Civic Intelligence

The Lucille Foundation C/O Greenbergrosenblattkull & Bitsoli

EIN 04-3528932 • Worcester, MA

Pub. 78 Eligible
306 Main Street 400Worcester, MA 01615-0034
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.02x

Higher debt load relative to revenue than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-102%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

18th percentile

-7.0%

Faster asset growth than 18% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets37th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$1,294,788

Down $97,671 (-7.0%) from 2023

Liabilities

Down

$1,823

Down $15,376 (-89%) from 2023

Net Assets

Down

$1,292,965

Down $82,295 (-6.0%) from 2023

Operations
Liabilities / Revenue47th percentileNet Margin5th percentile

Revenue

Up

$80,722

Up $86,207 (+1572%) from 2023

Expenses

Down

$163,017

Down $210 (-0.1%) from 2023

Net Income

Up

-$82,295

Up $86,417 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,473,202Liabilities 2010: $28,845Net Assets 2010: $2,444,3572010Assets 2011: $2,439,113Liabilities 2011: $74,383Net Assets 2011: $2,364,7302011Assets 2012: $2,415,351Liabilities 2012: $64,562Net Assets 2012: $2,350,7892012Assets 2013: $2,245,984Liabilities 2013: $56,906Net Assets 2013: $2,189,0782013Assets 2014: $2,227,565Liabilities 2014: $40,583Net Assets 2014: $2,186,9822014Assets 2015: $2,199,066Liabilities 2015: $13,383Net Assets 2015: $2,185,6832015Assets 2016: $2,091,977Liabilities 2016: $11,985Net Assets 2016: $2,079,9922016Assets 2017: $2,033,857Liabilities 2017: $20,554Net Assets 2017: $2,013,3032017Assets 2018: $1,915,174Liabilities 2018: $5,733Net Assets 2018: $1,909,4412018Assets 2019: $1,839,746Liabilities 2019: $37,918Net Assets 2019: $1,801,8282019Assets 2020: $1,681,530Liabilities 2020: $59,756Net Assets 2020: $1,621,7742020Assets 2021: $1,677,112Liabilities 2021: $29,818Net Assets 2021: $1,647,2942021Assets 2022: $1,583,847Liabilities 2022: $39,875Net Assets 2022: $1,543,9722022Assets 2023: $1,392,459Liabilities 2023: $17,199Net Assets 2023: $1,375,2602023Assets 2024: $1,294,788Liabilities 2024: $1,823Net Assets 2024: $1,292,9652024

Latest loaded filing

2024

Assets$1,294,788
Liabilities$1,823
Net Assets$1,292,965
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2010: $161,8352010Expenses 2011: $163,2692011Expenses 2012: $162,6692012Revenue 2013: $4,345Expenses 2013: $166,056Net Income 2013: -$161,7112013Revenue 2014: $163,525Expenses 2014: $165,621Net Income 2014: -$2,0962014Revenue 2015: $165,289Expenses 2015: $166,588Net Income 2015: -$1,2992015Revenue 2016: $62,060Expenses 2016: $167,751Net Income 2016: -$105,6912016Revenue 2017: $98,854Expenses 2017: $165,543Net Income 2017: -$66,6892017Revenue 2018: $61,173Expenses 2018: $165,035Net Income 2018: -$103,8622018Revenue 2019: $54,469Expenses 2019: $162,082Net Income 2019: -$107,6132019Revenue 2020: -$12,451Expenses 2020: $167,603Net Income 2020: -$180,0542020Revenue 2021: $190,333Expenses 2021: $164,813Net Income 2021: $25,5202021Revenue 2022: $63,879Expenses 2022: $167,201Net Income 2022: -$103,3222022Revenue 2023: -$5,485Expenses 2023: $163,227Net Income 2023: -$168,7122023Revenue 2024: $80,722Expenses 2024: $163,017Net Income 2024: -$82,2952024

Latest loaded filing

2024

Revenue$80,722
Expenses$163,017
Net Income-$82,295
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.08$0.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.02$1.38$0.01$0.16$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.04$1.54$0.06$0.17$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.03$1.65$0.19$0.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.06$1.62$0.01$0.17$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.04$1.80$0.05$0.16$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.91$0.06$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.02$2.01$0.10$0.17$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.08$0.06$0.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.20$0.01$2.19$0.17$0.17$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.04$2.19$0.16$0.17$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.25$0.06$2.19$0.00$0.17$0.16
2012Detailed filing. Detailed filing data is available for this year.$2.42$0.06$2.35$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.44$0.07$2.36$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.47$0.03$2.44$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 21, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART G ROSEMANTrustee-$0--
DANIELA CORTETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEWVUE COMMUNITIESEDUCATION-FITCHBURG, MA, US$137,500
Filing and Contact Details

Filer

Filer Name
The Lucille Foundation
EIN
04-3528932
Phone
5087910901
Address
306 MAIN STREET 400, WORCESTER, MA 01615-0034

Signing Officer

Name
Stuart Roseman
Title
Trustee
Phone
5087910901
Signed
2026-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Greenberg Rosenblatt Kull & Bitsolipc
Address
306 MAIN STREET SUITE 400, WORCESTER, MA 01608
Preparer
Rosemary Reilly
Phone
5087910901
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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STUART G ROSEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANIELA CORTE
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0137500
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0137500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TRUSTEES CO GRKB
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0306 MAIN STREET SUITE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WORCESTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0016150034
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05087910901
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STUART G ROSEMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DANIELA CORTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0137500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NEWVUE COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0470 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FITCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001420
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0137500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt069775
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069775
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt079154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt076764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt070211
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt065357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt064540
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt064540
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0359211
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt067725
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt079154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt076764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt070211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt065357
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt067725
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0423751
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0356026
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01823
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0COVERED CALLS ON SECURITIES OWNED
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt032499
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08013
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08013
TaxesSchedule/TaxesDetail/Amt0126
TaxesSchedule/TaxesDetail/Amt1727
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0126
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART ROSEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087910901
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LUCILLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GREENBERGROSENBLATTKULL & BITSOLI
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0043528932
ReturnHeader/Filer/PhoneNum05087910901
ReturnHeader/Filer/USAddress/AddressLine1Txt0306 MAIN STREET 400
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0016150034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042687094
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENBERG ROSENBLATT KULL & BITSOLIPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0306 MAIN STREET SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087910901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSEMARY REILLY
ReturnHeader/ReturnTs02026-04-22T14:32:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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