The Lubert Family Foundation Inc
The Lubert Family Foundation Inc is a private foundation based in Philadelphia, Pennsylvania. Its 2024 filing reports grants to charitable organizations working in areas including children’s medical needs, education, support for women and children, and services for underserved communities.
The Lubert Family Foundation Inc at a glance
In short: The Lubert Family Foundation Inc gave $1.5M across 46 grants in 2024 (avg $32K), top state Pennsylvania. 41% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,451,011
- +85.2% vs 2023
- Grants made (2024)
- 46
- +21.1% vs 2023
- Average grant
- $31,544
- +53.0% vs 2023
- Median grant
- $15,000
- Total assets
- $42,675,141
- +17.8% vs 2023
- New grantees (estimate)
- 41% first-time grantees (19 of 46, 2024)
- Primary geography
- Pennsylvania (32% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Lubert Family Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1325 N Beach Street Suite 202, Philadelphia, PA 19125
Phone: (215) 609-3497
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Lubert Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was CHOP Foundation ($200K). Together the top 10 received $1.0M.
Grant Size Distribution
200 grants across all recorded years
The most common grant size was under $50K: 170 grants of 200 (85%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars were distributed among recipients in multiple states. Pennsylvania accounted for 32% of grant dollars, Florida 20%, Colorado 11%, Virginia 9%, and Georgia 5%.
Grant Distribution by State
Share of 2024 grant dollars across all 46 itemized grants.
States
Cities
Is The Lubert Family Foundation Inc open to new grantees?
41%
first-time grantees, 2024
In 2024, 19 of 46 grantees (41%) were first-time recipients. First grants averaged $23K; repeat grants $38K. How we count
Medians: $15K first-time, $15K repeat.
- 57% of 2024 grantees were also funded in 2023. Method
- Giving grew 56% from 2021 to 2024. Method
- In 2024 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $700K (2022) to $1.5M (2024). In 2024 it made 46 grants totaling $1.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CHOP Foundation Philadelphia, PA | Children's Medical needs | $200,000 |
| Community School of Naples Naples, FL | Support education for children | $150,000 |
| Naples Children and Educational Foundation Naples, FL | Support underpriviledged children in Collier County | $119,951 |
| Care USA Merrifield, VA | help women and children in need | $110,000 |
| Cristo Rey Philadelphia High School Philadelphia, PA | Support Charter High School | $100,000 |
| Rose Community Foundation Denver, CO | To advance engaged, inclusive and equitable Greater Denver communities through values-driven philosophy | $100,000 |
| Camp Southern Ground Fayetteville, GA | Camp for underserved children | $78,000 |
| Breakthrough of Philadelphia Philadelphia, PA | Assist middle school students with high school selections | $50,000 |
| Howard University Washington, DC | Education/Scholarship | $50,000 |
| West Chester University Foundation West Chester, PA | Education | $50,000 |
Ready to take the next step with The Lubert Family Foundation Inc?
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 | $42,675,141 | $9,494,389 | $1,744,163 | $1,451,011 | 46 | $1,451,011 | $6,284,721 | $1,789,649 |
| 2023 | $36,220,459 | $20,594,132 | $995,798 | $783,500 | 38 | $783,500 | $473,426 | $1,029,395 |
| 2022 | $15,418,684 | $892,003 | $874,217 | $700,370 | 32 | $700,370 | $706,526 | $777,617 |
| 2021 | $18,425,796 | $1,523,658 | $1,098,307 | $928,100 | 33 | $928,100 | $1,325,247 | $816,076 |
| 2020 | $15,395,164 | $1,318,124 | $1,082,470 | $957,933 | 51 | — | $1,057,211 | $653,401 |
Under IRS private-foundation payout rules, The Lubert Family Foundation Inc reported a distributable amount of $1.8M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2024 grants show support for organizations with varied purposes. For example, Community School of Naples describes its mission as inspiring and empowering students as engaged learners and responsible global citizens. Cristo Rey Philadelphia High School says it provides college-preparatory education to students who cannot otherwise afford private education. Camp Southern Ground describes programs for children, including neurodiverse, military, and underserved children, as well as support for veterans and their families.
Other 2024 recipients include Rose Community Foundation, which says it advances inclusive, engaged, and equitable Greater Denver communities through values-driven philanthropy; West Chester University Foundation, which promotes the charitable, scientific, and educational interests of West Chester University; and A Cure for Robert, which raises and grants funds toward research for a cure or treatment for Morquio syndrome.
Grantmaking
In 2024, the foundation made 46 grants totaling $1,451,011. Grant amounts ranged from $60 to $200,000, with a median grant of $15,000. Among the largest awards were $200,000 to CHOP Foundation for children’s medical needs; $150,000 to Community School of Naples to support education for children; $119,951 to Naples Children and Educational Foundation to support underprivileged children in Collier County; and $110,000 to CARE USA to help women and children in need.
Other notable 2024 grants included $100,000 to Cristo Rey Philadelphia High School and $100,000 to Rose Community Foundation; $78,000 to Camp Southern Ground; and $50,000 each to Breakthrough of Philadelphia, Howard University, and West Chester University Foundation. The foundation also awarded $25,000 each to A Cure for Robert and the Roswell Park Alliance Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Ira M. Lubert as president, Kristine Ives as vice-president, Tricia Billings as secretary, and Jonathan Lubert as treasurer.
The Lubert Family Foundation Inc is led by ira m lubert, President on every filing since 2020; 1 of 4 officers listed in 2024 is compensated.
Officers on the 2024 filing
ira m lubert
President
On filings since 2020
No compensation reported
kristine Ives
Vice President
On filings since 2020
$60K (2020) → $75K (2024)
jonathan lubert
Treasurer
On filings since 2020
No compensation reported
tricia billings
Secretary
On filings since 2020
No compensation reported
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 2024 IRS filing
The highest reported compensation on the 2024 filing was $75K, to kristine Ives (vice-president).
Frequently asked questions about The Lubert Family Foundation Inc
How much does The Lubert Family Foundation Inc give each year?
The Lubert Family Foundation Inc gave $1.5M across 46 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $784K across 38 grants.
What is The Lubert Family Foundation Inc's typical grant size?
The Lubert Family Foundation Inc's median grant in 2024 was $15,000, and its average grant was $31,544, across 46 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Lubert Family Foundation Inc that year got $23K on average.
Where does The Lubert Family Foundation Inc give grants?
The Lubert Family Foundation Inc's top state is Pennsylvania, with 32% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Florida (20%) and Colorado (11%). The most frequent recipient cities were Philadelphia, PA (6 grants), Naples, FL (4 grants), Denver, CO (4 grants) and Washington, DC (2 grants).
Does The Lubert Family Foundation Inc give general operating support?
Not in 2024: none of the 46 grants with a stated purpose on The Lubert Family Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support.
Who are The Lubert Family Foundation Inc's largest grantees?
The Lubert Family Foundation Inc's largest 2024 grantees include CHOP Foundation ($200,000), Community School of Naples ($150,000) and Naples Children and Educational Foundation ($119,951), according to its 2024 IRS Form 990-PF. Together they received 32% of its itemized 2024 grant dollars.
How large is The Lubert Family Foundation Inc?
The Lubert Family Foundation Inc reported $42.7M in total assets on its 2024 IRS Form 990-PF. It paid out $1.5M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Lubert Family Foundation Inc fund?
No foundation mission statement is provided. Its 2024 grants show support for organizations with varied purposes. For example, Community School of Naples describes its mission as inspiring and empowering students as engaged learners and responsible global citizens. See mission & focus areas ↑
How do I apply for a grant from The Lubert Family Foundation Inc?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Lubert Family Foundation Inc's EIN?
The Lubert Family Foundation Inc's EIN (Employer Identification Number) is 66-0639002. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Lubert Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Lubert Family Foundation Inc funds
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Cite this profile
Grantable. (2026). The Lubert Family Foundation Inc funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/the-lubert-family-foundation-inc-morg_a94c0633580f4579b9a8ebbe35b3af0b
BibTeX
@misc{grantable_660639002_2026,
author = {{Grantable}},
title = {{The Lubert Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-lubert-family-foundation-inc-morg_a94c0633580f4579b9a8ebbe35b3af0b},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Lubert Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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