Nonprofit · EIN 94-2781117
LUCAS BROTHERS FOUNDATION
Tax-exempt · NEW BRAUNFELS, TX 78130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,917,322 | $3,125,228 | -$1,207,906 | $39,752,114 | $165,713 | $39,586,401 |
| June 30, 2024 | 990-PF | $1,253,186 | $2,026,512 | -$773,326 | $39,854,646 | $148,503 | $39,706,143 |
| June 30, 2023 | 990-PF | $94,084 | $1,582,786 | -$1,488,702 | $34,605,037 | $72,518 | $34,532,519 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $351,558
- Interest
- $125,803
- Net gain from sales of assets
- $1,439,961
Expenses
- Grants and similar amounts paid
- $2,739,999
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,739,999
- Excise tax on investment income
- $22,935
Balance sheet and other
- Total assets, start of year
- $39,854,646
- Total assets, end of year
- $39,752,114
- Total liabilities, end of year
- $165,713
- Net assets, end of year
- $39,586,401
- Fair market value of assets
- $39,752,114
- Qualifying distributions
- $2,739,999
- Net investment income
- $1,917,322
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SHOVEN 781 FRENCHMANS CREEK ROAD, STANFORD, CA 943051035 | DIRECTOR | 0 | $0 |
| ERIC BALL 636 Southdale Way, Woodside, CA 94062 | DIRECTOR | 0 | $0 |
| PAUL JOAS C/O DAIN RAUSCHER INC 60 S 6TH S, MINNEAPOLIS, MN 55402 | DIRECTOR | 0 | $0 |
| chRISTOPHER B LUCAS 450 NBRAND BLVD 600, GLENDALE, CA 91203 | DIRECTOR | 0 | $0 |
| ALEXANDRA L Ertola 2759 MILSTEAD WAY, ROSEVILLE, CA 95661 | CHAIRMAN | 0 | $0 |
| Mark Lucas 238 GALE RIDGE COURT, SAN RAMON, CA 94583 | Director | 0 | $0 |
| Melissa Findley 303 Grand Legacy, New Braunfels, TX 78130 | CFO and Secretary | 0 | $0 |
990-PF for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SHOVEN 781 FRENCHMANS CREEK ROAD, STANFORD, CA 943051035 | DIRECTOR | 0 | $0 |
| ERIC BALL 636 Southdale Way, Woodside, CA 94062 | DIRECTOR | 0 | $0 |
| PAUL JOAS C/O DAIN RAUSCHER INC 60 S 6TH S, MINNEAPOLIS, MN 55402 | DIRECTOR | 0 | $0 |
| chRISTOPHER B LUCAS 450 NBRAND BLVD 600, GLENDALE, CA 91203 | DIRECTOR | 0 | $0 |
| ALEXANDRA L Ertola 2759 MILSTEAD WAY, ROSEVILLE, CA 95661 | CHAIRMAN | 0 | $0 |
| Mark Lucas 238 GALE RIDGE COURT, SAN RAMON, CA 94583 | Director | 0 | $0 |
| Melissa Findley 2427 Azevedo Parkway, San Jose, CA 95125 | Secretary | 0 | $0 |
990-PF for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SHOVEN 781 FRENCHMANS CREEK ROAD, STANFORD, CA 943051035 | DIRECTOR | 0 | $0 |
| ERIC BALL 2023 GORDON AVENUE, MENLO PARK, CA 94025 | DIRECTOR | 0 | $0 |
| PAUL JOAS C/O DAIN RAUSCHER INC 60 S 6TH S, MINNEAPOLIS, MN 55402 | DIRECTOR | 0 | $0 |
| B J CASSIN 10364 KENBAR RD, LOS ALTOS HILLS, CA 94024 | DIRECTOR | 0 | $0 |
| chRISTOPHER B LUCAS 450 NBRAND BLVD 600, GLENDALE, CA 91203 | DIRECTOR | 0 | $0 |
| KURT A LATTA 1270 COUNTRY CLUB DR, LOS ALTOS, CA 94024 | SECRETARY | 0 | $0 |
| ALEXANDRA L Ertola 2759 MILSTEAD WAY, ROSEVILLE, CA 95661 | CHAIRMAN | 0 | $0 |
| MARK LUCAS 238 GALE RIDGE COURT, SAN RAMON, CA 94583 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 303 GRAND LEGACY, NEW BRAUNFELS, TX 78130-0643
- In care of
- % MELISSA L FINDLEY
- Signed the 990-PF
- ALEXANDRA LUCAS ERTOLA, CHAIRMAN
- Phone
- (408) 836-3639
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-2781117
- 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
- 1982
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $39,752,114
- Income (IRS master file)
- $8,740,418
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,917,322 | $3,125,228 | $39,752,114 | IRS |
| 990-PF | June 2024 | $1,253,186 | $2,026,512 | $39,854,646 | XML |
| 990-PF | June 2023 | $94,084 | $1,582,786 | $34,605,037 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 94-2781117).
Questions about LUCAS BROTHERS FOUNDATION
- What is the EIN of LUCAS BROTHERS FOUNDATION?
- The employer identification number (EIN) of LUCAS BROTHERS FOUNDATION is 94-2781117.
- Is LUCAS BROTHERS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to LUCAS BROTHERS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCAS BROTHERS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCAS BROTHERS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUCAS BROTHERS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of LUCAS BROTHERS FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LUCAS BROTHERS FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,917,322, expenses of $3,125,228 and total assets of $39,752,114 at year end.
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