Civic Intelligence

Lgr Foundation Co Atchley & Associates LLP

990PF • Fiscal year 2022 • EIN 74-2955428

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 09, 2023

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

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

85th percentile

47%

Higher net margin than 85% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$23,400,214

Down $5,176,731 (-18%) from 2021

Net Assets

Down

$23,400,214

Down $5,176,731 (-18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin85th percentile

Revenue

Up

$2,291,207

Up $218,873 (+11%) from 2021

Expenses

Down

$1,211,734

Down $308,220 (-20%) from 2021

Net Income

Up

$1,079,473

Up $527,093 (+95%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2022

Assets$23,400,214
Liabilities$0
Net Assets$23,400,214
Open 2022 Filing

Operations Trend

Revenue Growth64th 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

2022

Revenue$2,291,207
Expenses$1,211,734
Net Income$1,079,473
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC GUZIEJKADirector-$0--
KAREN ATCHLEYSecretary And Treasurer-$0--
KELLY GUZIEJKAVice President-$0--
TRACY RAWLPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAUSTIN COMMUNITY FOUNDATIONVARIOUS CHILD WELFARE AND OTHER CHARITABLE PURPOSES509(A)(1) PUBLIC CHAAUSTIN, TX, US$1,000,000
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
2023-10-09
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 Appendix349 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/Amt010523
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03683
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt023244597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ROCKEFELLER BALANCED FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt023244597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0591496
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01695800
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03911
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02291207
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02291207
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03683
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06840
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010523
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01695800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01000000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01000000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0591496
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0591496
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01079473
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01151
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03911
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03911
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01151
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01958
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01306
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03264
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01695800
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02119077
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07284
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0109410
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0109410
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt053422
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt080102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01005641
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0172130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01211734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02291207
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02291207
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05641
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0172130
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0211734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0158903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11536185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0158903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11536185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PASSTHROUGH FROM ROCKEFELLER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PASSTHROUGH FROM ROCKEFELLER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEC 1231 GAIN FROM ROCKEFELLER FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3OTHER MISCELLANEOUS GAIN IN ROCKEFELLER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01695800
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01079473
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06256204
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029656418
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028576945
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt023400214
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01215640
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01215640
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01215640
IRS990PF/DistributableAmountGrp/IncomeTaxAmt017
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01245112
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt029455
IRS990PF/DistributableAmountGrp/TotalTaxAmt029472
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt027717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt057172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt029455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt027717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt029455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt029455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt057172
IRS990PF/FMVAssetsEOYAmt023400214
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt09
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0325
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0325
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt028074129
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt023244597
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt023244597
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt084279
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt057598
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt057598
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt028576945
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt023400214
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0418528
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt097694
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt097694
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028576945
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt023400214
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023400214
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt028576945
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt023400214
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt028576945
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt023400214
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025281456
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0460278
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt024763580
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0379222
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt057598
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01245112
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt024902234
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025281456
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/ExpensesAndContributionsAmt01005641
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01005641
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
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0547329
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01005641
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0668311
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0458312
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01958
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03264
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01306
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt09
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0325
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0325
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06256204
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT FOR CHANGE IN UNREALIZED GAIN/LOSS ON ROCKEFELLER BALANCED FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PENALTIES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07283
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0109410
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TaxesSchedule/TaxesDetail/Amt053422
TaxesSchedule/TaxesDetail/Amt126680
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt053422
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY RAWL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05127897081
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LGR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ATCHLEY & ASSOCIATES LLP
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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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02023-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRILL L MORALES
ReturnHeader/ReturnTs02023-10-09T15:36:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRACY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RAWL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,400,214
Liabilities
$0
Net assets
$23,400,214
Revenue
$2,291,207
Expenses
$1,211,734
Net income
$1,079,473
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