LMJ FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LMJ FOUNDATION (EIN 45-2595568)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-01
- IRS object ID
- 201201539349100205
- Schema version
- 2011v1.2
- 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
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-01T14:53:01-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-06-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY L SNYDER | Name |
| Phone | 4024968800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | X | InitialReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 42356 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 120000 | ContriReceivedRevAndExpnss |
| Total Revenue And Expenses | 120000 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 693 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 693 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 128 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 128 | AccountingFeesNetInvstIncm |
| Occupancy Rev And Expnss | 8323 | OccupancyRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 9144 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 821 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 68500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 68500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 77644 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 821 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 68500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 42356 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst EOY | 37356 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 37356 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock EOY | 5000 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5000 | InvestmentsCorpStockEOYFMV |
| Total Assets EOY | 42356 | TotalAssetsEOY |
| Total Assets EOYFMV | 42356 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted EOY | 42356 | UnrestrictedEOY |
| Total Net Assets EOY | 42356 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 0 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 42356 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Of Revenue Over Expenses | 42356 | ExcessOfRevenueOverExpenses |
| Subtotal | 42356 | Subtotal |
| Total Net Assets Fund Balances EOY | 42356 | 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 | 1000 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23002 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 24002 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 24002 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 360 | CashDeemedCharitable |
| Net Noncharitable Assets | 23642 | NetNoncharitableAssets |
| Minimum Investment Return | 1182 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1182 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 1182 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1182 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1182 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 68500 | ExpensesAndContributions |
| Qualifying Distributions | 68500 | QualifyingDistributions |
| Adj Qualifying Distributions | 68500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1182 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 68500 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1182 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 67318 | RemainingDistriFromCorpus |
| Total Corpus | 67318 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 67318 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 67318 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| YMCA OF GREATER OMAHA | |||||||
| 430 SOUTH 20TH STREET | OMAHA | NE | 68102 | N/A | 501(c)(3) | Charitable | $1,000 |
| WHEAT RIDGE MINISTRIES | |||||||
| ONE PIERCE PLACE STE 250E | ITASCA | IL | 60143 | N/A | 501(c)(3) | Charitable | $7,500 |
| UNITED WAY OF THE MIDLANDS | |||||||
| 1805 HARNEY STREET | OMAHA | NE | 68102 | N/A | 501(c)(3) | Charitable | $15,000 |
| PROJECT HOPE | |||||||
| 4205 BOYD STREET | OMAHA | NE | 68111 | N/A | 501(c)(3) | Charitable | $2,000 |
| 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 |
| OMAHA WORLD HERALD GOODFELLOWS | |||||||
| 1314 DOUGLAS ST STE 125 | OMAHA | NE | 68102 | N/A | 501(c)(3) | Charitable | $1,000 |
| LUTHERAN WORLD MISSIONS INC | |||||||
| 1101 PENNSYLVANIA AVE NW 6TH FLOOR | WASHINGTON | DC | 20004 | N/A | 501(c)(3) | Charitable | $5,000 |
| AT EASE USA | |||||||
| 730 FORT CROOK ROAD NORTH | BELLEVUE | NE | 68005 | N/A | 501(c)(3) | Charitable | $2,500 |
| LCMS FOUNDATION | |||||||
| 1333 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | N/A | 501(c)(3) | Charitable | $2,500 |
| CONCORDIA UNIVERSITY | |||||||
| 800 NORTH COLUMBIA AVENUE | SEWARD | NE | 68434 | N/A | 501(c)(3) | Charitable | $10,000 |
| CONCORDIA LUTHERAN SCHOOLS OF OMAHA | |||||||
| 15656 FORT STREET | OMAHA | NE | 68116 | N/A | 501(c)(3) | Charitable | $15,000 |
| CHILDRENS SCHOLARSHIP FUND OF OMAHA | |||||||
| 1314 DOUGLAS STREET STE 1525 | OMAHA | NE | 68102 | N/A | 501(c)(3) | Charitable | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 68500 | TotGrantOrContriPaidDuringYear |
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 | 120000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting fees | Category |
| Amount | $128 | Amount |
| Net Investment Income | 128 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal fees | Category |
| Amount | $693 | Amount |
| Net Investment Income | 693 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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 |
Comments