Nonprofit · EIN 72-1399703
ROBERT & LOIS LUCKIE FOUNDATION
Tax-exempt · BIRMINGHAM, AL 35253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $545,747 | $151,078 | $394,669 | $3,750,756 | $0 | $3,750,756 |
| August 31, 2024 | 990-PF | $210,155 | $164,785 | $45,370 | $3,356,087 | $0 | $3,356,087 |
| August 31, 2023 | 990-PF | $77,382 | $148,788 | -$71,406 | $3,310,715 | $0 | $3,310,715 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $65,235
- Interest
- $153
- Net gain from sales of assets
- $480,359
Expenses
- Grants and similar amounts paid
- $107,270
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $107,270
- Excise tax on investment income
- $7,586
Balance sheet and other
- Total assets, start of year
- $3,356,087
- Total assets, end of year
- $3,750,756
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,750,756
- Fair market value of assets
- $5,161,075
- Qualifying distributions
- $107,270
- Net investment income
- $545,747
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS G LUCKIE PO BOX 530584, BIRMINGHAM, AL 35223 | PRESIDENT | 0 | $0 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS G LUCKIE 600 LUCKIE DRIVE, BIRMINGHAM, AL 35223 | PRESIDENT | 0 | $0 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS G LUCKIE 600 LUCKIE DRIVE, BIRMINGHAM, AL 35223 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 530584, BIRMINGHAM, AL 35253-0584
- Signed the 990-PF
- THOMAS G LUCKIE, PRESIDENT
- Phone
- (205) 879-2121
- Return prepared by
- BORLAND BENEFIELD PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 72-1399703
- 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
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,750,756
- Income (IRS master file)
- $2,589,725
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $545,747 | $151,078 | $3,750,756 | XML |
| 990-PF | August 2024 | $210,155 | $164,785 | $3,356,087 | XML |
| 990-PF | August 2023 | $77,382 | $148,788 | $3,310,715 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 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 72-1399703).
Questions about ROBERT & LOIS LUCKIE FOUNDATION
- What is the EIN of ROBERT & LOIS LUCKIE FOUNDATION?
- The employer identification number (EIN) of ROBERT & LOIS LUCKIE FOUNDATION is 72-1399703.
- Is ROBERT & LOIS LUCKIE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ROBERT & LOIS LUCKIE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT & LOIS LUCKIE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT & LOIS LUCKIE FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT & LOIS LUCKIE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of ROBERT & LOIS LUCKIE FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does ROBERT & LOIS LUCKIE FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $545,747, expenses of $151,078 and total assets of $3,750,756 at year end.
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