The Lufkin Family Foundation

Freund Hugh J Ttee

New York, NY
Tax-exempt since May 1998
EIN: 13-3999095

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$282k (2024)

Expenses

$639k (2024)

Total Assets

$3.17M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$281,708

Expenses

$639,309

Net Income

-$357,601

Net Assets

$3,170,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$164,318	58.3%
Interest Revenue	$8,125	2.9%
Dividends	$59,523	21.1%
Sales of Assets	$49,742	17.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$606,655	94.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,170,587
Total Liabilities	$0
Net Assets	$3,170,587

Compensation

Key Employees and Officers	Compensation	Other
Dan W Lufkin (Trustee)	$0	$0
Hugh J Freund (Trustee)	$0	$0
Margaret L Bishop (Trustee)	$0	$0
Abigail F Lufkin (Trustee)	$0	$0
Elise G B Lufkin (Trustee)	$0	$0
Alison W Lufkin Faber (Trustee)	$0	$0

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990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$204,721

Expenses

$356,501

Net Income

-$151,780

Net Assets

$3,528,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$164,334	80.3%
Interest Revenue	$3,486	1.7%
Dividends	$43,098	21.1%
Sales of Assets	-$6,197
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$328,062	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,528,188
Total Liabilities	$0
Net Assets	$3,528,188

Compensation

Key Employees and Officers	Compensation	Other
Dan W Lufkin (Trustee)	$0	$0
Hugh J Freund (Trustee)	$0	$0
Margaret L Bishop (Trustee)	$0	$0
Abigail F Lufkin (Trustee)	$0	$0
Elise G B Lufkin (Trustee)	$0	$0
Alison W Lufkin Faber (Trustee)	$0	$0

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990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$94,880

Expenses

$475,952

Net Income

-$381,072

Net Assets

$3,679,968

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$164,568	> 100%
Interest Revenue	$1,315	1.4%
Dividends	$39,578	41.7%
Sales of Assets	-$110,581
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$442,500	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,679,968
Total Liabilities	$0
Net Assets	$3,679,968

Compensation

Key Employees and Officers	Compensation	Other
Dan W Lufkin (Trustee)	$0	$0
Hugh J Freund (Trustee)	$0	$0
Margaret L Bishop (Trustee)	$0	$0
Abigail F Lufkin (Trustee)	$0	$0
Elise G B Lufkin (Trustee)	$0	$0
Alison W Lufkin Faber (Trustee)	$0	$0

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990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$2,985,434

Expenses

$533,005

Net Income

$2,452,429

Net Assets

$4,061,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,802,263	93.9%
Interest Revenue	$286	0.0%
Dividends	$22,084	0.7%
Sales of Assets	$160,801	5.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$511,500	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,061,042
Total Liabilities	$0
Net Assets	$4,061,042

Compensation

Key Employees and Officers	Compensation	Other
Dan W Lufkin (Trustee)	$0	$0
Hugh J Freund (Trustee)	$0	$0
Margaret L Bishop (Trustee)	$0	$0
Abigail F Lufkin (Trustee)	$0	$0
Elise G B Lufkin (Trustee)	$0	$0
Alison W Lufkin Faber (Trustee)	$0	$0

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990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$242,192

Expenses

$353,513

Net Income

-$111,321

Net Assets

$1,608,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$164,318	67.8%
Interest Revenue	$574	0.2%
Dividends	$21,497	8.9%
Sales of Assets	$55,803	23.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,000	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,608,613
Total Liabilities	$1
Net Assets	$1,608,612

Compensation

Key Employees and Officers	Compensation	Other
Dan W Lufkin (Trustee)	$0	$0
Hugh J Freund (Trustee)	$0	$0
Margaret L Bishop (Trustee)	$0	$0
Abigail F Lufkin (Trustee)	$0	$0
Elise G B Lufkin (Trustee)	$0	$0
Alison W Lufkin Faber (Trustee)	$0	$0

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990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$249,782

Expenses

$582,134

Net Income

-$332,352

Net Assets

$1,719,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$164,318	65.8%
Interest Revenue	$2,389	1.0%
Dividends	$22,720	9.1%
Sales of Assets	$60,355	24.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$552,335	94.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,719,934
Total Liabilities	$1
Net Assets	$1,719,933

Compensation

Key Employees and Officers	Compensation	Other
Dan W Lufkin (Trustee)	$0	$0
Hugh J Freund (Trustee)	$0	$0
Margaret L Bishop (Trustee)	$0	$0
Abigail F Lufkin (Trustee)	$0	$0
Elise G B Lufkin (Trustee)	$0	$0
Alison W Lufkin Faber (Trustee)	$0	$0

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990-PF

Filed on July 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$872,207

Expenses

$296,309

Net Income

$575,898

Net Assets

$2,052,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$164,318	18.8%
Interest Revenue	$2,487	0.3%
Dividends	$16,734	1.9%
Sales of Assets	$578,516	66.3%
Other Income	$110,152	12.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,500	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,052,286
Total Liabilities	$0
Net Assets	$2,052,286

Compensation

Key Employees and Officers	Compensation	Other
Dan W Lufkin (Trustee)	$0	$0
Hugh J Freund (Trustee)	$0	$0
Margaret L Bishop (Trustee)	$0	$0
Abigail F Lufkin (Trustee)	$0	$0
Elise G B Lufkin (Trustee)	$0	$0
Alison W Lufkin Faber (Trustee)	$0	$0

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990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$117,571

Expenses

$276,059

Net Income

-$158,488

Net Assets

$1,476,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$167,568	> 100%
Interest Revenue	$948	0.8%
Dividends	$11,328	9.6%
Sales of Assets	-$57,572
Other Income	-$4,701

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$229,000	83.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,476,388
Total Liabilities	$0
Net Assets	$1,476,388

Compensation

Key Employees and Officers	Compensation	Other
Dan W Lufkin (Trustee)	$0	$0
Hugh J Freund (Trustee)	$0	$0
Margaret L Bishop (Trustee)	$0	$0
Abigail F Lufkin (Trustee)	$0	$0
Elise G B Lufkin (Trustee)	$0	$0
Alison W Lufkin Faber (Trustee)	$0	$0

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990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$317,269

Expenses

$201,009

Net Income

$116,260

Net Assets

$1,634,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,656	4.6%
Interest Revenue	$206	0.1%
Dividends	$14,329	4.5%
Sales of Assets	$228,277	72.0%
Other Income	$59,801	18.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,721	50.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,634,876
Total Liabilities	$0
Net Assets	$1,634,876

Compensation

Key Employees and Officers	Compensation	Other
Dan W Lufkin (Trustee)	$0	$0
Hugh J Freund (Trustee)	$0	$0
Margaret L Bishop (Trustee)	$0	$0
Abigail F Lufkin (Trustee)	$0	$0
Elise G B Lufkin (Trustee)	$0	$0
Alison W Lufkin Faber (Trustee)	$0	$0

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990-PF

Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

-$207,587

Expenses

$106,387

Net Income

-$313,974

Net Assets

$1,518,616

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3
Dividends	$19,000
Sales of Assets	-$226,590
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,389	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,518,616
Total Liabilities	$0
Net Assets	$1,518,616

Compensation

Key Employees and Officers	Compensation	Other
Dan W Lufkin (Trustee)	$0	$0
Hugh J Freund (Trustee)	$0	$0
Margaret L Bishop (Trustee)	$0	$0
Abigail F Lufkin (Trustee)	$0	$0
Elise G B Lufkin (Trustee)	$0	$0
Alison W Lufkin Faber (Trustee)	$0	$0

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990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$20,531

Expenses

$294,866

Net Income

-$274,335

Net Assets

$1,832,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$16,000	77.9%
Sales of Assets	$5,609	27.3%
Other Income	-$1,574

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$286,396	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,832,589
Total Liabilities	$0
Net Assets	$1,832,589

Compensation

Key Employees and Officers	Compensation	Other
Dan W Lufkin (Trustee)	$0	$0
Hugh J Freund (Trustee)	$0	$0
Margaret L Bishop (Trustee)	$0	$0
Abigail F Lufkin (Trustee)	$0	$0
Elise G B Lufkin (Trustee)	$0	$0
Alison W Lufkin Faber (Trustee)	$0	$0

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990-PF

Filed on June 24, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$211,350

Expenses

$149,793

Net Income

$61,557

Net Assets

$2,107,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$12,700	6.0%
Sales of Assets	$193,178	91.4%
Other Income	$4,538	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,067	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,107,115
Total Liabilities	$0
Net Assets	$2,107,115

Compensation

Key Employees and Officers	Compensation	Other
Dan W Lufkin (Trustee)	$0	$0
Hugh J Freund (Trustee)	$0	$0
Margaret L Bishop (Trustee)	$0	$0
Abigail F Lufkin (Trustee)	$0	$0
Elise G B Lufkin (Trustee)	$0	$0
Alison W Lufkin Faber (Trustee)	$0	$0

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990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$650,645

Expenses

$277,065

Net Income

$373,580

Net Assets

$2,045,545

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,667	3.5%
Sales of Assets	$630,216	96.9%
Other Income	-$2,238

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,850	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,045,546
Total Liabilities	$1
Net Assets	$2,045,545

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$488,541

Expenses

$211,827

Net Income

$276,714

Net Assets

$1,671,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$0
Sales of Assets	$474,743	97.2%
Other Income	$13,794	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,000	97.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,671,962
Total Liabilities	$1
Net Assets	$1,671,961

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The Lufkin Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $282k (2024)

Expenses $639k (2024)

Total Assets $3.17M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Revenue

$282k (2024)

Expenses

$639k (2024)

Total Assets

$3.17M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001