LMJ FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: LMJ FOUNDATION (EIN 45-2595568)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-03-28
IRS object ID: 201300879349100310
Schema version: 2012v2.0
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
Legal Fees Schedule
Other Expenses Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-03-28T14:18:50-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUTZ AND COMPANY PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	13616 CALIFORNIA ST STE 300	AddressLine1
City	OMAHA	City
State	NE	State
ZIP Code	681545336	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	452595568	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	LMJ Foundation Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	LMJF	NameControl
Phone	4025049659	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	533 N 86th St	AddressLine1
City	Omaha	City
State	NE	State
ZIP Code	68114	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	A William Kernen	Name
Title	President	Title
Date Signed	2013-03-28	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JEFFREY L SNYDER	Name
PTIN	P00056277	PTIN
Phone	4024968800	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	96177	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	199240	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	461	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	461	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	461	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	2	DividendsRevAndExpnss
Dividends Net Invst Incm	2	DividendsNetInvstIncm
Dividends Adj Net Incm	2	DividendsAdjNetIncm
Total Revenue And Expenses	199703	TotalRevenueAndExpenses
Total Net Investment Income	463	TotalNetInvestmentIncome
Total Adjusted Net Income	463	TotalAdjustedNetIncome
Legal Fees Rev And Expnss	253	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	253	LegalFeesNetInvstIncm
Legal Fees Adj Net Incm	253	LegalFeesAdjNetIncm
Accounting Fees Rev And Expnss	1206	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1206	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	1206	AccountingFeesAdjNetIncm
Occupancy Rev And Expnss	14609	OccupancyRevAndExpnss
Other Expenses Rev And Expnss	1074	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	17142	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	1459	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	1459	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	128740	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	128740	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	145882	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	1459	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	1459	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	128740	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	53821	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	37356	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	95675	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	95675	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	5000	InvestmentsCorpStockBOY
Investments Corp Stock EOY	502	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	502	InvestmentsCorpStockEOYFMV
Total Assets BOY	42356	TotalAssetsBOY
Total Assets EOY	96177	TotalAssetsEOY
Total Assets EOYFMV	96177	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	42356	UnrestrictedBOY
Unrestricted EOY	96177	UnrestrictedEOY
Total Net Assets BOY	42356	TotalNetAssetsBOY
Total Net Assets EOY	96177	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	42356	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	96177	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	42356	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	53821	ExcessOfRevenueOverExpenses
Subtotal	96177	Subtotal
Total Net Assets Fund Balances EOY	96177	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	false	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	NE	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAGUAR GROUP	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	4027789000	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	11205 WRIGHT CIRCLE STE 140	AddressLine1
City	OMAHA	City
State	NE	State
ZIP Code	68144	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Michele M Pohlman
9328 Margo Circle	LaVista	NE	68128	Scrty/Treasurer	10.00	0
Leona M Kernen
1231 North 131st Street	Omaha	NE	68154	Vice President	10.00	0
A William Kernen
1231 North 131st Street	Omaha	NE	68154	President	10.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	20834	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	78419	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	99253	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	99253	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1489	CashDeemedCharitable
Net Noncharitable Assets	97764	NetNoncharitableAssets
Minimum Investment Return	4888	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	4888	MinimumInvestmentReturn
Distributable Amount Before Adj	4888	DistributableAmountBeforeAdj
Distributable Amount Before Ded	4888	DistributableAmountBeforeDed
Distributable Amount As Adjusted	4888	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	128740	ExpensesAndContributions
Qualifying Distributions	128740	QualifyingDistributions
Adj Qualifying Distributions	128740	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	4888	DistributableAmountAsAdjusted
Excess Distri Carryover Year1	67318	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	67318	TotalExcessDistriCarryover
Qualifying Distributions	128740	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	4888	AppliedToCurrentYear
Remaining Distri From Corpus	123852	RemainingDistriFromCorpus
Total Corpus	191170	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	191170	ExcessDistriCyovToNextYear
Excess From Year1	67318	ExcessFromYear1
Excess From Current Year	123852	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ORPHAN GRAIN TRAIN
PO BOX 1466	NORFOLK	NE	68702	N/A	501(c)(3)	CHARITABLE	$4,000
OMAHA SYMPHONY
1605 HOWARD STREET	OMAHA	NE	68102	N/A	501(c)(3)	CHARITABLE	$4,615
OMAHA PERFORMING ARTS
1200 DOUGLAS STREET	OMAHA	NE	68102	N/A	501(c)(3)	CHARITABLE	$5,000
CHILD SAVING INSTITUTE
4545 DODGE STREET	OMAHA	NE	68132	N/A	501(c)(3)	CHARITABLE	$1,500
LUTHERAN FAMILY SERVICES
120 SOUTH 24TH STREET SUITE 100	OMAHA	NE	68102	N/A	501(c)(3)	CHARITABLE	$12,125
HOPE SEEDS INC
4501 MANATEE AVE W 161	BRADENTON	FL	34209	N/A	501(c)(3)	CHARITABLE	$1,000
VILLISCA HISTORICAL SOCIETY
113 WEST 5TH STREET	VILLISCA	IA	50864	N/A	501(c)(3)	CHARTIBALE	$500
SCOLBE
533 NORTH 86TH STREET	OMAHA	NE	68114	N/A	501(c)(3)	CHARITABLE	$10,000
WHEAT RIDGE MINISTRIES
ONE PIERCE PLACE STE 250E	ITASCA	IL	60143	N/A	501(c)(3)	Charitable	$10,000
UNITED WAY OF THE MIDLANDS
1805 HARNEY STREET	OMAHA	NE	68102	N/A	501(c)(3)	Charitable	$15,000
PLI UNITED STATES
12300 FORD ROAD STE 450	DALLAS	TX	75234	N/A	501(c)(3)	Charitable	$1,000
PLI INTERNATIONAL
12300 FORD ROAD STE 450	DALLAS	TX	75234	N/A	501(c)(3)	Charitable	$4,000
CONCORDIA UNIVERSITY
800 NORTH COLUMBIA AVENUE	SEWARD	NE	68434	N/A	501(c)(3)	Charitable	$25,000
CONCORDIA LUTHERAN SCHOOLS OF OMAHA
15656 FORT STREET	OMAHA	NE	68116	N/A	501(c)(3)	Charitable	$32,500
CHILDRENS SCHOLARSHIP FUND OF OMAHA
1314 DOUGLAS STREET STE 1525	OMAHA	NE	68102	N/A	501(c)(3)	Charitable	$2,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	128740	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	461	RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	2	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	463	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	463	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	MR MRS A WILLIAM KERNEN	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	1231 NORTH 131ST STREET	AddressLine1
City	OMAHA	City
State	NE	State
ZIP Code	68154	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	199240	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	accounting fees	Category
Amount	$1,206	Amount
Net Investment Income	1206	NetInvestmentIncome
Adjusted Net Income	1206	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	legal fees	Category
Amount	$253	Amount
Net Investment Income	253	NetInvestmentIncome
Adjusted Net Income	253	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	TELEPHONE & COMMUNICATIONS	Description
Revenue And Expenses Per Books	1074	RevenueAndExpensesPerBooks

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Field	Value	IRS element (for citing)
Person Name	MR MRS A WILLIAM KERNEN	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1231 NORTH 131ST STREET	AddressLine1
City	OMAHA	City
State	NE	State
ZIP Code	68154	ZIPCode

LMJ FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

US Address USAddress

Comments