Civic Intelligence

Dalum Family Foundation

990PF • Fiscal year 2013 • EIN 39-6658948

May 01, 2012 to Apr 30, 2013 • Filed on Aug 15, 2013

Organization Profile
31917 Apple LaneHartland, WI 53029
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

92nd percentile

90%

Faster asset growth than 92% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$334,554

Up $158,283 (+90%) from 2012

Net Assets

Up

$334,554

Up $158,283 (+90%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

$259,778

No earlier filing loaded for comparison.

Expenses

Up

$101,495

Up $22,140 (+28%) from 2012

Net Income

$158,283

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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: $1Net 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

2013

Assets$334,554
Liabilities$1
Net Assets$334,554
Open 2013 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

2013

Revenue$259,778
Expenses$101,495
Net Income$158,283
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Aug 15, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STATEMENTGENERAL FUNDN/AMILWAUKEE, WI, US$97,750
Filing and Contact Details

Filer

EIN
39-6658948
Raw XML Appendix310 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/DateAcquired11990-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice038685
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice12039
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0SEE ATTACHED SALES SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1LONG TERM CAPITAL GAIN DIVIDENDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet02510
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet12039
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount05187
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount04549
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount09736
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA09736
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0600
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm04549
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps097750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss097750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0250000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm05187
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss05187
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0158283
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice040724
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss04549
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome06693
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm02993
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss02993
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm050
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0152
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps098350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03043
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0101495
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome09736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0259778
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03043
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03745
IRS990PF/BalanceSheets/CapitalStockBOY0176271
IRS990PF/BalanceSheets/CapitalStockEOY0334554
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY048592
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY090898
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV093687
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0125319
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0236633
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0299878
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0106
IRS990PF/BalanceSheets/OtherAssetsEOY0189
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0189
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY02254
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY06834
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV06834
IRS990PF/BalanceSheets/TotalAssetsBOY0176271
IRS990PF/BalanceSheets/TotalAssetsEOY0334554
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0400588
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0176271
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0334554
IRS990PF/BalanceSheets/TotalNetAssetsBOY0176271
IRS990PF/BalanceSheets/TotalNetAssetsEOY0334554
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome04549
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis036175
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired01990-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired11990-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-04-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-04-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SEE ATTACHED SALES SCHEDULE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss02510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12039
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses02510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12039
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice038685
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12039
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0158283
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0334554
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0176271
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0334554
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted014080
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj014080
IRS990PF/DistributableAmount/DistributableAmountBeforeDed014080
IRS990PF/DistributableAmount/MinimumInvestmentReturn014214
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0134
IRS990PF/DistributableAmount/TotalTax0134
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0102
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0134
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0134
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0134
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn0102
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0102
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0400588
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0288608
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0288608
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04329
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn014214
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0284279
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0288608
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/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
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/AdjNonchrtblAssetsAndOnePct0103421
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0103354
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.363567
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.344348
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.318821
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.165735
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.571227
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.417706
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0284279
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10222014
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20252493
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30287206
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40296012
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50418356
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome067
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions098350
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1076450
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2080500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3047600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40169090
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50174750
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio01.817837
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions098350
IRS990PF/QualifyingDistributions/ExpensesAndContributions098350
IRS990PF/QualifyingDistributions/QualifyingDistributions098350
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/Amount097750
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NA
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear097750
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/AppliedToCurrentYear014080
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted014080
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1065451
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2068018
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3033297
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40154409
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50154296
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50154296
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0405445
IRS990PF/UndistributedIncome/ExcessFromCurrentYear084270
IRS990PF/UndistributedIncome/ExcessFromYear1065451
IRS990PF/UndistributedIncome/ExcessFromYear2068018
IRS990PF/UndistributedIncome/ExcessFromYear3033297
IRS990PF/UndistributedIncome/ExcessFromYear40154409
IRS990PF/UndistributedIncome/QualifyingDistributions098350
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus084270
IRS990PF/UndistributedIncome/TotalCorpus0559741
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0475471
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0250000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10N4 W22610 BLUEMOUND RD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0WAUKESHA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0WI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode053186
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10UTILITY EQUIPMENT HOLDING COMPANY
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherIncomeSchedule2/OtherIncome/Description0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks042
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02993
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0BMO HARRIS BANK, NA INVT MGMT
TaxesSchedule/Taxes/Amount050
TaxesSchedule/Taxes/Amount1102
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1ESTIMATED TAX
TaxesSchedule/Taxes/Category2PRIOR YR TAX DUE
TaxesSchedule/Taxes/NetInvestmentIncome050
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/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-15
ReturnHeader/Officer/Name0THOMAS DALUM
ReturnHeader/Officer/Phone04145478500
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-08-26
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BMO HARRIS BANK NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10111 E KILBOURN AVE STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053202
ReturnHeader/Preparer/Name0RICHARD STENDLER
ReturnHeader/Preparer/Phone04142877134
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-05-01
ReturnHeader/TaxPeriodEndDate02013-04-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-26T04:35:24-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$334,554
Liabilities
$1
Net assets
$334,554
Revenue
$259,778
Expenses
$101,495
Net income
$158,283
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