Lucero Family Foundation
Lucero Family Foundation is a private foundation, based in Redwood City, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $120K in total assets. In 2024, it awarded 3 grants totaling $8K. Net investment income was $6K.
Lucero Family Foundation at a glance
In short: Lucero Family Foundation gave $8K across 3 grants in 2024 (avg $3K), mostly in Colorado. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $8,000
- +14.3% vs 2023
- Grants made (2024)
- 3
- -40.0% vs 2023
- Average grant
- $2,667
- +90.5% vs 2023
- Median grant
- $2,000
- Total assets
- $119,949
- -5.2% vs 2023
- Primary geography
- Colorado (75% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Lucero Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Adams State College Foundation ($4K). Together the top 3 received $8K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How Lucero Family Foundation gives
- Giving held roughly steady from 2021 to 2024 (−19%). Method
- In 2024 it paid out 140% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $5K (2020) to $10K (2021). In 2024 it made 3 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Adams State College Foundation Alamosa, CO | Charitable Donation | $4,000 |
| Redwood City School District Redwood City, CA | Charitable Donation | $2,000 |
| Hope for Children Foundation Manassa, CO | Charitable Donation | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $119,949 | $5,652 | $9,080 | $8,000 | 3 | $8,095 | $5,652 | $5,793 |
| 2023 | $126,587 | $5,948 | $14,127 | $7,000 | 5 | $14,075 | $5,948 | $6,137 |
| 2022 | $140,538 | $1,944 | $18,191 | $8,000 | 8 | $18,075 | $1,944 | $7,107 |
| 2021 | $156,852 | $47 | $19,912 | $9,900 | 11 | $19,900 | $47 | $7,799 |
| 2020 | $161,201 | $6,248 | $6,348 | $5,000 | 8 | — | $851 | $9,128 |
Under IRS private-foundation payout rules, Lucero Family Foundation reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lucero Family Foundation is led by Ann Lucero, President since 2023 (on filings since 2020); none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Ann Lucero
President
Vice President → President, 2023
On filings since 2020
$3K (2021) → $0 (2024)
Jill Lucero
Director
On filings since 2023
No compensation reported
Margarita Lucero
Director
On filings since 2023
No compensation reported
Laurie Lucero Ogg
CFO & Treasurer
Secretary & Director → CFO & Treasurer, 2023
On filings since 2020
$3K (2021) → $0 (2024)
Former officers (2)
- Former: Fern Lucero (2020–2022) — President
- Former: John Lucero (2020–2022) — Treasurer & Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $3K, to Laurie Lucero OGG (CFO & Treasu). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Lucero Family Foundation
How much does Lucero Family Foundation give each year?
Lucero Family Foundation gave $8K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $7K across 5 grants.
What is Lucero Family Foundation's typical grant size?
Lucero Family Foundation's median grant in 2024 was $2,000, and its average grant was $2,667, across 3 grants on its 2024 IRS Form 990-PF.
Where does Lucero Family Foundation give grants?
Lucero Family Foundation gives mostly in Colorado: 75% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was California (25%).
Does Lucero Family Foundation give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Lucero Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Donation" (3 grants).
How large is Lucero Family Foundation?
Lucero Family Foundation reported $120K in total assets on its 2024 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets).
What is Lucero Family Foundation's EIN?
Lucero Family Foundation's EIN (Employer Identification Number) is 94-3312562. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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