Nonprofit · EIN 62-6352749
LJ FAMILY FOUNDATION TRUST UA DTD 08131998
Tax-exempt · HENRICO, VA 23229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $52,362 | $186,879 | -$134,517 | $2,221,958 | $0 | $2,221,958 |
| June 30, 2025 | 990-PF | $413,859 | $186,278 | $227,581 | $2,356,475 | $0 | $2,356,475 |
| June 30, 2024 | 990-PF | $227,335 | $173,493 | $53,842 | $2,128,894 | $0 | $2,128,894 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $52,207
- Interest
- $155
Expenses
- Grants and similar amounts paid
- $190,000
- Disbursements for charitable purposes
- $190,000
- Excise tax on investment income
- $771
Balance sheet and other
- Total assets, start of year
- $2,356,475
- Total assets, end of year
- $2,221,958
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,221,958
- Fair market value of assets
- $4,371,717
- Qualifying distributions
- $190,000
- Net investment income
- $52,362
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 |
|---|---|---|---|
| LOUCINDA LONG MCLEAN 4212 KENSINGTON AVE, RICHMOND, VA 23221 | Trustee | 1 | $0 |
| W JACKSON LONG JR 1401 PRESTON AVE, AUSTIN, TX 78703 | Trustee | 1 | $0 |
| JACK INSCOE 823 ARLINGTON CIR, HENRICO, VA 23224 | Trustee | 1 | $0 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUCINDA LONG MCLEAN 4212 KENSINGTON AVE, RICHMOND, VA 23221 | Trustee | 1 | $0 |
| W JACKSON LONG JR 1401 PRESTON AVE, AUSTIN, TX 78703 | Trustee | 1 | $0 |
| JACK INSCOE 823 ARLINGTON CIR, HENRICO, VA 23224 | Trustee | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUCINDA LONG MCLEAN 4212 KENSINGTON AVE, RICHMOND, VA 23221 | Trustee | 1 | $0 |
| W JACKSON LONG JR 1401 PRESTON AVE, AUSTIN, TX 78703 | Trustee | 1 | $0 |
| JACK INSCOE 823 ARLINGTON CIR, HENRICO, VA 23224 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 823 ARLINGTON CIR, HENRICO, VA 23229-6507
- In care of
- % TRUST DEPT
- Signed the 990-PF
- JACK INSCOE, Trustee
- Phone
- (804) 314-1123
- Return prepared by
- Wheeler Fairman & Kelley
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 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 62-6352749
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,221,958
- Income (IRS master file)
- $52,362
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $52,362 | $186,879 | $2,221,958 | IRS |
| 990-PF | June 2025 | $413,859 | $186,278 | $2,356,475 | XML |
| 990-PF | June 2024 | $227,335 | $173,493 | $2,128,894 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 62-6352749).
Questions about LJ FAMILY FOUNDATION TRUST UA DTD 08131998
- What is the EIN of LJ FAMILY FOUNDATION TRUST UA DTD 08131998?
- The employer identification number (EIN) of LJ FAMILY FOUNDATION TRUST UA DTD 08131998 is 62-6352749.
- Is LJ FAMILY FOUNDATION TRUST UA DTD 08131998 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LJ FAMILY FOUNDATION TRUST UA DTD 08131998 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LJ FAMILY FOUNDATION TRUST UA DTD 08131998 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LJ FAMILY FOUNDATION TRUST UA DTD 08131998 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 LJ FAMILY FOUNDATION TRUST UA DTD 08131998 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 LJ FAMILY FOUNDATION TRUST UA DTD 08131998?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LJ FAMILY FOUNDATION TRUST UA DTD 08131998 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $52,362, expenses of $186,879 and total assets of $2,221,958 at year end.
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