Nonprofit · EIN 87-6347914
THE LUCIE FAMILY CHARITABLE FOUNDATION TRUST AGREEMENT
Tax-exempt · WEST ISLIP, NY 11795
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $164,643 | $46,871 | $117,772 | $452,456 | $0 | $452,456 |
| December 31, 2024 | 990-PF | $135,958 | $35,457 | $100,501 | $334,684 | $0 | $334,684 |
| December 31, 2023 | 990-PF | $127,053 | $34,196 | $92,857 | $234,183 | $0 | $234,183 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $108,000
- Dividends
- $6,969
- Interest
- $206
- Net gain from sales of assets
- $15,974
- Other income
- $33,494
Expenses
- Grants and similar amounts paid
- $40,000
- Disbursements for charitable purposes
- $42,175
- Excise tax on investment income
- $256
Balance sheet and other
- Total assets, start of year
- $334,684
- Total assets, end of year
- $452,456
- Total liabilities, end of year
- $0
- Net assets, end of year
- $452,456
- Qualifying distributions
- $42,175
- Net investment income
- $23,149
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS LUCIE 5 MOSS PLACE, WEST ISLIP, NY 11795 | Trustee | 0 | $0 |
| INGEBORG LUCIE 11 WEAVER LANE, HUNTINGTON STATION, NY 11746 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS LUCIE 5 MOSS PLACE, WEST ISLIP, NY 11795 | Trustee | 0 | $0 |
| INGEBORG LUCIE 11 WEAVER LANE, HUNTINGTON STATION, NY 11746 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS LUCIE 5 MOSS PLACE, WEST ISLIP, NY 11795 | Trustee | 0 | $0 |
| INGEBORG LUCIE 11 WEAVER LANE, HUNTINGTON STATION, NY 11746 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5 MOSS PL, WEST ISLIP, NY 11795-3609
- Signed the 990-PF
- THOMAS LUCIE, Trustee
- Phone
- (631) 235-3845
- Return prepared by
- CAPRARO CENTOFRANCHI TIDONA ENCH & CO 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 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 | 990-PF 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
- 87-6347914
- 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
- Assets (IRS master file)
- $452,456
- Income (IRS master file)
- $260,776
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $164,643 | $46,871 | $452,456 | XML |
| 990-PF | December 2024 | $135,958 | $35,457 | $334,684 | IRS |
| 990-PF | December 2023 | $127,053 | $34,196 | $234,183 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-6347914).
Questions about THE LUCIE FAMILY CHARITABLE FOUNDATION TRUST AGREEMENT
- What is the EIN of THE LUCIE FAMILY CHARITABLE FOUNDATION TRUST AGREEMENT?
- The employer identification number (EIN) of THE LUCIE FAMILY CHARITABLE FOUNDATION TRUST AGREEMENT is 87-6347914.
- Is THE LUCIE FAMILY CHARITABLE FOUNDATION TRUST AGREEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to THE LUCIE FAMILY CHARITABLE FOUNDATION TRUST AGREEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LUCIE FAMILY CHARITABLE FOUNDATION TRUST AGREEMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LUCIE FAMILY CHARITABLE FOUNDATION TRUST AGREEMENT 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 THE LUCIE FAMILY CHARITABLE FOUNDATION TRUST AGREEMENT 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 THE LUCIE FAMILY CHARITABLE FOUNDATION TRUST AGREEMENT?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE LUCIE FAMILY CHARITABLE FOUNDATION TRUST AGREEMENT have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $164,643, expenses of $46,871 and total assets of $452,456 at year end.
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