LOCKRIDGE CHARITABLE FOUNDATION TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LOCKRIDGE CHARITABLE FOUNDATION TR (EIN 77-6198547)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-03
- IRS object ID
- 201601249349101305
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-03T15:37:16-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263075049 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURDICK & ASSOCIATES P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 E CRESCENT PKWY STE 110 | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 776198547 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOCKRIDGE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCK | BusinessNameControlTxt |
| Phone | 8316201125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 PADRE LANE | AddressLine1Txt |
| City | PEBBLE BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93953 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIKA H LOCKRIDGE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8316201125 | PhoneNum |
| Signature | 2016-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES L BURDICK | PreparerPersonNm |
| PTIN | P00022343 | PTIN |
| Phone | 3038131380 | PhoneNum |
| Preparation | 2016-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,863 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $122,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $122,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $925 | LegalFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,610 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $462 | CashBOYAmt |
| Cash EOY | $17,863 | CashEOYAmt |
| Cash EOYFMV | $17,863 | CashEOYFMVAmt |
| Total Assets BOY | $462 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,863 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,863 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $462 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,863 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $462 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,863 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,401 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,863 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,863 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $278,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,338 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 37.884982 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $267,160 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,237 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 20.182821 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,137,060 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,304 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 32.207682 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $214,585 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $79,380 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.703263 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $550,010 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,512 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 24.431859 | DistributionYr5Rt |
| Total Distribution | 117.41060 | TotalDistributionRt |
| Average Distribution | 23.482121 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,027 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $211,973 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $211,973 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ERIKA H LOCKRIDGE | IndividualWithBooksNm |
| Phone | 8316201125 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 PADRE LANE | AddressLine1Txt |
| City | PEBBLE BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93953 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIKA H LOCKRIDGE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 PADRE LANE | AddressLine1Txt |
| City | PEBBLE BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93953 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,164 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,164 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $451 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $451 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $451 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $451 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $103,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $103,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $451 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $548,884 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $210,617 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,135,295 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $266,498 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $277,633 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,438,927 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,600 | QualifyingDistributionsAmt |
| Applied To Current Year | $451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,149 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,542,076 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $548,884 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,993,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $210,617 | ExcessFromYear4Amt |
| Excess From Year3 | $1,135,295 | ExcessFromYear3Amt |
| Excess From Year2 | $266,498 | ExcessFromYear2Amt |
| Excess From Year1 | $277,633 | ExcessFromYear1Amt |
| Excess From Current Year | $103,149 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| 4740 WALNUT ST | BOULDER | CO | 80301 | UNRELATED | PUBLIC | GEOSCIENCE EDUATION | $5,000 | |
| MIRAGLO FOUNDATION | ||||||||
| PO BOX 1270 | LA JOLLA | CA | 92038 | UNRELATED | PUBLIC | HEALTH & HUMAN SERVICES | $1,000 | |
| COLORADO SCHOOL OF MINES FOUNDATION | ||||||||
| PO BOX 4005 | GOLDEN | CO | 80401 | UNRELATED | PUBLIC | BLASTER BASKETBALL SCHOLARSHIP FUNDS | $40,000 | |
| BOYS & GIRLS CLUB OF MONTEREY | ||||||||
| PO BOX 97 | SEASIDE | CA | 93955 | UNRELATED | PUBLIC | CHILDHOOD DEVELOPMENT | $25,600 | COUNTY CA |
| LOS ANGELES GAY & LESBIAN CENTER | ||||||||
| 1625 N SCHRADER BLVD | LOS ANGELES | CA | 900286213 | UNRELATED | PUBLIC | COMMUNITY HEALTH & SUPPORT SERVICES | $12,000 | |
| COLORADO SCHOOL OF MINES FOUNDATION | ||||||||
| PO BOX 4005 | GOLDEN | CO | 80401 | UNRELATED | PUBLIC | GEOSCIENCE EDUCATION | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THE LOCKRIDGE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 PADRE LANE | AddressLine1Txt |
| City | PEBBLE BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93953 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $122,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Legal Fees | $925 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| FILING FEES | $85 |