STRATEGY STUDIO / PUBLIC DATA EXPLORER

CENTRAL LUTHERAN FOUNDATION TRUST: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CENTRAL LUTHERAN FOUNDATION TRUST (EIN 39-1686544)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-13
IRS object ID
201331339349304288
Schema version
2012v2.1
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)
Timestamp2013-05-13T16:24:56-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN390758449EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13703 OAKWOOD HILLS PARKWAYAddressLine1
CityEAU CLAIRECity
StateWIState
ZIP Code54701ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN391686544EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CENTRAL LUTHERAN CHURCH FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCENTNameControl
Phone7157239336Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line128 E COLUMBIA STREETAddressLine1
CityCHIPPEWA FALLSCity
StateWIState
ZIP Code54729ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLINDA JACKSONName
TitleTRUSTEETitle
Phone7157239336Phone
Date Signed2013-05-02DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJENNIFER LINDSTROMName
PTINP00834024PTIN
Phone7158323407Phone
Date Prepared2013-05-02DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line128 E COLUMBIA STREETAddressLine1
CityCHIPPEWA FALLSCity
StateWIState
ZIP Code54729ZIPCode
FieldValueIRS element (for citing)
Gross Receipts191042GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1990YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionTO ACT AS A FUND TO IMPROVE AND PERPETUATE CENTRAL LUTHERAN CHURCH, CHIPPEWA FALLS, WISCONSIN.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers5TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year7361ContributionsGrantsPriorYear
Contributions Grants Current Year4352ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year34432InvestmentIncomePriorYear
Investment Income Current Year36683InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year41793TotalRevenuePriorYear
Total Revenue Current Year41035TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year55564GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY36450GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year3263OtherExpensePriorYear
Other Expenses Current Year2031OtherExpensesCurrentYear
Total Expenses Prior Year58827TotalExpensesPriorYear
Total Expenses Current Year38481TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-17034RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2554RevenuesLessExpensesCY
Total Assets BOY1236442TotalAssetsBOY
Total Assets EOY1356841TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1236442NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1356841NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE CENTRAL LUTHERAN CHURCH FOUNDATION'S MISSION IS TO ENCOURAGE AND SERVE THOSE WISHING TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF CLC THROUGH LIFETIME AND ESTATE GIFTS FOR ENDOWMENT AND OTHER LONG-TERM PURPOSES. THE FOUNDATION'S INTENT IS IN THIS WAY TO ADVANCE THE CAUSE OF CHRIST THROUGH CENTRAL LUTHERAN CHURCH.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense6550Expense
Grants6550Grants
DescriptionCOLLEGE SCHOLARSHIP PROGRAM - IN 2012, SCHOLARSHIPS WERE AWARDED TO 9 DESERVING STUDENTS, RANGING IN THE AMOUNTS OF $500 - $800.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense26500Expense
Grants26500Grants
DescriptionGRANTS TO CENTRAL LUTHERAN CHURCH FOR NON-BUDGETED BUILDING AND TECHNOLOGY NEEDS, NON-BUDGETED PEOPLE MINISTRIES, MALAWI MISSION TRIP, AND NATIONAL YOUTH GATHERING.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense3400Expense
Grants3400Grants
Description$1,400 TO LUTHERAN SOCIAL SERVICES POSITIVE AVENUES AND $2,000 TO GMCC CPE FOR KEN SCHMIDT SEMINARY EXPENSESDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp3400TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt3400TotalOfOtherProgramServiceGrnt
Total Program Service Expense36450TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1PAM MORANBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7157239336TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line128 EAST COLUMBIA STREETAddressLine1
CityCHIPPEWA FALLSCity
StateWIState
ZIP Code54729ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (5 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
LINDA JACKSON
PRESIDENT1.00X000
WAYNE STEINMETZ
SECRETARY1.00X000
STEVE PREGENT
VICE PRESIDENT1.00X000
TIM HUTSON
TRUSTEE1.00X000
SCOTT COULSON
TRUSTEE1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions4352AllOtherContributions
Total Contributions4352TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column36590TotalRevenueColumn
Exclusion$36,590ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities150100Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities150007Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities93Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column93TotalRevenueColumn
Exclusion$93ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column41035TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$36,683ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total27900Total
Program Services27900ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total8550Total
Program Services8550ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1036Total
Management And General1036ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total995Total
Management And General995ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total38481Total
Program Services36450ProgramServices
Management And General2031ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY85771BOY
EOY88295EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1150671BOY
EOY1268546EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1236442BOY
EOY1356841EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY466203BOY
EOY482345EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY770239BOY
EOY874496EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1236442BOY
EOY1356841EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1236442BOY
EOY1356841EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses2554ReconcilationRevenueExpenses
Reconciliation Unrealized Invest117845ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type2XSupportingOrg509a3Type2
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1CENTRAL LUTHERAN CHURCHBusinessNameLine1
FieldValueIRS element (for citing)
EIN399081339EIN
Type Of Organization1TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$26,500Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts26500SumOfAmounts

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionBONDS AND MUTUAL FUNDSDescription
Book Value1268546BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities1268546TotalOfBookValueSecurities

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1CENTRAL LUTHERAN CHURCHBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line128 EAST COLUMBIA STREETAddressLine1
CityCHIPPEWA FALLSCity
StateWIState
ZIP Code54729ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient399081339EINOfRecipient
Amount Of Cash Grant26500AmountOfCashGrant
Purpose Of GrantGRANTS TO CENTRAL LUTHERAN CHUCH FOR NON-BUDGETED BUILDING AND TECHNOLOGY NEEDS, NON-BUDGETED PEOPLE MINISTRIES, MALAWI MISSION TRIP, AND NATIONAL YOUTH GATHERING.PurposeOfGrant

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
STUDENT SCHOLARSHIPS RANGING FROM $500 TO $80096550
CPE SEMINARY EXPENSE12000

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: THE TRUSTEES REVIEW REQUESTS FOR CONSISTENCY WITH THE MISSION OF THE FOUNDATION. MOST GRANTS ARE GIVEN TO THE CHURCH TO SPEND WITHIN THE CHURCH OR COMMUNITY.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE ACTING CHAIR IS THE INDIVIDUAL WHO SIGNS THE FORM 990 AND THEN IT IS PLACED IN THE FOUNDATION RECORDS.
FORM 990, PART VI, SECTION B, LINE 12CORGANIZATION REGULARLY AND CONSISTENLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY BY REVIEWING AND DISCLOSING ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICT.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL INFORMATION IS ALSO REPORTED IN AN ANNUAL REPORT TO THE CHURCH.