Nonprofit · EIN 26-1597219
LUCEY CHARITABLE FOUNDATION INC
Tax-exempt · MT PLEASANT, SC 29465
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $266,222 | $110,575 | $155,647 | $2,054,395 | $0 | $2,054,395 |
| December 31, 2024 | 990-PF | $274,970 | $81,340 | $193,630 | $1,898,748 | $0 | $1,898,748 |
| December 31, 2023 | 990-PF | $268,052 | $35,206 | $232,846 | $1,705,118 | $0 | $1,705,118 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $200,000
- Dividends
- $63,251
- Interest
- $1,055
- Net gain from sales of assets
- $1,916
Expenses
- Grants and similar amounts paid
- $106,359
- Disbursements for charitable purposes
- $106,359
- Excise tax on investment income
- $910
Balance sheet and other
- Total assets, start of year
- $1,898,748
- Total assets, end of year
- $2,054,395
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,054,395
- Fair market value of assets
- $2,192,542
- Qualifying distributions
- $106,359
- Net investment income
- $65,479
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 |
|---|---|---|---|
| JUSTIN O'T LUCEY 415 MILL STREET, MT PLEASANT, SC 29464 | PRESIDENT/SE | 0 | $0 |
| CATHERINE LUCEY 415 MILL STREET, MT PLEASANT, SC 29464 | VICE PRESIDE | 0 | $0 |
| MOLLY LUCEY 415 MILL STREET, MT PLEASANT, SC 29464 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUSTIN O'T LUCEY 415 MILL STREET, MT PLEASANT, SC 29464 | PRESIDENT/SE | 0 | $0 |
| CATHERINE LUCEY 415 MILL STREET, MT PLEASANT, SC 29464 | VICE PRESIDE | 0 | $0 |
| MOLLY LUCEY 415 MILL STREET, MT PLEASANT, SC 29464 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUSTIN O'T LUCEY 415 MILL STREET, MT PLEASANT, SC 29464 | PRESIDENT/SE | 0 | $0 |
| CATHERINE LUCEY 415 MILL STREET, MT PLEASANT, SC 29464 | VICE PRESIDE | 0 | $0 |
| MOLLY LUCEY 415 MILL STREET, MT PLEASANT, SC 29464 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 806, MT PLEASANT, SC 29465-0806
- In care of
- % JUSTIN O LUCEY
- Signed the 990-PF
- JUSTIN O'T LUCEY, PRESIDENT/SECRETARY
- Phone
- (843) 849-8400
- Return prepared by
- JOHNSON TAX & ACCOUNTING SOLUTIONS
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
- 26-1597219
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,054,395
- Income (IRS master file)
- $276,405
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $266,222 | $110,575 | $2,054,395 | XML |
| 990-PF | December 2024 | $274,970 | $81,340 | $1,898,748 | XML |
| 990-PF | December 2023 | $268,052 | $35,206 | $1,705,118 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 26-1597219).
Questions about LUCEY CHARITABLE FOUNDATION INC
- What is the EIN of LUCEY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of LUCEY CHARITABLE FOUNDATION INC is 26-1597219.
- Is LUCEY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to LUCEY CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCEY CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCEY CHARITABLE FOUNDATION INC 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 LUCEY CHARITABLE FOUNDATION INC 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 LUCEY CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LUCEY CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $266,222, expenses of $110,575 and total assets of $2,054,395 at year end.
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All nonprofits in MT PLEASANT · South Carolina · Philanthropy, voluntarism and grantmaking foundations