Nonprofit · EIN 75-2802707
LUMRY FAMILY FOUNDATION
Tax-exempt · DALLAS, TX 75231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $35,323 | $40,788 | -$5,465 | $707,508 | $50,593 | $656,915 |
| December 31, 2023 | 990-PF | $32,202 | $39,091 | -$6,889 | $695,139 | $32,709 | $662,430 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $21,544
- Interest
- $269
- Net rental income
- $116
- Net gain from sales of assets
- $13,370
Expenses
- Grants and similar amounts paid
- $32,542
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $32,542
- Excise tax on investment income
- $489
Balance sheet and other
- Total assets, start of year
- $695,139
- Total assets, end of year
- $707,508
- Total liabilities, end of year
- $50,593
- Net assets, end of year
- $656,915
- Fair market value of assets
- $858,215
- Qualifying distributions
- $32,542
- Net investment income
- $35,323
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R LUMRY 10100 N CENTRAL EXPY 100, DALLAS, TX 75231 | PRESIDENT/ TREASURER | 5 | $0 |
| ROZALIA N LUMRY 10100 N CENTRAL EXPY 100, DALLAS, TX 75231 | VICE PRESIDENT | 1 | $0 |
| RANDALL LUMRY 10100 N CENTRAL EXPY 100, DALLAS, TX 75231 | OFFICER | 0 | $0 |
| ARIEL LUMRY 10100 N CENTRAL EXPY 100, DALLAS, TX 75231 | OFFICER | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R LUMRY 10100 N CENTRAL EXPY 100, DALLAS, TX 75231 | PRESIDENT/ TREASURER | 5 | $0 |
| ROZALIA N LUMRY 10100 N CENTRAL EXPY 100, DALLAS, TX 75231 | VICE PRESIDENT | 1 | $0 |
| RANDALL LUMRY 10100 N CENTRAL EXPY 100, DALLAS, TX 75231 | OFFICER | 0 | $0 |
| ARIEL LUMRY 10100 N CENTRAL EXPY 100, DALLAS, TX 75231 | OFFICER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 10100 N CENTRAL EXPY STE 100, DALLAS, TX 75231-4152
- In care of
- % WILLIAM R LUMRY
- Signed the 990-PF
- WILLIAM R LUMRY, PRESIDENT
- Phone
- (214) 373-7374
- Return prepared by
- CRI ADVISORS LLC
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 | Not 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
- 75-2802707
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $707,508
- Income (IRS master file)
- $41,020
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $35,323 | $40,788 | $707,508 | IRS |
| 990-PF | December 2023 | $32,202 | $39,091 | $695,139 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 75-2802707).
Questions about LUMRY FAMILY FOUNDATION
- What is the EIN of LUMRY FAMILY FOUNDATION?
- The employer identification number (EIN) of LUMRY FAMILY FOUNDATION is 75-2802707.
- Is LUMRY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LUMRY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUMRY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUMRY FAMILY FOUNDATION 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 LUMRY FAMILY FOUNDATION 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 LUMRY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does LUMRY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $35,323, expenses of $40,788 and total assets of $707,508 at year end.
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