STRATEGY STUDIO / PUBLIC DATA EXPLORER

DAVID DONNER FAMILY CHARITABLE: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
DAVID DONNER FAMILY CHARITABLE (EIN 05-0548804)
Tax period
2010-07-01 to 2011-06-30
Filed
2011-11-23
IRS object ID
201113279349100401
Schema version
2010v3.4
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)
Timestamp2011-11-23T09:45:29-06:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAWRENCE M REISMAN CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1305 BROADWAY - SUITE 803AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100071182ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN050548804EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DAVID DONNER FAMILY CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDAVINameControl
Phone9172827968Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11440 54TH STREET NO 1HAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code112194238ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID A DONNERName
TitleTRUSTEETitle
Phone9172827968Phone
Date Signed2011-11-23DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLAWRENCE M REISMANName
Phone2125130024Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY801399FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss25ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss7InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm7InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss1207DividendsRevAndExpnss
Dividends Net Invst Incm1207DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-118NetGainSaleAssetsRevAndExpnss
Gross Sales Price199882GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses1121TotalRevenueAndExpenses
Total Net Investment Income1214TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss5600AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss20361TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss670OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm395OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss26631TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm395TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss209100ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps209100ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss235731TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm395TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps209100TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-234610ExcessOfRevenueOverExpenses
Net Investment Income819NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY91CashEOY
Cash EOYFMV91CashEOYFMV
Savings And Temp Cash Invst BOY1029264SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY872SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV872SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY0InvestmentsCorpStockBOY
Investments Corp Stock EOY793691InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV800436InvestmentsCorpStockEOYFMV
Total Assets BOY1029264TotalAssetsBOY
Total Assets EOY794654TotalAssetsEOY
Total Assets EOYFMV801399TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY1029264CapitalStockBOY
Capital Stock EOY794654CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY1029264TotalNetAssetsBOY
Total Net Assets EOY794654TotalNetAssetsEOY
Total Liabilities Net Assets BOY1029264TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY794654TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1029264TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-234610ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal794654Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY794654TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetBANK OF CHINA CDDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired2011-04-19DateAcquired
Date Sold2011-05-31DateSold
Gross Sales Price199882GrossSalesPrice
Cost Or Other Basis200000CostOrOtherBasis
Gain Or Loss-118GainOrLoss
Gains Minus Excess Or Losses-118GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income-118CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year13500QualifyingDistributionsYear1
Noncharitable Assets Year1677583NoncharitableAssetsYear1
Distribution Ratio Year10.005165DistributionRatioYear1
Qualifying Distributions Year20QualifyingDistributionsYear2
Noncharitable Assets Year20NoncharitableAssetsYear2
Distribution Ratio Year20.0DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year30NoncharitableAssetsYear3
Distribution Ratio Year30.0DistributionRatioYear3
Qualifying Distributions Year40QualifyingDistributionsYear4
Noncharitable Assets Year40NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year50NoncharitableAssetsYear5
Distribution Ratio Year50.0DistributionRatioYear5
Total Distribution Ratio0.005165TotalDistributionRatio
Average Distribution Ratio0.001033AverageDistributionRatio
Net Noncharitable Assets796946NetNoncharitableAssets
Adjusted Noncharitable Assets823AdjustedNoncharitableAssets
One Percent Net Investment Income8OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One831AdjNonchrtblAssetsAndOnePct
Qualifying Distributions209100QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax8InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal8Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income8TaxBasedOnInvestmentIncome
Tax Paid With Extension8TaxPaidWithExtension
Total Credits And Payments8TotalCreditsAndPayments
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 Sect508e1RequirementsOfSect508e
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 Person NameLAWRENCE M REISMAN CPABooksInCareOfPersonName
Books In Care Of Phone Number2125130024BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1305 BROADWAY - SUITE 803AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100071182ZIPCode
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DAVID A DONNER
1440 54TH STREET - APT 1HBROOKLYNNY11219TRUSTEE0.00000
SHULAMITH DONNER
1440 54TH STREET - APT 1HBROOKLYNNY11219TRUSTEE0.00000
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

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1GIFTS TO DOMESTIC PUBLIC CHARITIESDescription1
Expenses1209100Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities399801AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances409281AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets809082TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets809082AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable12136CashDeemedCharitable
Net Noncharitable Assets796946NetNoncharitableAssets
Minimum Investment Return39847MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return39847MinimumInvestmentReturn
Tax Based On Investment Income8TaxBasedOnInvestmentIncome
Total Tax8TotalTax
Distributable Amount Before Adj39839DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded39839DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted39839DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions209100ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions209100QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm8OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions209092AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted39839DistributableAmountAsAdjusted
Undistributed Income Prior Year10018UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions209100QualifyingDistributions
Applied To Year110018AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year39839AppliedToCurrentYear
Remaining Distri From Corpus159243RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus159243TotalCorpus
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 Year159243ExcessDistriCyovToNextYear
Excess From Current Year159243ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN FRIENDS OF HEBRON YESHIVA IN JERUSALEM
1220 BROADWAYNEW YORKNY10001NONEPUBLIC CHARITYGENERAL$36,000
PEF ISRAEL ENDOWMENT FUNDS
317 MADISON AVENUENEW YORKNY10017NONEPUBLIC CHARITYGENERAL$100,000
YESHIVA GEDOLAH ZICHRON MOSHE OF SOUTH FALLSBURG
84 LAUREL PARK ROADFALLSBURGNY12733NONEPUBLIC CHARITYGENERAL$20,000
KAHAL TIFERES YAAKOV
1212 EAST 15TH STREETBROOKLYNNY11230NONEPUBLIC CHARITYGENERAL$3,600
YESHIVA KEREN ORAH
1339 52ND STREETBROOKLYNNY11219NONEPUBLIC CHARITYGENERAL$2,000
LEV ARYEH INSTITUTE
314 MCDONALD AVENUEBROOKLYNNY11218NONEPUBLIC CHARITYGENERAL$500
YESHIVA ZICHRON MEILECH
510 DAHILL ROADBROOKLYNNY11218NONEPUBLIC CHARITYGENERAL$5,000
G'MACH TORAS IMECHA
127 HIGHGROVE CRESCENTLAKEWOODNJ08701NONEPUBLIC CHARITYGENERAL$2,000
G'MACH CHASDEI YITZCHOK
C/O DROR 419 AVENUE NBROOKLYNNY11230NONEPUBLIC CHARITYGENERAL$10,000
NEFESH YEHUDIE
1274 49TH STREET - STE 282BROOKLYNNY11219NONEPUBLIC CHARITYGENERAL$30,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year209100TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$7ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,207ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion-$118ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$1,096ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1096TotalPartXVIA

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryLAWRENCE M. REISMANCategory
Amount$5,600Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockEATON VANCE MANAGED EQUITY INCOME FUNDNameOfStock
EOY Book Value793691EOYBookValue
EOYFMV800436EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
NYS FILING FEES27500
INVESTMENT MANAGEMENT FEES3953950

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryIRS EXCISECategory
Amount$20,361Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps