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Nonprofit · EIN 41-1708009

LUKIS FOUNDATION

Tax-exempt · WAYZATA, MN 55391

Financials

$970K$2.4M2023$1.6M$2.4M2024$2M$2.2M2025
Revenue Expenses · by fiscal year end
Financials of LUKIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,024,461$2,160,869-$136,408$30,414,310$0$30,414,310
December 31, 2024990-PF$1,551,032$2,380,925-$829,893$30,550,718$0$30,550,718
December 31, 2023990-PF$969,798$2,357,170-$1,387,372$31,380,611$0$31,380,611
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$537,046
Interest
$473,439
Net gain from sales of assets
$1,013,976

Expenses

Grants and similar amounts paid
$1,916,500
Disbursements for charitable purposes
$1,916,500
Excise tax on investment income
$24,743

Balance sheet and other

Total assets, start of year
$30,550,718
Total assets, end of year
$30,414,310
Total liabilities, end of year
$0
Net assets, end of year
$30,414,310
Fair market value of assets
$47,202,848
Qualifying distributions
$1,916,500
Net investment income
$2,024,461

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
LAWRENCE J LUKIS
320 FERNDALE ROAD S, WAYZATA, MN 55391
PRESIDENT / TREASURER / DIRECTOR2$0
DONNA B LUKIS
320 FERNDALE ROAD S, WAYZATA, MN 55391
SECRETARY / DIRECTOR0.5$0
JASON LUKIS
320 FERNDALE ROAD S, WAYZATA, MN 55391
VICE PRESIDENT / DIRECTOR0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LAWRENCE J LUKIS
320 FERNDALE ROAD S, WAYZATA, MN 55391
PRESIDENT / TREASURER / DIRECTOR2$0
DONNA B LUKIS
320 FERNDALE ROAD S, WAYZATA, MN 55391
SECRETARY / DIRECTOR0.5$0
JASON LUKIS
320 FERNDALE ROAD S, WAYZATA, MN 55391
VICE PRESIDENT / DIRECTOR0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LAWRENCE J LUKIS
320 FERNDALE ROAD S, WAYZATA, MN 55391
PRESIDENT / TREASURER / DIRECTOR2$0
DONNA B LUKIS
320 FERNDALE ROAD S, WAYZATA, MN 55391
SECRETARY / DIRECTOR0.5$0
JASON LUKIS
320 FERNDALE ROAD S, WAYZATA, MN 55391
VICE PRESIDENT / DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
320 FERNDALE RD S, WAYZATA, MN 55391-1509
In care of
% LAWRENCE J LUKIS
Signed the 990-PF
LAWRENCE J LUKIS, PRESIDENT
Phone
(651) 398-5151
Return prepared by
HINSHAW & CULBERTSON 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-1708009
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$30,414,310
Income (IRS master file)
$5,653,090

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$969,798$2,357,170$31,380,611IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about LUKIS FOUNDATION

What is the EIN of LUKIS FOUNDATION?
The employer identification number (EIN) of LUKIS FOUNDATION is 41-1708009.
Is LUKIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to LUKIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUKIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LUKIS 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 LUKIS 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 LUKIS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does LUKIS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,024,461, expenses of $2,160,869 and total assets of $30,414,310 at year end.

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