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Nonprofit · EIN 31-1577902

SCHULZINGER-LUCAS FAMILY FOUNDATION

Tax-exempt · CINCINNATI, OH 45202

Financials

$7K$11K2023$13K$12K2024$21K$11K2025
Revenue Expenses · by fiscal year end
Financials of SCHULZINGER-LUCAS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$21,169$11,432$9,737$140,529$0$140,529
December 31, 2024990-PF$12,672$12,307$365$130,792$0$130,792
December 31, 2023990-PF$7,465$11,378-$3,913$131,596$0$131,596
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,275
Interest
$5
Net gain from sales of assets
$15,889

Expenses

Grants and similar amounts paid
$9,135
Disbursements for charitable purposes
$9,235
Excise tax on investment income
$266

Balance sheet and other

Total assets, start of year
$130,792
Total assets, end of year
$140,529
Total liabilities, end of year
$0
Net assets, end of year
$140,529
Fair market value of assets
$211,198
Qualifying distributions
$9,235
Net investment income
$21,169

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.

NameTitleHours / weekCompensation
JUDITH LUCAS
900 ADAMS CROSSING UNIT 9600W, CINCINNATI, OH 45202
SECRETARY/TR2$0
MARVIN LUCAS MD
3748 FALLEN TREE LANE, CINCINNATI, OH 45236
TRUSTEE2$0
DANIEL LUCAS MD
8518 NORTH 82ND STREET, SCOTTSDALE, AZ 85258
TRUSTEE2$0
RONNA LUCAS
9245 BLUE WING TERRACE, CINCINNATI, OH 45236
PRESIDENT2$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JUDITH LUCAS
900 ADAMS CROSSING UNIT 9600W, CINCINNATI, OH 45202
SECRETARY/TR2$0
MARVIN LUCAS MD
3748 FALLEN TREE LANE, CINCINNATI, OH 45236
TRUSTEE2$0
DANIEL LUCAS MD
8518 NORTH 82ND STREET, SCOTTSDALE, AZ 85258
TRUSTEE2$0
RONNA LUCAS
9245 BLUE WING TERRACE, CINCINNATI, OH 45236
PRESIDENT2$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JUDITH LUCAS
900 ADAMS CROSSING UNIT 9600W, CINCINNATI, OH 45202
SECRETARY/TR2$0
MARVIN LUCAS MD
3748 FALLEN TREE LANE, CINCINNATI, OH 45236
TRUSTEE2$0
DANIEL LUCAS MD
8518 NORTH 82ND STREET, SCOTTSDALE, AZ 85258
TRUSTEE2$0
RONNA LUCAS
9245 BLUE WING TERRACE, CINCINNATI, OH 45236
PRESIDENT2$0

Address and contacts

Address (IRS master file)
900 ADAMS CROSSING STE 9600, CINCINNATI, OH 45202-1694
In care of
% JUDITH LUCAS
Signed the 990-PF
JUDITH LUCAS, SECRETARY/TREASURER
Phone
(513) 631-2799
Return prepared by
FAIRBANKS AND COMPANY CPA INC

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
31-1577902
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$140,529
Income (IRS master file)
$65,282

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$21,169$11,432$140,529IRS
990-PFDecember 2024$12,672$12,307$130,792IRS
990-PFDecember 2023$7,465$11,378$131,596XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 31-1577902).

Questions about SCHULZINGER-LUCAS FAMILY FOUNDATION

What is the EIN of SCHULZINGER-LUCAS FAMILY FOUNDATION?
The employer identification number (EIN) of SCHULZINGER-LUCAS FAMILY FOUNDATION is 31-1577902.
Is SCHULZINGER-LUCAS FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to SCHULZINGER-LUCAS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SCHULZINGER-LUCAS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SCHULZINGER-LUCAS FAMILY FOUNDATION 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 SCHULZINGER-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 2025.
Who are the officers and directors of SCHULZINGER-LUCAS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SCHULZINGER-LUCAS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,169, expenses of $11,432 and total assets of $140,529 at year end.

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