Civic Intelligence

The Lakes Charitable Foundation

990PF • Fiscal year 2012 • EIN 27-1424586

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 12, 2013

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.

2012 filings • <$500k 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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

14th percentile

-29%

Faster asset growth than 14% of similar nonprofits.

2012 filings • <$500k 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 / Assets58th percentile

Assets

Down

$338,985

Down $137,255 (-29%) from 2011

Net Assets

Down

$338,985

Down $137,255 (-29%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$253,004

Up $174,772 (+223%) from 2011

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.

$600K$400K$200K$0Assets 2011: $476,240Liabilities 2011: $0Net Assets 2011: $476,2402011Assets 2012: $338,985Liabilities 2012: $0Net Assets 2012: $338,9852012Assets 2013: $323,848Liabilities 2013: $0Net Assets 2013: $323,8482013Assets 2014: $265,812Liabilities 2014: $0Net Assets 2014: $265,8122014Assets 2015: $379,484Liabilities 2015: $0Net Assets 2015: $379,4842015Assets 2016: $443,537Liabilities 2016: $0Net Assets 2016: $443,5372016Assets 2017: $441,369Liabilities 2017: $0Net Assets 2017: $441,3692017Assets 2018: $435,848Liabilities 2018: $0Net Assets 2018: $435,8482018Assets 2021: $331,888Liabilities 2021: $0Net Assets 2021: $331,8882021Assets 2022: $255,474Liabilities 2022: $0Net Assets 2022: $255,4742022

Highlighted filing

2012

Assets$338,985
Liabilities$0
Net Assets$338,985
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $78,2322011Expenses 2012: $253,0042012Revenue 2013: $58,939Expenses 2013: $74,076Net Income 2013: -$15,1372013Revenue 2014: $64,176Expenses 2014: $122,212Net Income 2014: -$58,0362014Revenue 2015: $232,005Expenses 2015: $118,333Net Income 2015: $113,6722015Revenue 2016: $180,631Expenses 2016: $116,578Net Income 2016: $64,0532016Revenue 2017: $52,601Expenses 2017: $54,769Net Income 2017: -$2,1682017Revenue 2018: $90,859Expenses 2018: $96,380Net Income 2018: -$5,5212018Revenue 2021: $46,763Expenses 2021: $93,573Net Income 2021: -$46,8102021Revenue 2022: $32,509Expenses 2022: $108,923Net Income 2022: -$76,4142022

Highlighted filing

2012

Revenue-
Expenses$253,004
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 12, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin CarnahanCo-Pres / Director / Sec-$0--
Laurie CarnahanCo- Pres / Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBAYMARIN COMMUNITY CHURCHGeneral Unrestricted509a1SAN RAFAEL, CA, US$155,000
Paid GrantPARTNERS INTERNATIONALGeneral Unrestricted509a1SPOKANE, WA, US$25,000
Paid GrantSOJOURNERSGeneral Unrestricted509a1WASHINGTON, DC, US$20,000
Paid GrantBAYMARIN COMMUNITY CHURCHCatalyst Fund509a1SAN RAFAEL, CA, US$10,000
Paid GrantYOUNG LIFEGeneral Unrestricted509a1COLORADO SPRINGS, CO, US$10,000
Paid GrantYOUTHCOMPASS INTERNATIONALGeneral Unrestricted509a2SEATTLE, WA, US$10,000
Paid GrantYOUTH FOR CHRIST USA INCSupporting Programs Administered by Thomas Bernice Speckhardt509a2ENGLEWOOD, CO, US$5,000
Paid GrantYOUTHCOMPASS INTERNATIONALFundraising Efforts for Youth Compass509a2SEATTLE, WA, US$1,015
Paid GrantFIRST PRESBYTERIAN CHURCH OF BERKELEYBerkeley Christian Counselors Program509a1BERKELEY, CA, US$1,000
Paid GrantGILEAD HOUSEGeneral Unrestricted509a1NOVATO, CA, US$1,000
Filing and Contact Details

Filer

EIN
27-1424586
Raw XML Appendix381 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis0334429
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0391401
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0Publicly-traded Securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1Passthrough K1 Capital Gain
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet056972
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1-981
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0218475
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue124758
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue224283
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue324693
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue425339
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue512016
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0332501
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV126928
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV226497
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV325220
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV427044
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV512016
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock05000 shares of ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1318 shares of ISHARES RUSSELL 3000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2466 shares of ISHARES TRUST MSCI EAFE INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3314 shares of VANGUARD SCOTTSDALE FDS SHORT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4411 shares of VANGUARD SF REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5143 shares of VANGUARD TOTAL BOND MARKET ETF
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount011750
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount055991
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount08
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount067749
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA067749
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0274466
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0238015
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0238015
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss048000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm011750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss011750
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-137255
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0391401
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss055991
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0284027
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps07112
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss07230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm02079
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss02079
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss05680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0245127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02197
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0253004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0286224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0115749
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps07112
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02197
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss014989
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0450030
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0329564
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0450206
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0476240
IRS990PF/BalanceSheets/RetainedEarningsEOY0338985
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY026210
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY09421
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV09421
IRS990PF/BalanceSheets/TotalAssetsBOY0476240
IRS990PF/BalanceSheets/TotalAssetsEOY0338985
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0459627
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0476240
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0338985
IRS990PF/BalanceSheets/TotalNetAssetsBOY0476240
IRS990PF/BalanceSheets/TotalNetAssetsEOY0338985
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0274466
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0334429
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Publicly-traded Securities
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Passthrough K1 Capital Gain
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0275447
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-981
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0275447
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-981
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0391401
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-137255
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0338985
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0476240
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0338985
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted022440
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj022440
IRS990PF/DistributableAmount/DistributableAmountBeforeDed022440
IRS990PF/DistributableAmount/MinimumInvestmentReturn025280
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02840
IRS990PF/DistributableAmount/TotalTax02840
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02760
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment05600
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02840
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment02760
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02840
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02840
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn05600
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments05600
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0459627
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0513293
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances011382
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0501911
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07699
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn025280
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0505594
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0513293
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Kevin Carnahan
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Laurie Carnahan
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Co-Pres / Dir / Sec
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Co- Pres / Dir
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10Foundation Source 501 Silverside Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11Foundation Source 501 Silverside Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Wilmington
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Wilmington
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0DE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1DE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode019809
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode119809
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0218944
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0216104
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.427426
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.134819
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.720033
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0505594
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10578798
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2077670
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome02840
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0245127
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1078033
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2055925
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.854852
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0242287
IRS990PF/QualifyingDistributions/ExpensesAndContributions0245127
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm02840
IRS990PF/QualifyingDistributions/QualifyingDistributions0245127
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
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0true
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0Kevin Carnahan
IRS990PF/SupplementaryInformation/ContributingManager1Laurie Carnahan
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0155000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount425000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount520000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount610000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount75000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount810000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91015
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Catalyst Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Berkeley Christian Counselors Program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7Supporting Programs Administered by Thomas Bernice Speckhardt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9Fundraising Efforts for Youth Compass
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BAYMARIN COMMUNITY CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BAYMARIN COMMUNITY CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FIRST PRESBYTERIAN CHURCH OF BERKELEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13GILEAD HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14PARTNERS INTERNATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15SOJOURNERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16YOUNG LIFE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17YOUTH FOR CHRIST USA INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18YOUTHCOMPASS INTERNATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19YOUTHCOMPASS INTERNATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7509a2
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8509a2
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9509a2
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10150 N SAN PEDRO RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11150 N SAN PEDRO RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122407 DANA ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 2031
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141117 E WESTVIEW CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine153333 14TH ST NW STE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine177670 S VAUGHN CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine184701 SW ADMIRAL WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine194701 SW ADMIRAL WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SAN RAFAEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SAN RAFAEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BERKELEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NOVATO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SPOKANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6COLORADO SPRINGS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7ENGLEWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8SEATTLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9SEATTLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode094903
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode194903
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode294704
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode394948
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode499218
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode520010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode680901
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode780112
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode898116
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode998116
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0238015
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/AppliedToCurrentYear022440
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022440
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1049171
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2052041
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0323899
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0222687
IRS990PF/UndistributedIncome/ExcessFromYear1049171
IRS990PF/UndistributedIncome/ExcessFromYear2052041
IRS990PF/UndistributedIncome/QualifyingDistributions0245127
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0222687
IRS990PF/UndistributedIncome/TotalCorpus0323899
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0101212
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions048000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10541 Oak Avenue
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0San Anselmo
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode094960
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Carnahan Kevin
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
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, 2012, The Lakes Charitable Foundation the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 238,015. This amount represents over 25 of the Foundations net assets of 570,517 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2012. 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/Description1K-1 Exp POWERSHARES DB AGRICULTURE FD
OtherExpensesSchedule/OtherExpenses/Description2K-1 Exp POWERSHARES DB BASE METALS FD
OtherExpensesSchedule/OtherExpenses/Description3K-1 Exp POWERSHARES DB ENERGY FUND
OtherExpensesSchedule/OtherExpenses/Description4K-1 Exp POWERSHARES DB PRECIOUS METALS FUND
OtherExpensesSchedule/OtherExpenses/Description5State or Local Filing Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps07087
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps125
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome034
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome128
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome230
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome326
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks07087
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks134
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks228
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks330
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks426
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks525
OtherIncomeSchedule2/OtherIncome/Description0K-1 Inc/Loss POWERSHARES DB AGRICULTURE FUND
OtherIncomeSchedule2/OtherIncome/Description1K-1 Inc/Loss POWERSHARES DB BASE METALS FUND
OtherIncomeSchedule2/OtherIncome/Description2K-1 Inc/Loss POWERSHARES DB ENERGY FUND
OtherIncomeSchedule2/OtherIncome/Description3K-1 Inc/Loss POWERSHARES DB PRECIOUS METALS FUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome02
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome12
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome22
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome32
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks02
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks12
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks22
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks32
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02079
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome02079
TaxesSchedule/Taxes/Amount05600
TaxesSchedule/Taxes/Amount180
TaxesSchedule/Taxes/Category0Estimated Tax for 2012
TaxesSchedule/Taxes/Category1IRS Excise Tax Payment with 1st ext 990-PF
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0271424586
ReturnHeader/Filer/Name/BusinessNameLine10The Lakes Charitable Foundation
ReturnHeader/Filer/NameControl0LAKE
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/DateSigned02013-11-12
ReturnHeader/Officer/Name0Kevin Carnahan
ReturnHeader/Officer/Title0Co President
ReturnHeader/Preparer/DatePrepared02013-11-12
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10One Hollow Lane Suite 212
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Lake Success
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode011042
ReturnHeader/Preparer/Name0Jeffrey D Haskell
ReturnHeader/Preparer/Phone08008391754
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-12T11:55:58-00:00

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
$338,985
Liabilities
$0
Net assets
$338,985
Revenue
-
Expenses
$253,004
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.33$1.09$0.76
2021Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.47$0.94$0.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.91$0.96$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.53$0.55$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$1.81$1.17$0.64
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.00$3.79$2.32$1.18$1.14
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.64$1.22$0.58
2013Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.59$0.74$0.15
2012Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$2.53
2011Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.78