LUMEN CLARKE M WILLIAMS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LUMEN CLARKE M WILLIAMS FOUNDATION (EIN 84-0978668)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202313129349102406
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T16:29:18-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840978668 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lumen Clarke M Williams Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LUME | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stacey Goff | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stacey | PersonFirstNm |
| Person Last | Goff | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,377,605 | 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 | $1,877,490 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,209 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,209 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,885 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$79,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $170,109 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $169,397 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,978,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,491 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $16,985 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,235 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,139 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $55,521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,263 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,189 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $737,736 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $737,736 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $818,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $775,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,159,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,993 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $871,678 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,854,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,854,934 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $90,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $90,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,048 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,534,307 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,594,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,510,623 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,496,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,540,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,377,605 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $116,294 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $116,294 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,380,395 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,540,069 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,380,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,540,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,496,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,540,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,380,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,159,674 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,540,069 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,540,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Passthrough K1 Capital Gain/(Loss) | -$77,284 | ||||||
| CORE ACTIVE BOND FUND B | -$2,354 | P | 2012-04-04 | 2022-09-12 | $12,000 | $14,354 | -$2,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$79,638 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,015 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,015 | SubtotalAmt |
| Tax Based On Investment Income | $2,015 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,085 | OverpaymentAmt |
| Applied To ES Tax | $2,100 | AppliedToESTaxAmt |
| Refund | $7,985 | RefundAmt |
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 |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Stephanie Calhoun | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Bill Cheek | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 0.0 | $0 | $0 | $0 |
| Andrew Dugan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Stacey Goff | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 0.0 | $0 | $0 | $0 |
| Laurinda Pang | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 0.0 | $0 | $0 | $0 |
| Thomas C Stortz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 0.0 | $0 | $0 | $0 |
| Cynthia Stutsman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Scott Trezise | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 0.0 | $0 | $0 | $0 |
| Ashley True | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,881,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,518,503 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,422,233 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,422,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,333 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,295,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $414,795 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $414,795 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,015 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,015 | TotalTaxAmt |
| Distributable Before Adj | $412,780 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $412,780 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $412,780 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $775,675 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $775,675 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,780 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $3,784,841 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,451,625 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,319,947 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,143,138 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $516,242 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,215,793 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $775,675 | QualifyingDistributionsAmt |
| Applied To Current Year | $412,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $362,895 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,578,688 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,784,841 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,793,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,451,625 | ExcessFromYear4Amt |
| Excess From Year3 | $1,319,947 | ExcessFromYear3Amt |
| Excess From Year2 | $1,143,138 | ExcessFromYear2Amt |
| Excess From Year1 | $516,242 | ExcessFromYear1Amt |
| Excess From Current Year | $362,895 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | ||||||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | aid given to the crisis in Ukraine | $8,795 | |||||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | campaign fund | $216,732 | |||||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | campaign fund | $33,083 | |||||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | campaign fund | $35,441 | |||||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | campaign fund | $53,531 | |||||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | campaign fund | $43,715 | |||||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | campaign fund | $114,017 | |||||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | campaign fund | $50,929 | |||||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | campaign fund | $31,438 | |||||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | campaign fund | $45,297 | |||||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | campaign fund | $35,695 | |||||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | campaign fund | $3,443 | |||||
| COLORADO SCHOOL OF MINES FOUNDATION | ||||||||||||
| PO BOX 4005 | GOLDEN | CO | 80402 | N/A | PC | wrestling support fund | $500 | |||||
| EMPLOYEE ASSISTANCE FOUNDATION | ||||||||||||
| 100 N ST STE 900 | BATON ROUGE | LA | 70802 | N/A | PC | Lumen Employee Relief Fund | $50,000 | |||||
| GIRL SCOUTS OF COLORADO | ||||||||||||
| 1485 S COLORADO BLVD STE 210 | DENVER | CO | 80222 | N/A | PC | General & Unrestricted | $500 | |||||
| HOPE CANCER RETREAT | ||||||||||||
| 26904 BRENTWOOD RD | SPLENDORA | TX | 77372 | N/A | PC | General & Unrestricted | $500 | |||||
| JORDAN EDUCATION FOUNDATION | ||||||||||||
| 7387 S CAMPUS VIEW DR | WEST JORDAN | UT | 84084 | N/A | PC | Mrs. Goodwin's 5th Grade Class fund Hayden Peak Elementary | $500 | |||||
| LIEN DOAN POTOMAC INC | ||||||||||||
| 22824 BROADWAY AVE | CLARKSBURG | MD | 20871 | N/A | PC | Seabase fund | $500 | |||||
| MILL CREEK MAYHEM FASTPITCH SOFTBALL CLUB | ||||||||||||
| 10248 NE 138TH PLE | KIRKLAND | WA | 98034 | N/A | PC | General & Unrestricted | $500 | |||||
| RESTON COMMUNITY PLAYERS INC | ||||||||||||
| PO BOX 8232 | RESTON | VA | 20195 | N/A | PC | General & Unrestricted | $500 | |||||
| SAVE THE CHILDREN FEDERATION INC | ||||||||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | aid given to the crisis in Ukraine | $130 | |||||
| SEAN D BIGGS MEMORIAL FOUNDATION | ||||||||||||
| 9407 W 161ST TER | OVERLAND PARK | KS | 66085 | N/A | PC | General & Unrestricted | $500 | |||||
| SERTOMA INC | ||||||||||||
| 1134 MAUMEE AVE | MANSFIELD | OH | 44906 | N/A | PC | General & Unrestricted | $500 | |||||
| THE UK ONLINE GIVING FOUNDATION | ||||||||||||
| N/A | PC | campaign fund | $20 | UNIT 9 CIRENCESTER OFC PARK TETBURY | CIRENCESTER | GLOUCESTERSHIRE | UK | GL7 6JJ | ||||
| THE UK ONLINE GIVING FOUNDATION | ||||||||||||
| N/A | PC | campaign fund | $1,331 | UNIT 9 CIRENCESTER OFC PARK TETBURY | CIRENCESTER | GLOUCESTERSHIRE | UK | GL7 6JJ | ||||
| THE UK ONLINE GIVING FOUNDATION | ||||||||||||
| N/A | PC | campaign fund | $200 | UNIT 9 CIRENCESTER OFC PARK TETBURY | CIRENCESTER | GLOUCESTERSHIRE | UK | GL7 6JJ | ||||
| THE UK ONLINE GIVING FOUNDATION | ||||||||||||
| N/A | PC | campaign fund | $1,295 | UNIT 9 CIRENCESTER OFC PARK TETBURY | CIRENCESTER | GLOUCESTERSHIRE | UK | GL7 6JJ | ||||
| THE UK ONLINE GIVING FOUNDATION | ||||||||||||
| N/A | PC | campaign fund | $70 | UNIT 9 CIRENCESTER OFC PARK TETBURY | CIRENCESTER | GLOUCESTERSHIRE | UK | GL7 6JJ | ||||
| TRINITY FREE WILL BAPTIST CHURCH | ||||||||||||
| 3111 GOLDEN RD | GREENVILLE | NC | 27858 | N/A | PC | General Support | $500 | |||||
| UNITED SERVICE ORGANIZATIONS | ||||||||||||
| PO BOX 10367 | SAINT LOUIS | MO | 63145 | N/A | PC | General Support | $500 | |||||
| UNITED STATES ASSOCIATION FOR UNHCR | ||||||||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | N/A | PC | aid given to the crisis in Ukraine | $3,361 | |||||
| UNITED STATES FUND FOR UNICEF | ||||||||||||
| 125 MAIDEN LN 10TH FLR | NEW YORK | NY | 10038 | N/A | PC | aid given to the crisis in Ukraine | $1,713 | |||||
| VOLUNTEERS FOR OUTDOOR COLORADO INC | ||||||||||||
| PO BOX 100577 | DENVER | CO | 80250 | N/A | PC | General & Unrestricted | $500 | |||||
| WELD COUNTY GENEALOGICAL SOCIETY | ||||||||||||
| PO BOX 278 | GREELEY | CO | 80632 | N/A | PC | General Support | $500 | |||||
| WESTMINSTER PRESBYTERIAN CHURCH | ||||||||||||
| 3990 W 74TH AVE | WESTMINSTER | CO | 80030 | N/A | PC | Ship 324 program | $500 | |||||
| WOODBRIDGE VILLAGE ASSOCIATION SWIM TEAM INC | ||||||||||||
| 6 WOODHOLLOW | IRVINE | CA | 92604 | N/A | PC | General Support | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $737,736 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,209 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$79,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $170,095 |
| FOREIGN TAX REFUND | 01 | $14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $100,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,565 | 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 | Lumen Technologies | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Controllers Group PO Box 4065 | AddressLine1Txt |
| City | Monroe | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,877,490 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LUMEN TECHNOLOGIES INC | StockNm |
| EOY Book Value | $90,704 | EOYBookValueAmt |
| EOYFMV | $12,048 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACWI EQUITY INDEX FUND B | $4,657,169 | $3,909,830 |
| CORE ACTIVE BOND FUND B | $2,937,262 | $2,600,793 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $37,189 | $37,189 | |
| K-1 Exp ACWI EQUITY INDEX FUND | $11,398 | $11,397 | |
| K-1 Exp CORE ACTIVE BOND FUND | $6,934 | $6,866 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ACWI EQUITY INDEX FUND B | $94,125 | $94,109 |
| K-1 Inc/Loss CORE ACTIVE BOND FUND B | $75,970 | $75,274 |
| FOREIGN TAX REFUND | $14 | $14 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $16,235 | $16,235 | |
| PHILANTHROPIC CONSULTING SRVCS | $750 | $750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $7,500 |
| 990-PF Excise Tax for 2021 | $639 |
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