Lundman Family Foundation Inc in Fredonia, Wisconsin (WI)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Wisconsin
| Lundman Family Foundation Inc | |
| Employer Identification Number (EIN) | 391401767 |
| Name of Organization | Lundman Family Foundation Inc |
| Address | 3631 West Fredonia - Kohler Rd, Fredonia, WI 53021 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1983 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $393,613 |
| Amount of Income | $42,095 |
| Form 990 Revenue Amount | $42,095 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $42,095 | $13,345 | $0 | |
| Contributions, gifts, grants, etc., received | $28,750 | |||
| Interest on savings and temporary cash investments | $742 | |||
| Dividends and interest from securities | $12,603 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $5,996 | $1,158 | $0 | $4,838 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,796 | $1,158 | $4,638 | |
| Contributions, gifts, grants paid | $200 | |||
| Excess of revenue over expenses and disbursements | $36,099 | |||
| Net investment income | $12,187 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $393,613 | $428,257 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $204,838 | |
| Investments-corporate bonds | $119,125 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $69,650 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $393,613 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $244 |
| Total credits and payments | $281 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $281 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $37 |
| Amount to be credited to 2012 estimated tax | $37 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $393,464 |
| Net value of noncharitable-use assets | $387,560 |
| Minimum investment return | $19,378 |
| Distributable Amount (for 2011) | |
| Distributable amount | $19,134 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $19,134 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Wisconsin | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Lucy Burns Institute Inc | 301 S Bedford Street, Madison, WI 53703-3691 | WI | 2008-03 | $2,881,865 |
| 2 | Luise Gattiker Trust | PO BOX 7900, Madison, WI 53707-7900 | WI | 1953-08 | $75,081 |
| 3 | Luke Homan Foundation Inc | 111 E Wisconsin Ave Ste 1800, Milwaukee, WI 53202-4809 | WI | 2008-05 | $150,631 |
| 4 | Luke House Inc | 310 S Ingersoll St, Madison, WI 53703-3739 | WI | 1985-10 | $125,204 |
| 5 | Lullaby Day Care Service Inc | 936 W Center St, Milwaukee, WI 53206-3203 | WI | 1971-07 | $227,862 |
| 6 | Lumberjack Resource Conservation And Development Council | 315 S Oneida Ave Ste 206, Rhinelander, WI 54501-3422 | WI | 1995-04 | $728,705 |
| 7 | Lumberjack World Championships Foundation Inc | PO BOX 666, Hayward, WI 54843-0666 | WI | 1990-08 | $267,363 |
| 8 | Lumen Christi Ministry Inc | PO BOX 45, Greendale, WI 53129-0045 | WI | 2003-07 | $18,297 |
| 9 | Lund-Dahlberg Chrtbl Foundation Tr, Dahlberg James & Lund Elsebet Ttees | 1119 Merrill Springs Rd, Madison, WI 53705-1316 | WI | 1998-06 | $1,775 |
| 10 | Lunda Charitable Trust | PO BOX 669, Blk River Fls, WI 54615-0669 | WI | 1989-03 | $617,607 |
| 11 | Lundman Family Foundation Inc | 3631 West Fredonia - Kohler Rd, Fredonia, WI 53021 | WI | 1983-09 | $42,095 |
| 12 | Lupus Foundation Of America Wisconsin Chapter Inc | 2600 N Mayfair Rd Ste 320, Milwaukee, WI 53226-1313 | WI | 1975-10 | $195,705 |
| 13 | Lussier Community Education Center Inc | 55 S Gammon Rd, Madison, WI 53717-1479 | WI | 1998-12 | $575,499 |
| 14 | Luther Crest Inc | 6515 Grand Teton Plz Ste 220, Madison, WI 53719-1048 | WI | 1999-09 | $309,379 |
| 15 | Luther Heights Inc | 6515 Grand Teton Plz Ste 220, Madison, WI 53719-1048 | WI | 1992-09 | $208,059 |
| 16 | Luther High School Foundation Inc | 1501 Wilson Street, Onalaska, WI 54650 | WI | 1989-03 | $1,371,571 |
| 17 | Luther Knoll Inc | 6515 Grand Teton Plz Ste 220, Madison, WI 53719-1048 | WI | 1997-03 | $175,553 |
| 18 | Mayo Clinic, Luther Lakeside Apartments Inc | PO BOX 1510, Eau Claire, WI 54702-1510 | WI | 2014-03 | $275,046 |
| 19 | Luther Manor Of Scott County Inc | 6515 Grand Teton Plz Ste 220, Madison, WI 53719-1048 | WI | 1977-12 | $910,085 |
| 20 | Mayo Clinic Health System Eau Claire Foundation Inc | PO BOX 1510, Eau Claire, WI 54702-1510 | WI | 1990-03 | $432,246 |
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