LMJ FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LMJ FOUNDATION (EIN 45-2595568)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-02-26
- IRS object ID
- 202030579349100913
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-26T17:24:33-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470625816 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13616 CALIFORNIA ST STE 300 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681545336 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452595568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LMJ FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LMJF | BusinessNameControlTxt |
| Phone | 4025049659 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 N 86TH ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A WILLIAM KERNEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4025049659 | PhoneNum |
| Signature | 2020-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY L SNYDER | PreparerPersonNm |
| PTIN | P00056277 | PTIN |
| Phone | 4024968800 | PhoneNum |
| Preparation | 2020-01-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.51.217.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-31 | IPDt |
| IP Tm | 14:51:21 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2CC67534CABDC9FA4E9517EDA57E9C0DAF58AE83 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C68E88956059A62F3A1501FB5187B4C7AE30A3E1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $546,829 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,618 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,618 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,618 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,791 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,791 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $344,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,409 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,618 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $995 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Occupancy Rev And Expnss | $18,636 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,338 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $192,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $151,840 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,414 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,618 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,805 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $321,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $485,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $517,024 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $363,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $515,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $546,829 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $363,374 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $515,214 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $363,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $515,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $363,374 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $515,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $363,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $151,840 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $515,214 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $515,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VANGUARD TOTAL STOCK | PropertyDesc |
| Acquired | 2014-01-07 | AcquiredDt |
| Sold | 2019-07-17 | SoldDt |
| Gross Sales Price | $100,145 | GrossSalesPriceAmt |
| Cost Or Other Basis | $62,354 | CostOrOtherBasisAmt |
| Gain Or Loss | $37,791 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $37,791 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,791 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $131,182 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $337,120 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.389126 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $113,696 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $289,295 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.393011 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.782137 | TotalDistributionRt |
| Average Distribution | 0.260712 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $391,024 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,945 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $434 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,379 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $171,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $434 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $434 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $434 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $434 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAGUAR GROUP | IndividualWithBooksNm |
| Phone | 4027789000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11225 DAVENPORT ST 108 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| A WILLIAM KERNEN | ||||||||
| 519 S 174TH PLAZA | OMAHA | NE | 68118 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| MARCIA STRUBBLE | ||||||||
| 8904 WESTERN AVE | OMAHA | NE | 68114 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| KERRY KERNEN | ||||||||
| 3716 N 114TH CIRCLE | OMAHA | NE | 68164 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| JONATHAN KERNEN | ||||||||
| 13329 MIAMI ST | OMAHA | NE | 68164 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| PHILIP KERNEN | ||||||||
| 9907 LINDEN ST | OVERLAND PARK | KS | 66207 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $367,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $396,979 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $396,979 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $391,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $434 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $434 | TotalTaxAmt |
| Distributable Before Adj | $19,117 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,117 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $434 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $171,166 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,034 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,573 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,959 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,839 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $114,362 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $361,767 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,117 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $152,483 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $514,250 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $13,034 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $501,216 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,573 | ExcessFromYear4Amt |
| Excess From Year3 | $64,959 | ExcessFromYear3Amt |
| Excess From Year2 | $99,839 | ExcessFromYear2Amt |
| Excess From Year1 | $114,362 | ExcessFromYear1Amt |
| Excess From Current Year | $152,483 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLLEGE OF SAINT MARY | ||||||||
| 7000 MERCY ROAD | OMAHA | NE | 68106 | N/A | 501(C)(3) | CHARITABLE | $500 | |
| CONCORDIA UNIVERSITY | ||||||||
| 800 NORTH COLUMBIA AVENUE | SEWARD | NE | 68434 | N/A | 501(C)(3) | CHARITABLE | $81,500 | |
| GRACE POINTE INSTITUTE | ||||||||
| 40 RECTOR STREET 14TH FLOOR | NEW YORK | NY | 10006 | N/A | 501(C)(3) | CHARITABLE | $5,000 | |
| JOSLYN ART MUSEUM | ||||||||
| 2200 DODGE STREET | OMAHA | NE | 68102 | N/A | 501(C)(3) | CHARITABLE | $15,000 | |
| LCMS FOUNDATION | ||||||||
| 1333 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | N/A | 501(C)(3) | CHARITABLE | $13,500 | |
| LUTHERAN FAMILY SERVICES | ||||||||
| 120 SOUTH 24TH STREET SUITE 100 | OMAHA | NE | 68102 | N/A | 501(C)(3) | CHARITABLE | $5,250 | |
| LUTHERAN WORLD MISSION | ||||||||
| 1101 PENNSYLVANIA AVENUE NW 3RD | WASHINGTON | DC | 20004 | N/A | 501(C)(3) | CHARITABLE | $2,500 | FLOOR |
| MAKE-A-WISH FOUNDATION | ||||||||
| 11836 ARBOR ST | OMAHA | NE | 68144 | N/A | 501(C)(3) | CHARITABLE | $500 | |
| NEBRASKA CHILDRENS HOME SOCIETY | ||||||||
| 4939 S 118TH ST | OMAHA | NE | 68137 | N/A | 501(C)(3) | CHARITABLE | $100 | |
| NEBRASKA LUTHERAN OUTDOOR MINISTRIES | ||||||||
| 27416 RANCH ROAD | ASHLAND | NE | 68003 | N/A | 501(C)(3) | CHARITABLE | $500 | |
| OMAHA PARKS FOUNDATION INC | ||||||||
| 11225 DAVENPORT ST SUITE 108 | OMAHA | NE | 68154 | N/A | 501(C)(3) | CHARITABLE | $250 | |
| OMAHA WORLD HERALD | ||||||||
| 1314 DOUGLAS ST | OMAHA | NE | 68102 | N/A | 501(C)(3) | CHARITABLE | $1,000 | |
| ORPHAN GRAIN TRAIN | ||||||||
| PO BOX 1466 | NORFOLK | NE | 68701 | N/A | 501(C)(3) | CHARITABLE | $1,000 | |
| PLI INTERNATIONAL | ||||||||
| 12300 FORD ROAD STE 450 | DALLAS | TX | 75234 | N/A | 501(C)(3) | CHARITABLE | $1,000 | |
| PLI UNITED STATES | ||||||||
| 12300 FORD ROAD STE 450 | DALLAS | TX | 75234 | N/A | 501(C)(3) | CHARITABLE | $2,000 | |
| PROJECT HOPE | ||||||||
| 6201 N 60TH STREET | OMAHA | NE | 68104 | N/A | 501(C)(3) | CHARITABLE | $1,000 | |
| ST MARK LUTHERAN CHURCH | ||||||||
| 1821 NORTH 90TH STREET | OMAHA | NE | 68114 | N/A | 501(C)(3) | CHARITABLE | $36,500 | |
| UNITED WAY OF THE MIDLANDS | ||||||||
| 2201 FARNAM ST | OMAHA | NE | 68102 | N/A | 501(C)(3) | CHARITABLE | $2,000 | |
| WE RAISE FOUNDATION | ||||||||
| ONE PIERCE PLACE STE 250E | ITASCA | IL | 60143 | N/A | 501(C)(3) | CHARITABLE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $171,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,618 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,791 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,409 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,409 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | MR A WILLIAM KERNEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 S 174TH PLAZA | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | 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 | $995 | Amt |
| Net Investment Income | $995 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK OVERRIDE | StockNm |
| EOY Book Value | $485,409 | EOYBookValueAmt |
| EOYFMV | $517,024 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TELEPHONE & COMMUNICATIONS | Desc |
| Revenue And Expenses Per Books | $1,338 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR A WILLIAM KERNEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 S 174TH PLAZA | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68118 | ZIPCd |
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