Lucille Foundation

Worcester, MA
Tax-exempt since May 2001
EIN: 04-3528932

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$80.7k (2024)

Expenses

$163k (2024)

Total Assets

$1.29M (2024)

Total Liabilities

$1.82k (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

$80,722

Expenses

$163,017

Net Income

-$82,295

Net Assets

$1,292,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,691	3.3%
Interest Revenue	$0
Dividends	$54,981	68.1%
Sales of Assets	$23,050	28.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	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	$1,294,788
Total Liabilities	$1,823
Net Assets	$1,292,965

Compensation

Key Employees and Officers	Compensation	Other
Stuart G Roseman (Trustee)	$0	$0
Daniela Corte (Trustee)	$0	$0

990-PF

Filed on May 1, 2025

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

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

-$5,485

Expenses

$163,227

Net Income

-$168,712

Net Assets

$1,375,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,620
Sales of Assets	-$60,105
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	91.9%
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	$1,392,459
Total Liabilities	$17,199
Net Assets	$1,375,260

Compensation

Key Employees and Officers	Compensation	Other
Stuart G Roseman (Trustee)	$0	$0
Daniela Corte (Trustee)	$0	$0

990-PF

Filed on April 26, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$63,879

Expenses

$167,201

Net Income

-$103,322

Net Assets

$1,543,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,210	5.0%
Interest Revenue	$0
Dividends	$46,491	72.8%
Sales of Assets	$14,178	22.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,466	88.8%
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	$1,583,847
Total Liabilities	$39,875
Net Assets	$1,543,972

Compensation

Key Employees and Officers	Compensation	Other
Stuart G Roseman (Trustee)	$0	$0
Daniela Corte (Trustee)	$0	$0

990-PF

Filed on April 28, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$190,333

Expenses

$164,813

Net Income

$25,520

Net Assets

$1,647,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,873	1.5%
Interest Revenue	$0
Dividends	$47,327	24.9%
Sales of Assets	$140,133	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	91.0%
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	$1,677,112
Total Liabilities	$29,818
Net Assets	$1,647,294

Compensation

Key Employees and Officers	Compensation	Other
Stuart G Roseman (Trustee)	$0	$0
Daniela Corte (Trustee)	$0	$0

990-PF

Filed on May 6, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

-$12,451

Expenses

$167,603

Net Income

-$180,054

Net Assets

$1,621,774

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,438
Interest Revenue	$0
Dividends	$50,801
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	89.5%
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	$1,681,530
Total Liabilities	$59,756
Net Assets	$1,621,774

Compensation

Key Employees and Officers	Compensation	Other
Stuart G Roseman (Trustee)	$0	$0
Daniela Corte (Trustee)	$0	$0

990-PF

Filed on April 30, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$54,469

Expenses

$162,082

Net Income

-$107,613

Net Assets

$1,801,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,671	> 100%
Sales of Assets	$0
Other Income	$1,161	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	92.5%
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	$1,839,746
Total Liabilities	$37,918
Net Assets	$1,801,828

Compensation

Key Employees and Officers	Compensation	Other
Stuart G Roseman (Trustee)	$0	$0
Daniela Corte (Trustee)	$0	$0

990-PF

Filed on July 1, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$61,173

Expenses

$165,035

Net Income

-$103,862

Net Assets

$1,909,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,413	3.9%
Interest Revenue	$5,660	9.3%
Dividends	$59,501	97.3%
Sales of Assets	-$6,401
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	90.9%
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	$1,915,174
Total Liabilities	$5,733
Net Assets	$1,909,441

Compensation

Key Employees and Officers	Compensation	Other
Stuart G Roseman (Trustee)	$0	$0
Daniela Corte (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$98,854

Expenses

$165,543

Net Income

-$66,689

Net Assets

$2,013,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,780	2.8%
Interest Revenue	$0
Dividends	$58,195	58.9%
Sales of Assets	$37,879	38.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	90.6%
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	$2,033,857
Total Liabilities	$20,554
Net Assets	$2,013,303

Compensation

Key Employees and Officers	Compensation	Other
Stuart G Roseman (Trustee)	$0	$0
Daniela Corte (Trustee)	$0	$0

990-PF

Filed on May 2, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$62,060

Expenses

$167,751

Net Income

-$105,691

Net Assets

$2,079,992

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,623	5.8%
Interest Revenue	$0
Dividends	$50,633	81.6%
Sales of Assets	$7,804	12.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	89.4%
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	$2,091,977
Total Liabilities	$11,985
Net Assets	$2,079,992

Compensation

Key Employees and Officers	Compensation	Other
Stuart G Roseman (Trustee)	$0	$0
Daniela Corte (Trustee)	$0	$0

990-PF

Filed on May 2, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$165,289

Expenses

$166,588

Net Income

-$1,299

Net Assets

$2,185,683

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,148	1.3%
Interest Revenue	$0
Dividends	$42,745	25.9%
Sales of Assets	$120,396	72.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	90.0%
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	$2,199,066
Total Liabilities	$13,383
Net Assets	$2,185,683

Compensation

Key Employees and Officers	Compensation	Other
Stuart G Roseman (Trustee)	$0	$0
Daniela Corte (Trustee)	$0	$0

990-PF

Filed on May 10, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$163,525

Expenses

$165,621

Net Income

-$2,096

Net Assets

$2,186,982

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,638	1.0%
Interest Revenue	$0
Dividends	$53,040	32.4%
Sales of Assets	$108,847	66.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	90.6%
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	$2,227,565
Total Liabilities	$40,583
Net Assets	$2,186,982

Compensation

Key Employees and Officers	Compensation	Other
Stuart G Roseman (Trustee)	$0	$0
Daniela Corte (Trustee)	$0	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$4,345

Expenses

$166,056

Net Income

-$161,711

Net Assets

$2,189,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,085	48.0%
Interest Revenue	$0
Dividends	$65,294	> 100%
Sales of Assets	-$63,034
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	90.3%
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	$2,245,984
Total Liabilities	$56,906
Net Assets	$2,189,078

Compensation

Key Employees and Officers	Compensation	Other
Stuart G Roseman (Trustee)	$0	$0
Daniela Corte (Trustee)	$0	$0

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

$148,728

Expenses

$162,669

Net Income

-$13,941

Net Assets

$2,350,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,985	1.3%
Interest Revenue	$0
Dividends	$71,350	48.0%
Sales of Assets	$75,393	50.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	92.2%
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	$2,415,351
Total Liabilities	$64,562
Net Assets	$2,350,789

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$83,642

Expenses

$163,269

Net Income

-$79,627

Net Assets

$2,364,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,935	2.3%
Interest Revenue	$0
Dividends	$45,667	54.6%
Sales of Assets	$36,040	43.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	91.9%
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	$2,439,113
Total Liabilities	$74,383
Net Assets	$2,364,730

990-PF

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

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

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Lucille Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $80.7k (2024)

Expenses $163k (2024)

Total Assets $1.29M (2024)

Total Liabilities $1.82k (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

$80.7k (2024)

Expenses

$163k (2024)

Total Assets

$1.29M (2024)

Total Liabilities

$1.82k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

Fiscal Year Ending Dec.
2019

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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

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2001