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Nonprofit · EIN 13-6372044

GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR

Tax-exempt · NEW YORK, NY 10019

Financials

$1M$2M2022$3.1M$2.7M2023$10.8M$3.6M2024
Revenue Expenses · by fiscal year end
Financials of GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$10,808,175$3,583,747$7,224,428$23,829,117$0$23,829,117
June 30, 2024990-PF$3,114,411$2,684,022$430,389$16,379,766$0$16,379,766
June 30, 2023990-PF$1,047,265$1,970,286-$923,021$15,982,058$0$15,982,058
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$430,984
Interest
$181,016
Net gain from sales of assets
$10,184,175
Other income
$12,000

Expenses

Grants and similar amounts paid
$2,958,400
Compensation of officers, directors and key employees
$69,578
Disbursements for charitable purposes
$3,456,375
Excise tax on investment income
$149,932

Balance sheet and other

Total assets, start of year
$16,379,766
Total assets, end of year
$23,829,117
Total liabilities, end of year
$0
Net assets, end of year
$23,829,117
Fair market value of assets
$39,612,568
Qualifying distributions
$3,456,375
Net investment income
$10,808,175

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.

NameTitleHours / weekCompensation
DANIEL L BERNSTEIN
260 MADISON AVE 17TH FL, NEW YORK, NY 10016
TRUSTEE2$34,700
GEORGES LURCY BERNSTEIN
TULANE UNIVERSITY DEPT OF HISTORY, NEW ORLEANS, LA 70118
TRUSTEE2$34,700
ALAN S BERNSTEIN
7307 LOS PINOS BOULEVARD, CORAL GABIES, FL 33143
TRUSTEE2$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
DANIEL L BERNSTEIN
260 MADISON AVE 17TH FL, NEW YORK, NY 10016
TRUSTEE2$31,590
GEORGES LURCY BERNSTEIN
TULANE UNIVERSITY DEPT OF HISTORY, NEW ORLEANS, LA 70118
TRUSTEE2$31,590
ALAN S BERNSTEIN
STRATIGRAPHIC MGMT INC-804 DOUGLAS, RD, CORAL GABIES, FL 33134
TRUSTEE2$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
DANIEL L BERNSTEIN
260 MADISON AVE 17TH FL, NEW YORK, NY 10016
TRUSTEE2$28,790
GEORGES LURCY BERNSTEIN
TULANE UNIVERSITY DEPT OF HISTORY, NEW ORLEANS, LA 70118
TRUSTEE2$28,790
ALAN S BERNSTEIN
STRATIGRAPHIC MGMT INC-804 DOUGLAS, RD, CORAL GABIES, FL 33134
TRUSTEE2$0

Address and contacts

Address (IRS master file)
DAN BERNSTEIN 1633 BROADWAY 32, NEW YORK, NY 10019-0000
In care of
% SETH FRANK
Signed the 990-PF
DANIEL L BERNSTEIN, TRUSTEE
Phone
(212) 660-3000
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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
13-6372044
Exempt since
1977
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$23,829,117
Income (IRS master file)
$24,705,680

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$10,808,175$3,583,747$23,829,117XML
990-PFJune 2024$3,114,411$2,684,022$16,379,766XML
990-PFJune 2023$1,047,265$1,970,286$15,982,058XML
990-PFJune 2022–––IRS
990-PFJune 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 13-6372044).

Questions about GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR

What is the EIN of GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR?
The employer identification number (EIN) of GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR is 13-6372044.
Is GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR tax-exempt?
Yes. The IRS lists it as tax-exempt since 1977.
Which annual return does GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR 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 GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR 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 GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR?
The 990-PF for the year ended June 30, 2025 lists 3 people; 2 received compensation from the organization, the highest $34,700 (DANIEL L BERNSTEIN, TRUSTEE).
How much revenue does GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $10,808,175, expenses of $3,583,747 and total assets of $23,829,117 at year end.

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