LMJ FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LMJ FOUNDATION (EIN 45-2595568)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-02
IRS object ID
201510929349100016
Schema version
2014v5.0
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)
Return2015-04-02T14:48:12-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-04-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY L SNYDERPreparerPersonNm
PTINP00056277PTIN
Phone4024968800PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$347,699FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$99InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$99InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$99InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,594DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,594DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,594DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,710NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,710GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,710CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$4,710NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$29,403TotalRevAndExpnssAmt
Total Net Invst Incm$9,403TotalNetInvstIncmAmt
Total Adj Net Incm$9,403TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$126LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$126LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$126LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,144AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,144AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,144AccountingFeesAdjNetIncmAmt
Occupancy Rev And Expnss$15,691OccupancyRevAndExpnssAmt
Other Expenses Rev And Expnss$1,278OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$18,239TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,270TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,270TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,239TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,270TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,270TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$30,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,836ExcessRevenueOverExpensesAmt
Net Investment Income$8,133NetInvestmentIncomeAmt
Adjusted Net Income$8,133AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$96,334SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$68,194SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$68,194SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$250,502CorporateStockBOYAmt
Corporate Stock EOY$259,806CorporateStockEOYAmt
Corporate Stock EOYFMV$279,505CorporateStockEOYFMVAmt
Total Assets BOY$346,836TotalAssetsBOYAmt
Total Assets EOY$328,000TotalAssetsEOYAmt
Total Assets EOYFMV$347,699TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$346,836UnrestrictedBOYAmt
Unrestricted EOY$328,000UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$346,836TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$328,000TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$346,836TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$328,000TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$346,836TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,836ExcessRevenueOverExpensesAmt
Subtotal$328,000SubtotalAmt
Tot Net Ast Or Fund Balances EOY$328,000TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,710CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,710NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$163InvestmentIncomeExciseTaxAmt
Subtotal$163SubtotalAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Tax Due$163TaxDueAmt

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$266,073AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$81,719AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$347,792TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$347,792AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,217CashDeemedCharitableAmt
Net Vl Noncharitable Assets$342,575NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,129MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,129MinimumInvestmentReturnAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Total Tax$163TotalTaxAmt
Distributable Before Adj$16,966DistributableBeforeAdjAmt
Distributable Before Ded$16,966DistributableBeforeDedAmt
Distributable As Adjusted$16,966DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,000ExpensesAndContributionsAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$30,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,966DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$67,318ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$123,852ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$27,135ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$218,305TotalExcessDistributionCyovAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,966AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,034RemainingDistriFromCorpusAmt
Total Corpus$231,339TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$231,339ExcessDistriCyovToNextYrAmt
Excess From Year3$67,318ExcessFromYear3Amt
Excess From Year2$123,852ExcessFromYear2Amt
Excess From Year1$27,135ExcessFromYear1Amt
Excess From Current Year$13,034ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONCORDIA UNIVERSITY
800 NORTH COLUMBIA AVENUESEWARDNE68434N/A501(c)(3)Charitable$5,000
WHEAT RIDGE MINISTRIES
ONE PIERCE PLACE STE 250EITASCAIL60143N/A501(c)(3)Charitable$15,000
LUTHERAN FAMILY SERVICES
120 SOUTH 24TH STREET SUITE 100OMAHANE68102N/A501(c)(3)CHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$99ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,594ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,710ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,403ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,403TotalIncomeProducingActyAmt

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$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categoryaccounting feesCategoryTxt
Amt$1,144Amt
Net Investment Income$1,144NetInvestmentIncomeAmt
Adjusted Net Income$1,144AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$126LegalFeesAmt
Net Investment Income$126NetInvestmentIncomeAmt
Adjusted Net Income$126AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTELEPHONE & COMMUNICATIONSDesc
Revenue And Expenses Per Books$1,278RevenueAndExpensesPerBooksAmt

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

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