Lugar Family Foundation

Dallas, TX
Tax-exempt since Aug. 2001
EIN: 75-2912021

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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

$105k (2024)

Expenses

$205k (2024)

Total Assets

$325k (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

$105,370

Expenses

$205,489

Net Income

-$100,119

Net Assets

$324,622

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,541	1.5%
Interest Revenue	$0
Dividends	$15,012	14.2%
Sales of Assets	$88,817	84.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,489	100%
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	$324,622
Total Liabilities	$0
Net Assets	$324,622

Compensation

Key Employees and Officers	Compensation	Other
Steven M Lugar (Foundation Mana)	$0	$0
Gari B Lugar (Foundation Mana)	$0	$0
Pat C Beaird (Trustee)	$0	$0

990-PF

Filed on Nov. 17, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$473,423

Expenses

$588,691

Net Income

-$115,268

Net Assets

$405,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$33,874	7.2%
Interest Revenue	$0
Dividends	$16,485	3.5%
Sales of Assets	$423,064	89.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$588,249	99.9%
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	$405,710
Total Liabilities	$0
Net Assets	$405,710

Compensation

Key Employees and Officers	Compensation	Other
Steven M Lugar (Foundation Mana)	$0	$0
Gari B Lugar (Foundation Mana)	$0	$0
Pat C Beaird (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$41,809

Expenses

$33,424

Net Income

$8,385

Net Assets

$520,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,447	41.7%
Sales of Assets	$24,362	58.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,317	99.7%
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	$520,978
Total Liabilities	$0
Net Assets	$520,978

Compensation

Key Employees and Officers	Compensation	Other
Steven M Lugar (Foundation Mana)	$0	$0
Gari B Lugar (Foundation Mana)	$0	$0
Pat C Beaird (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$79,739

Expenses

$19,390

Net Income

$60,349

Net Assets

$512,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$29,582	37.1%
Interest Revenue	$0
Dividends	$19,000	23.8%
Sales of Assets	$31,157	39.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,002	92.8%
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	$512,593
Total Liabilities	$0
Net Assets	$512,593

Compensation

Key Employees and Officers	Compensation	Other
Steven M Lugar (Foundation Mana)	$0	$0
Gari B Lugar (Foundation Mana)	$0	$0
Pat C Beaird (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$50,571

Expenses

$66,264

Net Income

-$15,693

Net Assets

$452,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,726	27.1%
Sales of Assets	$36,845	72.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,953	98.0%
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	$452,244
Total Liabilities	$1
Net Assets	$452,243

Compensation

Key Employees and Officers	Compensation	Other
Steven M Lugar (Foundation Mana)	$0	$0
Gari B Lugar (Foundation Mana)	$0	$0
Pat C Beaird (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$72,948

Expenses

$63,797

Net Income

$9,151

Net Assets

$467,936

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,056	37.1%
Interest Revenue	$0
Dividends	$13,868	19.0%
Sales of Assets	$32,024	43.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,319	96.1%
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	$467,937
Total Liabilities	$1
Net Assets	$467,936

Compensation

Key Employees and Officers	Compensation	Other
Steven M Lugar (Foundation Mana)	$0	$0
Gari B Lugar (Foundation Mana)	$0	$0
Pat C Beaird (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$49,959

Expenses

$66,500

Net Income

-$16,541

Net Assets

$573,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,304	46.6%
Sales of Assets	$26,655	53.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,339	95.2%
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	$573,058
Total Liabilities	$1
Net Assets	$573,057

Compensation

Key Employees and Officers	Compensation	Other
Steven M Lugar (Foundation Mana)	$0	$0
Gari B Lugar (Foundation Mana)	$0	$0
Pat C Beaird (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$414,966

Expenses

$533,650

Net Income

-$118,684

Net Assets

$589,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$156,319	37.7%
Interest Revenue	$0
Dividends	$15,760	3.8%
Sales of Assets	$242,887	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$532,949	99.9%
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	$589,598
Total Liabilities	$0
Net Assets	$589,598

Compensation

Key Employees and Officers	Compensation	Other
Steven M Lugar (Foundation Mana)	$0	$0
Gari B Lugar (Foundation Mana)	$0	$0
Pat C Beaird (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$230,118

Expenses

$67,990

Net Income

$162,128

Net Assets

$708,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$159,310	69.2%
Interest Revenue	$0
Dividends	$24,907	10.8%
Sales of Assets	$45,901	19.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,283	99.0%
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	$708,537
Total Liabilities	$255
Net Assets	$708,282

Compensation

Key Employees and Officers	Compensation	Other
Steven M Lugar (Foundation Mana)	$0	$0
Gari B Lugar (Foundation Mana)	$0	$0
Pat C Beaird (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$39,646

Expenses

$49,749

Net Income

-$10,103

Net Assets

$546,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,108	58.3%
Sales of Assets	$16,538	41.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,239	99.0%
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	$546,154
Total Liabilities	$0
Net Assets	$546,154

Compensation

Key Employees and Officers	Compensation	Other
Steven M Lugar (Foundation Mana)	$0	$0
Gari B Lugar (Foundation Mana)	$0	$0
Pat C Beaird (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$79,009

Expenses

$44,131

Net Income

$34,878

Net Assets

$556,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$35,447	44.9%
Interest Revenue	$0
Dividends	$15,412	19.5%
Sales of Assets	$28,150	35.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,746	99.1%
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	$556,257
Total Liabilities	$0
Net Assets	$556,257

Compensation

Key Employees and Officers	Compensation	Other
Steven M Lugar (Foundation Mana)	$0	$0
Gari B Lugar (Foundation Mana)	$0	$0
Pat C Beaird (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$12,961

Expenses

$37,590

Net Income

-$24,629

Net Assets

$614,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,644	74.4%
Sales of Assets	$3,317	25.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,110	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	$614,462
Total Liabilities	$1
Net Assets	$614,461

Compensation

Key Employees and Officers	Compensation	Other
Steven M Lugar (Foundation Mana)	$0	$0
Gari B Lugar (Foundation Mana)	$0	$0
Pat C Beaird (Trustee)	$0	$0

990-PF

Filed on Oct. 13, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$203,037

Expenses

$33,894

Net Income

$169,143

Net Assets

$639,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$192,710	94.9%
Interest Revenue	$0
Dividends	$11,191	5.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,575	99.1%
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	$639,090
Total Liabilities	$1
Net Assets	$639,089

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$48,013

Expenses

$26,610

Net Income

$21,403

Net Assets

$469,946

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$39,681	82.6%
Interest Revenue	$0
Dividends	$7,316	15.2%
Sales of Assets	$1,016	2.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,907	89.8%
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	$469,947
Total Liabilities	$1
Net Assets	$469,946

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2000

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

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Lugar Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $105k (2024)

Expenses $205k (2024)

Total Assets $325k (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

$105k (2024)

Expenses

$205k (2024)

Total Assets

$325k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2020

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2015

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2014

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2013

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2012

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2011

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