Nonprofit · EIN 20-3940983
HOBSON LUCAS FAMILY FOUNDATION
Tax-exempt · SAN RAFAEL, CA 94912
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $73,455,573 | $36,506,396 | $36,949,177 | $1,245,791,258 | $46,156,102 | $1,199,635,156 |
| December 31, 2023 | 990-PF | $37,131,505 | $41,509,408 | -$4,377,903 | $1,177,109,011 | $71,718,554 | $1,105,390,457 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $24,967,623
- Net gain from sales of assets
- $48,487,950
Expenses
- Grants and similar amounts paid
- $31,135,994
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $56,952,390
- Excise tax on investment income
- $719,847
Balance sheet and other
- Total assets, start of year
- $1,177,109,011
- Total assets, end of year
- $1,245,791,258
- Total liabilities, end of year
- $46,156,102
- Net assets, end of year
- $1,199,635,156
- Fair market value of assets
- $1,245,791,258
- Qualifying distributions
- $56,952,390
- Net investment income
- $56,081,621
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE W LUCAS JR PO BOX 2009, SAN RAFAEL, CA 949122009 | PRESIDENT/DIRECTOR | 1 | $0 |
| MELLODY HOBSON PO BOX 2009, SAN RAFAEL, CA 949122009 | VP/DIRECTOR | 1 | $0 |
| ANDREA WISHOM PO BOX 2009, SAN RAFAEL, CA 949122009 | VP/DIRECTOR | 1 | $0 |
| MICHAEL RIDER PO BOX 2009, SAN RAFAEL, CA 949122009 | TREASURER | 1 | $0 |
| NATALIE TALBOTT PO BOX 2009, SAN RAFAEL, CA 949122009 | SECRETARY | 1 | $0 |
| KATE NYEGAARD PO BOX 2009, SAN RAFAEL, CA 949122009 | DIRECTOR | 1 | $0 |
| ELBERT ROBINSON PO BOX 2009, SAN RAFAEL, CA 949122009 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE W LUCAS JR PO BOX 2009, SAN RAFAEL, CA 949122009 | PRESIDENT/DIRECTOR | 1 | $0 |
| MELLODY HOBSON PO BOX 2009, SAN RAFAEL, CA 949122009 | VP/DIRECTOR | 1 | $0 |
| ANDREA WISHOM PO BOX 2009, SAN RAFAEL, CA 949122009 | VP/DIRECTOR | 1 | $0 |
| MICHAEL RIDER PO BOX 2009, SAN RAFAEL, CA 949122009 | TREASURER | 1 | $0 |
| NATALIE TALBOTT PO BOX 2009, SAN RAFAEL, CA 949122009 | SECRETARY | 1 | $0 |
| KATE NYEGAARD PO BOX 2009, SAN RAFAEL, CA 949122009 | DIRECTOR | 1 | $0 |
| ELBERT ROBINSON PO BOX 2009, SAN RAFAEL, CA 949122009 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2009, SAN RAFAEL, CA 94912-2009
- In care of
- % MICHAEL RIDER
- Signed the 990-PF
- MICHAEL RIDER, TREASURER
- Phone
- (415) 746-5059
- Return prepared by
- PwC US Tax LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 20-3940983 or by the name HOBSON LUCAS FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not 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
- 20-3940983
- 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 (T22)
- Assets (IRS master file)
- $1,245,791,258
- Income (IRS master file)
- $113,496,598
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $73,455,573 | $36,506,396 | $1,245,791,258 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $37,131,505 | $41,509,408 | $1,177,109,011 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 20-3940983).
Questions about HOBSON LUCAS FAMILY FOUNDATION
- What is the EIN of HOBSON LUCAS FAMILY FOUNDATION?
- The employer identification number (EIN) of HOBSON LUCAS FAMILY FOUNDATION is 20-3940983.
- Is HOBSON LUCAS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HOBSON LUCAS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOBSON LUCAS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOBSON LUCAS FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOBSON LUCAS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HOBSON LUCAS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does HOBSON LUCAS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $73,455,573, expenses of $36,506,396 and total assets of $1,245,791,258 at year end.
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