Civic Intelligence

Lakehurst Foundation

990PF • Fiscal year 2012 • EIN 20-1398995

Jan 01, 2012 to Dec 31, 2012 • Filed on May 31, 2013

Organization Profile
155 Lakehurst DriveSuite44108
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

91st percentile

34%

Faster asset growth than 91% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,428,877

Up $616,786 (+34%) from 2011

Net Assets

$2,428,877

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$39,720

Down $60,839 (-61%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,812,091Liabilities 2011: $02011Assets 2012: $2,428,877Liabilities 2012: $0Net Assets 2012: $2,428,8772012Assets 2013: $3,345,628Liabilities 2013: $0Net Assets 2013: $3,345,6282013Assets 2014: $3,472,519Liabilities 2014: $0Net Assets 2014: $3,472,5192014Assets 2015: $3,367,901Liabilities 2015: $0Net Assets 2015: $3,367,9012015Assets 2016: $3,206,352Liabilities 2016: $0Net Assets 2016: $3,206,3522016Assets 2017: $4,090,972Liabilities 2017: $0Net Assets 2017: $4,090,9722017Assets 2018: $4,581,572Liabilities 2018: $0Net Assets 2018: $4,581,5722018Assets 2019: $5,501,746Liabilities 2019: $0Net Assets 2019: $5,501,7462019Assets 2020: $5,266,755Liabilities 2020: $0Net Assets 2020: $5,266,7552020Assets 2021: $5,905,447Liabilities 2021: $0Net Assets 2021: $5,905,4472021Assets 2022: $5,717,657Liabilities 2022: $0Net Assets 2022: $5,717,6572022Assets 2023: $5,694,761Liabilities 2023: $0Net Assets 2023: $5,694,7612023Assets 2024: $6,040,859Liabilities 2024: $0Net Assets 2024: $6,040,8592024

Highlighted filing

2012

Assets$2,428,877
Liabilities$0
Net Assets$2,428,877
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $172,596Expenses 2011: $100,559Net Income 2011: $72,0372011Expenses 2012: $39,7202012Revenue 2013: $1,099,910Expenses 2013: $183,154Net Income 2013: $916,7562013Revenue 2014: $304,168Expenses 2014: $177,277Net Income 2014: $126,8912014Revenue 2015: $70,032Expenses 2015: $174,650Net Income 2015: -$104,6182015Revenue 2016: $44,803Expenses 2016: $206,352Net Income 2016: -$161,5492016Revenue 2017: $1,324,766Expenses 2017: $197,542Net Income 2017: $1,127,2242017Revenue 2018: $925,586Expenses 2018: $241,860Net Income 2018: $683,7262018Revenue 2019: $1,915,806Expenses 2019: $261,910Net Income 2019: $1,653,8962019Revenue 2020: $782,996Expenses 2020: $776,246Net Income 2020: $6,7502020Revenue 2021: $1,453,548Expenses 2021: $629,146Net Income 2021: $824,4022021Revenue 2022: $10,239Expenses 2022: $177,713Net Income 2022: -$167,4742022Revenue 2023: $209,847Expenses 2023: $272,990Net Income 2023: -$63,1432023Revenue 2024: $1,081,102Expenses 2024: $311,987Net Income 2024: $769,1152024

Highlighted filing

2012

Revenue-
Expenses$39,720
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 31, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES J KOCHPresident-$0--
KATHLEEN C KOCHSecretary-$0--
CHARLES B KOCHTrustee-$0--
JOHN P KOCHTrustee-$0--
RONALD E BATESTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCENTENARY COLLEGEPLEDGE PAYMENT-HACKETTSTOWN, NJ, US$20,000
Paid GrantWESTERN RESERVE ACADEMYGENERAL CONTRIBUTION-HUDSON, OH, US$2,000
Filing and Contact Details

Filer

EIN
20-1398995
Raw XML Appendix361 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SCHWAB -- SANDS SALES
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2SCHWAB -- OSAM SALES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3SCHWAB -- OSAM SALES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4SCHWAB -- TAMRO SALES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5SCHWAB -- TAMRO SALES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6SCHWAB -- LAKEHURST SALES
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CHARLES J KOCH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KATHLEEN C KOCH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CHARLES B KOCH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JOHN P KOCH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4RONALD E BATES
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10155 LAKEHURST DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11155 LAKEHURST DRIVE
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount120000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PLEDGE PAYMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10WESTERN RESERVE ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CENTENARY COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10115 COLLEGE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11400 JEFFERSON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HUDSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1HACKETTSTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode044236
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode107840
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear022000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01513
IRS990PF/UndistributedIncome/AppliedToYear1020687
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0114730
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/QualifyingDistributions022200
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0113217
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear020687
IRS990ScheduleB/ContributorInfo/AggregateContributions0601325
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10155 LAKEHURST DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0BRATENAHL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0OH
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode044108
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0CHARLES J KOCH
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02012-12-04
IRS990ScheduleB/NoncashProperty/FairMarketValue0601325
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription01,070 shs Las Vegas Sands Corp Stock 825 shs FMC Technologies Stock 12,425 shs Vanguard Emerg. Mkts.
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount0198114
OtherDecreasesSchedule/OtherDecreases/Description0UNREALIZED APPRECIATION OF DONATED STOCK
OtherIncreasesSchedule/OtherIncreases/Amount01570
OtherIncreasesSchedule/OtherIncreases/Description0SCHWAB NON-DIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount05112
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount13859
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount22970
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount31153
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0SANDS CAPITAL MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1OSAM MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2TAMRO MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category3SCHWAB SERVICE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome05112
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome13859
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome22970
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome31153
TaxesSchedule/Taxes/Amount01426
TaxesSchedule/Taxes/Amount1200
TaxesSchedule/Taxes/Amount23000
TaxesSchedule/Taxes/Category0SCHWAB FOREIGN TAX PAID
TaxesSchedule/Taxes/Category1OHIO VERIFICATION OF IRS 990PF
TaxesSchedule/Taxes/Category22012 ESTIMATED PMT
TaxesSchedule/Taxes/DisbursementsCharitablePrps0200
TaxesSchedule/Taxes/NetInvestmentIncome01426
TaxesSchedule/Taxes/NetInvestmentIncome13000
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0201398995
ReturnHeader/Filer/InCareOfName0% ST CLAIR ADVISORS LLC
ReturnHeader/Filer/Name/BusinessNameLine10LAKEHURST FOUNDATION
ReturnHeader/Filer/NameControl0LAKE
ReturnHeader/Filer/Phone02162685304
ReturnHeader/Filer/USAddress/AddressLine10155 LAKEHURST DRIVE
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0BRATENAHL
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044108
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-31
ReturnHeader/Officer/Name0CHARLES J KOCH
ReturnHeader/Officer/Phone02162685304
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ST CLAIR ADVISORS LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106120 PARKLAND BLVD SUITE 303
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MAYFIELD HEIGHTS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0441246129
ReturnHeader/Preparer/Name0RONALD E BATES
ReturnHeader/Preparer/Phone02169255670
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-06T15:54:32-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,428,877
Liabilities
$0
Net assets
$2,428,877
Revenue
-
Expenses
$39,720
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$1.08$0.31$0.77
2023Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.21$0.27$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.01$0.18$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$1.45$0.63$0.82
2020Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.78$0.78$0.01
2019Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$1.92$0.26$1.65
2018Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.93$0.24$0.68
2017Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$1.32$0.20$1.13
2016Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.04$0.21$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.07$0.17$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.30$0.18$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.10$0.18$0.92
2012Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.04
2011Summary only. Only limited summary data is available for this year.$1.81$0.00$0.17$0.10$0.07