Nonprofit · EIN 83-0321704
THE RODERICK P LUCAS AND JOYCE I LUCAS CHARITABLE FOUNDATION
Tax-exempt · JACKSON, WY 83001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $50,276 | $62,206 | -$11,930 | $825,789 | $3,500 | $822,289 |
| September 30, 2024 | 990-PF | $114,615 | $62,248 | $52,367 | $834,219 | $0 | $834,219 |
| September 30, 2023 | 990-PF | $77,875 | $61,879 | $15,996 | $781,852 | $0 | $781,852 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $28,872
- Interest
- $366
- Net gain from sales of assets
- $21,038
Expenses
- Grants and similar amounts paid
- $45,820
- Disbursements for charitable purposes
- $45,820
- Excise tax on investment income
- $471
Balance sheet and other
- Total assets, start of year
- $834,219
- Total assets, end of year
- $825,789
- Total liabilities, end of year
- $3,500
- Net assets, end of year
- $822,289
- Fair market value of assets
- $1,356,363
- Qualifying distributions
- $45,820
- Net investment income
- $50,276
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER FLANAGAN PO Box 1804, Jackson, WY 83001 | TRUSTEE | 6 | $0 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER FLANAGAN PO Box 1804, Jackson, WY 83001 | TRUSTEE | 6 | $0 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER FLANAGAN PO Box 1804, Jackson, WY 83001 | TRUSTEE | 6 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1804, JACKSON, WY 83001-1804
- In care of
- % JENNIFER L FLANAGAN
- Signed the 990-PF
- JENNIFER L FLANAGAN, Trustee
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 83-0321704
- 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
- 2006
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $825,789
- Income (IRS master file)
- $194,696
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $50,276 | $62,206 | $825,789 | XML |
| 990-PF | September 2024 | $114,615 | $62,248 | $834,219 | XML |
| 990-PF | September 2023 | $77,875 | $61,879 | $781,852 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 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 83-0321704).
Questions about THE RODERICK P LUCAS AND JOYCE I LUCAS CHARITABLE FOUNDATION
- What is the EIN of THE RODERICK P LUCAS AND JOYCE I LUCAS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE RODERICK P LUCAS AND JOYCE I LUCAS CHARITABLE FOUNDATION is 83-0321704.
- Is THE RODERICK P LUCAS AND JOYCE I LUCAS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to THE RODERICK P LUCAS AND JOYCE I LUCAS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE RODERICK P LUCAS AND JOYCE I LUCAS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE RODERICK P LUCAS AND JOYCE I LUCAS CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE RODERICK P LUCAS AND JOYCE I LUCAS CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of THE RODERICK P LUCAS AND JOYCE I LUCAS CHARITABLE FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does THE RODERICK P LUCAS AND JOYCE I LUCAS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $50,276, expenses of $62,206 and total assets of $825,789 at year end.
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All nonprofits in JACKSON · Wyoming · Philanthropy, voluntarism and grantmaking foundations