Dalum Family Foundation

990PF • Fiscal year 2018 • EIN 39-6658948

May 01, 2017 to Apr 30, 2018 • Filed on Jul 31, 2018

Organization Profile

31917 Apple LaneHartland, WI 53029

(414) 547-8500

Siviq Scores

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

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

-183%

Higher net margin than 3% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

-15%

Faster asset growth than 11% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

-76%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets37th percentile

Assets

Down

$551,288

Down $97,008 (-15%) from 2017

Net Assets

Down

$551,288

Down $97,008 (-15%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue37th percentile Net Margin3rd percentile

Revenue

Down

$55,991

Down $181,641 (-76%) from 2017

Expenses

Down

$158,376

Down $9,674 (-5.8%) from 2017

Net Income

Down

-$102,385

Down $171,967 (-247%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

Highlighted filing

2018

Assets$551,288

Liabilities$0

Net Assets$551,288

Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2018

Revenue$55,991

Expenses$158,376

Net Income-$102,385

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: May 1, 2017 to Apr 30, 2018
Signed: Jul 31, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay54th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
THOMAS E DALUM	Trustee	-	$0	-	-
MARY P DALUM	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Dalum Family Foundation
EIN: 39-6658948
Phone: 4145478500
Address: 31917 APPLE LANE, HARTLAND, WI 53029

Signing Officer

Name: Thomas Dalum
Title: Trustee
Phone: 4145478500
Signed: 2018-07-31

Preparer

Firm: TMI Trust Company
Address: 115 S 84th Street Suite 325, Milwaukee, WI 53214
Preparer: Beth Schroeder Ea
Phone: 4148753240

Raw XML Appendix341 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2017-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	2	1990-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	See Attached Short Term Sales Schedule
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	See Attached Long Term Sales Schedule
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	Long Term Capital Gain Dividends
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	46182
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	269293
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	47243
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	292610
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	16454
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	2	2018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	1061
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	23317
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	16454
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	14755
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	40832
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	55587
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	55587
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	1200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	1061
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	40832
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	151500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	151500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	14755
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	14755
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-102385
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	356307
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	40832
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	50835
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	1061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	4554
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	4554
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	198
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	1061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	152700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	4752
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	158376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	55587
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	55991
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	4752
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	6876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2017-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2016-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	1990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	46182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	269293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	1061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	23317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	16454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	1061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	23317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	16454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	47243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	292610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	16454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	See Attached Short Term Sales Schedule
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	See Attached Long Term Sales Schedule
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	Long Term Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2018-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2018-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2018-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	40832
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	1061
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-102385
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	347
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	5724
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	551635
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	648296
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	551288
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	35480
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	35480
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	35480
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	36497
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1017
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt	0	662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	1017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	662
IRS990PF/FMVAssetsEOYAmt	0	623440
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	648296
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	551288
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	133053
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	133754
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	132196
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	506086
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	410774
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	484484
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	299
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	328
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	328
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	8858
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	6432
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	6432
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	648296
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	551288
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	623440
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	648296
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	551288
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	648296
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	551288
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	741064
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	741064
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	11116
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	36497
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	729948
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	741064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	THOMAS E DALUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARY P DALUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	31917 APPLE LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	31917 APPLE LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	HARTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	HARTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	53029
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	53029
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	214984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	215492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	163000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	91600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	195466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	125600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	98350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.294519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.260903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.185325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.417143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.263263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.345963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	729948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	624753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	494267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	468583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	477090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	284279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	152700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	1.472597
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	152700
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	152700
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	152700
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	THOMAS E DALUM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	N4 W22610 BLUEMOUND RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	WAUKESHA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	53186
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4145478500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE DALUM FAMILY FOUNDATION IS ORGANIZED AND OPERATEDFOR THE SOLE PURPOSE OF MAKING CASH CONTRIBUTIONS TOQUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	0
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt	0	0
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	THOMAS E DALUM AND MARY P DALUM AS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	151500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	53202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	151500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	35480
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	35480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	132424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	67258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	173305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	102608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	84270
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	84270
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	592815
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	117220
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	132424
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	67258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	173305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	102608
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	152700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	117220
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	677085
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	559865
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	347
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Wash Sale Adjustment - current year
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Refund of Excise Tax
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	404
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	5424
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	300
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Wash Sale Adjustment - prior year
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	Stop Payment on Prior Year Contribution
TaxesSchedule/TaxesDetail/Amt	0	198
TaxesSchedule/TaxesDetail/Amt	1	662
TaxesSchedule/TaxesDetail/Amt	2	262
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	EXCISE TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	198
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	THOMAS DALUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4145478500
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DALUM FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	DALU
ReturnHeader/Filer/EIN	0	396658948
ReturnHeader/Filer/PhoneNum	0	4145478500
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	31917 APPLE LANE
ReturnHeader/Filer/USAddress/CityNm	0	HARTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	53029
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	146CE9A50EDF08EDCBC06629850E0EC9B87F1011
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	22DD4298732F36F4728E54296F429D6B410CFF84
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	96.11.138.238
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-08-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	PD
ReturnHeader/FilingSecurityInformation/IPTm	0	13:24:25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	115 S 84th Street Suite 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	53214
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4148753240
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BETH SCHROEDER EA
ReturnHeader/ReturnTs	0	2018-08-09T13:27:44-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-05-01
ReturnHeader/TaxPeriodEndDt	0	2018-04-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $551,288
Liabilities: $0
Net assets: $551,288
Revenue: $55,991
Expenses: $158,376
Net income: -$102,385

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2018Detailed filing. Detailed filing data is available for this year.	$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