Civic Intelligence

Mildred Luck Lewis Foundation

990PF • Fiscal year 2018 • EIN 20-8655653

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
2039 West Lincoln RoadStockton, CA 95207

(209) 478-5707

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

100th percentile

7165%

Higher net margin than 100% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

44th percentile

$3,300

Higher top officer pay than 44% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

22nd percentile

-5.2%

Faster asset growth than 22% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,912,420

Down $267,862 (-5.2%) from 2017

Net Assets

Down

$4,912,420

Down $267,862 (-5.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$5,272

Down $4,255,445 (-100%) from 2017

Expenses

Up

$372,491

Up $48,511 (+15%) from 2017

Net Income

Down

-$377,763

Down $4,303,956 (-110%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $997,064Liabilities 2011: $0Net Assets 2011: $997,0642011Assets 2012: $1,155,496Liabilities 2012: $0Net Assets 2012: $1,155,4962012Assets 2013: $1,179,452Liabilities 2013: $0Net Assets 2013: $1,179,4522013Assets 2014: $1,296,810Liabilities 2014: $0Net Assets 2014: $1,296,8102014Assets 2015: $1,436,472Liabilities 2015: $0Net Assets 2015: $1,436,4722015Assets 2016: $1,254,089Liabilities 2016: $0Net Assets 2016: $1,254,0892016Assets 2017: $5,180,282Liabilities 2017: $0Net Assets 2017: $5,180,2822017Assets 2018: $4,912,420Liabilities 2018: $0Net Assets 2018: $4,912,4202018Assets 2019: $4,721,339Liabilities 2019: $0Net Assets 2019: $4,721,3392019Assets 2020: $4,238,817Liabilities 2020: $0Net Assets 2020: $4,238,8172020Assets 2021: $4,288,538Liabilities 2021: $0Net Assets 2021: $4,288,5382021Assets 2022: $3,939,060Liabilities 2022: $0Net Assets 2022: $3,939,0602022Assets 2023: $4,148,538Liabilities 2023: $0Net Assets 2023: $4,148,5382023Assets 2024: $3,829,489Liabilities 2024: $0Net Assets 2024: $3,829,4892024

Highlighted filing

2018

Assets$4,912,420
Liabilities$0
Net Assets$4,912,420
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $213,7662011Expenses 2012: $214,8112012Revenue 2013: $242,353Expenses 2013: $218,397Net Income 2013: $23,9562013Revenue 2014: $307,760Expenses 2014: $190,402Net Income 2014: $117,3582014Revenue 2015: $281,460Expenses 2015: $141,798Net Income 2015: $139,6622015Revenue 2016: $3,662Expenses 2016: $186,045Net Income 2016: -$182,3832016Revenue 2017: $4,250,173Expenses 2017: $323,980Net Income 2017: $3,926,1932017Revenue 2018: -$5,272Expenses 2018: $372,491Net Income 2018: -$377,7632018Revenue 2019: $159,691Expenses 2019: $349,962Net Income 2019: -$190,2712019Revenue 2020: $179,420Expenses 2020: $659,865Net Income 2020: -$480,4452020Revenue 2021: $429,898Expenses 2021: $378,026Net Income 2021: $51,8722021Revenue 2022: $78,188Expenses 2022: $418,569Net Income 2022: -$340,3812022Revenue 2023: $646,031Expenses 2023: $436,553Net Income 2023: $209,4782023Revenue 2024: $202,942Expenses 2024: $521,991Net Income 2024: -$319,0492024

Highlighted filing

2018

Revenue-$5,272
Expenses$372,491
Net Income-$377,763
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA GREENEPresident-$3,300-$3,300
KARREN PETERSONDirector-$3,300-$3,300
LOUISE BARBAGELATATreasurer-$3,300-$3,300
LAURA IACOPIAsst. Treasurer-$3,300-$3,300
LYNETTE CLELANDSecretary-$1,500-$1,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-UNRESTRICTEDPCSTOCKTON, CA, US$55,398
Paid Grant-UNRESTRICTEDPCSTOCKTON, CA, US$50,000
Paid Grant-UNRESTRICTEDPCSTOCKTON, CA, US$50,000
Paid Grant-UNRISTRICTEDPCSTOCKTON, CA, US$50,000
Paid Grant-UNRESTRICTEDPCFRENCH CAMP, CA, US$30,000
Paid Grant-UNRESTRICTEDPCSTOCKTON, CA, US$20,000
Paid Grant-UNRESTRICTEDPCVALLEY SPRINGS, CA, US$16,231
Paid Grant-UNRESTRICTEDPCSTOCKTON, CA, US$14,125
Paid Grant-UNRESTRICTEDPCLodi, CA, US$10,510
Paid Grant-UNRESTRICTEDPCSTOCKTON, CA, US$10,000
Paid Grant-UNRESTRICTEDPCSTOCKTON, CA, US$6,000
Paid Grant-UNRESTRICTEDPCSTOCKTON, CA, US$4,900
Filing and Contact Details

Filer

Filer Name
Mildred Luck Lewis Foundation
EIN
20-8655653
Phone
2094785707
Address
2039 West Lincoln Road, Stockton, CA 95207

Signing Officer

Name
Louise Barbagelata
Title
Treasurer
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
3247 W March Lane Ste 200, Stockton, CA 95219
Preparer
Duane E Bulthuis
Phone
2099432222
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0200 ABBIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13106.88 VANGUARD SHT-TERM INFL PROT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21203.08 DODGE & COX INT FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31009.52 THIRD AVENUE REAL ESTATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43342.70 HARBOR INTERNATIONAL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5121.24 HARBOR INTERNATIONAL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc65 GUGGENHEIM ENERGY & INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc75 GUGGENHEIM ENERGY & INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc84 GUGGENHEIM ENERGY & INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc924937.66 MACQUARIE HIGH YIELD BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10300 OWENS CORNING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11500 SPDR BARCLAY'S CONVERTIBLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc124 GUGGENHEIM ENERGY & INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13900 IQ MERGER ARBITRAGE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14100 IQ MERGER ARBITRAGE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15106 DOMINION RESOURCES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16200 INVESCO MIDCAP PURE GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc171487.21 MERGER FUND INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18700 UNILEVER PLC ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19350 ABBIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-135518
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-3780
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-377763
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02597
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0112498
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04915017
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05180282
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04912420
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0271132
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0271132
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0271132
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0272262
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01130
IRS990PF/DistributableAmountGrp/TotalTaxAmt01130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01600
IRS990PF/FMVAssetsEOYAmt04831305
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05180282
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04912420
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt074758
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt048111
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt048112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0364058
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0521975
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0520161
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01463933
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01382399
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01442861
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02631145
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02264726
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02134501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0123194
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0254035
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0254036
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05180282
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04912420
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04831305
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05180282
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04912420
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05180282
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04912420
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0523194
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0441174
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0431634
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05528166
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0113130
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05415036
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt082922
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0272262
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05445244
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05528166
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt33300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt43300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBARA GREENE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KARREN PETERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LYNETTE CLELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LOUISE BARBAGELATA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LAURA IACOPI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Asst. Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03247 W March Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13247 W March Suite 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23247 W March Ln Ste 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33247 W March Lane Suite 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43247 W March Lane Suite 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0STOCKTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1STOCKTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Stockton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Stockton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4STOCKTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd395219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd495219
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0317164
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0317164
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0317164
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02039 West Lincoln Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Stockton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095207
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Laura Iacopi
IRS990PF/StatementsRegardingActyGrp/PhoneNum02094785707
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application must include amount, description of what the funds will be used for, description of success is measured and description of the organization along with proof of applicants IRC Section 501(c)3 status.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Mildred Luck Lewis Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02094785707
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06507 Pacific Ave 293
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Stockton
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd095207
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The board of the foundation will determine the awards. Awards are not reoccurring.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0September 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt316231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt46000

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,912,420
Liabilities
$0
Net assets
$4,912,420
Revenue
-$5,272
Expenses
$372,491
Net income
-$377,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.20$0.52$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.65$0.44$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.08$0.42$0.34
2021Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.43$0.38$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.18$0.66$0.48
2019Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.16$0.35$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.01$0.37$0.38
2017Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$4.25$0.32$3.93
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.00$0.19$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.28$0.14$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.31$0.19$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.24$0.22$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.21
2011Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.21