Luck Charitable Trust

Falmouth, MA
Tax-exempt since June 2007
EIN: 20-2675491

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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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$87.6k (2024)

Expenses

$91.2k (2024)

Total Assets

$921k (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

$87,597

Expenses

$91,158

Net Income

-$3,561

Net Assets

$920,794

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,596	14.4%
Dividends	$16,172	18.5%
Sales of Assets	$58,829	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,814	81.0%
Compensation of Officers*	$12,462	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$920,794
Total Liabilities	$0
Net Assets	$920,794

Compensation

Key Employees and Officers	Compensation	Other
Rebecca J Scheier (Co Trustee)	$6,231	$0
Jennifer J Medford (Co Trustee)	$6,231	$0

990-PF

Filed on May 30, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$61,640

Expenses

$104,136

Net Income

-$42,496

Net Assets

$924,355

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,824	19.2%
Dividends	$29,463	47.8%
Sales of Assets	$20,353	33.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,006	90.3%
Compensation of Officers*	$11,417	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$924,355
Total Liabilities	$0
Net Assets	$924,355

Compensation

Key Employees and Officers	Compensation	Other
Rebecca J Scheier (Co Trustee)	$5,709	$0
Jennifer J Medford (Co Trustee)	$5,709	$0

990-PF

Filed on Nov. 5, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$55,826

Expenses

$96,727

Net Income

-$40,901

Net Assets

$966,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,120	19.9%
Dividends	$15,641	28.0%
Sales of Assets	$28,065	50.3%
Other Income	$1,000	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,544	86.4%
Compensation of Officers*	$14,506	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$966,851
Total Liabilities	$0
Net Assets	$966,851

Compensation

Key Employees and Officers	Compensation	Other
Rebecca J Scheier (Co Trustee)	$7,253	$0
Jennifer J Medford (Co Trustee)	$7,253	$0

990-PF

Filed on Nov. 9, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$80,735

Expenses

$119,159

Net Income

-$38,424

Net Assets

$1,007,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,732	13.3%
Dividends	$16,217	20.1%
Sales of Assets	$52,936	65.6%
Other Income	$850	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,888	91.4%
Compensation of Officers*	$13,805	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,007,752
Total Liabilities	$0
Net Assets	$1,007,752

Compensation

Key Employees and Officers	Compensation	Other
Rebecca J Scheier (Co Trustee)	$6,903	$0
Jennifer J Medford (Co Trustee)	$6,902	$0

990-PF

Filed on Nov. 10, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$33,704

Expenses

$82,350

Net Income

-$48,646

Net Assets

$1,046,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,399	33.8%
Dividends	$6,276	18.6%
Sales of Assets	$16,029	47.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,505	90.5%
Compensation of Officers*	$13,111	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,046,176
Total Liabilities	$1
Net Assets	$1,046,175

Compensation

Key Employees and Officers	Compensation	Other
Rebecca J Scheier (Co Trustee)	$6,556	$0
Jennifer J Medford (Co Trustee)	$6,555	$0

990-PF

Filed on Nov. 2, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$42,742

Expenses

$77,239

Net Income

-$34,497

Net Assets

$1,094,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,915	34.9%
Dividends	$17,077	40.0%
Sales of Assets	$9,960	23.3%
Other Income	$790	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,010	90.6%
Compensation of Officers*	$11,584	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,094,822
Total Liabilities	$1
Net Assets	$1,094,821

Compensation

Key Employees and Officers	Compensation	Other
Rebecca J Scheier (Co Trustee)	$5,792	$0
Jennifer J Medford (Co Trustee)	$5,792	$0

990-PF

Filed on May 11, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$51,721

Expenses

$98,417

Net Income

-$46,696

Net Assets

$1,129,319

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,619	30.2%
Dividends	$14,892	28.8%
Sales of Assets	$18,510	35.8%
Other Income	$2,700	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,925	92.4%
Compensation of Officers*	$13,234	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,129,319
Total Liabilities	$0
Net Assets	$1,129,319

Compensation

Key Employees and Officers	Compensation	Other
Rebecca J Scheier (Co Trustee)	$6,617	$0
Jennifer J Medford (Co Trustee)	$6,617	$0

990-PF

Filed on May 31, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$29,827

Expenses

$66,367

Net Income

-$36,540

Net Assets

$1,176,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,912	56.7%
Dividends	$12,932	43.4%
Sales of Assets	-$17
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,742	88.5%
Compensation of Officers*	$12,456	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,176,015
Total Liabilities	$0
Net Assets	$1,176,015

Compensation

Key Employees and Officers	Compensation	Other
Rebecca J Scheier (Co Trustee)	$6,228	$0
Jennifer J Medford (Co Trustee)	$6,228	$0

990-PF

Filed on Aug. 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$19,854

Expenses

$60,435

Net Income

-$40,581

Net Assets

$1,212,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,140	91.4%
Dividends	$12,227	61.6%
Sales of Assets	-$10,513
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,459	88.5%
Compensation of Officers*	$11,850	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,212,555
Total Liabilities	$0
Net Assets	$1,212,555

Compensation

Key Employees and Officers	Compensation	Other
Rebecca J Scheier (Co Trustee)	$5,925	$0
Jennifer J Medford (Co Trustee)	$5,925	$0

990-PF

Filed on Aug. 17, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$23,733

Expenses

$99,631

Net Income

-$75,898

Net Assets

$1,253,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,460	52.5%
Dividends	$12,514	52.7%
Sales of Assets	-$1,241
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,415	83.7%
Compensation of Officers*	$43,990	44.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,253,136
Total Liabilities	$0
Net Assets	$1,253,136

Compensation

Key Employees and Officers	Compensation	Other
Rebecca J Scheier (Co Trustee)	$21,995	$0
Jennifer J Medford (Co Trustee)	$21,995	$0

990-PF

Filed on May 16, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$401,773

Expenses

$75,276

Net Income

$326,497

Net Assets

$1,329,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,571	2.1%
Dividends	$11,098	2.8%
Sales of Assets	$382,104	95.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,348	96.1%
Compensation of Officers*	$21,800	29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,329,034
Total Liabilities	$0
Net Assets	$1,329,034

Compensation

Key Employees and Officers	Compensation	Other
Rebecca J Scheier (Co Trustee)	$10,900	$0
Jennifer J Medford (Co Trustee)	$10,900	$0

990-PF

Filed on Aug. 14, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$64,529

Expenses

$71,730

Net Income

-$7,201

Net Assets

$1,002,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,820	12.1%
Dividends	$13,816	21.4%
Sales of Assets	$42,893	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,608	95.6%
Compensation of Officers*	$20,570	28.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,002,537
Total Liabilities	$0
Net Assets	$1,002,537

Compensation

Key Employees and Officers	Compensation	Other
Rebecca J Scheier (Co Trustee)	$10,285	$0
Jennifer J Medford (Co Trustee)	$10,285	$0

990-PF

Filed on Aug. 14, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$13,962

Expenses

$54,095

Net Income

-$40,133

Net Assets

$1,009,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,969	57.1%
Dividends	$16,439	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,379	98.7%
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	$1,009,738
Total Liabilities	$1
Net Assets	$1,009,737

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$20,997

Expenses

$42,274

Net Income

-$21,277

Net Assets

$1,049,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,237	44.0%
Dividends	$15,004	71.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,574	98.3%
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	$1,049,871
Total Liabilities	$1
Net Assets	$1,049,870

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Luck Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $87.6k (2024)

Expenses $91.2k (2024)

Total Assets $921k (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

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$87.6k (2024)

Expenses

$91.2k (2024)

Total Assets

$921k (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