Nonprofit · EIN 22-3088810
DENISE LUGAR SCHOLARSHIP FUND
Tax-exempt · WAYNE, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $8,282 | $4,638 | $3,644 | $80,925 | $0 | $80,925 |
| January 31, 2025 | 990-PF | $7,067 | $3,875 | $3,192 | $79,530 | $0 | $79,530 |
| January 31, 2024 | 990-PF | $4,126 | $3,881 | $245 | $76,034 | $0 | $76,034 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Contributions, gifts and grants
- $2,778
- Dividends
- $2,813
- Net gain from sales of assets
- $2,691
Expenses
- Grants and similar amounts paid
- $3,700
- Disbursements for charitable purposes
- $3,813
- Excise tax on investment income
- $75
Balance sheet and other
- Total assets, start of year
- $79,530
- Total assets, end of year
- $80,925
- Total liabilities, end of year
- $0
- Net assets, end of year
- $80,925
- Fair market value of assets
- $89,506
- Qualifying distributions
- $3,813
- Net investment income
- $5,504
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA LUGAR 133 WELLINGTON CT, READING, PA 19606 | Trustee | 0 | $0 |
| FRED KIRK LUGAR 133 WELLINGTON CT, READING, PA 19606 | Trustee | 0 | $0 |
| DENISE BARRETT HARSCH 1485 TIDEWATER TERRACE, THE VILLAGES, FL 32162 | Trustee | 0 | $0 |
| JOHN A HARSCH 1485 TIDEWATER TERRACE, THE VILLAGES, FL 32162 | Trustee | 0 | $0 |
| RAYMOND ABBATE 41 MANNY WAY, RED BANK, NJ 07701 | Trustee | 0 | $0 |
| MARK GOLA 17 SANDY DR, YARDLEY, PA 19067 | Trustee | 0 | $0 |
| MARY GUISEPPE WALLACE 3 KEATS RD, YARDLEY, PA 19067 | Trustee | 0 | $0 |
| KAREN SCHMUTZ 1400 CANOPY WALK LANE, PALM COAST, FL 32137 | Trustee | 0 | $0 |
| MATTHEW H LUGAR 554 BEECHTREE LANE, WAYNE, PA 19087 | Trustee | 0 | $0 |
| SARAH J LUGAR 554 BEECHTREE LANE, WAYNE, PA 19087 | Trustee | 0 | $0 |
| BRAD CURRIE 22 RUNNING BROOKE CIRCLE, FLEMINGTON, NJ 08822 | Trustee | 0 | $0 |
| JOHN F HARSCH 988 SHADDOCK PARK LANE, ALLEN, TX 75013 | Trustee | 0 | $0 |
990-PF for the year ended January 31, 2025: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA LUGAR 133 WELLINGTON CT, READING, PA 19606 | Trustee | 0 | $0 |
| FRED KIRK LUGAR 133 WELLINGTON CT, READING, PA 19606 | Trustee | 0 | $0 |
| DENISE BARRETT HARSCH 1485 TIDEWATER TERRACE, THE VILLAGES, FL 32162 | Trustee | 0 | $0 |
| JOHN A HARSCH 1485 TIDEWATER TERRACE, THE VILLAGES, FL 32162 | Trustee | 0 | $0 |
| RAYMOND ABBATE 41 MANNY WAY, RED BANK, NJ 07701 | Trustee | 0 | $0 |
| MARK GOLA 17 SANDY DR, YARDLEY, PA 19067 | Trustee | 0 | $0 |
| MARY GUISEPPE WALLACE 3 KEATS RD, YARDLEY, PA 19067 | Trustee | 0 | $0 |
| KAREN SCHMUTZ 1400 CANOPY WALK LANE, PALM COAST, FL 32137 | Trustee | 0 | $0 |
| MATTHEW H LUGAR 554 BEECHTREE LANE, WAYNE, PA 19087 | Trustee | 0 | $0 |
| SARAH J LUGAR 554 BEECHTREE LANE, WAYNE, PA 19087 | Trustee | 0 | $0 |
| BRAD CURRIE 22 RUNNING BROOKE CIRCLE, FLEMINGTON, NJ 08822 | Trustee | 0 | $0 |
| JOHN F HARSCH 988 SHADDOCK PARK LANE, ALLEN, TX 75013 | Trustee | 0 | $0 |
990-PF for the year ended January 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patricia Lugar 133 Wellington Ct, Reading, PA 19606 | Trustee | 0 | $0 |
| Fred Kirk Lugar 133 Wellington Ct, Reading, PA 19606 | Trustee | 0 | $0 |
| Denise Barrett Harsch 1485 Tidewater Terrace, The Village, FL 32162 | Trustee | 0 | $0 |
| John A Harsch 1485 Tidewater Terrace, The Village, FL 32162 | Trustee | 0 | $0 |
| Raymond Abbate 41 Nanny Way, Red Bank, NJ 07701 | Trustee | 0 | $0 |
| Mark Gola 17 Sandy Dr, Yardley, PA 19067 | Trustee | 0 | $0 |
| Mary Guiseppe Wallace 3 Keats Rd, Yardley, PA 19067 | Trustee | 0 | $0 |
| Karen Schmutz 144 Indian Neck Rd, Wellfleet, MA 02667 | Trustee | 0 | $0 |
| Matthew H Lugar 554 Beechtree Lane, Wayne, PA 19087 | Trustee | 0 | $0 |
| Brad Currie 22 Running Brooke Circle, Flemington, NJ 08822 | Trustee | 0 | $0 |
| John F Harsch 988Shaddock Park Ln, Allen, TX 75013 | Trustee | 0 | $0 |
| Sarah S Lugar 554 Beechtree Lane, Wayne, PA 19087 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- C/O M LUGAR 554 W BEECHTREE LANE, WAYNE, PA 19087-0000
- In care of
- % MATTHEW LUGAR
- Signed the 990-PF
- FRED KIRK LUGAR, Trustee
- Phone
- (610) 223-8997
- Return prepared by
- BEUCLER KELLY & IRWIN LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 22-3088810
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $80,925
- Income (IRS master file)
- $91,823
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $8,282 | $4,638 | $80,925 | XML |
| 990-PF | January 2025 | $7,067 | $3,875 | $79,530 | XML |
| 990-PF | January 2024 | $4,126 | $3,881 | $76,034 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 2019 | – | – | – | 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 22-3088810).
Questions about DENISE LUGAR SCHOLARSHIP FUND
- What is the EIN of DENISE LUGAR SCHOLARSHIP FUND?
- The employer identification number (EIN) of DENISE LUGAR SCHOLARSHIP FUND is 22-3088810.
- Is DENISE LUGAR SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Which annual return does DENISE LUGAR SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DENISE LUGAR SCHOLARSHIP FUND due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DENISE LUGAR SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of DENISE LUGAR SCHOLARSHIP FUND?
- The 990-PF for the year ended January 31, 2026 lists 12 people; 0 received compensation from the organization.
- How much revenue does DENISE LUGAR SCHOLARSHIP FUND have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $8,282, expenses of $4,638 and total assets of $80,925 at year end.
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