Civic Intelligence

Lux Foundation Inc.

990PF • Fiscal year 2017 • EIN 39-1618778

Jan 01, 2017 to Dec 31, 2017 • Filed on May 05, 2018

Organization Profile
C/O Stephen M Fisher AssociatesMilwaukee, WI 53226-0305

(414) 359-9067

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

90th percentile

56%

Higher net margin than 90% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

67th percentile

9.1%

Faster asset growth than 67% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-49%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$8,922,001

Up $742,473 (+9.1%) from 2016

Net Assets

Up

$8,922,001

Up $742,473 (+9.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin90th percentile

Revenue

Down

$1,333,656

Down $1,279,348 (-49%) from 2016

Expenses

Up

$591,184

Up $68,274 (+13%) from 2016

Net Income

Down

$742,472

Down $1,347,622 (-64%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$10M$5.0M$0Assets 2010: $7,003,055Liabilities 2010: $0Net Assets 2010: $7,003,0552010Assets 2011: $6,787,610Liabilities 2011: $0Net Assets 2011: $6,787,6102011Assets 2012: $6,670,192Liabilities 2012: $0Net Assets 2012: $6,670,1922012Assets 2013: $6,476,309Liabilities 2013: $1Net Assets 2013: $6,476,3092013Assets 2014: $6,387,705Liabilities 2014: $1Net Assets 2014: $6,387,7052014Assets 2015: $6,089,432Liabilities 2015: $1Net Assets 2015: $6,089,4322015Assets 2016: $8,179,528Liabilities 2016: $0Net Assets 2016: $8,179,5282016Assets 2017: $8,922,001Liabilities 2017: $0Net Assets 2017: $8,922,0012017Assets 2018: $9,066,803Liabilities 2018: $0Net Assets 2018: $9,066,8032018Assets 2019: $9,054,050Liabilities 2019: $1Net Assets 2019: $9,054,0502019Assets 2020: $8,657,952Liabilities 2020: $1Net Assets 2020: $8,657,9522020Assets 2021: $9,360,465Liabilities 2021: $1Net Assets 2021: $9,360,4652021Assets 2022: $9,226,386Liabilities 2022: $1Net Assets 2022: $9,226,3862022Assets 2023: $8,841,664Liabilities 2023: $1Net Assets 2023: $8,841,6642023Assets 2024: $9,201,323Liabilities 2024: $0Net Assets 2024: $9,201,3232024

Highlighted filing

2017

Assets$8,922,001
Liabilities$0
Net Assets$8,922,001
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $300,5372010Expenses 2011: $436,2642011Expenses 2012: $450,5712012Revenue 2013: $236,297Expenses 2013: $430,168Net Income 2013: -$193,8712013Revenue 2014: $354,956Expenses 2014: $440,834Net Income 2014: -$85,8782014Revenue 2015: $212,460Expenses 2015: $510,676Net Income 2015: -$298,2162015Revenue 2016: $2,613,004Expenses 2016: $522,910Net Income 2016: $2,090,0942016Revenue 2017: $1,333,656Expenses 2017: $591,184Net Income 2017: $742,4722017Revenue 2018: $699,316Expenses 2018: $554,514Net Income 2018: $144,8022018Revenue 2019: $669,215Expenses 2019: $681,953Net Income 2019: -$12,7382019Revenue 2020: $344,563Expenses 2020: $740,661Net Income 2020: -$396,0982020Revenue 2021: $1,490,626Expenses 2021: $788,031Net Income 2021: $702,5952021Revenue 2022: $700,358Expenses 2022: $834,433Net Income 2022: -$134,0752022Revenue 2023: $412,919Expenses 2023: $797,641Net Income 2023: -$384,7222023Revenue 2024: $1,230,303Expenses 2024: $870,644Net Income 2024: $359,6592024

Highlighted filing

2017

Revenue$1,333,656
Expenses$591,184
Net Income$742,472
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 5, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STATEMENTStatement-$0--
Filing and Contact Details

Filer

Filer Name
Lux Foundation Inc
EIN
39-1618778
In Care Of
% CIBC BANK USA
Phone
4143599067
Address
C/O STEPHEN M FISHER ASSOCIATES, MILWAUKEE, WI 53226-0305

Signing Officer

Name
Stephen M Fisher
Title
Secretary
Phone
4143599067
Signed
2018-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Stephen M Fisher & Associates
Address
POST OFFICE BOX 26305, MILWAUKEE, WI 53226-0305
Preparer
Stephen M Fisher
Phone
4143599067
Raw XML Appendix318 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0STATEMENT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0AS REQUIRED BUT LESS THAN FULL TIME
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm0LODESTAR INVESTMENT COUNSEL
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0INVESTMENT MANAGEMENT FEES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0266542
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0171745
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03007
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MPL PARTNERSHIP DISTRIBUTIONS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0441294
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0441294
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0209007
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0171745
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0515000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0515000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0892362
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0266542
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0266542
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0266542
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0742472
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01278063
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03007
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03007
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03007
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02450
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02540
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0171745
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0380752
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0194
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01965
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0194
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt058935
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08449
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt058935
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt067384
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt01372
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01372
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0269549
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt060542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0527864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt060542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0591184
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0441294
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01333656
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt060542
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012864
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt060542
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt076184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0171745
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-5053
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0742472
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08922001
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08179528
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08922001
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0581935
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0581935
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0581935
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0589550
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07615
IRS990PF/DistributableAmountGrp/TotalTaxAmt07615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03600
IRS990PF/FMVAssetsEOYAmt013252456
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02090
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0808
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02090
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02090
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08179528
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08922001
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01827885
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01972423
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01966341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04267449
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04241969
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08588731
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0298871
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0370011
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0391289
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0906232
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01139922
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01139922
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08179528
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08922001
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013252456
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08179528
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08922001
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08179528
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08922001
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0878283
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01195586
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01164083
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011970555
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0494091
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011476464
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0179558
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0589550
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011790997
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011970555
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0LODESTAR INVESTMENT COUNSEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt058935
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0150 S WACKER DRIVE SUITE 3050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd060606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STATEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0STATEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0POST OFFICE BOX 26305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0532260305
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0586378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0590186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0475821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0452980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0392557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0385107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0404396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011790997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08809105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08590393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08778236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08365842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07905165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0527864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.248654
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0527864
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0527864
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0527864
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0120 S LASALLE STREET 7TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060603
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CIBC BANK USA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03129042359
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053226
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0515000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0169126
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0358738
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0581935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0527864
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0412809
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0358738
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BARBARA E MANGER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1KATHERNE E LYNCH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03410 N LAKE DRRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 4874
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1JACKSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053211
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd183001
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100110
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt130905
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0200110
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt130090
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,000 SHS. PHILLIPS 66, COMMON STOCK 3,350 SHS. AMERICAN BEACON SMALL CAP V
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc136 SHS. ALPHABET, INC., CLASS C
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-04-19
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN M FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04143599067
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUX FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LUXF
ReturnHeader/Filer/EIN0391618778
ReturnHeader/Filer/InCareOfNm0% CIBC BANK USA
ReturnHeader/Filer/PhoneNum04143599067
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O STEPHEN M FISHER ASSOCIATES
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532260305
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0674E049E1A6B4619D8FC340F67FE7FF95A7B9258
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0674E049E1A6B4619D8FC340F67FE7FF95A7B9258
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039088120181275000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.225.111.15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN M FISHER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX 26305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532260305
ReturnHeader/PreparerPersonGrp/PhoneNum04143599067
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen M Fisher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-07T11:42:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,922,001
Liabilities
$0
Net assets
$8,922,001
Revenue
$1,333,656
Expenses
$591,184
Net income
$742,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$1.23$0.87$0.36
2023Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.41$0.80$0.38
2022Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.70$0.83$0.13
2021Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$1.49$0.79$0.70
2020Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.34$0.74$0.40
2019Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.67$0.68$0.01
2018Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.70$0.55$0.14
2017Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$1.33$0.59$0.74
2016Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$2.61$0.52$2.09
2015Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.21$0.51$0.30
2014Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.35$0.44$0.09
2013Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.24$0.43$0.19
2012Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.45
2011Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.44
2010Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.30