The Lucie Family Charitable Foundation Trust Agreement
- Assets
- $141.3k
- Revenue
- $79.2k
- Investments
- $138.6k
- Employees
- 0
- Location
- Huntington Station, NY
- Founding
- Data as of
- 12/2022
- EIN
- 87-6347914
Organization Overview
The Lucie Family Charitable Foundation Trust Agreement is located in Huntington Station, NY. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lucie Family Charitable Foundation Trust Agreement is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Lucie Family Charitable Foundation Trust Agreement generated $79.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 2 years, the organization has seen revenues fall by an average of (13.0%) each year. All expenses for the organization totaled $28.2k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
CHURCH OF ST. PAUL THE APOSTLE CEDAR SWAMP RD BROOKVILLE NY 11545
ST. JUDE CHILDRENS RESEARCH HOSPITAL 501 ST. JUDE PLACE, MEMPHIS TN 38105
RESPONSIBILITY PO BOX 433199 SAN YSIDRO, CA 92413
LIFE CENTER OF LONG ISLAND 35 EAST WILLOW STREET, MASSAPEQUA, NY 1758
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas Lucie Trustee | 0 | $0 | |
Ingeborg Lucie Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $100,000 |
| Interest on Savings | $9 |
| Dividends & Interest | $4,607 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$13,531 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$11,877 |
| Total Revenue | $79,208 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $108 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,153 |
| Contributions, gifts, grants paid | $25,000 |
| Total expenses and disbursements | $28,153 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,706 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $141,326 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Lucie Family Charitable Foundation Trust Agreement has awarded $25,000 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
CHURCH OF ST PAUL THE APOSTLE PURPOSE: CHURCH FUNDING | $5,000 |
RESPONSIBILTY PURPOSE: CHILD EDUCATION | $5,000 |
ST JUDE CHILDREN'S REASEARCH HOSPIT PURPOSE: CANCER RESEARCH | $5,000 |
LIFE CENTER OF LONG ISLAND PURPOSE: TEEN HEALTH | $5,000 |
HOMEBOY INDUSTRIES PURPOSE: SUPPORT HEALTH & WELFAIR OF YOUTH. | $5,000 |