Civic Intelligence

The Lucky Bunch Foundation

EIN 83-3029507 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

99th percentile

241%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $34,764,124 (-100%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Net Assets

Down

$0

Down $34,764,124 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$15,015,605

Down $18,294,898 (-558%) from 2021

Expenses

Up

$21,103,767

Up $19,043,961 (+925%) from 2021

Net Income

Down

-$36,119,372

Down $37,338,859 (-3062%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2019: $22,020,728Liabilities 2019: $02019Assets 2020: $33,800,327Liabilities 2020: $255,690Net Assets 2020: $33,544,6372020Assets 2021: $34,764,124Liabilities 2021: $1Net Assets 2021: $34,764,1242021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20M-$40MRevenue 2019: $22,548,973Expenses 2019: $528,245Net Income 2019: $22,020,7282019Revenue 2020: $12,143,501Expenses 2020: $619,592Net Income 2020: $11,523,9092020Revenue 2021: $3,279,293Expenses 2021: $2,059,806Net Income 2021: $1,219,4872021Revenue 2022: -$15,015,605Expenses 2022: $21,103,767Net Income 2022: -$36,119,3722022

Highlighted filing

2022

Revenue-$15,015,605
Expenses$21,103,767
Net Income-$36,119,372
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$15,015,605
Expenses
$21,103,767
Net income
-$36,119,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$15.0$21.1$36.1
2021Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$3.28$2.06$1.22
2020Detailed filing. Detailed filing data is available for this year.$33.8$0.26$33.5$12.1$0.62$11.5
2019Summary only. Only limited summary data is available for this year.$22.0$0.00$22.5$0.53$22.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan NyeDir, TreasPT$0--
Meagan NyeDir, Pres, SecPT$0--
Filing and Contact Details

Filer

Filer Name
The Lucky Bunch Foundation
EIN
83-3029507
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Dan Nye
Title
Treasurer
Phone
8008391754
Signed
2023-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix305 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $14,118,295 TOTAL BOOK VALUE OF PROPERTY: $12,763,047 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $14,118,295 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $1,355,248 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: ZSCALER INC UNITS: 1500 DATE OF DISTRIBUTION: 11/28/2022 GRANT RECIPIENT: SCHWAB CHARITABLE FUND FMV OF PROPERTY: $206,108 BOOK VALUE OF PROPERTY: $223,875 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $206,108 DESCRIPTION OF PROPERTY: SERVICE NOW UNITS: 5000 DATE OF DISTRIBUTION: 11/28/2022 GRANT RECIPIENT: SCHWAB CHARITABLE FUND FMV OF PROPERTY: $2,009,250 BOOK VALUE OF PROPERTY: $2,469,932 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,009,250 DESCRIPTION OF PROPERTY: SALESFORCE.COM UNITS: 3000 DATE OF DISTRIBUTION: 11/28/2022 GRANT RECIPIENT: SCHWAB CHARITABLE FUND FMV OF PROPERTY: $460,980 BOOK VALUE OF PROPERTY: $562,650 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $460,980 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 1000 DATE OF DISTRIBUTION: 11/28/2022 GRANT RECIPIENT: SCHWAB CHARITABLE FUND FMV OF PROPERTY: $145,920 BOOK VALUE OF PROPERTY: $269,912 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $145,920 DESCRIPTION OF PROPERTY: Gitlab Inc UNITS: 10000 DATE OF DISTRIBUTION: 11/28/2022 GRANT RECIPIENT: SCHWAB CHARITABLE FUND FMV OF PROPERTY: $393,150 BOOK VALUE OF PROPERTY: $371,392 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $393,150 DESCRIPTION OF PROPERTY: CROWDSTRIKE HOLDINGS, INC UNITS: 75000 DATE OF DISTRIBUTION: 11/28/2022 GRANT RECIPIENT: SCHWAB CHARITABLE FUND FMV OF PROPERTY: $10,412,250 BOOK VALUE OF PROPERTY: $8,146,198 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $10,412,250 DESCRIPTION OF PROPERTY: ALPHABET INC CL C UNITS: 5000 DATE OF DISTRIBUTION: 11/28/2022 GRANT RECIPIENT: SCHWAB CHARITABLE FUND FMV OF PROPERTY: $484,300 BOOK VALUE OF PROPERTY: $603,800 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $484,300 DESCRIPTION OF PROPERTY: TWLO 1/20/23 $290 CALL UNITS: 6 DATE OF DISTRIBUTION: 11/28/2022 GRANT RECIPIENT: SCHWAB CHARITABLE FUND FMV OF PROPERTY: $0 BOOK VALUE OF PROPERTY: $36,982 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $0 DESCRIPTION OF PROPERTY: CRWD 1/19/24 $300 CALL UNITS: 15 DATE OF DISTRIBUTION: 11/28/2022 GRANT RECIPIENT: SCHWAB CHARITABLE FUND FMV OF PROPERTY: $6,338 BOOK VALUE OF PROPERTY: $78,306 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $6,338
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06815039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114118295
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted (See General Explanation)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2URBAN SCHOOL OF SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1211 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21563 PAGE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294117
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020953334
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01203875
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02359779
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01203875
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017518517
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017518517
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021082171
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017518517
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017518517
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02359779
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0MACBOOK LAPTOP
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0General Consultations
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03423
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03423
LiquidationExplanationStmt/ExplanationTxt0The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 27, 2022, the Foundation made distributions from assets from sources other than current income in complete liquidation. The Foundation filed the attached Certificate of Dissolution with the Secretary of State of Delaware on December 27, 2022. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. A final distribution of the Foundation's expected tax refund of $20,790 will be made as a grant to a 501(c)(3) public charity per IRS regulations.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Website Hosting/Support
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt040985
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2660
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040985
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2660
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01355248
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GRANTS OF PUBLICLY TRADED SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05059
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05059
TaxesSchedule/TaxesDetail/Amt0700
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2022
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN NYE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lucky Bunch Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LUCK
ReturnHeader/Filer/EIN0833029507
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02023-11-12T16:01:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NYE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-27
ReturnHeader/TaxYr02022

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