LMJ FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LMJ FOUNDATION (EIN 45-2595568)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-03-09
IRS object ID
201600699349100610
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

FieldValueIRS element (for citing)
Return2016-03-09T15:12:56-08:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ AND COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113616 CALIFORNIA ST STE 300AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP681545336ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452595568EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LMJ Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLMJFBusinessNameControlTxt
Phone4025049659PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1533 N 86th StAddressLine1Txt
CityOmahaCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68114ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonA William KernenPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-03-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY L SNYDERPreparerPersonNm
PTINP00056277PTIN
Phone4024968800PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$319,254FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$70,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$27InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$27InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,698DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,698DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,698DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,653NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,653GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,653CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$77,378TotalRevAndExpnssAmt
Total Net Invst Incm$7,378TotalNetInvstIncmAmt
Total Adj Net Incm$4,725TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$678AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$678AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$678AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$163TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$18,075OccupancyRevAndExpnssAmt
Other Expenses Rev And Expnss$1,426OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$20,342TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$678TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$678TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$86,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$86,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$106,342TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$678TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$678TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$86,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$28,964ExcessRevenueOverExpensesAmt
Net Investment Income$6,700NetInvestmentIncomeAmt
Adjusted Net Income$4,047AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$68,194SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$81,879SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$87,879SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$259,806CorporateStockBOYAmt
Corporate Stock EOY$217,157CorporateStockEOYAmt
Corporate Stock EOYFMV$231,375CorporateStockEOYFMVAmt
Total Assets BOY$328,000TotalAssetsBOYAmt
Total Assets EOY$299,036TotalAssetsEOYAmt
Total Assets EOYFMV$319,254TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$328,000UnrestrictedBOYAmt
Unrestricted EOY$299,036UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$328,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$299,036TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$328,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$299,036TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$328,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$28,964ExcessRevenueOverExpensesAmt
Subtotal$299,036SubtotalAmt
Tot Net Ast Or Fund Balances EOY$299,036TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySCHWAB CAP GAIN TRANSACTIONSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2014-08-01AcquiredDt
Sold2015-11-19SoldDt
Gross Sales Price$2,653GrossSalesPriceAmt
Gain Or Loss$2,653GainOrLossAmt
Gains Minus Excess Or Losses$2,653GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,653CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$134InvestmentIncomeExciseTaxAmt
Subtotal$134SubtotalAmt
Tax Based On Investment Income$134TaxBasedOnInvestmentIncomeAmt
Tax Due$134TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JAGUAR GROUPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4027789000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111205 WRIGHT CIRCLE STE 140AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68144ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
A William Kernen
1231 North 131st StreetOmahaNE68154President10.00$0
Leona M Kernen
1231 North 131st StreetOmahaNE68154Vice President10.00$0
Michele M Pohlman
9328 Margo CircleLaVistaNE68128Scrty/Treasurer10.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$273,408AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,849AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$336,257TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$336,257AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,044CashDeemedCharitableAmt
Net Vl Noncharitable Assets$331,213NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,561MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,561MinimumInvestmentReturnAmt
Tax Based On Investment Income$134TaxBasedOnInvestmentIncomeAmt
Total Tax$134TotalTaxAmt
Distributable Before Adj$16,427DistributableBeforeAdjAmt
Distributable Before Ded$16,427DistributableBeforeDedAmt
Distributable As Adjusted$16,427DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$86,000ExpensesAndContributionsAmt
Qualifying Distributions$86,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$86,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,427DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$67,318ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$123,852ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$27,135ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,034ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$231,339TotalExcessDistributionCyovAmt
Qualifying Distributions$86,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,427AppliedToCurrentYearAmt
Remaining Distri From Corpus$69,573RemainingDistriFromCorpusAmt
Total Corpus$300,912TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$300,912ExcessDistriCyovToNextYrAmt
Excess From Year4$67,318ExcessFromYear4Amt
Excess From Year3$123,852ExcessFromYear3Amt
Excess From Year2$27,135ExcessFromYear2Amt
Excess From Year1$13,034ExcessFromYear1Amt
Excess From Current Year$69,573ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONCORDIA LUTHERAN SCHOOLS OF OMAHA
15656 FORT STREETOMAHANE68116N/A501(c)(3)Charitable$25,000
CONCORDIA UNIVERSITY
800 NORTH COLUMBIA AVENUESEWARDNE68434N/A501(c)(3)Charitable$22,500
LCMS FOUNDATION
1333 S KIRKWOOD ROADST LOUISMO63122N/A501(c)(3)Charitable$5,000
PLI INTERNATIONAL
12300 FORD ROAD STE 450DALLASTX75234N/A501(c)(3)Charitable$2,000
PLI UNITED STATES
12300 FORD ROAD STE 450DALLASTX75234N/A501(c)(3)Charitable$1,500
WHEAT RIDGE MINISTRIES
ONE PIERCE PLACE STE 250EITASCAIL60143N/A501(c)(3)Charitable$16,000
LUTHERAN FAMILY SERVICES
120 SOUTH 24TH STREET SUITE 100OMAHANE68102N/A501(c)(3)CHARITABLE$10,000
ORPHAN GRAIN TRAIN
PO BOX 1466NORFOLKNE68702N/A501(c)(3)CHARITABLE$2,000
PROJECT HOPE INC
PO BOX 11-1312OMAHANE68111N/A501(c)(3)CHARITABLE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$86,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,698ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,653ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,378ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,378TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMR MRS A WILLIAM KERNENContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11231 NORTH 131ST STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd
FieldValueIRS element (for citing)
Total Contributions$70,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categoryaccounting feesCategoryTxt
Amt$678Amt
Net Investment Income$678NetInvestmentIncomeAmt
Adjusted Net Income$678AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTELEPHONE & COMMUNICATIONSDesc
Revenue And Expenses Per Books$1,426RevenueAndExpensesPerBooksAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMr MRS A WILLIAM KERNENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11231 NORTH 131ST STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Categoryother taxesCategoryTxt
Amt$163Amt

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