The Roderick P Lucas and Joyce I Lucas Charitable Foundation

990PF • Fiscal year 2021 • EIN 83-0321704

Oct 01, 2020 to Sep 30, 2021 • Filed on Feb 15, 2022

Organization Profile

PO Box 1804Jackson, WY 83001

(307) 733-3498

Siviq Scores

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

0.01x

Higher debt load relative to assets than 53% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

0.07x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

43%

Higher net margin than 81% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

7.5%

Faster asset growth than 52% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

82%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets53rd percentile

Assets

$767,508

Up $53,617 (+7.5%) from 2020

Net Assets

$760,308

Up $46,417 (+6.5%) from 2020

Liabilities

$7,200

Up $7,199 (+719900%) from 2020

Revenue And Expenses

Liabilities / Revenue66th percentile Net Margin81st percentile

Revenue

$106,875

Up $48,293 (+82%) from 2020

Expenses

$60,458

Up $4,009 (+7.1%) from 2020

Net Income

$46,417

Up $44,284 (+2076%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2021

Assets$767,508

Liabilities$7,200

Net Assets$760,308

Open 2021 Filing

Operations Trend

Revenue Growth80th percentile

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

Highlighted filing

2021

Revenue$106,875

Expenses$60,458

Net Income$46,417

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2020 to Sep 30, 2021
Signed: Feb 15, 2022
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay56th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JENNIFER FLANAGAN	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Rod & Joyce Lucas Charitable Founda
EIN: 83-0321704
Address: PO BOX 1804, Jackson, WY 83001

Signing Officer

Name: Jennifer Flanagan
Title: Trustee
Phone: 3077333498
Signed: 2022-02-15

Raw XML Appendix338 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	33772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	502273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	330092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	257067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	35804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Merrill Lynch
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	Raymond James
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	ML Mutual Funds
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	RJ Mutual Funds
IRS990PF/AmendedReturnInd	0	X
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	88442
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	46720
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	46417
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	525756
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	6
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	6
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	93137
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	88442
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	88442
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	13738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	60458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	106875
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	106875
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	88442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	525756
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	88442
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	88442
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	46417
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	7200
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	767508
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	713891
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	767508
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	53405
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	53405
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	53405
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	54700
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1295
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	1295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/FMVAssetsEOYAmt	0	1139535
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt	0	7200
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	25347
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	14299
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	14299
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	688544
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	753209
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1125236
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt	0	713891
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt	0	760308
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	713891
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	767508
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1139535
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	7200
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IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1110654
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	25869
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1084785
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	16660
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	54700
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	4.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JENNIFER FLANAGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	PO Box 1804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	WY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	46720
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	46720
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	46720
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	JENNIFER FLANAGAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3077333498
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	7200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	6	2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	7	1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	8	1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	9	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	10	300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	11	420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	12	300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	13	300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	14	4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Native Amer Missions
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Educ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	Educ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	Community
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	9	Educ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	10	Educ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	11	Educ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	12	Educ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	13	Educ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	14	Educ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Answers in Genesis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Adventures in Missions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Alphn Omega Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	Alliance Defending Freedom
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	American Center for Law and Justice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	5	Community Foundation Jackson Hole
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	6	Novo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	7	Family Research Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	8	Gospel Fellowship Assoc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	9	Insight for Living
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	10	Love Worth Finding
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	11	Moody Global Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	12	Thru the Bible
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	13	Turning Point Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	14	WallBuilders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2800 Bullitsburg Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO Box 742570
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO Box 4343
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	15100 N 90th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	100 Crescent Ctr Pkwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	PO Box 574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	1240 N Lakeview Ave Ste 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	801 G St NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	1809 Wade Hampton Blvc Ste 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	9	PO Box 5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	10	PO Box 38300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	11	820 N Lasalle Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	12	PO Box 7100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	13	PO Box 3838
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	14	PO Box 397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Petersburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Grand Junction
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Scottsdale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	Tucker
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	Anaheim
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	Greenville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	9	Frisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	10	Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	11	Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	12	Pasadena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	13	San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	14	Aledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	WY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	9	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	10	TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	11	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	12	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	13	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	14	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	41080
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	30374
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	81502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	85260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	30084
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	83001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	92807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	20001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	29609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	9	75034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	10	38183
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	11	60610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	12	91109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	13	92163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	14	76008
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	46720
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	46720
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	53405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	6685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	556
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	3958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	4210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	2837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	345
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	6685
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	5221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	556
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	3958
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	707
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	46720
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	5221
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	11906
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Broker fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	12627
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	169
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	942
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	12627
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	942
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	7200
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Credit card unpaid at 9-30-21
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd	0	00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	0
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JENNIFER FLANAGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3077333498
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROD & JOYCE LUCAS CHARITABLE FOUNDA
ReturnHeader/Filer/BusinessNameControlTxt	0	ROD&
ReturnHeader/Filer/EIN	0	830321704
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1804
ReturnHeader/Filer/USAddress/CityNm	0	Jackson
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WY
ReturnHeader/Filer/USAddress/ZIPCd	0	83001
ReturnHeader/ReturnTs	0	2022-02-15T21:33:47-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	FLANAGAN
ReturnHeader/TaxPeriodBeginDt	0	2020-10-01
ReturnHeader/TaxPeriodEndDt	0	2021-09-30
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $767,508
Liabilities: $7,200
Net assets: $760,308
Revenue: $106,875
Expenses: $60,458
Net income: $46,417

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$8.34	$0.00	$8.34	$1.15	$0.62	$0.52
2023Detailed filing. Detailed filing data is available for this year.	$7.82	$0.00	$7.82	$0.78	$0.62	$0.16
2022Detailed filing. Detailed filing data is available for this year.	$7.66	$0.00	$7.66	$0.68	$0.63	$0.06
2021Detailed filing. Detailed filing data is available for this year.	$7.68	$0.07	$7.60	$1.07	$0.60	$0.46
2020Detailed filing. Detailed filing data is available for this year.	$7.14	$0.00	$7.14	$0.59	$0.56	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$7.15	$0.03	$7.12	$0.95	$0.56	$0.39
2018Detailed filing. Detailed filing data is available for this year.	$6.95	$0.00	$6.95	$0.80	$0.57	$0.23
2017Detailed filing. Detailed filing data is available for this year.	$6.72	$0.00	$6.72	$0.42	$0.55	$0.13
2016Detailed filing. Detailed filing data is available for this year.	$6.85	$0.00	$6.85	$0.13	$0.50	$0.37
2015Detailed filing. Detailed filing data is available for this year.	$7.22	$0.00	$7.22	$0.06	$0.55	$0.49
2014Detailed filing. Detailed filing data is available for this year.	$7.71	$0.00	$7.71	$0.52	$0.52	$0.00
2013Summary only. Only limited summary data is available for this year.	$7.71	$0.00		$0.46	$0.51	$0.05
2012Summary only. Only limited summary data is available for this year.	$7.77	$0.00		$0.22	$0.55	$0.33
2011Summary only. Only limited summary data is available for this year.	$8.10	$0.00		$0.03	$0.55	$0.51