Nonprofit · EIN 22-6918170
BERNARD A LUBLIN AND ROBERTA G LUBLIN TR 02152002
Also known as LUBLIN BERNARD A ET AL TTEE
Tax-exempt · RICHMOND, VA 23229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $25,432 | $43,956 | -$18,524 | $271,852 | $0 | $271,852 |
| December 31, 2024 | 990-PF | $25,611 | $37,746 | -$12,135 | $296,274 | $0 | $296,274 |
| December 31, 2023 | 990-PF | $23,315 | $28,434 | -$5,119 | $307,991 | $0 | $307,991 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,777
- Net gain from sales of assets
- -$384
- Other income
- $7,039
Expenses
- Grants and similar amounts paid
- $41,423
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $41,423
- Excise tax on investment income
- $359
Balance sheet and other
- Total assets, start of year
- $296,274
- Total assets, end of year
- $271,852
- Total liabilities, end of year
- $0
- Net assets, end of year
- $271,852
- Fair market value of assets
- $473,137
- Qualifying distributions
- $41,423
- Net investment income
- $25,816
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 |
|---|---|---|---|
| KEITH LUBLIN 1590 TULLY COURT, BLOOMFIELD HILLS, MI 48302 | TRUSTEE | 1 | $0 |
| ROBERTA G LUBLIN 309 SANTA CLARA ROAD, RICHMOND, VA 23229 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEITH LUBLIN 1590 TULLY COURT, BLOOMFIELD HILLS, MI 48302 | TRUSTEE | 1 | $0 |
| ROBERTA G LUBLIN 309 SANTA CLARA ROAD, RICHMOND, VA 23229 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEITH LUBLIN 1590 TULLY COURT, BLOOMFIELD HILLS, MI 48302 | TRUSTEE | 1 | $0 |
| ROBERTA G LUBLIN 309 SANTA CLARA ROAD, RICHMOND, VA 23229 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 309 SANTA CLARA DR, RICHMOND, VA 23229-7123
- In care of
- % BERNARD A LUBLIN
- Signed the 990-PF
- ROBERTA G LUBLIN, TRUSTEE
- Phone
- (804) 334-5938
- Return prepared by
- MARTIN DOLAN & HOLTON 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 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
- 22-6918170
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $271,852
- Income (IRS master file)
- $58,192
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $25,432 | $43,956 | $271,852 | XML |
| 990-PF | December 2024 | $25,611 | $37,746 | $296,274 | XML |
| 990-PF | December 2023 | $23,315 | $28,434 | $307,991 | 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 22-6918170).
Questions about BERNARD A LUBLIN AND ROBERTA G LUBLIN TR 02152002
- What is the EIN of BERNARD A LUBLIN AND ROBERTA G LUBLIN TR 02152002?
- The employer identification number (EIN) of BERNARD A LUBLIN AND ROBERTA G LUBLIN TR 02152002 is 22-6918170.
- Is BERNARD A LUBLIN AND ROBERTA G LUBLIN TR 02152002 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to BERNARD A LUBLIN AND ROBERTA G LUBLIN TR 02152002 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNARD A LUBLIN AND ROBERTA G LUBLIN TR 02152002 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD A LUBLIN AND ROBERTA G LUBLIN TR 02152002 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 BERNARD A LUBLIN AND ROBERTA G LUBLIN TR 02152002 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 BERNARD A LUBLIN AND ROBERTA G LUBLIN TR 02152002?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BERNARD A LUBLIN AND ROBERTA G LUBLIN TR 02152002 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $25,432, expenses of $43,956 and total assets of $271,852 at year end.
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