Civic Intelligence

Lifshutz Foundation

990PF • Fiscal year 2011 • EIN 43-1972918

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 08, 2012

Organization Profile
215 W Travis78205
Siviq Scores

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

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

69th percentile

$3,500

Higher top officer pay than 69% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets51st percentile

Assets

$2,267,142

No earlier filing loaded for comparison.

Net Assets

$2,116,727

No earlier filing loaded for comparison.

Liabilities

$150,415

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$125,792

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,267,142Liabilities 2011: $150,415Net Assets 2011: $2,116,7272011Assets 2012: $2,373,185Liabilities 2012: $177,3662012Assets 2013: $2,489,625Liabilities 2013: $167,386Net Assets 2013: $2,322,2392013Assets 2014: $2,611,868Liabilities 2014: $162,613Net Assets 2014: $2,449,2552014Assets 2015: $2,664,687Liabilities 2015: $143,521Net Assets 2015: $2,521,1662015Assets 2016: $2,759,195Liabilities 2016: $149,034Net Assets 2016: $2,610,1612016Assets 2017: $2,853,241Liabilities 2017: $128,111Net Assets 2017: $2,725,1302017Assets 2018: $2,907,573Liabilities 2018: $96,173Net Assets 2018: $2,811,4002018Assets 2020: $2,738,461Liabilities 2020: $57,513Net Assets 2020: $2,680,9482020Assets 2021: $2,780,219Liabilities 2021: $59,913Net Assets 2021: $2,720,3062021Assets 2022: $2,814,266Liabilities 2022: $36,122Net Assets 2022: $2,778,1442022Assets 2023: $2,836,776Liabilities 2023: $44,819Net Assets 2023: $2,791,9572023Assets 2024: $2,858,120Liabilities 2024: $47,437Net Assets 2024: $2,810,6832024

Highlighted filing

2011

Assets$2,267,142
Liabilities$150,415
Net Assets$2,116,727
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $125,7922011Revenue 2012: $238,448Expenses 2012: $153,959Net Income 2012: $84,4892012Revenue 2013: $278,308Expenses 2013: $151,444Net Income 2013: $126,8642013Revenue 2014: $260,820Expenses 2014: $133,429Net Income 2014: $127,3912014Revenue 2015: $229,218Expenses 2015: $154,998Net Income 2015: $74,2202015Revenue 2016: $213,376Expenses 2016: $122,302Net Income 2016: $91,0742016Revenue 2017: $246,710Expenses 2017: $130,124Net Income 2017: $116,5862017Revenue 2018: $283,716Expenses 2018: $218,722Net Income 2018: $64,9942018Revenue 2020: $209,397Expenses 2020: $341,358Net Income 2020: -$131,9612020Revenue 2021: $241,063Expenses 2021: $233,741Net Income 2021: $7,3222021Revenue 2022: $187,216Expenses 2022: $135,628Net Income 2022: $51,5882022Revenue 2023: $144,889Expenses 2023: $131,076Net Income 2023: $13,8132023Revenue 2024: $161,921Expenses 2024: $134,403Net Income 2024: $27,5182024

Highlighted filing

2011

Revenue-
Expenses$125,792
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 8, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARTER L LIFSHUTZDirector-$3,500-$3,500
SCOTT LIFSHUTZDirector-$3,500-$3,500
JAMES G LIFSHUTZDirector-$3,500-$3,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE SCH 1TO FUND VARIOUS PROGRAMSPUBLIC(C)(3)SAN ANTONIO, TX, US$88,834
Filing and Contact Details

Filer

EIN
43-1972918
Raw XML AppendixShowing 400 of 419 raw XML fields

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

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis0343623
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0377070
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name086,696.436 OPPENHEIMER FUNDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Individual0IBC INVESTMENT SERVICES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet033447
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue083870
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV085762
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0OPPENHEIMER STRATEGIC FUND CLASS A
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount010361
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome033447
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount02702
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount013063
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome033447
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA046510
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome033447
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm033447
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps010500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss010500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps088834
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss088834
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm010361
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss010361
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses099489
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0377070
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm02702
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss02702
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss033447
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0196709
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm033447
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps02500
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss02500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm017610
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss021967
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0167809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0178771
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01991
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome033447
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0101834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm017610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0125792
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0214319
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0225281
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps013000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm017610
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss036958
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0417131
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY083870
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV085762
IRS990PF/BalanceSheets/InvestmentsMortgageLoansBOY0932950
IRS990PF/BalanceSheets/InvestmentsMortgageLoansEOY01614137
IRS990PF/BalanceSheets/InvestmentsMortgageLoansEOYFMV01614137
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY079830
IRS990PF/BalanceSheets/OtherAssetsEOY028200
IRS990PF/BalanceSheets/OtherAssetsEOYFMV028200
IRS990PF/BalanceSheets/OtherLiabilitiesBOY070163
IRS990PF/BalanceSheets/OtherLiabilitiesEOY0150415
IRS990PF/BalanceSheets/PrepaidExpensesBOY01028
IRS990PF/BalanceSheets/PrepaidExpensesEOY01767
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV02267
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0653113
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0539168
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0539168
IRS990PF/BalanceSheets/TotalAssetsBOY02084052
IRS990PF/BalanceSheets/TotalAssetsEOY02267142
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02269534
IRS990PF/BalanceSheets/TotalLiabilitiesBOY070163
IRS990PF/BalanceSheets/TotalLiabilitiesEOY0150415
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02084052
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02267142
IRS990PF/BalanceSheets/TotalNetAssetsBOY02013889
IRS990PF/BalanceSheets/TotalNetAssetsEOY02116727
IRS990PF/BalanceSheets/UnrestrictedBOY02013889
IRS990PF/BalanceSheets/UnrestrictedEOY02116727
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome033447
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316930
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis047929
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1138224
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis289310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis368160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-02-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-04-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0OPPENHEIMER FUNDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1OPPENHEIMER FUNDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2OPPENHEIMER FUNDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3OPPENHEIMER FUNDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316930
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss04101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss111806
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss210670
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss36870
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses04101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses111806
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses210670
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses36870
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice052030
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1150030
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice299980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice375030
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss033447
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses099489
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases01
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases03350
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02116728
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02013889
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02116727
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0116805
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0116805
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0116805
IRS990PF/DistributableAmount/MinimumInvestmentReturn0118772
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01967
IRS990PF/DistributableAmount/TotalTax01967
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01767
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01967
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01967
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01967
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0206
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn01767
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01767
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02269534
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02411607
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0641086
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0156384
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable036174
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets01614137
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0118772
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02375433
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02411607
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation03500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation13500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation23500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CARTER L LIFSHUTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SCOTT LIFSHUTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JAMES G LIFSHUTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10215 W TRAVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11215 W TRAVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12215 W TRAVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SAN ANTONIO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SAN ANTONIO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SAN ANTONIO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode078205
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode178205
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode278205
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct090305
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets088338
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.037188
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.045364
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.052051
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.030280
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.048315
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.009932
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02375433
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101975711
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201844563
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301971402
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401334416
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501495284
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01967
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0101834
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1089626
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2096012
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3059694
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4064472
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5014851
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.185942
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions099867
IRS990PF/QualifyingDistributions/ExpensesAndContributions0101834
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01967
IRS990PF/QualifyingDistributions/QualifyingDistributions0101834
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber0N/A
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0N/A
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MARIA WILLIAMS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02102266221
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10215 W TRAVIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SAN ANTONIO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0782051421
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
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/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
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/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0true
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0NA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10215 W TRAVIS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0SAN ANTONIO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode078205
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0N/A
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount088834
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO FUND VARIOUS PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE SCH 1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SAN ANTONIO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode078205
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear088834
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/AppliedToYear1099962
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0116805
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus01872
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY01872
IRS990PF/UndistributedIncome/QualifyingDistributions0101834
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01872
IRS990PF/UndistributedIncome/UndistributedIncomeCY0114933
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear099962
OtherAssetsSchedule/OtherAssets/BOYBookValue02200
OtherAssetsSchedule/OtherAssets/BOYBookValue177630
OtherAssetsSchedule/OtherAssets/BOYBookValue22200
OtherAssetsSchedule/OtherAssets/BOYBookValue377630
OtherAssetsSchedule/OtherAssets/BOYBookValue42200
OtherAssetsSchedule/OtherAssets/BOYBookValue577630
OtherAssetsSchedule/OtherAssets/Description0DUE FROM TEXAS HOME IMPROVMENT-PROFIT SHARING PLAN
OtherAssetsSchedule/OtherAssets/Description1DOWN PAYMENTS-NEW LOANS
OtherAssetsSchedule/OtherAssets/Description2LOANS IN PROCESS
OtherAssetsSchedule/OtherAssets/Description3DUE FROM TEXAS HOME IMPROVMENT-PROFIT SHARING PLAN
OtherAssetsSchedule/OtherAssets/Description4DOWN PAYMENTS-NEW LOANS
OtherAssetsSchedule/OtherAssets/Description5LOANS IN PROCESS
OtherAssetsSchedule/OtherAssets/Description6DUE FROM TEXAS HOME IMPROVMENT-PROFIT SHARING PLAN
OtherAssetsSchedule/OtherAssets/Description7DOWN PAYMENTS-NEW LOANS
OtherAssetsSchedule/OtherAssets/Description8LOANS IN PROCESS
OtherAssetsSchedule/OtherAssets/EOYBookValue02200
OtherAssetsSchedule/OtherAssets/EOYBookValue126000
OtherAssetsSchedule/OtherAssets/EOYBookValue22200
OtherAssetsSchedule/OtherAssets/EOYBookValue326000
OtherAssetsSchedule/OtherAssets/EOYBookValue42200
OtherAssetsSchedule/OtherAssets/EOYBookValue526000
OtherAssetsSchedule/OtherAssets/EOYFMV02200
OtherAssetsSchedule/OtherAssets/EOYFMV126000
OtherAssetsSchedule/OtherAssets/EOYFMV22200
OtherAssetsSchedule/OtherAssets/EOYFMV326000
OtherAssetsSchedule/OtherAssets/EOYFMV42200
OtherAssetsSchedule/OtherAssets/EOYFMV526000
OtherDecreasesSchedule/OtherDecreases/Amount01
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description1FILING FEES
OtherExpensesSchedule/OtherExpenses/Description2FRENCH FESTIVAL
OtherExpensesSchedule/OtherExpenses/Description3LOAN MAINTENANCE
OtherExpensesSchedule/OtherExpenses/Description4MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0335
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome125
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome217250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0335
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks24323
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks317250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks434
OtherIncomeSchedule2/OtherIncome/Description0FRENCH FESTIVAL
OtherIncomeSchedule2/OtherIncome/Description1GAIN ON NOTE COLLECTIONS
OtherIncomeSchedule2/OtherIncome/Description2INTEREST INCOME-LOANS
OtherIncomeSchedule2/OtherIncome/Description3LATE CHARGES
OtherIncomeSchedule2/OtherIncome/Description4MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncome/Description5NSF FEES
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome06379
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1159146
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome22209
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome375
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks05070
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks16379
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2159146
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks32209
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks45892
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks575
OtherIncreasesSchedule/OtherIncreases/Amount03350
OtherIncreasesSchedule/OtherIncreases/Description0PRIOR YEARS RECOVERIES ADJUSTED IN 2010
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue064842
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue11971
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue23350
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue364842
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue41971
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue53350
OtherLiabilitiesSchedule/OtherLiabilities/Description0UNREALIZED GAIN-LOANS RECEIVABLE
OtherLiabilitiesSchedule/OtherLiabilities/Description1ESCROW COLLECTED ON LOANS RECEIVABLE
OtherLiabilitiesSchedule/OtherLiabilities/Description2RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DIVIDENDS
OtherLiabilitiesSchedule/OtherLiabilities/Description3DUE TO CJS
OtherLiabilitiesSchedule/OtherLiabilities/Description4UNREALIZED GAIN-LOANS RECEIVABLE
OtherLiabilitiesSchedule/OtherLiabilities/Description5ESCROW COLLECTED ON LOANS RECEIVABLE
OtherLiabilitiesSchedule/OtherLiabilities/Description6RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DIVIDENDS
OtherLiabilitiesSchedule/OtherLiabilities/Description7DUE TO CJS
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue0130232
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue112110
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue28073
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue3130232
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue412110
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue58073
TaxesSchedule/Taxes/Amount01491
TaxesSchedule/Taxes/Amount1500
TaxesSchedule/Taxes/Category0EXCISE TAXES
TaxesSchedule/Taxes/Category1IRS PENALTIES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0431972918
ReturnHeader/Filer/Name/BusinessNameLine10LIFSHUTZ FOUNDATION
ReturnHeader/Filer/NameControl0LIFS
ReturnHeader/Filer/Phone02102266221
ReturnHeader/Filer/USAddress/AddressLine10215 W TRAVIS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,267,142
Liabilities
$150,415
Net assets
$2,116,727
Revenue
-
Expenses
$125,792
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.05$2.81$0.16$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.04$2.79$0.14$0.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.04$2.78$0.19$0.14$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.06$2.72$0.24$0.23$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.74$0.06$2.68$0.21$0.34$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.10$2.81$0.28$0.22$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.13$2.73$0.25$0.13$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.15$2.61$0.21$0.12$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.66$0.14$2.52$0.23$0.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.61$0.16$2.45$0.26$0.13$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.49$0.17$2.32$0.28$0.15$0.13
2012Summary only. Only limited summary data is available for this year.$2.37$0.18$0.24$0.15$0.08
2011Detailed filing. Detailed filing data is available for this year.$2.27$0.15$2.12$0.13