LINGENFELTER FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
LINGENFELTER FOUNDATION (EIN 30-0003592)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201223209349102152
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T17:57:21-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN382627062EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HELMHOLDTCOMPANY LLP CPASBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15940 TAHOE DRIVE SEAddressLine1
CityGRAND RAPIDSCity
StateMIState
ZIP Code495467121ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN300003592EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LINGENFELTER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLINGNameControl
Phone2484865342Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line17819 LOCHLIN DRIVEAddressLine1
CityBRIGHTONCity
StateMIState
ZIP Code48116ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKENNETH J LINGEFELTERName
TitlePRESIDENTTitle
Phone2484865342Phone
Date Signed2012-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDANIEL M HELMHOLDT CPAName
PTINP00099702PTIN
Phone6169497250Phone
Date Prepared2012-11-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY145203FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss1000ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss222InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm222InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses1222TotalRevenueAndExpenses
Total Net Investment Income222TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss1653LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps0LegalFeesDsbrsChrtblPrps
Taxes Rev And Expnss100TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss1358TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm0TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps0TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss45PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm0PrintingAndPubNetInvstIncm
Printing And Pub Dsbrs Chrtbl Prps0PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss20OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss3176TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss3328ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps3328ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss6504TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps3328TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-5282ExcessOfRevenueOverExpenses
Net Investment Income222NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY150485SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY145203SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV145203SavingsAndTempCashInvstEOYFMV
Total Assets BOY150485TotalAssetsBOY
Total Assets EOY145203TotalAssetsEOY
Total Assets EOYFMV145203TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY150485RetainedEarningsBOY
Retained Earnings EOY145203RetainedEarningsEOY
Total Net Assets BOY150485TotalNetAssetsBOY
Total Net Assets EOY145203TotalNetAssetsEOY
Total Liabilities Net Assets BOY150485TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY145203TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY150485TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-5282ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal145203Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY145203TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year13500QualifyingDistributionsYear1
Noncharitable Assets Year1150062NoncharitableAssetsYear1
Distribution Ratio Year10.023324DistributionRatioYear1
Qualifying Distributions Year2100QualifyingDistributionsYear2
Noncharitable Assets Year2151821NoncharitableAssetsYear2
Distribution Ratio Year20.000659DistributionRatioYear2
Qualifying Distributions Year39280QualifyingDistributionsYear3
Noncharitable Assets Year3152640NoncharitableAssetsYear3
Distribution Ratio Year30.060797DistributionRatioYear3
Qualifying Distributions Year416430QualifyingDistributionsYear4
Noncharitable Assets Year4164718NoncharitableAssetsYear4
Distribution Ratio Year40.099746DistributionRatioYear4
Qualifying Distributions Year51000QualifyingDistributionsYear5
Noncharitable Assets Year5166629NoncharitableAssetsYear5
Distribution Ratio Year50.006001DistributionRatioYear5
Total Distribution Ratio0.190527TotalDistributionRatio
Average Distribution Ratio0.038105AverageDistributionRatio
Net Noncharitable Assets145801NetNoncharitableAssets
Adjusted Noncharitable Assets5556AdjustedNoncharitableAssets
One Percent Net Investment Income2OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One5558AdjNonchrtblAssetsAndOnePct
Qualifying Distributions3328QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax4InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal4Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income4TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment119EstTaxPaymentsAndOverpayment
Total Credits And Payments119TotalCreditsAndPayments
Overpayment115Overpayment
Amount Credited To Next Year115AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameKENNETH J LINGENFELTERBooksInCareOfPersonName
Books In Care Of Phone Number2484865342BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line17819 LOCHLIN DRIVEAddressLine1
CityBRIGHTONCity
StateMIState
ZIP Code48116ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
KENNETH J LINGENFELTER
7819 LOCHLIN DRIVEBRIGHTONMI48116PRESIDENT; DIRECTOR; TREAS0.00000
BECKY ALVERSON
7819 LOCHLIN DRIVEBRIGHTONMI48116SECRETARY; DIRECTOR0.00000
RITA COLEMAN
7819 LOCHLIN DRIVEBRIGHTONMI48116DIRECTOR0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances148021AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets148021TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets148021AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2220CashDeemedCharitable
Net Noncharitable Assets145801NetNoncharitableAssets
Minimum Investment Return7290MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return7290MinimumInvestmentReturn
Tax Based On Investment Income4TaxBasedOnInvestmentIncome
Total Tax4TotalTax
Distributable Amount Before Adj7286DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded7286DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted7286DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions3328ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions3328QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions3328AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted7286DistributableAmountAsAdjusted
Undistributed Income Prior Year2159UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions3328QualifyingDistributions
Applied To Year12159AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1169AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY6117UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerKENNETH J LINGENFELTERContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
APRONS 4 ALZHEIMER'S
2535 APPLEGATE ROADAPPLEGATEMI48401N/APUBLIC CHARITYGENERAL SUPPORT$78
ELE'S PLACE
1145 WEST OAKLAND AVENUELANSINGMI48915N/APUBLIC CHARITYGENERAL SUPPORT$2,250
JUVENILE DIABETES RESEARCH FOUNDATION
24359 NORTHWESTERN HIGHWAYSOUTHFIELDMI48075N/APUBLIC CHARITYGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year3328TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$222ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$222ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA222TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$1,653Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMICHIGAN NONPROFIT CORPORATION INFORMATION UPDATE FILING FEEDescription
Revenue And Expenses Per Books20RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
Category2010 TAX PAID WITH EXTENSIONCategory
Amount$100Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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