Civic Intelligence

Lgr Foundation Co Atchley & Associates LLP

990PF • Fiscal year 2021 • EIN 74-2955428

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
1005 LA Posada DrAustin, TX 78752

(512) 789-7081

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

67th percentile

27%

Higher net margin than 67% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

28th percentile

2.4%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-25%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$28,576,945

Up $660,527 (+2.4%) from 2020

Net Assets

Up

$28,576,945

Up $660,527 (+2.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin67th percentile

Revenue

Down

$2,072,334

Down $697,646 (-25%) from 2020

Expenses

Up

$1,519,954

Up $318,218 (+26%) from 2020

Net Income

Down

$552,380

Down $1,015,864 (-65%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$30M$20M$10M$0Assets 2011: $18,367,382Liabilities 2011: $0Net Assets 2011: $18,367,3822011Assets 2012: $19,794,107Liabilities 2012: $0Net Assets 2012: $19,794,1072012Assets 2013: $23,468,146Liabilities 2013: $0Net Assets 2013: $23,468,1462013Assets 2014: $23,846,152Liabilities 2014: $0Net Assets 2014: $23,846,1522014Assets 2015: $22,701,331Liabilities 2015: $02015Assets 2017: $25,414,910Liabilities 2017: $0Net Assets 2017: $25,414,9102017Assets 2018: $22,525,908Liabilities 2018: $0Net Assets 2018: $22,525,9082018Assets 2019: $25,438,468Liabilities 2019: $0Net Assets 2019: $25,438,4682019Assets 2020: $27,916,418Liabilities 2020: $0Net Assets 2020: $27,916,4182020Assets 2021: $28,576,945Liabilities 2021: $0Net Assets 2021: $28,576,9452021Assets 2022: $23,400,214Liabilities 2022: $0Net Assets 2022: $23,400,2142022Assets 2023: $26,628,636Liabilities 2023: $0Net Assets 2023: $26,628,6362023Assets 2024: $27,876,498Liabilities 2024: $0Net Assets 2024: $27,876,4982024

Highlighted filing

2021

Assets$28,576,945
Liabilities$0
Net Assets$28,576,945
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $847,6232011Expenses 2012: $1,058,4112012Revenue 2013: $1,459,094Expenses 2013: $1,156,177Net Income 2013: $302,9172013Revenue 2014: $1,489,875Expenses 2014: $1,342,459Net Income 2014: $147,4162014Revenue 2015: $1,636,672Expenses 2015: $1,219,586Net Income 2015: $417,0862015Revenue 2017: $1,875,636Expenses 2017: $1,962,070Net Income 2017: -$86,4342017Revenue 2018: $1,834,305Expenses 2018: $1,624,304Net Income 2018: $210,0012018Revenue 2019: $2,029,011Expenses 2019: $1,375,897Net Income 2019: $653,1142019Revenue 2020: $2,769,980Expenses 2020: $1,201,736Net Income 2020: $1,568,2442020Revenue 2021: $2,072,334Expenses 2021: $1,519,954Net Income 2021: $552,3802021Revenue 2022: $2,291,207Expenses 2022: $1,211,734Net Income 2022: $1,079,4732022Revenue 2023: $513,011Expenses 2023: $1,642,290Net Income 2023: -$1,129,2792023Revenue 2024: $5,448,761Expenses 2024: $1,731,283Net Income 2024: $3,717,4782024

Highlighted filing

2021

Revenue$2,072,334
Expenses$1,519,954
Net Income$552,380
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC GUZIEJKADirector-$0--
KAREN ATCHLEYSecretary And Treasurer-$0--
KELLY GUZIEJKAVice President-$0--
TRACY RAWLPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lgr Foundation
EIN
74-2955428
Phone
5127897081
Address
1005 LA POSADA DR, AUSTIN, TX 78752

Signing Officer

Name
Tracy Rawl
Title
President
Phone
5127897081
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Atchley & Associates Llp
Address
1005 LA POSADA DRIVE, AUSTIN, TX 78752
Preparer
Sherrill L Morales
Phone
5123462086
Raw XML Appendix342 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/AccountingFeesDetail/Amt017840
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06244
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt011596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt028074129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ROCKEFELLER BALANCED FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt028074129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0601199
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01467870
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03265
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02072334
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02072334
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06244
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt011596
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt017840
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01467870
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01318000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01318000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0601199
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0601199
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0552380
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03265
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03265
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01604
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01070
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02674
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01467870
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01919401
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0119411
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0119411
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019898
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt061071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01325848
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0152933
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01519954
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02072334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02072334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07848
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0152933
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0201954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0197911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11244700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt225169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0197911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11244700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt225169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0OTHER MISCELLANEOUS GAIN IN ROCKEFELLER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PASSTHROUGH FROM ROCKEFELLER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2OTHER MISCELLANEOUS GAIN FROM PASSTHROUGH ENTITIES IN ROCKEFELLER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SECTION 1296 GAIN FROM ROCKEFELLER FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01467870
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0552380
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0108147
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028576945
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt027916418
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt028576945
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01402848
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01402848
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01402848
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01429528
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026680
IRS990PF/DistributableAmountGrp/TotalTaxAmt026680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt057172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt083853
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt057172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt083853
IRS990PF/FMVAssetsEOYAmt028576945
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt010
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt09
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt09
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt027442059
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt028074129
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt028074129
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt043346
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt084279
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt084279
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt027916418
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt028576945
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0431003
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0418528
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0418528
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt027916418
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt028576945
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt028576945
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt027916418
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt028576945
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt027916418
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt028576945
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt029025941
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0567430
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt028374232
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0435389
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt084279
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01429528
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt028590552
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt029025941
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ERIC GUZIEJKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KAREN ATCHLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KELLY GUZIEJKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TRACY RAWL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY AND TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01005 LA POSADA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11005 LA POSADA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21005 LA POSADA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31005 LA POSADA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078752
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd178752
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd278752
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd378752
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01325848
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01325848
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01318000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS CHILD WELFARE AND OTHER CHARITABLE PURPOSES
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01402848
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01325848
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0458312
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0381312
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01604
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02674
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01070
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt09
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt09
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0108147
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO UNREALIZED GAINS FROM PASSTHROUGH ROCKEFELLER BALANCED FUND LP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0119411
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0119411
TaxesSchedule/TaxesDetail/Amt019898
TaxesSchedule/TaxesDetail/Amt141173
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt019898
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY RAWL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05127897081
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LGR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ATCHLEY & ASSOCIATES LLP
ReturnHeader/Filer/BusinessNameControlTxt0LGRF
ReturnHeader/Filer/EIN0742955428
ReturnHeader/Filer/PhoneNum05127897081
ReturnHeader/Filer/USAddress/AddressLine1Txt01005 LA POSADA DR
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078752
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742920819
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATCHLEY & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01005 LA POSADA DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078752
ReturnHeader/PreparerPersonGrp/PhoneNum05123462086
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRILL L MORALES
ReturnHeader/ReturnTs02022-11-10T13:32:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRACY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RAWL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,576,945
Liabilities
$0
Net assets
$28,576,945
Revenue
$2,072,334
Expenses
$1,519,954
Net income
$552,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$5.45$1.73$3.72
2023Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$0.51$1.64$1.13
2022Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$2.29$1.21$1.08
2021Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$2.07$1.52$0.55
2020Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$2.77$1.20$1.57
2019Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$2.03$1.38$0.65
2018Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$1.83$1.62$0.21
2017Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$1.88$1.96$0.09
2015Summary only. Only limited summary data is available for this year.$22.7$0.00$1.64$1.22$0.42
2014Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$1.49$1.34$0.15
2013Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$1.46$1.16$0.30
2012Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$1.06
2011Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.85