The Lockridge Charitable Foundation Trust

990PF • Fiscal year 2018 • EIN 77-6198547

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 24, 2019

Organization Profile

1475 Padre LanePebble Beach, CA 93953

(831) 620-1125

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.

2018 filings • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

-2.6%

Higher net margin than 36% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

-71%

Faster asset growth than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

82%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$3,478

Down $8,437 (-71%) from 2017

Net Assets

Down

$3,478

Down $8,437 (-71%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin36th percentile

Revenue

$330,020

Up $149,090 (+82%) from 2017

Expenses

$338,457

Up $156,727 (+86%) from 2017

Net Income

Down

-$8,437

Down $7,637 (-955%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

Highlighted filing

2018

Assets$3,478

Liabilities$0

Net Assets$3,478

Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

Highlighted filing

2018

Revenue$330,020

Expenses$338,457

Net Income-$8,437

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Mar 24, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ERIKA H LOCKRIDGE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Lockridge Charitable Foundation
EIN: 77-6198547
Phone: 8316201125
Address: 1475 PADRE LANE, PEBBLE BEACH, CA 93953

Signing Officer

Name: Erika Lockridge
Title: Trustee
Phone: 8316201125
Signed: 2019-03-24
Discuss with paid preparer: Yes

Preparer

Firm: Burdick & Associates Pc
Address: 8390 E CRESCENT PKWY STE 110, GREENWOOD VILLAGE, CO 80111
Preparer: James L Burdick
Phone: 3038131380

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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	PO BOX 979
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	1001 16TH STREET B-180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	25 HIGHLAND PARK VILLAGE STE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	50 W 13TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	100-851
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SEASIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	GOLDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	GOLDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SEASIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	93955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	80401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	80401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	93955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	741010979
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	80265
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	75205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	10011
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	337400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	379
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	379
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	180093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	134247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	103149
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	277633
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	266498
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	266498
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1032143
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	337021
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	180093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	134247
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	103149
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	277633
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	337400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	337021
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1298641
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	961620
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	THE LOCKRIDGE SURVIVOR'S TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	1475 PADRE LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	PEBBLE BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	93953
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	330000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	27
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ERIKA LOCKRIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8316201125
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE LOCKRIDGE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	LOCK
ReturnHeader/Filer/EIN	0	776198547
ReturnHeader/Filer/PhoneNum	0	8316201125
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1475 PADRE LANE
ReturnHeader/Filer/USAddress/CityNm	0	PEBBLE BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	93953
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	390146928134433C267E23DABCC6F1064CEF39FF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	9E84784AAC78B1A98D287338A55EF3CCF1F38D58
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	65.152.107.170
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-03-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	MD
ReturnHeader/FilingSecurityInformation/IPTm	0	16:18:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	263075049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BURDICK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	8390 E CRESCENT PKWY STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	GREENWOOD VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	80111
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3038131380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMES L BURDICK
ReturnHeader/ReturnTs	0	2019-04-11T14:41:46-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,478
Liabilities: $0
Net assets: $3,478
Revenue: $330,020
Expenses: $338,457
Net income: -$8,437

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$14.0	$0.00	$14.0	$0.78	$0.68	$0.10
2023Detailed filing. Detailed filing data is available for this year.	$13.9	$0.00	$13.9	$1.72	$0.63	$1.09
2022Detailed filing. Detailed filing data is available for this year.	$12.8	$0.00	$12.8	$13.2	$0.34	$12.8
2021Detailed filing. Detailed filing data is available for this year.	$0.01	$0.00	$0.01	$0.00	$0.00	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$0.01	$0.00	$0.01	$0.16	$0.16	$0.00
2019Detailed filing. Detailed filing data is available for this year.	$0.01	$0.00	$0.01	$0.17	$0.16	$0.00
2018Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.33	$0.34	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$0.01	$0.00	$0.01	$0.18	$0.18	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$0.01	$0.00	$0.01	$0.13	$0.14	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.12	$0.10	$0.02
2014Summary only. Only limited summary data is available for this year.	$0.00	$0.00		$0.27	$0.28	$0.01
2013Summary only. Only limited summary data is available for this year.	$0.01	$0.00		$0.27	$0.27	$0.00
2012Summary only. Only limited summary data is available for this year.	$0.01	$0.00		$1.10	$1.15	$0.05
2011Summary only. Only limited summary data is available for this year.	$0.06	$0.00		$0.18	$0.22	$0.05