Nonprofit · EIN 13-3036521
LUCILLE LORTEL FOUNDATION INC
Tax-exempt · NEW YORK, NY 10011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF (amended) | $1,048,369 | $4,571,014 | -$3,522,645 | $11,688,343 | $186,977 | $11,501,366 |
| June 30, 2024 | 990-PF | $3,970,922 | $3,456,312 | $514,610 | $14,694,081 | $126 | $14,693,955 |
| June 30, 2023 | 990-PF (amended) | $2,041,790 | $10,171,889 | -$8,130,099 | $14,179,548 | $203 | $14,179,345 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $365,010
- Interest
- $141,287
- Net gain from sales of assets
- $542,066
- Other income
- $6
Expenses
- Grants and similar amounts paid
- $4,024,320
- Compensation of officers, directors and key employees
- $164,812
- Salaries, compensation and benefits (total)
- $67,975
- Disbursements for charitable purposes
- $4,375,769
- Excise tax on investment income
- $11,866
Balance sheet and other
- Total assets, start of year
- $14,694,081
- Total assets, end of year
- $11,688,343
- Total liabilities, end of year
- $186,977
- Net assets, end of year
- $11,501,366
- Fair market value of assets
- $26,941,087
- Qualifying distributions
- $4,375,769
- Net investment income
- $1,048,363
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GEORGE FORBES 134 WEST 18TH STREET, NEW YORK, NY 10011 | Vice President | 30 | $164,812 | $24,722 |
| MICHAEL HECHT 134 WEST 18TH STREET, NEW YORK, NY 10011 | President | 2 | $0 | – |
| MATTHEW CLARKE 134 WEST 18TH STREET, NEW YORK, NY 10011 | Treasurer | 2 | $0 | – |
| IRA GILBERT 134 WEST 18TH STREET, NEW YORK, NY 10011 | Secretary | 2 | $0 | – |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GEORGE FORBES 134 WEST 18TH STREET, NEW YORK, NY 10011 | Vice President | 30 | $157,679 | $29,285 |
| MICHAEL HECHT 134 WEST 18TH STREET, NEW YORK, NY 10011 | President | 2 | $0 | – |
| MATTHEW CLARKE 134 WEST 18TH STREET, NEW YORK, NY 10011 | Treasurer | 2 | $0 | – |
| IRA GILBERT 134 WEST 18TH STREET, NEW YORK, NY 10011 | Secretary | 2 | $0 | – |
990-PF for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GEORGE FORBES 134 WEST 18TH STREET, NEW YORK, NY 10011 | Vice President | 30 | $151,594 | $25,150 |
| MICHAEL HECHT 134 WEST 18TH STREET, NEW YORK, NY 10011 | President | 2 | $0 | – |
| MATTHEW CLARKE 134 WEST 18TH STREET, NEW YORK, NY 10011 | Treasurer | 2 | $0 | – |
| IRA GILBERT 134 WEST 18TH STREET, NEW YORK, NY 10011 | Secretary | 2 | $0 | – |
Address and contacts
- Address (IRS master file)
- 134 W 18TH ST, NEW YORK, NY 10011-5403
- In care of
- % THE FOUNDATION
- Signed the 990-PF
- GEORGE FORBES, Vice President
- Phone
- (212) 402-8241
- Website
- WWW.LORTEL.ORG
- Return prepared by
- Blitzer Gelfand and Cohen PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3036521
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $11,688,343
- Income (IRS master file)
- $4,333,241
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,048,369 | $4,571,014 | $11,688,343 | XML |
| 990-PF | June 2024 | $3,970,922 | $3,456,312 | $14,694,081 | IRS |
| 990-PF | June 2023 | $2,041,790 | $10,171,889 | $14,179,548 | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3036521).
Questions about LUCILLE LORTEL FOUNDATION INC
- What is the EIN of LUCILLE LORTEL FOUNDATION INC?
- The employer identification number (EIN) of LUCILLE LORTEL FOUNDATION INC is 13-3036521.
- Is LUCILLE LORTEL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to LUCILLE LORTEL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCILLE LORTEL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCILLE LORTEL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUCILLE LORTEL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of LUCILLE LORTEL FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $164,812 (GEORGE FORBES, Vice President).
- How much revenue does LUCILLE LORTEL FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,048,369, expenses of $4,571,014 and total assets of $11,688,343 at year end.
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