Nonprofit · EIN 13-3999095
THE LUFKIN FAMILY FOUNDATION
Also known as FREUND HUGH J TTEE
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $577,112 | $956,792 | -$379,680 | $2,782,833 | $0 | $2,782,833 |
| December 31, 2024 | 990-PF | $281,708 | $639,309 | -$357,601 | $3,170,587 | $0 | $3,170,587 |
| December 31, 2023 | 990-PF | $204,721 | $356,501 | -$151,780 | $3,528,188 | $0 | $3,528,188 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $164,318
- Dividends
- $37,901
- Interest
- $6,941
- Net gain from sales of assets
- $367,952
Expenses
- Grants and similar amounts paid
- $923,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $924,811
- Excise tax on investment income
- $5,297
Balance sheet and other
- Total assets, start of year
- $3,170,587
- Total assets, end of year
- $2,782,833
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,782,833
- Fair market value of assets
- $4,893,928
- Qualifying distributions
- $924,811
- Net investment income
- $412,794
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN W LUFKIN 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| HUGH J FREUND 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| MARGARET L BISHOP 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| ABIGAIL F LUFKIN 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| ELISE G B LUFKIN 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| ALISON W LUFKIN FABER 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN W LUFKIN 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| HUGH J FREUND 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| MARGARET L BISHOP 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| ABIGAIL F LUFKIN 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| ELISE G B LUFKIN 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| ALISON W LUFKIN FABER 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN W LUFKIN 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| HUGH J FREUND 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| MARGARET L BISHOP 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| ABIGAIL F LUFKIN 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| ELISE G B LUFKIN 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
| ALISON W LUFKIN FABER 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 100223111 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 711 FIFTH AVENUE 10TH FLOOR, NEW YORK, NY 10022-3168
- In care of
- % DAN W LUFKIN
- Signed the 990-PF
- DAN W LUFKIN, TRUSTEE
- Phone
- (212) 339-2662
- Return prepared by
- ARMANINO ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3999095
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $2,782,833
- Income (IRS master file)
- $1,810,884
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $577,112 | $956,792 | $2,782,833 | IRS |
| 990-PF | December 2024 | $281,708 | $639,309 | $3,170,587 | IRS |
| 990-PF | December 2023 | $204,721 | $356,501 | $3,528,188 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 13-3999095).
Questions about THE LUFKIN FAMILY FOUNDATION
- What is the EIN of THE LUFKIN FAMILY FOUNDATION?
- The employer identification number (EIN) of THE LUFKIN FAMILY FOUNDATION is 13-3999095.
- Is THE LUFKIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to THE LUFKIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LUFKIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LUFKIN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LUFKIN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE LUFKIN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does THE LUFKIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $577,112, expenses of $956,792 and total assets of $2,782,833 at year end.
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