Civic Intelligence

Richard Lumsden Foundation C/O Craig Lumsden Vice President

990PF • Fiscal year 2011 • EIN 26-4664508

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

Organization Profile
Foundation Source 501 Silverside Rd19809-1377
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k 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

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$131,723

Down $62,420 (-32%) from 2010

Net Assets

Down

$131,723

Down $62,420 (-32%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$427,496

Up $423,790 (+11435%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $194,143Liabilities 2010: $0Net Assets 2010: $194,1432010Assets 2011: $131,723Liabilities 2011: $0Net Assets 2011: $131,7232011Assets 2012: $1,115,415Liabilities 2012: $0Net Assets 2012: $1,115,4152012Assets 2013: $2,159,897Liabilities 2013: $0Net Assets 2013: $2,159,8972013Assets 2014: $1,850,682Liabilities 2014: $0Net Assets 2014: $1,850,6822014Assets 2015: $1,465,029Liabilities 2015: $0Net Assets 2015: $1,465,0292015Assets 2016: $370,872Liabilities 2016: $0Net Assets 2016: $370,8722016Assets 2017: $302,330Liabilities 2017: $0Net Assets 2017: $302,3302017Assets 2018: $3,242,307Liabilities 2018: $0Net Assets 2018: $3,242,3072018Assets 2019: $2,819,146Liabilities 2019: $0Net Assets 2019: $2,819,1462019Assets 2020: $2,198,478Liabilities 2020: $0Net Assets 2020: $2,198,4782020Assets 2021: $1,698,129Liabilities 2021: $0Net Assets 2021: $1,698,1292021Assets 2022: $1,073,737Liabilities 2022: $0Net Assets 2022: $1,073,7372022Assets 2023: $696,773Liabilities 2023: $0Net Assets 2023: $696,7732023Assets 2024: $562,192Liabilities 2024: $0Net Assets 2024: $562,1922024

Highlighted filing

2011

Assets$131,723
Liabilities$0
Net Assets$131,723
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,7062010Expenses 2011: $427,4962011Expenses 2012: $189,8092012Revenue 2013: $1,268,129Expenses 2013: $223,647Net Income 2013: $1,044,4822013Revenue 2014: $120,944Expenses 2014: $430,159Net Income 2014: -$309,2152014Revenue 2015: $97,412Expenses 2015: $483,065Net Income 2015: -$385,6532015Revenue 2016: -$4,508Expenses 2016: $1,089,649Net Income 2016: -$1,094,1572016Revenue 2017: $14,950Expenses 2017: $83,492Net Income 2017: -$68,5422017Revenue 2018: $3,115,854Expenses 2018: $77,354Net Income 2018: $3,038,5002018Revenue 2019: $182,231Expenses 2019: $596,935Net Income 2019: -$414,7042019Revenue 2020: $218,770Expenses 2020: $847,096Net Income 2020: -$628,3262020Revenue 2021: $458,510Expenses 2021: $959,924Net Income 2021: -$501,4142021Revenue 2022: $120,314Expenses 2022: $744,051Net Income 2022: -$623,7372022Revenue 2023: $84,075Expenses 2023: $461,422Net Income 2023: -$377,3472023Revenue 2024: $120,528Expenses 2024: $254,939Net Income 2024: -$134,4112024

Highlighted filing

2011

Revenue-
Expenses$427,496
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lesley K IritaniSecretary-$0--
Craig LumsdenVice President-$0--
Doris LumsdenPresident / Director / Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCNCR RSCH FND OF THE DAMON RUNYON-WClinical Investigator Award of Marie Bleakley, PhD.509(a)(1)NEW YORK, NY, US$150,000
Paid GrantREACH OUT AND READ COLORADOPurchase of Books and Support Staffing509(a)(1)DENVER, CO, US$75,000
Paid GrantCARSON SCHOLARS FUND INC5 Reading Rooms in Denver Elementary Schools509(a)(1)TOWSON, MD, US$50,000
Paid GrantWOMENS CRISIS AND FAMILY OUTREACH CGeneral Unrestricted509(a)(1)CASTLE ROCK, CO, US$30,000
Paid GrantCARSON SCHOLARS FUND INC5 Reading Rooms in Denver Elementary Schools509(a)(1)TOWSON, MD, US$25,000
Paid GrantWOMENS CRISIS AND FAMILY OUTREACH CGrant Matching Challenge509(a)(1)CASTLE ROCK, CO, US$20,000
Paid GrantSAVE OUR YOUTH INCMentoring for Two Students at West Highschool, Denver, CO509(a)(1)DENVER, CO, US$5,000
Filing and Contact Details

Filer

EIN
26-4664508
Raw XML Appendix318 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
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0131723
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0131706
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock011077 shares of SANFORD C. BERNSTEIN SHORT DURATION PLUS PT SNSDX
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0673
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount076
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA076
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Publicly-traded Securities
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj02730
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IRS990PF/DistributableAmount/MinimumInvestmentReturn02737
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IRS990PF/DistributableAmount/TotalTax07
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear093
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax07
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment093
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal07
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0834
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets054736
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine10Excellence in Giving LLC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/Compensation065000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/TypeOfService0Philanthropic Consulting
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/AddressLine10512 South Tejon Street Ste 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/City0Colorado Springs
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/State0CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/ZIPCode080903
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1001.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Lesley K Iritani
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Craig Lumsden
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Doris Lumsden
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2President / Director / Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10Foundation Source 501 Silverside Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11Foundation Source 501 Silverside Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12Foundation Source 501 Silverside Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Wilmington
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Wilmington
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Wilmington
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2DE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode019809
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode119809
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode219809
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct09490
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets09483
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.173245
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.031032
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.315457
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets054736
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10114204
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IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome07
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0427389
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2016758
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0427382
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10co Foundation Source
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08008391754
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Wilmington
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0DE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0198091377
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/SupplementaryInformation/ContributingManager0Doris Lumsden
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0150000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount150000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount225000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount530000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount620000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Clinical Investigator Award of Marie Bleakley, PhD.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15 Reading Rooms in Denver Elementary Schools
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution25 Reading Rooms in Denver Elementary Schools
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Purchase of Books and Support Staffing
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Mentoring for Two Students at West Highschool, Denver, CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Grant Matching Challenge
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CNCR RSCH FND OF THE DAMON RUNYON-W
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CARSON SCHOLARS FUND INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CARSON SCHOLARS FUND INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13REACH OUT AND READ COLORADO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14SAVE OUR YOUTH INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15WOMENS CRISIS AND FAMILY OUTREACH C
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16WOMENS CRISIS AND FAMILY OUTREACH C
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0509(a)(1)
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101 EXCHANGE PLZ STE 302
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11305 W CHESAPEAKE AVE STE 310
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12305 W CHESAPEAKE AVE STE 310
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine134380 S SYRACUSE ST STE 520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143443 W 23RD AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 367
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 367
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1TOWSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2TOWSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3DENVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4DENVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5CASTLE ROCK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6CASTLE ROCK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010006
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode121204
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode221204
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode380237
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode480211
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode580104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode680104
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0355000
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/AppliedToCurrentYear02730
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted02730
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2012461
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0437120
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0424659
IRS990PF/UndistributedIncome/ExcessFromYear2012461
IRS990PF/UndistributedIncome/QualifyingDistributions0427389
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0424659
IRS990PF/UndistributedIncome/TotalCorpus0437120
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover012461
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0365000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1011637 E Cortez Drive
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Scottsdale
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0AZ
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode085259
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Lumsden Doris
IRS990ScheduleB/ContributorInfo/ContributorNumber00001
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
LegalFeesSchedule/LegalFees/Amount02138
LegalFeesSchedule/LegalFees/Category0General Governance Matters and Counseling
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps02138
LiquidationExplanationStmt/Statement0This statement is submitted to report the distribution of certain assets during the above-referenced year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3a1 and the Form 990-PF instructions During the taxable year ending December 31, 2011, Richard Lumsden Foundation the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 355,000. This amount represents over 25 of the Foundations net assets of 193,655 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2011. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpenses/Description0Administrative Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps05251
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05251
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount065000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Philanthropic Consulting
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps065000
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/AdjustedNetIncome10
TaxesSchedule/Taxes/Amount0100
TaxesSchedule/Taxes/Amount17
TaxesSchedule/Taxes/Category0Estimated Tax for 2011
TaxesSchedule/Taxes/Category1Excise Tax for 2010
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0264664508
ReturnHeader/Filer/Name/BusinessNameLine10Richard Lumsden Foundation
ReturnHeader/Filer/NameControl0RICH
ReturnHeader/Filer/Phone08008391754
ReturnHeader/Filer/USAddress/AddressLine10Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/City0Wilmington
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode0198091377
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-14
ReturnHeader/Officer/Name0Doris Lumsden
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02012-11-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1055 Walls Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Fairfield
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006824
ReturnHeader/Preparer/Name0Jeffrey D Haskell
ReturnHeader/Preparer/Phone08008391754
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T17:23:00-00:00

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
$131,723
Liabilities
$0
Net assets
$131,723
Revenue
-
Expenses
$427,496
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.12$0.25$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.08$0.46$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.12$0.74$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.46$0.96$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.22$0.85$0.63
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.18$0.60$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$3.12$0.08$3.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.01$0.08$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.00$1.09$1.09
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.10$0.48$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.12$0.43$0.31
2013Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.27$0.22$1.04
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.19
2011Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.43
2010Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00