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Nonprofit · EIN 22-2773808

RICHARD K LUBIN FAMILY FOUNDATION

Tax-exempt · BOSTON, MA 02116

Financials

$48.8M$12.6M2023$47.5M$13.7M2024
Revenue Expenses · by fiscal year end
Financials of RICHARD K LUBIN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$47,452,791$13,731,991$33,720,800$223,377,751$1,682,250$221,695,501
December 31, 2023990-PF (amended)$48,814,773$12,648,099$36,166,674$198,260,311$432,794$197,827,517
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$17,589,109
Dividends
$4,085,084
Interest
$1,917,697
Net gain from sales of assets
$21,296,857
Other income
$2,564,044

Expenses

Grants and similar amounts paid
$11,099,787
Compensation of officers, directors and key employees
$703,095
Disbursements for charitable purposes
$12,163,850
Excise tax on investment income
$407,194

Balance sheet and other

Total assets, start of year
$198,260,311
Total assets, end of year
$223,377,751
Total liabilities, end of year
$1,682,250
Net assets, end of year
$221,695,501
Fair market value of assets
$324,325,654
Qualifying distributions
$12,163,850
Net investment income
$29,894,837

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.

NameTitleHours / weekCompensationOther / benefits
SUSAN COHEN
27 WALNUT PLACE, BROOKLINE, MA 02445
EXECUTIVE DIRECTOR
Highest-paid employee
40$390,500$20,700
MEGHAN MAZUROWSKI
32 FLEET STREET, BOSTON, MA 02113
PROGRAM OFFICER
Highest-paid employee
40$98,404$6,349
RACHEL GUERETTE
200 COTTAGE STREET, PAWTUCKET, RI 02860
MANAGER, GRANTS AND
Highest-paid employee
40$85,069$5,317
EMILY WOODS
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET, BOSTON, MA 02116
DIRECTOR OF EDUCATIO
Highest-paid employee
20$65,000$1,300
RICHARD K LUBIN
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
CHAIRMAN10$0$0
NANCY K LUBIN
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
TRUSTEE1$0$0
KATE E LUBIN
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
TRUSTEE3$0$0
EMILY L WOODS
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
TRUSTEE20$0$0
GLENDON SUTTON
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
TRUSTEE2$0$0
GREG WOODS
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
TRUSTEE2$0$0
990-PF for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
SUSAN COHEN
27 WALNUT PLACE, BROOKLINE, MA 02445
EXECUTIVE DIRECTOR
Highest-paid employee
40$379,500$19,800
MEGHAN MAZUROWSKI
32 FLEET STREET, BOSTON, MA 02113
OPERATIONS MANAGER
Highest-paid employee
40$90,750$5,445
RACHEL GUERETTE
200 COTTAGE STREET, PAWTUCKET, RI 02860
MANAGER, GRANTS AND
Highest-paid employee
40$67,831$3,029
EMILY WOODS
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET, BOSTON, MA 02116
DIRECTOR OF EDUCATIO
Highest-paid employee
20$65,000$1,300
ANTONIYA OWENS
15 LOVELL ST 2, SOMERVILLE, MA 02144
PROGRAM OFFICER
Highest-paid employee
40$64,692$1,294
RICHARD K LUBIN
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
CHAIRMAN10$0$0
NANCY K LUBIN
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
TRUSTEE1$0$0
KATE E LUBIN
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
TRUSTEE3$0$0
EMILY L WOODS
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
TRUSTEE20$0$0
GLENDON SUTTON
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
TRUSTEE1$0$0
GREG WOODS
C/O CASTLE ROCK ADVISORS 200, CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
TRUSTEE1$0$0

Address and contacts

Address (IRS master file)
200 CLARENDON ST, BOSTON, MA 02116-5021
In care of
% CASTLE ROCK ADVISORS
Signed the 990-PF
RICHARD K LUBIN, TRUSTEE
Phone
(617) 227-0050
Return prepared by
MP 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-2773808
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$223,377,751
Income (IRS master file)
$72,010,555

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$47,452,791$13,731,991$223,377,751IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$48,814,773$12,648,099$198,260,311XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 22-2773808).

Questions about RICHARD K LUBIN FAMILY FOUNDATION

What is the EIN of RICHARD K LUBIN FAMILY FOUNDATION?
The employer identification number (EIN) of RICHARD K LUBIN FAMILY FOUNDATION is 22-2773808.
Is RICHARD K LUBIN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to RICHARD K LUBIN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RICHARD K LUBIN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of RICHARD K LUBIN 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 RICHARD K LUBIN 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 RICHARD K LUBIN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 10 people; 4 received compensation from the organization, the highest $390,500 (SUSAN COHEN, EXECUTIVE DIRECTOR).
How much revenue does RICHARD K LUBIN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $47,452,791, expenses of $13,731,991 and total assets of $223,377,751 at year end.

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