Civic Intelligence

Lee Family Foundation

990PF • Fiscal year 2012 • EIN 36-4234640

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 28, 2013

108 W Witchwood Lane60044-2447
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

28th percentile

-9.6%

Faster asset growth than 28% 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.

Assets

Down

$211,043

Down $22,536 (-9.6%) from 2011

Net Assets

Down

$211,043

Down $22,536 (-9.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$19,046

Down $1,016 (-5.1%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $251,454Liabilities 2010: $0Net Assets 2010: $251,4542010Assets 2011: $233,579Liabilities 2011: $0Net Assets 2011: $233,5792011Assets 2012: $211,043Liabilities 2012: $0Net Assets 2012: $211,0432012Assets 2013: $200,704Liabilities 2013: $0Net Assets 2013: $200,7042013Assets 2014: $3,413,895Liabilities 2014: $0Net Assets 2014: $3,413,8952014Assets 2015: $3,173,604Liabilities 2015: $0Net Assets 2015: $3,173,6042015Assets 2016: $3,050,813Liabilities 2016: $0Net Assets 2016: $3,050,8132016Assets 2017: $4,035,567Liabilities 2017: $0Net Assets 2017: $4,035,5672017Assets 2018: $4,303,636Liabilities 2018: $0Net Assets 2018: $4,303,6362018Assets 2019: $4,682,291Liabilities 2019: $0Net Assets 2019: $4,682,2912019Assets 2020: $5,482,307Liabilities 2020: $0Net Assets 2020: $5,482,3072020Assets 2021: $6,795,361Liabilities 2021: $0Net Assets 2021: $6,795,3612021Assets 2022: $6,169,155Liabilities 2022: $0Net Assets 2022: $6,169,1552022Assets 2023: $5,873,092Liabilities 2023: $0Net Assets 2023: $5,873,0922023Assets 2024: $6,184,360Liabilities 2024: $0Net Assets 2024: $6,184,3602024

Highlighted filing

2012

Assets$211,043
Liabilities$0
Net Assets$211,043

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $23,2702010Expenses 2011: $20,0622011Expenses 2012: $19,0462012Revenue 2013: $4,534Expenses 2013: $20,902Net Income 2013: -$16,3682013Revenue 2014: $3,568,775Expenses 2014: $62,905Net Income 2014: $3,505,8702014Revenue 2015: $78,851Expenses 2015: $161,032Net Income 2015: -$82,1812015Revenue 2016: $401,554Expenses 2016: $168,948Net Income 2016: $232,6062016Revenue 2017: $93,890Expenses 2017: $184,935Net Income 2017: -$91,0452017Revenue 2018: $106,084Expenses 2018: $220,464Net Income 2018: -$114,3802018Revenue 2019: $123,461Expenses 2019: $215,924Net Income 2019: -$92,4632019Revenue 2020: $130,641Expenses 2020: $248,391Net Income 2020: -$117,7502020Revenue 2021: $440,891Expenses 2021: $270,936Net Income 2021: $169,9552021Revenue 2022: $162,347Expenses 2022: $280,767Net Income 2022: -$118,4202022Revenue 2023: $165,165Expenses 2023: $338,505Net Income 2023: -$173,3402023Revenue 2024: $383,722Expenses 2024: $283,805Net Income 2024: $99,9172024

Highlighted filing

2012

Revenue-
Expenses$19,046
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 28, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R LEETrustee-$0--
JUSTIN L LEETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-UNRESTRICTEDUNKNOWNGURNEE, IL, US$10,000
Paid Grant-UNRESTRICTEDUNKNOWNGLENVIEW, IL, US$5,000
Paid Grant-UNRESTRICTEDUNKNOWNLAKE BLUFF, IL, US$1,000
Paid Grant-UNRESTRICTED501(C)(3)WILMETTE, IL, US$500
Paid Grant-UNRESTRICTEDUNKNOWNLAKE BLUFF, IL, US$300
Paid Grant-UNRESTRICTED501(C)(3)LAKE FOREST, IL, US$250
Paid Grant-UNRESTRICTEDUNKNOWNLAKE FOREST, IL, US$250
Paid Grant-UNRESTRICTEDUNKNOWNLAKE FOREST, IL, US$100
Paid Grant-UNRESTICTED501(C)(3)LAKE FOREST, IL, US$100
Filing and Contact Details

Filer

EIN
36-4234640
Raw XML Appendix320 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/AccountingFees/Amount01500
AccountingFeesSchedule/AccountingFees/Category0TAX RETURN PREPARATION
CompensationExplanation/Compensation/PersonName0DAVID R LEE
CompensationExplanation/Compensation/PersonName1JUSTIN L LEE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue032307
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV032307
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0NOTHERN TRUST SEC (VARIOUS)
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount02551
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount047
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0SERVICE CHARGE REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount045
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount02643
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02643
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps017500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss017500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm02551
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02551
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-16403
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm047
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss047
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome02598
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss046
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss045
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps017500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss019046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome02598
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02643
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01546
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY038440
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY032307
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV032307
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0233579
IRS990PF/BalanceSheets/RetainedEarningsEOY0211043
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0195139
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0178736
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0178736
IRS990PF/BalanceSheets/TotalAssetsBOY0233579
IRS990PF/BalanceSheets/TotalAssetsEOY0211043
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0211043
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0233579
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0211043
IRS990PF/BalanceSheets/TotalNetAssetsBOY0233579
IRS990PF/BalanceSheets/TotalNetAssetsEOY0211043
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-16403
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases06133
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0217176
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0233579
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0211043
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted011176
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj011176
IRS990PF/DistributableAmount/DistributableAmountBeforeDed011176
IRS990PF/DistributableAmount/MinimumInvestmentReturn011228
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome052
IRS990PF/DistributableAmount/TotalTax052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue052
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0211043
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0227985
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0192282
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities035703
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03420
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn011228
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0224565
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0227985
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVID R LEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JUSTIN L LEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10108 W WITCHWOOD LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11202 RAVINE FOREST DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LAKE BLUFF
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LAKE BLUFF
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode060044
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode160044
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct043420
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets043394
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.193238
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.075500
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.082266
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.352052
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.264687
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.191686
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0224565
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10245032
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20264387
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30381606
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40519864
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50607059
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome026
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions017500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1018500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2021750
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30134345
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40137601
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50116365
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.966191
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions017500
IRS990PF/QualifyingDistributions/ExpensesAndContributions017500
IRS990PF/QualifyingDistributions/QualifyingDistributions017500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0DAVID R LEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08472340108
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10108 W WITCHWOOD LANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LAKE BLUFF
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode060044
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/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8UNRESTICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0UNKNOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1UNKNOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2UNKNOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3UNKNOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6UNKNOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7UNKNOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0UNITED WAY OF LAKE COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1OLPH MENS CLUB
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2LAKE BLUFF 4TH OF JULY CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3NORTH CHICAGO COMMUNITY PARTNERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4LAKE FOREST HIGH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5LOYOLA ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6BERNIE'S BOOK BANK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7GORTON COMMUNITY CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8LAKE COUNTY CARES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10330 SOUTH GREENLEAF STREE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111775 GROVE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 211
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13855 SKOKIE HIGHWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 148
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151100 LARAMIE AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1628101 N BALLARD DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17400 E ILLINOIS ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18400 E ILLINOIS ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20SUITE D
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine21UNIT A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0GURNEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1GLENVIEW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LAKE BLUFF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3LAKE BLUFF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4LAKE FOREST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5WILMETTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6LAKE FOREST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7LAKE FOREST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8LAKE FOREST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode060031
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode160025
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode260044
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode360044
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode460045
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode5600911089
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode660045
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode760045
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode860045
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear017500
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/AppliedToCurrentYear011176
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted011176
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear106279
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear208533
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30115275
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40111806
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5086582
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5086582
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0248217
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06324
IRS990PF/UndistributedIncome/ExcessFromYear106279
IRS990PF/UndistributedIncome/ExcessFromYear208533
IRS990PF/UndistributedIncome/ExcessFromYear30115275
IRS990PF/UndistributedIncome/ExcessFromYear40111806
IRS990PF/UndistributedIncome/QualifyingDistributions017500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus06324
IRS990PF/UndistributedIncome/TotalCorpus0334799
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0328475
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount06133
OtherDecreasesSchedule/OtherDecreases/Description0UNREALIZED CAPITAL LOSSES
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description12011 STATE OF IL AG990 FILING
OtherExpensesSchedule/OtherExpenses/Description22011 FORM 990PF FEDERAL TAX
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks131
OtherIncomeSchedule2/OtherIncome/Description0SERVICE CHARGE REFUND
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks045
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0364234640
ReturnHeader/Filer/Name/BusinessNameLine10LEE FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0LEEF
ReturnHeader/Filer/Phone08472340108
ReturnHeader/Filer/USAddress/AddressLine10108 W WITCHWOOD LANE
ReturnHeader/Filer/USAddress/City0LAKE BLUFF
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode0600442447
ReturnHeader/Officer/DateSigned02013-04-28
ReturnHeader/Officer/Name0DAVID R LEE
ReturnHeader/Officer/Phone08472340108
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-01
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KUHL FINANCIAL SERVICES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10115 GREEN BAY RD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LAKE BLUFF
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode060044
ReturnHeader/Preparer/Name0LARRY KUHL CPAPFS
ReturnHeader/Preparer/Phone08476157245
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-01T21:46:31-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.38$0.28$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.17$0.34$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.16$0.28$0.12
2021Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.44$0.27$0.17
2020Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.13$0.25$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.12$0.22$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.11$0.22$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.09$0.18$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.40$0.17$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.08$0.16$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$3.57$0.06$3.51
2013Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.00$0.02$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.02