Francis Lucy Bockhaus Irrevocable Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,011
Expenses
$24,264
Net Income
-$4,253
Net Assets
$293,138
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,527
52.6%
Sales of Assets $9,484
47.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,731
77.2%
Compensation of Officers* $5,896
24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $293,138
Total Liabilities $0
Net Assets $293,138
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $5,896 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,247
Expenses
$23,783
Net Income
-$9,536
Net Assets
$297,327
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,154
71.3%
Sales of Assets $3,984
28.0%
Other Income $109
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,683
78.6%
Compensation of Officers* $5,564
23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $297,327
Total Liabilities $0
Net Assets $297,327
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $5,564 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,109
Expenses
$21,422
Net Income
-$14,313
Net Assets
$306,998
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,078
> 100%
Sales of Assets -$3,969
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,453
76.8%
Compensation of Officers* $5,284
24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $306,998
Total Liabilities $0
Net Assets $306,998
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $5,284 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,868
Expenses
$22,206
Net Income
$3,662
Net Assets
$321,390
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,781
37.8%
Sales of Assets $16,087
62.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,515
74.4%
Compensation of Officers* $6,086
27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $321,390
Total Liabilities $0
Net Assets $321,390
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $6,086 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,589
Expenses
$22,369
Net Income
$10,220
Net Assets
$317,816
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,488
29.1%
Sales of Assets $23,101
70.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,458
73.6%
Compensation of Officers* $5,700
25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $317,817
Total Liabilities $1
Net Assets $317,816
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $5,700 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,489
Expenses
$21,554
Net Income
$12,935
Net Assets
$307,585
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,256
23.9%
Sales of Assets $26,233
76.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,358
75.9%
Compensation of Officers* $4,872
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $307,586
Total Liabilities $1
Net Assets $307,585
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $4,872 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,737
Expenses
$21,116
Net Income
$6,621
Net Assets
$294,697
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,493
27.0%
Sales of Assets $20,244
73.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,332
77.3%
Compensation of Officers* $4,782
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $294,697
Total Liabilities $0
Net Assets $294,697
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $4,782 $0

Document Links

Fiscal Year Ending June
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,172
Expenses
$24,319
Net Income
-$15,147
Net Assets
$290,006
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,107
66.6%
Sales of Assets $2,995
32.7%
Other Income $70
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,651
84.9%
Compensation of Officers* $4,711
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $290,006
Total Liabilities $0
Net Assets $290,006

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,627
Expenses
$22,070
Net Income
-$3,443
Net Assets
$305,019
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,630
41.0%
Sales of Assets $10,997
59.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,590
79.7%
Compensation of Officers* $5,190
23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $305,019
Total Liabilities $0
Net Assets $305,019

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,321
Expenses
$19,026
Net Income
-$705
Net Assets
$308,804
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,454
40.7%
Sales of Assets $10,867
59.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,064
79.2%
Compensation of Officers* $5,128
27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $308,804
Total Liabilities $0
Net Assets $308,804

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,150
Expenses
$21,668
Net Income
-$5,518
Net Assets
$309,401
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,644
53.5%
Sales of Assets $7,506
46.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,629
81.4%
Compensation of Officers* $4,793
22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $309,401
Total Liabilities $0
Net Assets $309,401

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,831
Expenses
$18,453
Net Income
$10,378
Net Assets
$315,393
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,912
27.4%
Sales of Assets $20,919
72.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,445
83.7%
Compensation of Officers* $3,546
19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $315,393
Total Liabilities $0
Net Assets $315,393

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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