Civic Intelligence

Lagarde Charitable Trust

990PF • Fiscal year 2011 • EIN 04-6865004

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
1314 Arch Street94708
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$561,284

No earlier filing loaded for comparison.

Net Assets

$561,284

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$70,345

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2011: $561,284Liabilities 2011: $0Net Assets 2011: $561,2842011Assets 2012: $570,597Liabilities 2012: $0Net Assets 2012: $570,5972012Assets 2013: $718,902Liabilities 2013: $1Net Assets 2013: $718,9022013Assets 2014: $518,270Liabilities 2014: $1Net Assets 2014: $518,2702014Assets 2015: $650,681Liabilities 2015: $1Net Assets 2015: $650,6812015Assets 2016: $714,094Liabilities 2016: $0Net Assets 2016: $714,0942016Assets 2017: $863,686Liabilities 2017: $0Net Assets 2017: $863,6862017Assets 2019: $1,088,328Liabilities 2019: $1Net Assets 2019: $1,088,3282019Assets 2020: $1,073,631Liabilities 2020: $0Net Assets 2020: $1,073,6312020Assets 2021: $1,093,037Liabilities 2021: $12021Assets 2022: $815,604Liabilities 2022: $1Net Assets 2022: $815,6042022Assets 2023: $747,311Liabilities 2023: $12023

Highlighted filing

2011

Assets$561,284
Liabilities$0
Net Assets$561,284
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $70,3452011Expenses 2012: $37,6192012Revenue 2013: $15,924Expenses 2013: $50,378Net Income 2013: -$34,4542013Revenue 2014: -$176,018Expenses 2014: $41,089Net Income 2014: -$217,1072014Revenue 2015: $114,022Expenses 2015: $38,871Net Income 2015: $75,1512015Revenue 2016: $3,425Expenses 2016: $55,000Net Income 2016: -$51,5752016Revenue 2017: -$193,451Expenses 2017: $71,557Net Income 2017: -$265,0082017Revenue 2019: $8,450Expenses 2019: $83,200Net Income 2019: -$74,7502019Revenue 2020: $442,289Expenses 2020: $83,500Net Income 2020: $358,7892020Revenue 2021: $1,188Expenses 2021: $50,075Net Income 2021: -$48,8872021Revenue 2022: $1,130Expenses 2022: $117,550Net Income 2022: -$116,4202022Revenue 2023: $16,711Expenses 2023: $107,065Net Income 2023: -$90,3542023

Highlighted filing

2011

Revenue-
Expenses$70,345
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUES LAGARDETrustee-$0--
MARIE LAGARDETrustee-$0--
CHARLOTTE LAGARDETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOBUGSGENERALNON-PROFITOAKLAND, CA, US$30,000
Paid GrantSWELL CINEMAGENERALNON-PROFITSAN FRANCISCO, CA, US$16,000
Paid GrantACCION INTERNATIONALGENERALNON-PROFITBOSTON, MA, US$10,000
Paid GrantCATHOLIC RELIEF SERVICESGENERALNON-PROFITBALTIMORE, MD, US$3,000
Paid GrantFISTULA FOUNDATIONGENERALNON-PROFITSAN JOSE, CA, US$3,000
Paid GrantUNICEFGENERALNON-PROFITNEW YORK, NY, US$3,000
Paid GrantWORLD WILDLIFE FUNDGENERALNON-PROFITWASHINGTON, DC, US$2,500
Paid GrantHELP ME SEE INCGENERALNON-PROFITNEW YORK, NY, US$1,000
Filing and Contact Details

Filer

EIN
04-6865004
Raw XML AppendixShowing 400 of 408 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.

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JACQUES LAGARDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARIE LAGARDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CHARLOTTE LAGARDE
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IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount23000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount430000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount516000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount63000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount72500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ACCION INTERNATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CATHOLIC RELIEF SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FISTULA FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13HELP ME SEE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14OBUGS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15SWELL CINEMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16UNICEF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17WORLD WILDLIFE FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1056 ROLAND ST SUITE 300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11228 W LEXINGTON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121900 THE ALAMEDA SUITE 500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131560 BROADWAY SUITE 406
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141724 MANDELA PKWY 5
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15182 GRAND VIEW AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16125 MAIDEN LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine171250 TWENTY-FOURTH ST NW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BALTIMORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SAN JOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4OAKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002129
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode121201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode295126
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode310036
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode494607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode594114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode610038
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode720090
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear068500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear034756
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted034756
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1042770
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2026806
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3027254
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4020446
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5010477
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5010477
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0151020
IRS990PF/UndistributedIncome/ExcessFromCurrentYear033744
IRS990PF/UndistributedIncome/ExcessFromYear1042770
IRS990PF/UndistributedIncome/ExcessFromYear2026806
IRS990PF/UndistributedIncome/ExcessFromYear3027254
IRS990PF/UndistributedIncome/ExcessFromYear4020446
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions068500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus033744
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0161497
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0127753
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IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount0125578
OtherDecreasesSchedule/OtherDecreases/Description0CHANGE IN MARKET VALUE
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome010
OtherExpensesSchedule/OtherExpenses/Description0STATE REPORTING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome010
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks010
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome09363
OtherIncomeSchedule2/OtherIncome/Description0FROM K-1 - LEGACY RESERVE LP - INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome09363
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks09363
TaxesSchedule/Taxes/AdjustedNetIncome01835
TaxesSchedule/Taxes/Amount01835
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome01835
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046865004
ReturnHeader/Filer/Name/BusinessNameLine10LAGARDE CHARITABLE TRUST
ReturnHeader/Filer/NameControl0LAGA
ReturnHeader/Filer/Phone05105481108
ReturnHeader/Filer/USAddress/AddressLine101314 ARCH STREET
ReturnHeader/Filer/USAddress/City0BERKELEY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094708
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0JACQUES LAGARDE
ReturnHeader/Officer/Phone05105481108
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0261101800
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GW & Wade LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1093 Worcester St
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Wellesley
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$561,284
Liabilities
$0
Net assets
$561,284
Revenue
-
Expenses
$70,345
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.02$0.11$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.00$0.12$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$0.00$0.05$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.44$0.08$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.01$0.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.19$0.07$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.00$0.06$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.11$0.04$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.18$0.04$0.22
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.72$0.00$0.72$0.02$0.05$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.07