Civic Intelligence

Dalum Family Foundation

990PF • Fiscal year 2012 • EIN 39-6658948

May 01, 2011 to Apr 30, 2012 • Filed on Aug 31, 2012

Organization Profile
31917 Apple Lane53029
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$176,271

Down $21,558 (-11%) from 2011

Net Assets

Down

$176,271

Down $21,558 (-11%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$79,355

Down $4,241 (-5.1%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $270,882Liabilities 2010: $0Net Assets 2010: $270,8822010Assets 2011: $197,829Liabilities 2011: $0Net Assets 2011: $197,8292011Assets 2012: $176,271Liabilities 2012: $0Net Assets 2012: $176,2712012Assets 2013: $334,554Liabilities 2013: $0Net Assets 2013: $334,5542013Assets 2014: $501,938Liabilities 2014: $0Net Assets 2014: $501,9382014Assets 2015: $407,619Liabilities 2015: $0Net Assets 2015: $407,6192015Assets 2016: $579,303Liabilities 2016: $0Net Assets 2016: $579,3032016Assets 2017: $648,296Liabilities 2017: $0Net Assets 2017: $648,2962017Assets 2018: $551,288Liabilities 2018: $0Net Assets 2018: $551,2882018Assets 2019: $456,589Liabilities 2019: $0Net Assets 2019: $456,5892019Assets 2020: $353,306Liabilities 2020: $0Net Assets 2020: $353,3062020Assets 2021: $273,669Liabilities 2021: $0Net Assets 2021: $273,6692021Assets 2022: $289,837Liabilities 2022: $0Net Assets 2022: $289,8372022Assets 2023: $354,712Liabilities 2023: $0Net Assets 2023: $354,7122023Assets 2024: $709,385Liabilities 2024: $0Net Assets 2024: $709,3852024Assets 2025: $649,343Liabilities 2025: $0Net Assets 2025: $649,3432025

Highlighted filing

2012

Assets$176,271
Liabilities$0
Net Assets$176,271
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $50,9582010Expenses 2011: $83,5962011Expenses 2012: $79,3552012Revenue 2013: $259,778Expenses 2013: $101,495Net Income 2013: $158,2832013Revenue 2014: $297,987Expenses 2014: $130,603Net Income 2014: $167,3842014Revenue 2015: $107,803Expenses 2015: $202,122Net Income 2015: -$94,3192015Revenue 2016: $272,676Expenses 2016: $96,156Net Income 2016: $176,5202016Revenue 2017: $237,632Expenses 2017: $168,050Net Income 2017: $69,5822017Revenue 2018: $55,991Expenses 2018: $158,376Net Income 2018: -$102,3852018Revenue 2019: $51,885Expenses 2019: $144,280Net Income 2019: -$92,3952019Revenue 2020: $18,534Expenses 2020: $123,542Net Income 2020: -$105,0082020Revenue 2021: $28,766Expenses 2021: $108,594Net Income 2021: -$79,8282021Revenue 2022: $112,830Expenses 2022: $97,069Net Income 2022: $15,7612022Revenue 2023: $146,177Expenses 2023: $81,502Net Income 2023: $64,6752023Revenue 2024: $487,239Expenses 2024: $132,566Net Income 2024: $354,6732024Revenue 2025: $70,372Expenses 2025: $130,414Net Income 2025: -$60,0422025

Highlighted filing

2012

Revenue-
Expenses$79,355
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Aug 31, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E DALUMTtee-$0--
MARY P DALUMTtee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STATEMENTGENERAL FUNDN/AMILWAUKEE, WI, US$75,850
Filing and Contact Details

Filer

EIN
39-6658948
Raw XML Appendix292 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired01990-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice054531
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0SEE ATTACHED SALES SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet03423
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount04371
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount07794
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA07794
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss075850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss050000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm04371
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss04371
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-21561
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice054531
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss03423
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome05116
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm02619
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss02619
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IRS990PF/BalanceSheets/CashBOY04128
IRS990PF/BalanceSheets/CashEOY02254
IRS990PF/BalanceSheets/CashEOYFMV02254
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY053091
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IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0140447
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0125319
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0163
IRS990PF/BalanceSheets/OtherAssetsEOY0106
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0106
IRS990PF/BalanceSheets/TotalAssetsBOY0197829
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV0215808
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0197829
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0197829
IRS990PF/BalanceSheets/TotalNetAssetsEOY0176271
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome03423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis051108
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired01990-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SEE ATTACHED SALES SCHEDULE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss03423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses03423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice054531
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-21561
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases03
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0176271
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0197829
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0176271
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted010999
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj010999
IRS990PF/DistributableAmount/DistributableAmountBeforeDed010999
IRS990PF/DistributableAmount/MinimumInvestmentReturn011101
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0102
IRS990PF/DistributableAmount/TotalTax0102
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear042
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0144
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0102
IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment0-144
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment042
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0102
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0102
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0144
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0215808
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0225395
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0225395
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03381
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn011101
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0222014
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0225395
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0THOMAS E DALUM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARY P DALUM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1031917 APPLE LN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1131917 APPLE LN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0HARTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1HARTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053029
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode153029
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct088956
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets088905
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.400448
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.318821
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.165735
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.571227
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.417706
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.528750
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0222014
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10252493
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20287206
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30296012
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40418356
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50341804
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome051
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions076450
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2047600
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40174750
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50180729
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio02.002239
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions076450
IRS990PF/QualifyingDistributions/ExpensesAndContributions076450
IRS990PF/QualifyingDistributions/QualifyingDistributions076450
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0THOMAS E DALUM
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04145478500
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10N4 W22610 BLUEMOUND RD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WAUKESHA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053186
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0THOMAS E DALUM AND MARY P DALUM AS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount075850
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10VARIOUS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NA
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear075850
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear010999
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010999
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1068018
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2033297
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30154409
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40154296
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50163881
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50163881
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0475471
IRS990PF/UndistributedIncome/ExcessFromCurrentYear065451
IRS990PF/UndistributedIncome/ExcessFromYear1068018
IRS990PF/UndistributedIncome/ExcessFromYear2033297
IRS990PF/UndistributedIncome/ExcessFromYear30154409
IRS990PF/UndistributedIncome/ExcessFromYear40154296
IRS990PF/UndistributedIncome/QualifyingDistributions076450
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus065451
IRS990PF/UndistributedIncome/TotalCorpus0639352
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0573901
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions050000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10N4 W22610 BLUEMOUND RD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0WAUKESHA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0WI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode053186
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10DUECO INC
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherIncreasesSchedule/OtherIncreases/Amount03
OtherIncreasesSchedule/OtherIncreases/Description0ACCRUAL ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02619
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0M&I TRUST CO INVT MGMT
TaxesSchedule/Taxes/Amount059
TaxesSchedule/Taxes/Amount1144
TaxesSchedule/Taxes/Amount283
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1ESTIMATED TAX
TaxesSchedule/Taxes/Category2PRIOR YR TAX DUE
TaxesSchedule/Taxes/NetInvestmentIncome059
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396658948
ReturnHeader/Filer/Name/BusinessNameLine10DALUM FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0DALU
ReturnHeader/Filer/Phone04145478500
ReturnHeader/Filer/USAddress/AddressLine1031917 APPLE LANE
ReturnHeader/Filer/USAddress/City0HARTLAND
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053029
ReturnHeader/Officer/DateSigned02012-08-31
ReturnHeader/Officer/Name0THOMAS DALUM
ReturnHeader/Officer/Phone04145478500
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-08-31
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10M & I TRUST CO NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0RICHARD STENDLER
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-05-01
ReturnHeader/TaxPeriodEndDate02012-04-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-31T11:10:37-07:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,271
Liabilities
$0
Net assets
$176,271
Revenue
-
Expenses
$79,355
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.70$1.30$0.60
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$0.00$7.09$4.87$1.33$3.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$1.46$0.82$0.65
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$1.13$0.97$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$0.29$1.09$0.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.19$1.24$1.05
2019Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.52$1.44$0.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.00$5.51$0.56$1.58$1.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.00$6.48$2.38$1.68$0.70
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$0.00$5.79$2.73$0.96$1.77
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.08$0.00$4.08$1.08$2.02$0.94
2014Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$2.98$1.31$1.67
2013Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$2.60$1.01$1.58
2012Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.79
2011Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.84
2010Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.51
Peer Organizations

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