Civic Intelligence

Thomas & Heather Ludlow Family Foundation

990PF • Fiscal year 2017 • EIN 26-3110098

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 01, 2018

Organization Profile
142 Chambersburg WayFolsom, CA 95630

(916) 983-6767

Siviq Scores

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

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

100th percentile

295%

Higher net margin than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-8.0%

Faster asset growth than 30% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2014 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2014 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$82,156

Down $23,334 (-22%) from 2014

Net Assets

Down

$78,272

Down $27,218 (-26%) from 2014

Liabilities

Up

$3,884

Up $3,884 from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$13,753

Down $19,310 (-347%) from 2014

Expenses

Up

$26,824

Up $24,764 (+1202%) from 2014

Net Income

Down

-$40,577

Down $44,074 (-1260%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$300K$200K$100K$0Assets 2014: $105,490Liabilities 2014: $0Net Assets 2014: $105,4902014Assets 2017: $82,156Liabilities 2017: $3,884Net Assets 2017: $78,2722017Assets 2018: $81,644Liabilities 2018: $3,539Net Assets 2018: $78,1052018Assets 2019: $68,205Liabilities 2019: $2,951Net Assets 2019: $65,2542019Assets 2020: $53,142Liabilities 2020: $6,887Net Assets 2020: $46,2552020Assets 2021: $110,997Liabilities 2021: $7,214Net Assets 2021: $103,7832021Assets 2022: $260,776Liabilities 2022: $35,337Net Assets 2022: $225,4392022Assets 2023: $170,623Liabilities 2023: $40,918Net Assets 2023: $129,7052023Assets 2024: $161,397Liabilities 2024: $36,067Net Assets 2024: $125,3302024

Highlighted filing

2017

Assets$82,156
Liabilities$3,884
Net Assets$78,272
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $5,557Expenses 2014: $2,060Net Income 2014: $3,4972014Revenue 2017: -$13,753Expenses 2017: $26,824Net Income 2017: -$40,5772017Revenue 2018: $253Expenses 2018: $420Net Income 2018: -$1672018Revenue 2019: $471Expenses 2019: $13,322Net Income 2019: -$12,8512019Revenue 2020: -$12,837Expenses 2020: $6,162Net Income 2020: -$18,9992020Revenue 2021: $68,618Expenses 2021: $11,090Net Income 2021: $57,5282021Revenue 2022: $151,213Expenses 2022: $29,557Net Income 2022: $121,6562022Revenue 2023: $17,929Expenses 2023: $13,663Net Income 2023: $4,2662023Revenue 2024: $16,576Expenses 2024: $20,951Net Income 2024: -$4,3752024

Highlighted filing

2017

Revenue-$13,753
Expenses$26,824
Net Income-$40,577
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas LudlowTrustee-$0--
Heather LudlowTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thomas & Heather Ludlow
EIN
26-3110098
Phone
9169836767
Address
142 Chambersburg Way, Folsom, CA 95630

Signing Officer

Name
Thomas Ludlow
Title
Trustee
Signed
2018-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Lapidos Leung & Francis Inc
Address
2424 PINE ST, SAN FRANCISCO, CA 94115
Preparer
Mark Francis
Phone
4152922424
Raw XML Appendix226 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt0550
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt018136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt015750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Ameritrade
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-15972
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt01602
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-13753
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-13753
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025918
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025918
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-40577
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt083159
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0328
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-15972
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02219
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025918
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-13753
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-15653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-15653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt182918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Integra Gold Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Quantix Equity
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-15972
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-40577
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt078272
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0118849
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt078272
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05202
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05202
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05202
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt079770
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05930
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt064020
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt064020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0112918
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015750
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03884
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0118849
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt078272
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0118849
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt082156
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt079770
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03884
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0118849
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt082156
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0118849
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt078272
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0105633
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt050385
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt055248
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01584
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05202
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0104049
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0105633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas Ludlow
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Heather Ludlow
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0142 Chambersburg Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1142 Chambersburg Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Folsom
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Folsom
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095630
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195630
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt025918
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt025918
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt025918
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/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/AddressLine1Txt0142 Chambersburg Way
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Folsom
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095630
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Thomas Ludlow
IRS990PF/StatementsRegardingActyGrp/PhoneNum09169836767
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025918
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Contribution to general fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Church of Jesus Christ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02100 California Cir
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Rancho Cordova
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095742
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025918
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05202
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014424
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014424
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020716
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020716
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025918
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020716
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035140
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014424
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Business Registration Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Other Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0617
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11602
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Margin Loan-Ameritrade
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03884
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Ludlow
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Thomas & Heather Ludlow
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0263110098
ReturnHeader/Filer/PhoneNum09169836767
ReturnHeader/Filer/USAddress/AddressLine1Txt0142 Chambersburg Way
ReturnHeader/Filer/USAddress/CityNm0Folsom
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263084697
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lapidos Leung & Francis Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02424 PINE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094115
ReturnHeader/PreparerPersonGrp/PhoneNum04152922424
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Francis
ReturnHeader/ReturnTs02018-11-10T15:39:15-08:00
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
$82,156
Liabilities
$3,884
Net assets
$78,272
Revenue
-$13,753
Expenses
$26,824
Net income
-$40,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.36$1.25$0.17$0.21$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.41$1.30$0.18$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.61$0.35$2.25$1.51$0.30$1.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.07$1.04$0.69$0.11$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.07$0.46$0.13$0.06$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.03$0.65$0.00$0.13$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.04$0.78$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.04$0.78$0.14$0.27$0.41
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.06$0.02$0.03