Luck Companies Foundation

990PF • Fiscal year 2016 • EIN 54-6064982

Nov 01, 2015 to Oct 31, 2016 • Filed on Mar 27, 2017

Organization Profile

PO Box 29682Richmond, VA 23242

(804) 476-6438

Siviq Scores

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

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

17%

Higher net margin than 76% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

1.5%

Faster asset growth than 49% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

-29%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets13th percentile

Assets

$12,866,544

Up $186,487 (+1.5%) from 2015

Net Assets

$12,866,544

Up $186,487 (+1.5%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue12th percentile Net Margin76th percentile

Revenue

Down

$1,050,334

Down $435,674 (-29%) from 2015

Expenses

Down

$874,151

Down $151,413 (-15%) from 2015

Net Income

Down

$176,183

Down $284,261 (-62%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

Highlighted filing

2016

Assets$12,866,544

Liabilities$0

Net Assets$12,866,544

Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

Highlighted filing

2016

Revenue$1,050,334

Expenses$874,151

Net Income$176,183

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2015 to Oct 31, 2016
Signed: Mar 27, 2017
Return Version: 2015v3.0

Compensation and Service Providers

Top Officer Pay19th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
C S LUCK III	President And Director	-	$0	-	-
DOUGLAS D R PALMORE	Secretary And Director	-	$0	-	-
CHARLES S LUCK IV	Vice President And Director	-	$0	-	-
WANDA S ORTWINE	Treasurer And Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Luck Companies Foundation
EIN: 54-6064982
In Care Of: % WANDA S ORTWINE TREASURER
Phone: 8044766438
Address: PO BOX 29682, RICHMOND, VA 23242

Signing Officer

Name: Wanda S Ortwine
Title: Treasurer
Phone: 8044766438
Signed: 2017-03-27
Discuss with paid preparer: Yes

Preparer

Firm: PricewaterhouseCoopers LLP
Address: 1021 East Cary Street Suite 1250, Richmond, VA 23219
Preparer: Bradley Crowder
Phone: 8046971900

Raw XML Appendix330 raw XML fields

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

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	3346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	6229469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	8626356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	INVESTMENTS IN CORP. STOCKS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	275261
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	768542
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	51
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt	0	6480
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd	0	18
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	1050334
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	714713
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	275261
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	275261
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	176183
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	2453979
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	51
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	51
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	42943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	42943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	6480
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	6480
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	110918
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	874151
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	1050334
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	159438
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	179545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	679156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	87542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	679156
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	PUBLICLY TRADED SECURITIES - WELLS FARGO (ST)
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	65253
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	176183
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	10304
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	12866544
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	12680057
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	12866544
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	754436
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	754436
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	754436
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	763367
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IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	8931
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	17804
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	26735
IRS990PF/FMVAssetsEOYAmt	0	15263431
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	12680057
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	141833
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	6637075
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	6433337
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	12680057
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	12866544
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	15263431
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	12680057
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	12680057
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	12866544
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	15499846
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	543175
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	14956671
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	232498
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	763367
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	15267348
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	15499846
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	C S LUCK III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	DOUGLAS D R PALMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	CHARLES S LUCK IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	WANDA S ORTWINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	SECRETARY AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	VICE PRESIDENT AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	TREASURER AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	PO BOX 29682
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	PO BOX 29682
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	PO BOX 29682
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	PO BOX 29682
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	23242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	23242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	23242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	23242
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	680237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	689168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	811608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	815129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	624848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	472117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	465199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.044555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.049062
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.043249
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	11187524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	716944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.222774
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	708013
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	716944
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	716944
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	LUCK COMPANIES FOUNDATION
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	RICHMOND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	23242
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	WANDA S ORTWINE TREASURER
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8044766438
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	WWW.LUCKCOMPANIES.COM/OURIMPACT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE FOUNDATION MAKES GRANTS TO QUALIFYING PUBLIC CHARITIES. DURING THE TAX YEAR, THE FOUNDATION MADE GRANTS TOTALING $714,713.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	BY APPLICATION AT WWW.LUCKCOMPANIES.COM/OURIMPACT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	LUCK COMPANIES FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	8044766438
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 29682
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	RICHMOND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	232420682
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	WE HAVE AREAS OF PREFERENCE, BUT WE DO GIVE OUTSIDE OF THESE AREAS ON OCCASSION. OUR FOCUS AREAS ARE LEADERSHIP, YOUTH DEVELOPMENT AND EDUCATION, AND ENVIRONMENTAL STEWARDSHIP.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	QUARTERLY, FEBRUARY 1, APRIL 1, JULY 1, OCTOBER 1
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt	0	773141
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	0	SEE ATTACHMENT "B"
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ATTACHMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 29862
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm	0	RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd	0	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd	0	23242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	714713
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SEE ATTACHMENT "A"
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 29862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Richmond
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	23242
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	773141
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	714713
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	716944
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	754436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	37492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	10381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	32639
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	37492
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	5528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	5528
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	716944
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	5528
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	43020
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OTHER K-1 DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	OTHER INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	7648
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	30136
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	5084
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	7648
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	30136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	5084
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	OTHER INCOME FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	1043
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	5437
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1043
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	5437
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	10304
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	UNREALIZED GAIN - MA ENDOWMENT PARTNERS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	56734
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	54184
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	ADVISOR FEES - MANGHAM
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	56734
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	54184
TaxesSchedule/TaxesDetail/CategoryTxt	0	ESTIMATED TAXES
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WANDA S ORTWINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8044766438
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LUCK COMPANIES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	LUCK
ReturnHeader/Filer/EIN	0	546064982
ReturnHeader/Filer/InCareOfNm	0	% WANDA S ORTWINE TREASURER
ReturnHeader/Filer/PhoneNum	0	8044766438
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 29682
ReturnHeader/Filer/USAddress/CityNm	0	RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	VA
ReturnHeader/Filer/USAddress/ZIPCd	0	23242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1021 East Cary Street Suite 1250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Richmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	23219
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8046971900
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BRADLEY CROWDER
ReturnHeader/ReturnTs	0	2017-03-29T09:09:26-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-11-01
ReturnHeader/TaxPeriodEndDt	0	2016-10-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $12,866,544
Liabilities: $0
Net assets: $12,866,544
Revenue: $1,050,334
Expenses: $874,151
Net income: $176,183

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$10.0	$0.00	$10.0	$0.75	$0.71	$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.97	$0.00	$9.97	$0.80	$1.34	$0.54
2022Detailed filing. Detailed filing data is available for this year.	$10.5	$0.00	$10.5	$0.01	$1.02	$1.01
2021Detailed filing. Detailed filing data is available for this year.	$11.7	$0.00	$11.7	$0.90	$1.00	$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$11.8	$0.00	$11.8	$0.47	$0.93	$0.46
2019Summary only. Only limited summary data is available for this year.	$12.3	$0.00		$1.36	$0.93	$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$11.8	$0.00	$11.8	$0.58	$0.92	$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$12.2	$0.00	$12.2	$0.98	$0.96	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$12.9	$0.00	$12.9	$1.05	$0.87	$0.18
2015Detailed filing. Detailed filing data is available for this year.	$12.7	$0.00	$12.7	$1.49	$1.03	$0.46
2014Detailed filing. Detailed filing data is available for this year.	$12.6	$0.00	$12.6	$1.63	$1.01	$0.61
2013Summary only. Only limited summary data is available for this year.	$12.0	$0.00		$2.71	$0.79	$1.92
2012Detailed filing. Detailed filing data is available for this year.	$10.0	$0.00	$10.0		$0.64
2011Summary only. Only limited summary data is available for this year.	$9.00	$0.00		$1.08	$0.52	$0.56