Civic Intelligence

The Lucille Foundation C/O Greenbergrosenblattkull & Bitsoli

990PF • Fiscal year 2017 • EIN 04-3528932

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 27, 2018

Organization Profile
306 Main Street No 400Worcester, MA 01615-0034

(508) 791-0901

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.21x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

7th percentile

-67%

Higher net margin than 7% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

26th percentile

-2.8%

Faster asset growth than 26% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

59%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$2,033,857

Down $58,120 (-2.8%) from 2016

Net Assets

Down

$2,013,303

Down $66,689 (-3.2%) from 2016

Liabilities

Up

$20,554

Up $8,569 (+71%) from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin7th percentile

Revenue

Up

$98,854

Up $36,794 (+59%) from 2016

Expenses

Down

$165,543

Down $2,208 (-1.3%) from 2016

Net Income

Up

-$66,689

Up $39,002 (+37%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$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

Highlighted filing

2017

Assets$2,033,857
Liabilities$20,554
Net Assets$2,013,303
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2017

Revenue$98,854
Expenses$165,543
Net Income-$66,689
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART G ROSEMANTrustee-$0--
DANIELA CORTETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lucille Foundation
EIN
04-3528932
Phone
5087910901
Address
306 MAIN STREET NO 400, WORCESTER, MA 01615-0034

Signing Officer

Name
Stuart Roseman
Title
Trustee
Phone
5087910901
Signed
2018-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Greenberg Rosenblatt Kull & Bitsolipc
Address
306 MAIN STREET SUITE 400, WORCESTER, MA 01608
Preparer
Laurence M Hurwitz CPA
Phone
5087910901
Raw XML Appendix357 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02780
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0GRKB ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02780
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MORGAN STANLEY CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025769
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt026785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0809200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0786068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORGAN STANLEY CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0129981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1625877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2102561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MORGAN STANLEY OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MORGAN STANLEY MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MORGAN STANLEY OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0128104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1639487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt297111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt058195
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt037879
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt096074
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt096074
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02780
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02780
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt037879
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02780
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt058195
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt058195
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-66689
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01039349
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt037879
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt080531
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012680
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012680
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0165543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt096074
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt098854
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015543
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01001470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt036736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt036736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01038206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037879
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-66689
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02013303
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02079992
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02013303
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt095453
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt095453
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt095453
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt096258
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0805
IRS990PF/DistributableAmountGrp/TotalTaxAmt0805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01178
IRS990PF/FMVAssetsEOYAmt02018024
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02079992
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02013303
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt094632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025769
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt026785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0501809
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0809200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0786068
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt086522
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt086522
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01006584
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0858419
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0864702
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt011985
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt020554
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0488952
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0253947
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0253947
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02091977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02033857
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02018024
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt011985
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt020554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02091977
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02033857
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02079992
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02013303
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01954471
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0476055
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01478416
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029317
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt096258
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01925154
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01954471
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STUART G ROSEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANIELA CORTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O GRKB 306 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O GRKB 306 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WORCESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WORCESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0016150034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1016150034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0128146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0128951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0149578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0148513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0148537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0149493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0148659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.066564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.073930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.068231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.064208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.063532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.062917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01925154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02023233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02176627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02313357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02353027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02362785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0150000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.332818
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0149195
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0150000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0805
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0150000
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/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/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NEWVUE COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
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/TotalGrantOrContriPdDurYrAmt0150000
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/AppliedToCurrentYearAmt095453
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt095453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt049260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042656
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032856
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt033202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0215114
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt054547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt049260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt042656
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035795
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032856
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt054547
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0248316
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0193769
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REFUNDABLE TAX CREDIT RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt086522
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt086522
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt011985
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0COVERED CALLS ON SECURITIES OWNED
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt020554
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012680
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012680
TaxesSchedule/TaxesDetail/Amt048
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt048
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART ROSEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087910901
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-27
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 NO 400
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0016150034
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0124D9B17353B08EBB31C802581DDD92878385035
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0706A05B221582C94FAE2F67961D3EDB2A4038A96
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.11.8.98
ReturnHeader/FilingSecurityInformation/IPDt02018-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:51:14
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/PreparerPersonNm0LAURENCE M HURWITZ CPA
ReturnHeader/ReturnTs02018-05-02T14:13:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,033,857
Liabilities
$20,554
Net assets
$2,013,303
Revenue
$98,854
Expenses
$165,543
Net income
-$66,689
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