Nonprofit · EIN 85-4229703
LUM FOUNDATION
Tax-exempt · HARRISON, NY 10528
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $13,300,783 | $2,174,922 | $11,125,861 | $28,489,243 | $0 | $28,489,243 |
| December 31, 2023 | 990-PF | $153,671 | $2,565,829 | -$2,412,158 | $17,363,382 | $0 | $17,363,382 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $8,147
- Net gain from sales of assets
- $13,292,636
Expenses
- Grants and similar amounts paid
- $1,925,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,174,922
- Excise tax on investment income
- $139,021
Balance sheet and other
- Total assets, start of year
- $17,363,382
- Total assets, end of year
- $28,489,243
- Total liabilities, end of year
- $0
- Net assets, end of year
- $28,489,243
- Fair market value of assets
- $28,489,243
- Qualifying distributions
- $2,174,922
- Net investment income
- $10,001,530
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 |
|---|---|---|---|
| ROBERT A GRANIERI C/O PKFOD FAMILY OFFICE 500, MAMARONECK AVE SUITE 301, HARRISON, NY 10528 | PRESIDENT/DIRECTOR | 2 | $0 |
| SARAH GROOTHUIS C/O TREEHOUSE FAMILY SERVICES 115, BROADWAY 5TH FLOOR, NEW YORK, NY 10006 | SECRETARY | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A GRANIERI C/O TREEHOUSE FAMILY 115 BROADWAYFL, 5, NEW YORK, NY 10006 | PRESIDENT/DIRECTOR | 2 | $0 |
| SARAH GROOTHUIS C/O TREEHOUSE FAMILY 115 BROADWAYFL, 5, NEW YORK, NY 10006 | SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 500 MAMARONECK AVE STE 301, HARRISON, NY 10528-1648
- In care of
- % C/O TREEHOUSE FAMILY SERVICE
- Signed the 990-PF
- ROBERT GRANIERI, PRESIDENT
- Phone
- (914) 381-8900
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY 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
- 85-4229703
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $28,489,243
- Income (IRS master file)
- $23,163,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $13,300,783 | $2,174,922 | $28,489,243 | XML |
| 990-PF | December 2023 | $153,671 | $2,565,829 | $17,363,382 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 85-4229703).
Questions about LUM FOUNDATION
- What is the EIN of LUM FOUNDATION?
- The employer identification number (EIN) of LUM FOUNDATION is 85-4229703.
- Is LUM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to LUM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUM 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 LUM 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 LUM FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does LUM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $13,300,783, expenses of $2,174,922 and total assets of $28,489,243 at year end.
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All nonprofits in HARRISON · New York · Philanthropy, voluntarism and grantmaking foundations