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Nonprofit · EIN 66-0639002

LUBERT FAMILY FOUNDATION INC

Tax-exempt · PHILADELPHIA, PA 19125

Financials

$20.6M$996K2023$9.5M$1.7M2024
Revenue Expenses · by fiscal year end
Financials of LUBERT FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$9,494,389$1,744,163$7,750,226$42,675,141$0$42,675,141
December 31, 2023990-PF$20,594,132$995,798$19,598,334$36,220,459$0$36,220,459
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,809,024
Dividends
$583,981
Interest
$266,826
Net rental income
-$891
Net gain from sales of assets
$5,834,558

Expenses

Grants and similar amounts paid
$1,451,011
Compensation of officers, directors and key employees
$75,000
Disbursements for charitable purposes
$1,451,011
Excise tax on investment income
$87,358

Balance sheet and other

Total assets, start of year
$36,220,459
Total assets, end of year
$42,675,141
Total liabilities, end of year
$0
Net assets, end of year
$42,675,141
Fair market value of assets
$42,675,141
Qualifying distributions
$1,451,011
Net investment income
$6,558,409

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
kristine Ives
1325 N Beach Street Suite 202, philadelphia, PA 19125
vice-president0$75,000
ira m lubert
1325 N Beach Street Suite 202, philadelphia, PA 19125
president0$0
tricia billings
1325 N Beach Street Suite 202, philadelphia, PA 19125
secretary0$0
jonathan lubert
1325 N Beach Street Suite 202, philadelphia, PA 19125
treasurer0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
KRISTINE IVES
1325 N BEACH STREET SUITE 202, PHILADELPHIA, PA 19125
VICE-PRESIDENT1$75,000
IRA M LUBERT
1325 N BEACH STREET SUITE 202, PHILADELPHIA, PA 19125
PRESIDENT1$0
TRICIA BILLINGS
1325 N BEACH STREET SUITE 202, PHILADELPHIA, PA 19125
SECRETARY1$0
JONATHAN LUBERT
1325 N BEACH STREET SUITE 202, PHILADELPHIA, PA 19125
TREASURER2.5$0

Address and contacts

Address (IRS master file)
1325 N BEACH ST UNIT 202, PHILADELPHIA, PA 19125-4488
In care of
% BELGRAVIA MANAGEMENT LP
Signed the 990-PF
Ira Lubert, President
Phone
(215) 609-3497
Return prepared by
BELGRAVIA MANAGEMENT LP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
66-0639002
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$42,675,141
Income (IRS master file)
$9,736,812

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$9,494,389$1,744,163$42,675,141XML
990-TDecember 2024–––IRS
990-PFDecember 2023$20,594,132$995,798$36,220,459XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 66-0639002).

Questions about LUBERT FAMILY FOUNDATION INC

What is the EIN of LUBERT FAMILY FOUNDATION INC?
The employer identification number (EIN) of LUBERT FAMILY FOUNDATION INC is 66-0639002.
Is LUBERT FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to LUBERT FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUBERT FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of LUBERT FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LUBERT FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of LUBERT FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $75,000 (kristine Ives, vice-president).
How much revenue does LUBERT FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,494,389, expenses of $1,744,163 and total assets of $42,675,141 at year end.

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