Civic Intelligence

Lake Road Foundation

990PF • Fiscal year 2011 • EIN 13-3745065

May 01, 2010 to Apr 30, 2011 • Filed on May 31, 2011

Organization Profile
839 Orienta Avenue10543
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2011 filings • $10M-$25M 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

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

2011 filings • $10M-$25M 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 / Assets14th percentile

Assets

$18,275,019

No earlier filing loaded for comparison.

Net Assets

$18,275,019

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

$18,035

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.

$30M$20M$10M$0Assets 2011: $18,275,019Liabilities 2011: $0Net Assets 2011: $18,275,0192011Assets 2012: $17,840,978Liabilities 2012: $02012Assets 2013: $16,927,210Liabilities 2013: $02013Assets 2014: $15,796,376Liabilities 2014: $02014Assets 2015: $15,162,050Liabilities 2015: $02015Assets 2016: $16,055,316Liabilities 2016: $02016Assets 2020: $15,671,583Liabilities 2020: $02020Assets 2021: $14,065,489Liabilities 2021: $0Net Assets 2021: $14,065,4892021Assets 2022: $28,155,330Liabilities 2022: $0Net Assets 2022: $28,155,3302022Assets 2023: $26,908,434Liabilities 2023: $0Net Assets 2023: $26,908,4342023Assets 2024: $25,659,609Liabilities 2024: $0Net Assets 2024: $25,659,6092024Assets 2025: $25,206,022Liabilities 2025: $0Net Assets 2025: $25,206,0222025

Highlighted filing

2011

Assets$18,275,019
Liabilities$0
Net Assets$18,275,019
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $18,0352011Revenue 2012: $25Expenses 2012: $434,066Net Income 2012: -$434,0412012Revenue 2013: $3,192,168Expenses 2013: $1,032,653Net Income 2013: $2,159,5152013Revenue 2014: $3,000,499Expenses 2014: $1,131,333Net Income 2014: $1,869,1662014Revenue 2015: $313,965Expenses 2015: $948,291Net Income 2015: -$634,3262015Revenue 2016: $2,401,399Expenses 2016: $1,508,133Net Income 2016: $893,2662016Revenue 2020: $2,572,967Expenses 2020: $1,311,533Net Income 2020: $1,261,4342020Revenue 2021: $337,085Expenses 2021: $1,942,643Net Income 2021: -$1,605,5582021Revenue 2022: $17,309,869Expenses 2022: $3,220,028Net Income 2022: $14,089,8412022Revenue 2023: $565,381Expenses 2023: $1,820,256Net Income 2023: -$1,254,8752023Revenue 2024: $922,615Expenses 2024: $1,945,956Net Income 2024: -$1,023,3412024Revenue 2025: $1,821,357Expenses 2025: $1,896,215Net Income 2025: -$74,8582025

Highlighted filing

2011

Revenue-
Expenses$18,035
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2010 to Apr 30, 2011
Signed
May 31, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RITA LOWENSTEINSecretary-$0--
MICHAEL LOWENSTEINVice Pres. & Treasurer-$0--
WENDY SANDLERPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOLCAUST & HUMAN RIGHTS EDUCATION CENTERGENERAL-PURCHASE, NY, US$10,000
Paid GrantHOSPICE & PALLIATIVE CENTERGENERAL-WHITE PLAINS, NY, US$5,000
Paid GrantLARCHMONT TEMPLEGENERAL-LARCHMONT, NY, US$1,360
Filing and Contact Details

Filer

EIN
13-3745065
Raw XML Appendix353 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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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0733
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01152750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue13501750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01122750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV13617750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock09 SHS. BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock129 SHS. BERKSHIRE HATHAWAY
InvestmentsOtherSchedule2/InvestmentsOther/BookValue012531209
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0KENSICO OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV013204758
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RITA LOWENSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MICHAEL LOWENSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2WENDY SANDLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRES. & TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101060 SEVEN OAKS LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine116 DEER TRAIL
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0293081
IRS990PF/UndistributedIncome/ExcessFromYear30173146
IRS990PF/UndistributedIncome/ExcessFromYear40119935
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions016727
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0293081
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0689656
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0806608
IRS990ScheduleB/ContributorInfo/AggregateContributions13501750
IRS990ScheduleB/ContributorInfo/AggregateContributions212531209
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine101060 SEVEN OAKS LANE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine111060 SEVEN OAKS LANE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine121060 SEVEN OAKS LANE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0MAMARONECK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1MAMARONECK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2MAMARONECK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State2NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode010543
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode110543
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode210543
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0ESTATE OF RICHARD LOWENSTEIN
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1ESTATE OF RICHARD LOWENSTEIN
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual2ESTATE OF RICHARD LOWENSTEIN
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/ContributorNumber23
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/NoncashContributionType1X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI02
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI13
IRS990ScheduleB/NoncashProperty/DateReceived02010-12-22
IRS990ScheduleB/NoncashProperty/DateReceived12010-12-22
IRS990ScheduleB/NoncashProperty/FairMarketValue03501750
IRS990ScheduleB/NoncashProperty/FairMarketValue112531209
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription029 Sh. berkshire Hathaway, Inc- common stock
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription1Kensico offshore Fund 1BY-Partnerhip interest
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0FILING FEES
OtherExpensesSchedule/OtherExpenses/Description1BANK CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1120
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0275
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1120
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0180
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0UNITED CORPORATE SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0133745065
ReturnHeader/Filer/Name/BusinessNameLine10LOWENSTEIN FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0LOWE
ReturnHeader/Filer/Phone09146987666
ReturnHeader/Filer/USAddress/AddressLine10839 ORIENTA AVENUE
ReturnHeader/Filer/USAddress/City0MAMARONECK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010543
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-05-31
ReturnHeader/Officer/Name0WENDY SANDLER
ReturnHeader/Officer/Phone09146987666
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Schwartz & Ginsberg CPA's PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101740 Broadway
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0New York
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0100194315
ReturnHeader/Preparer/Name0Leonard Schwartz
ReturnHeader/Preparer/Phone02124684915
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-05-01
ReturnHeader/TaxPeriodEndDate02011-04-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-06-06T15:14:48-05:00

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
$18,275,019
Liabilities
$0
Net assets
$18,275,019
Revenue
-
Expenses
$18,035
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$1.82$1.90$0.07
2024Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$0.92$1.95$1.02
2023Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$0.57$1.82$1.25
2022Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$17.3$3.22$14.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$0.34$1.94$1.61
2020Summary only. Only limited summary data is available for this year.$15.7$0.00$2.57$1.31$1.26
2016Summary only. Only limited summary data is available for this year.$16.1$0.00$2.40$1.51$0.89
2015Summary only. Only limited summary data is available for this year.$15.2$0.00$0.31$0.95$0.63
2014Summary only. Only limited summary data is available for this year.$15.8$0.00$3.00$1.13$1.87
2013Summary only. Only limited summary data is available for this year.$16.9$0.00$3.19$1.03$2.16
2012Summary only. Only limited summary data is available for this year.$17.8$0.00$0.00$0.43$0.43
2011Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.02