Lancaster Family Foundation

EIN 36-3794645 • Chicago, IL

330 N Wabash No 1650Chicago, IL 60611

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

35370%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2015

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2014

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

No value available

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

Annualized from 2014 to 2015

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

Down $2,261,588 (-100%) from 2014

Liabilities

Down

Down $1,266 (-100%) from 2014

Net Assets

Down

Down $2,260,322 (-100%) from 2014

Operations

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$6,884

Down $265,189 (-103%) from 2014

Expenses

Down

$2,427,955

Down $115,861 (-4.6%) from 2014

Net Income

Down

-$2,434,839

Down $149,328 (-6.5%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2015

Assets$0

Liabilities$0

Net Assets$0

Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2015

Revenue-$6,884

Expenses$2,427,955

Net Income-$2,434,839

Open 2015 Filing

Filings

Most recent year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $0
Liabilities: $0
Net assets: $0
Revenue: -$6,884
Expenses: $2,427,955
Net income: -$2,434,839

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2015Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.01	$2.43	$2.43
2014Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.26	$0.26	$2.54	$2.29
2013Detailed filing. Detailed filing data is available for this year.	$4.52	$0.13	$4.39	$0.86	$0.32	$0.54
2012Detailed filing. Detailed filing data is available for this year.	$3.88	$0.05	$3.83		$0.31

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: Feb 8, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay84th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ANNE M SPRINGER	Director	-	$0	-	-
CRAIG J LANCASTER	Director	-	$0	-	-
NANCY L LISKEVYCH	Director	-	$0	-	-
MARK T LANCASTER	Director	-	$0	-	-
AMY S LANCASTER	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Lancaster Family Foundation
EIN: 36-3794645
Phone: 8473041773
Address: 330 N WABASH NO 1650, CHICAGO, IL 60611

Signing Officer

Name: James R Lancaster
Title: Officer
Phone: 8473041773
Signed: 2016-02-08
Discuss with paid preparer: Yes

Preparer

Firm: The Mosaic Financial Group LLC
Address: 330 NORTH WABASH AVENUE SUITE 1650, CHICAGO, IL 60611
Preparer: Derrick J Allen
Phone: 3122555490

Raw XML Appendix365 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.

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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt	0	STOCKS AND MUTUAL FUNDS HELD BY THE FOUNDATION IN THE AMOUNT OF $2,167,886 WERE DISTRIBUTED IN JANUARY OF 2015.
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	279195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	279711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	277357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.157812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.541893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.060444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.061508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.062974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.062240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	112951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	4552038
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	4679004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	4539196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	4441721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	4456219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	2423505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.789059
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	2423505
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	2423505
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	2423505
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	1
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	NANCY L LISKEVYCH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	1513 BONNIE BLUFF CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	ENCINITAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	92024
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	1
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8473041773
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2423505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TO ENHANCE THE CHARITABLE PURPOSE OF THE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	FIDELITY CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 7770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	45277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	2423505
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	5648
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	5648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	2243470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	65302
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	55185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	63003
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	56120
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	56120
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	4844817
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	2417857
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	2243470
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	65302
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	55185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	63003
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	2423505
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	2417857
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	4900937
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2483080
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LiquidationExplanationStmt/ExplanationTxt	0	THE FOUNDATION BEGAN A PLAN OF LIQUIDATION IN NOVEMBER OF 2014. THE ASSETS OF THE FOUNDATION WILL BE DISTRIBUTED TO ANOTHER 501(C)(3) ORGANIZATION. THE RECIPIENT WILL BE THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND (EIN 11-0303001), P.O. BOX 77001, CINCINNATI, OH 45277-0053. IN NOVEMBER AND DECEMBER THE FOUNDATION DISTRIBUTED ASSETS WITH A FAIR MARKET VALUE OF $2,239,249 TO THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND. THE ASSETS DISTRIBUTED WERE SECURITIES AND MUTUAL FUNDS OWNED BY THE FOUNDATION. THE FOUNDATION DISTRIBUTED THE BALANCE OF ITS ASSETS TO THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND IN 2015. THE FOUNDATION HAS ALSO BEEN DISSOLVED WITH THE ILLINOIS SECRETARY OF STATE.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ASSOCIATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	15
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	157642
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	2613
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	2	14262
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	BOOK TO TAX DIFFERENCE IN BASIS OF STOCK CONTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	CHECKS, DEPOSITS, AND INCOME IN TRANSIT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	2	FEDERAL TAX REFUND
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	1266
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	CHECKS, DEPOSITS, AND INCOME IN TRANSIT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	0
ReturnHeader/BuildTS	0	2016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES R LANCASTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8473041773
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LANCASTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	LANC
ReturnHeader/Filer/EIN	0	363794645
ReturnHeader/Filer/PhoneNum	0	8473041773
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	330 N WABASH NO 1650
ReturnHeader/Filer/USAddress/CityNm	0	CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	364379428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	THE MOSAIC FINANCIAL GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	330 NORTH WABASH AVENUE SUITE 1650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	60611
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3122555490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DERRICK J ALLEN
ReturnHeader/ReturnTs	0	2016-02-26T16:51:37-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

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