Schulzinger-Lucas Family Foundation
Schulzinger-Lucas Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Cincinnati, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $131K in total assets. In 2024, it awarded 13 grants totaling $9K. Net investment income was $10K.
Key facts about Schulzinger-Lucas Family Foundation
- EIN
- 31-1577902
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $9,075
- Grants made (2024)
- 13
- Average grant
- $698
- Median grant
- $275
- New grantees (estimate)
- 23% first-time grantees (3 of 13, 2024)
- Total assets
- $130,792
- Primary geography
- Ohio (72% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Schulzinger-Lucas Family Foundation funds
By grant dollars, the top recipient states for Schulzinger-Lucas Family Foundation's 13 itemized 2024 grants were Ohio (72%) and Arizona (24%). The most frequent recipient cities were Cincinnati, OH (7 grants) and Scottsdale, AZ (3 grants). None of its 13 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charity" (13 grants).
Is Schulzinger-Lucas Family Foundation open to new grantees?
23%
first-time grantees, 2024
In 2024, 3 of 13 grantees (23%) were first-time recipients. First grants averaged $233; repeat grants $838. How we count
Medians: $100 first-time, $300 repeat.
- 69% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−4%). Method
- In 2024 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Schulzinger-Lucas Family Foundation
- How to evaluate Schulzinger-Lucas Family Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$131K
-0.6% YoY
Annual Giving
$9K
+8.0% YoY
Grant Count
13
+8.3% YoY
Avg Grant Size
$698.077
-0.3% YoY
Under IRS private-foundation payout rules, Schulzinger-Lucas Family Foundation reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
About Schulzinger-Lucas Family Foundation
Based on IRS filings
Schulzinger-Lucas Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Cincinnati, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $131K in total assets. In 2024, it awarded 13 grants totaling $9K. Net investment income was $10K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 13 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $130,792 | $131,596 | $135,509 |
| Revenue | $12,672 | $7,465 | $4,260 |
| Expenses | $12,307 | $11,378 | $11,988 |
| Qualifying Distributions | $9,925 | $9,255 | $9,595 |
| Net Investment Income | $10,365 | $5,371 | $2,074 |
| Distributable Amount | $9,051 | $8,517 | $9,124 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
60 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Adath Israel ($3,175), Cincinnati Art Museum ($1,800), Arizona Music Fest ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ADATH ISRAEL Cincinnati, OH | CHARITY | $3,175 |
| CINCINNATI ART MUSEUM Cincinnati, OH | CHARITY | $1,800 |
| ARIZONA MUSIC FEST Scottsdale, AZ | CHARITY | $1,500 |
| BRANDEIS NATIONAL COMMITTEE - PHOEN Scottsdale, AZ | CHARITY | $600 |
| THE CHRIST HOSPITAL FOUNDATION Cincinnati, OH | CHARITY | $500 |
| CINCINNATI SYMPHONY CLUB Cincinnati, OH | CHARITY | $325 |
| TAFT MUSEUM OF ART Cincinnati, OH | CHARITY | $275 |
| AMERICAN JEWISH COMMITTEE Philadelphia, PA | CHARITY | $250 |
| CET Cincinnati, OH | CHARITY | $200 |
| LIGHTHOUSE YOUTH SERVICES Cincinnati, OH | CHARITY | $150 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Judith Lucas | Secretary/Tr | 2 | — |
| Marvin Lucas MD | Trustee | 2 | — |
| Daniel Lucas MD | Trustee | 2 | — |
| Ronna Lucas | President | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Schulzinger-Lucas Family Foundation?
Schulzinger-Lucas Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Cincinnati, OH. It holds $131K in total assets as of 2024.
How large is Schulzinger-Lucas Family Foundation?
As of 2024, Schulzinger-Lucas Family Foundation holds $131K in total assets with $13K in annual revenue. It awarded 13 grants totaling $9K in 2024.
Where does Schulzinger-Lucas Family Foundation operate?
Schulzinger-Lucas Family Foundation has awarded grants in Arizona, District of Columbia, Indiana, Massachusetts, North Carolina, New York, Ohio, Pennsylvania.
What size grants does Schulzinger-Lucas Family Foundation award?
In 2024, Schulzinger-Lucas Family Foundation awarded 13 grants totaling $9K — an average of about $698.077 per grant, based on its IRS Form 990 filings.
How much is Schulzinger-Lucas Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Schulzinger-Lucas Family Foundation reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Schulzinger-Lucas Family Foundation's EIN?
Schulzinger-Lucas Family Foundation's EIN (Employer Identification Number) is 31-1577902. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.