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Nonprofit · EIN 39-1098690

LUBAR FAMILY FOUNDATION INC

Tax-exempt · MILWAUKEE, WI 53202

Financials

$1.3M$4.6M2023$3.7M$2.7M2024
Revenue Expenses · by fiscal year end
Financials of LUBAR FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,676,393$2,684,478$991,915$56,939,433$0$56,939,433
December 31, 2023990-PF$1,344,446$4,616,540-$3,272,094$52,274,742$860$52,273,882
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,768,000
Dividends
$1,026,624
Interest
$334,982
Net gain from sales of assets
$546,206
Other income
$581

Expenses

Grants and similar amounts paid
$2,579,927
Disbursements for charitable purposes
$2,579,927
Excise tax on investment income
$25,073

Balance sheet and other

Total assets, start of year
$52,274,742
Total assets, end of year
$56,939,433
Total liabilities, end of year
$0
Net assets, end of year
$56,939,433
Fair market value of assets
$56,939,433
Qualifying distributions
$2,579,927
Net investment income
$1,908,394

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 / weekCompensation
MARIANNE S LUBAR
833 E MICHIGAN ST 1500, MILWAUKEE, WI 53202
President1$0
SHELDON B LUBAR
833 E MICHIGAN ST 1500, MILWAUKEE, WI 53202
Chairman2$0
DAVID M BAUER
833 E MICHIGAN ST 1500, MILWAUKEE, WI 53202
Treasurer2$0
DAVID J LUBAR
833 E MICHIGAN ST 1500, MILWAUKEE, WI 53202
Secretary1$0
JEAN ELLEN TRUBSHAW
833 E MICHIGAN ST 1500, MILWAUKEE, WI 53202
Vice President1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MARIANNE S LUBAR
833 E MICHIGAN ST 1500, MILWAUKEE, WI 53202
President1$0
SHELDON B LUBAR
833 E MICHIGAN ST 1500, MILWAUKEE, WI 53202
Chairman2$0
DAVID M BAUER
833 E MICHIGAN ST 1500, MILWAUKEE, WI 53202
Treasurer2$0
DAVID J LUBAR
833 E MICHIGAN ST 1500, MILWAUKEE, WI 53202
Secretary1$0
JEAN ELLEN TRUBSHAW
833 E MICHIGAN ST 1500, MILWAUKEE, WI 53202
Vice President1$0

Address and contacts

Address (IRS master file)
833 E MICHIGAN ST STE 1500, MILWAUKEE, WI 53202-5620
Signed the 990-PF
DAVID J LUBAR, Director
Phone
(414) 291-9000
Return prepared by
GOOSSEN & SCHULTZ CPAS 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 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
39-1098690
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
1968
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$56,939,433
Income (IRS master file)
$3,680,410

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,676,393$2,684,478$56,939,433XML
990-PFDecember 2023$1,344,446$4,616,540$52,274,742XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 39-1098690).

Questions about LUBAR FAMILY FOUNDATION INC

What is the EIN of LUBAR FAMILY FOUNDATION INC?
The employer identification number (EIN) of LUBAR FAMILY FOUNDATION INC is 39-1098690.
Is LUBAR FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to LUBAR FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUBAR FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of LUBAR FAMILY FOUNDATION INC 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 LUBAR FAMILY FOUNDATION INC 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 LUBAR FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does LUBAR FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,676,393, expenses of $2,684,478 and total assets of $56,939,433 at year end.

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