LMJ FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LMJ FOUNDATION (EIN 45-2595568)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201421339349102277
Schema version
2013v3.1
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)
Return2014-05-13T13:41:12-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ AND COMPANY PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113616 CALIFORNIA ST STE 300AddressLine1
CityOMAHACity
StateNEState
ZIP Code681545336ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452595568EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LMJ Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLMJFBusinessNameControlTxt
Phone4025049659PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1533 N 86th StAddressLine1
CityOmahaCity
StateNEState
ZIP Code68114ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonA William KernenPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY L SNYDERPreparerPersonNm
PTINP00056277PTIN
Phone4024968800PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$346,836FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$358InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$358InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$358InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$300,358TotalRevAndExpnssAmt
Total Net Invst Incm$358TotalNetInvstIncmAmt
Total Adj Net Incm$358TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$30LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$30LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$30LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,247AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,247AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,247AccountingFeesAdjNetIncmAmt
Occupancy Rev And Expnss$15,190OccupancyRevAndExpnssAmt
Other Expenses Rev And Expnss$1,232OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$17,699TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,277TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,277TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$32,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,699TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,277TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,277TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$32,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$250,659ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$95,675SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$96,334SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$96,334SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$502CorporateStockBOYAmt
Corporate Stock EOY$250,502CorporateStockEOYAmt
Corporate Stock EOYFMV$250,502CorporateStockEOYFMVAmt
Total Assets BOY$96,177TotalAssetsBOYAmt
Total Assets EOY$346,836TotalAssetsEOYAmt
Total Assets EOYFMV$346,836TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$96,177UnrestrictedBOYAmt
Unrestricted EOY$346,836UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$96,177TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$346,836TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$96,177TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$346,836TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$96,177TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$250,659ExcessRevenueOverExpensesAmt
Subtotal$346,836SubtotalAmt
Tot Net Ast Or Fund Balances EOY$346,836TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 GROUPBusinessNameLine1
FieldValueIRS element (for citing)
Phone4027789000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111205 WRIGHT CIRCLE STE 140AddressLine1
CityOMAHACity
StateNEState
ZIP Code68144ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$21,335AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,451AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$98,786TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$98,786AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,482CashDeemedCharitableAmt
Net Vl Noncharitable Assets$97,304NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,865MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,865MinimumInvestmentReturnAmt
Distributable Before Adj$4,865DistributableBeforeAdjAmt
Distributable Before Ded$4,865DistributableBeforeDedAmt
Distributable As Adjusted$4,865DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,000ExpensesAndContributionsAmt
Qualifying Distributions$32,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$32,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,865DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$67,318ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$123,852ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$191,170TotalExcessDistributionCyovAmt
Qualifying Distributions$32,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,865AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,135RemainingDistriFromCorpusAmt
Total Corpus$218,305TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$218,305ExcessDistriCyovToNextYrAmt
Excess From Year2$67,318ExcessFromYear2Amt
Excess From Year1$123,852ExcessFromYear1Amt
Excess From Current Year$27,135ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WHEAT RIDGE MINISTRIES
ONE PIERCE PLACE STE 250EITASCAIL60143N/A501(c)(3)Charitable$10,000
SCOLBE
533 NORTH 86TH STREETOMAHANE68114N/A501(c)(3)CHARITABLE$10,000
HOPE SEEDS INC
4501 MANATEE AVE W 161BRADENTONFL34209N/A501(c)(3)CHARITABLE$1,000
LUTHERAN FAMILY SERVICES
120 SOUTH 24TH STREET SUITE 100OMAHANE68102N/A501(c)(3)CHARITABLE$2,500
CHILD SAVING INSTITUTE
4545 DODGE STREETOMAHANE68132N/A501(c)(3)CHARITABLE$1,500
BOYS GIRLS CLUB OF THE MIDLANDS
2610 HAMILTON STREETOMAHANE68131N/A501(c)(3)CHARITABLE$500
COLLEGE OF SAINT MARY
7000 MERCY ROADOMAHANE68106N/A501(c)(3)CHARITABLE$1,000
MIDLAND LUTHERAN COLLEGE
900 NORTH CLARKSONFREMONTNE68025N/A501(c)(3)CHARITABLE$500
MOSAIC
4980 S 118TH STREETOMAHANE68127N/A501(c)(3)CHARITABLE$1,000
NEBRASKA LUTHERAN OUTDOOR MINISTRIE
27416 RANCH ROADASHLANDNE68003N/A501(c)(3)CHARITABLE$1,000
PROJECT HOPE INC
PO BOX 11-1312OMAHANE68111N/A501(c)(3)CHARITABLE$2,000
SALVATION ARMY
10755 BURT STREETOMAHANE68114N/A501(c)(3)CHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$32,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$358ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$358ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$358TotalIncomeProducingActyAmt

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 STREETAddressLine1
CityOMAHACity
StateNEState
ZIP Code68154ZIPCode
FieldValueIRS element (for citing)
Total Contributions$300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categoryaccounting feesCategoryTxt
Amt$1,247Amt
Net Investment Income$1,247NetInvestmentIncomeAmt
Adjusted Net Income$1,247AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Categorylegal feesCategoryTxt
Legal Fees$30LegalFeesAmt
Net Investment Income$30NetInvestmentIncomeAmt
Adjusted Net Income$30AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK SERVICE CHARGES$29
TELEPHONE & COMMUNICATIONS$1,203

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 STREETAddressLine1
CityOMAHACity
StateNEState
ZIP Code68154ZIPCode

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