assets Year58461NoncharitableAssetsYear5
Distribution Ratio Year50.117717DistributionRatioYear5
Total Distribution Ratio1.626047TotalDistributionRatio
Average Distribution Ratio0.325209AverageDistributionRatio
Net Noncharitable Assets34145NetNoncharitableAssets
Adjusted Noncharitable Assets11104AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One11104AdjNonchrtblAssetsAndOnePct
Qualifying Distributions2500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

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 Contributors0NewSubstantialContributors
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)
Tax Exempt Interest Received0TaxExemptInterestReceived
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 Securities33781AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances884AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets34665TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets34665AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable520CashDeemedCharitable
Net Noncharitable Assets34145NetNoncharitableAssets
Minimum Investment Return1707MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1707MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj1707DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1707DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1707DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions2500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions2500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions2500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1707DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year41391ExcessDistriCarryoverYear4
Excess Distri Carryover Year36634ExcessDistriCarryoverYear3
Excess Distri Carryover Year25711ExcessDistriCarryoverYear2
Total Excess Distri Carryover13736TotalExcessDistriCarryover
Qualifying Distributions2500QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1707AppliedToCurrentYear
Remaining Distri From Corpus793RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus14529TotalCorpus
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 Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year14529ExcessDistriCyovToNextYear
Excess From Year41391ExcessFromYear4
Excess From Year36634ExcessFromYear3
Excess From Year25711ExcessFromYear2
Excess From Current Year793ExcessFromCurrentYear

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$2,500Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year2500TotGrantOrContriPaidDuringYear
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 Income376RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income376RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA376TotalPartXVIA

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 Contributions17500AggregateContributions
Person Contribution TypeXPersonContributionType

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockCorporate StockNameOfStock
EOY Book Value41399EOYBookValue
EOYFMV41399EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionCostsDescription
Revenue And Expenses Per Books425RevenueAndExpensesPerBooks
Net Investment Income425NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUnrealized gain in securitiesDescription
Amount$297Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryForeign taxes paidCategory
Amount$13Amount
Net Investment Income13NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps