Nonprofit · EIN 20-2675491
LUCK CHARITABLE TRUST
Tax-exempt · FALMOUTH, MA 02540
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $87,762 | $66,628 | $21,134 | $941,928 | $0 | $941,928 |
| December 31, 2024 | 990-PF | $87,597 | $91,158 | -$3,561 | $920,794 | $0 | $920,794 |
| December 31, 2023 | 990-PF | $61,640 | $104,136 | -$42,496 | $924,355 | $0 | $924,355 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $15,574
- Interest
- $14,497
- Net gain from sales of assets
- $57,691
Expenses
- Grants and similar amounts paid
- $39,097
- Compensation of officers, directors and key employees
- $12,859
- Disbursements for charitable purposes
- $50,670
- Excise tax on investment income
- $1,064
Balance sheet and other
- Total assets, start of year
- $920,794
- Total assets, end of year
- $941,928
- Total liabilities, end of year
- $0
- Net assets, end of year
- $941,928
- Fair market value of assets
- $1,466,067
- Qualifying distributions
- $50,670
- Net investment income
- $87,762
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 |
|---|---|---|---|
| REBECCA J SCHEIER 19 LINDEN ROAD, FALMOUTH, MA 02540 | CO-TRUSTEE | 1 | $6,430 |
| JENNIFER J MEDFORD RT 1 BOX 127 B, BRINKLEY, AR 72021 | CO-TRUSTEE | 1 | $6,430 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA J SCHEIER 19 LINDEN ROAD, FALMOUTH, MA 02540 | CO-TRUSTEE | 1 | $6,231 |
| JENNIFER J MEDFORD RT 1 BOX 127 B, BRINKLEY, AR 72021 | CO-TRUSTEE | 1 | $6,231 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA J SCHEIER 19 LINDEN ROAD, FALMOUTH, MA 02540 | CO-TRUSTEE | 1 | $5,709 |
| JENNIFER J MEDFORD RT 1 BOX 127 B, BRINKLEY, AR 72021 | CO-TRUSTEE | 1 | $5,709 |
Address and contacts
- Address (IRS master file)
- 19 LINDEN RD, FALMOUTH, MA 02540-2733
- In care of
- % REBECCA SCHEIER
- Signed the 990-PF
- REBECCA SCHEIER, CO-TRUSTEE
- Phone
- (978) 263-7047
- Return prepared by
- HOGANTAYLOR LLP
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
- 20-2675491
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $941,928
- Income (IRS master file)
- $233,473
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $87,762 | $66,628 | $941,928 | IRS |
| 990-PF | December 2024 | $87,597 | $91,158 | $920,794 | XML |
| 990-PF | December 2023 | $61,640 | $104,136 | $924,355 | 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 20-2675491).
Questions about LUCK CHARITABLE TRUST
- What is the EIN of LUCK CHARITABLE TRUST?
- The employer identification number (EIN) of LUCK CHARITABLE TRUST is 20-2675491.
- Is LUCK CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to LUCK CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCK CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCK CHARITABLE TRUST 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 LUCK CHARITABLE TRUST 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 LUCK CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $6,430 (REBECCA J SCHEIER, CO-TRUSTEE).
- How much revenue does LUCK CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $87,762, expenses of $66,628 and total assets of $941,928 at year end.
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