Lkc Foundation Carothers

990PF • Fiscal year 2013 • EIN 31-1490185

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 15, 2014

Organization Profile

3536 Edwards Road Suite 20145208

(513) 871-7448

Siviq Scores

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

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

-16%

Higher net margin than 18% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

-1.1%

Faster asset growth than 33% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets20th percentile

Assets

Down

$6,159,064

Down $70,165 (-1.1%) from 2012

Net Assets

Down

$6,159,064

Down $70,165 (-1.1%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue23rd percentile Net Margin18th percentile

Revenue

$448,123

No earlier filing loaded for comparison.

Expenses

$518,288

Up $10,940 (+2.2%) from 2012

Net Income

-$70,165

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2013

Assets$6,159,064

Liabilities$0

Net Assets$6,159,064

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue$448,123

Expenses$518,288

Net Income-$70,165

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Nov 15, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LUCILLE K CAROTHERS	Dir/Pre/Tres	-	$0	-	-
GABRIEL STERN	Dir/VP/Secr	-	$0	-	-
ELLEN STERN KERR	VP	-	$0	-	-

Filing and Contact Details

Filer

EIN: 31-1490185
Phone: 5138717448

Signing Officer

Name: Lucille Carothers
Title: Trustee
Phone: 5138717448
Signed: 2014-11-15

Raw XML Appendix316 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
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	2101
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	2101
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	LUCILLE K CAROTHERS
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	GABRIEL STERN
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	ELLEN STERN KERR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	2	2013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	3	2012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	SEE ATTACHED RAYMOND JAMES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	SEE ATTACHED RAYMOND JAMES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	SEE ATTACHED CHARLES SCHWAB
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	3	SEE ATTACHED CHARLES SCHWAB
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	7
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	1296082
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	199960
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	3	340576
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	7
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	1481051
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	199960
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	3	333005
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	3	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	2	2013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	3	2013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	184969
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-7571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	4152755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	1626557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	5134699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	4500945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	GREYSTONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	CHARLES SCHWAB
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	228050
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	177646
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	2427
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	RESCINDED DONATION FROM PY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt	0	40000
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	230477
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	217646
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	448123
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	2101
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	2101
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	270477
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	248
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	420150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	420150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	228050
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	228050
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	228050
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-70165
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	2014271
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	2427
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	2427
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	2427
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	177646
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	132587
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	296
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	296
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt	0	40000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	40000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	88473
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	88473
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	7268
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	7268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	270477
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	420150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	98138
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	518288
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	230725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	448123
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	98138
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	98138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	248
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-70165
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	6159064
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	6229229
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	6159064
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	465328
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	465328
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	465328
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	467980
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	2652
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	2652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt	0	4000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	2808
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	18
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	1478
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	2652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	2808
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	2652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	2652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	5478
IRS990PF/FMVAssetsEOYAmt	0	10015396
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt	0	27700
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt	0	27700
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	27700
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	27700
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	5963430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	5779312
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	9635644
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	6229229
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	6159064
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	238099
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	352052
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	352052
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	6229229
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	6159064
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	10015396
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	6229229
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	6159064
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	6229229
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	6159064
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	9502136
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	404156
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	9097980
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	142532
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	467980
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	9359604
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	9502136
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	LUCILLE K CAROTHERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	GABRIEL STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	ELLEN STERN KERR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	DIR/PRE/TRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	DIR/VP/SECR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	2737 WALSH PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	2060 UNION STATION 7
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	2	4255 134TH NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	2	BELLEVUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	2	WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	45208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	94123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	2	98005
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	479062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	480388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	419255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	363463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	389153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	453380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	484023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.051184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.049961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.042514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.047900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.064272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.051273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	1326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	9359604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	8391700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	8549287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	8124219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	7054111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	9440146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	420150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.255920
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	420150
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	420150
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	420150
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	3
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	1	4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	2	7
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	3	8
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	EARNINGS ON INVESTMENTS TO INCREASE FUNDS AVAILABLE TO DON
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	1	EARNINGS ON INVESTMENTS TO INCREASE FUNDS AVAILABLE TO DON
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	2	EARNINGS ON INVESTMENTS TO INCREASE FUNDS AVAILABLE TO DON
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	3	GAINS ON SALES OF INVESTMENTS TO INCREASE FUNDS AVAILABLE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	THOMAS M COONEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	3536 EDWARDS ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2	0	SUITE 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	45208
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5137686796
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	420150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	3536 EDWARDS ROAD STE 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	45208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	420150
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3472
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	416678
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	465328
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	420150
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	461856
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	416678
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MISCELLANOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	281
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	15
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	40000
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	RESCINDED DONATION FROM PY
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	40000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	18750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	69723
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	FOUNDATION MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	18750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	69723
TaxesSchedule/TaxesDetail/Amt	0	7268
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX WITHHELD AT SOURCE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	7268
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LUCILLE CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5138717448
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	LKC FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	CAROTHERS
ReturnHeader/Filer/BusinessNameControlTxt	0	LKCF
ReturnHeader/Filer/EIN	0	311490185
ReturnHeader/Filer/PhoneNum	0	5138717448
ReturnHeader/Filer/USAddress/AddressLine1	0	3536 EDWARDS ROAD SUITE 201
ReturnHeader/Filer/USAddress/City	0	CINCINNATI
ReturnHeader/Filer/USAddress/State	0	OH
ReturnHeader/Filer/USAddress/ZIPCode	0	45208
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	311693906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	COONEY FAULKNER & STEVENS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	3536 EDWARDS ROAD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	45208
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-11-17
ReturnHeader/ReturnTs	0	2014-11-17T08:55:34-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $6,159,064
Liabilities: $0
Net assets: $6,159,064
Revenue: $448,123
Expenses: $518,288
Net income: -$70,165

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.99	$0.00	$3.99	$0.43	$0.83	$0.40
2023Detailed filing. Detailed filing data is available for this year.	$4.32	$0.00	$4.32	$0.67	$0.95	$0.28
2022Detailed filing. Detailed filing data is available for this year.	$4.73	$0.00	$4.73	$0.16	$0.74	$0.57
2021Detailed filing. Detailed filing data is available for this year.	$5.31	$0.00	$5.31	$0.83	$0.48	$0.34
2020Detailed filing. Detailed filing data is available for this year.	$5.05	$0.00	$5.05	$0.55	$0.47	$0.08
2019Detailed filing. Detailed filing data is available for this year.	$4.97	$0.00	$4.97	$0.32	$0.35	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$4.99	$0.00	$4.99	$0.32	$0.86	$0.54
2017Detailed filing. Detailed filing data is available for this year.	$5.52	$0.00	$5.52	$0.54	$1.41	$0.88
2016Detailed filing. Detailed filing data is available for this year.	$6.40	$0.00	$6.40	$2.36	$1.40	$0.95
2015Detailed filing. Detailed filing data is available for this year.	$5.45	$0.00	$5.45	$0.99	$1.46	$0.47
2013Detailed filing. Detailed filing data is available for this year.	$6.16	$0.00	$6.16	$0.45	$0.52	$0.07
2012Detailed filing. Detailed filing data is available for this year.	$6.23	$0.00	$6.23		$0.51
2011Detailed filing. Detailed filing data is available for this year.	$6.35	$0.00	$6.35		$0.46