Nonprofit · EIN 47-4064085
JOAN AND CHESTER LUBY CHARITABLE TRUST
Tax-exempt · JUPITER, FL 33477
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $720,425 | $508,745 | $211,680 | $1,026,013 | $0 | $1,026,013 |
| July 31, 2024 | 990-PF | $408,682 | $286,633 | $122,049 | $814,333 | $0 | $814,333 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $399,922
- Dividends
- $15,583
- Interest
- $81
- Net gain from sales of assets
- $304,839
Expenses
- Grants and similar amounts paid
- $500,000
- Disbursements for charitable purposes
- $504,000
- Excise tax on investment income
- $4,455
Balance sheet and other
- Total assets, start of year
- $814,333
- Total assets, end of year
- $1,026,013
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,026,013
- Fair market value of assets
- $2,557,472
- Qualifying distributions
- $504,000
- Net investment income
- $320,503
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHESTER LUBY 2980 LE BATEAU DRIVE, PALM BEACH GARDENS, FL 33410 | CHAIRMAN | 1 | $0 |
| CYNTHIA LUBY 128 QUAYSIDE DRIVE, JUPITER, FL 33477 | TREASURER | 1 | $0 |
| JODI LUBY 288 TWIN LAKES RD, SALISBURY, CT 06068 | TRUSTEE | 1 | $0 |
990-PF for the year ended July 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHESTER LUBY 2980 LE BATEAU DRIVE, PALM BEACH GARDENS, FL 33410 | CHAIRMAN & TREASURER | 1 | $0 |
| CYNTHIA LUBY 128 QUAYSIDE DRIVE, JUPITER, FL 33477 | TRUSTEE | 1 | $0 |
| JODI LUBY 288 TWIN LAKES RD, SALISBURY, CT 06068 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 128 QUAYSIDE DR, JUPITER, FL 33477-4036
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- CHESTER J LUBY, TREASURER
- Phone
- (631) 234-2336
- Return prepared by
- PETER A MORALES CPA 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 47-4064085
- 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
- 2015
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,026,013
- Income (IRS master file)
- $811,740
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $720,425 | $508,745 | $1,026,013 | XML |
| 990-PF | July 2024 | $408,682 | $286,633 | $814,333 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2020 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | 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 47-4064085).
Questions about JOAN AND CHESTER LUBY CHARITABLE TRUST
- What is the EIN of JOAN AND CHESTER LUBY CHARITABLE TRUST?
- The employer identification number (EIN) of JOAN AND CHESTER LUBY CHARITABLE TRUST is 47-4064085.
- Is JOAN AND CHESTER LUBY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to JOAN AND CHESTER LUBY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOAN AND CHESTER LUBY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOAN AND CHESTER LUBY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOAN AND CHESTER LUBY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of JOAN AND CHESTER LUBY CHARITABLE TRUST?
- The 990-PF for the year ended July 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOAN AND CHESTER LUBY CHARITABLE TRUST have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $720,425, expenses of $508,745 and total assets of $1,026,013 at year end.
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