The Lubert Family Foundation Inc
The Lubert Family Foundation Inc is based in Philadelphia, Pennsylvania, and its filing type is 990T. Its 2024 filing reports grants to organizations supporting children’s medical needs, education, humanitarian relief, research, and other activities.
Key facts about The Lubert Family Foundation Inc
In short: The Lubert Family Foundation Inc gave $1.5M across 46 grants in 2024 (avg $32K), top state Pennsylvania. 43% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 66-0639002
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,451,011
- Grants made (2024)
- 46
- Average grant
- $31,544
- Median grant
- $15,000
- New grantees (estimate)
- 43% first-time grantees (20 of 46, 2024)
- Total assets
- $42,675,141
- Primary geography
- Pennsylvania (32% 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).
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$42.7M
+17.8% YoY
Annual Giving
$1.5M
+85.2% YoY
Grant Count
46
+21.1% YoY
Avg Grant Size
$32K
+53.0% YoY
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.
Is The Lubert Family Foundation Inc open to new grantees?
43%
first-time grantees, 2024
In 2024, 20 of 46 grantees (43%) were first-time recipients. First grants averaged $27K; repeat grants $35K. How we count
Medians: $15K first-time, $15K repeat.
- 54% 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.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants include 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 a Catholic, college-preparatory education for students who cannot otherwise afford private school. World Central Kitchen describes its work as providing meals in response to humanitarian, climate, and community crises.
Grantmaking
In 2024, the foundation awarded 46 grants totaling $1,451,011. Grant amounts ranged from $60 to $200,000, with a median of $15,000.
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Geographic Focus
Where this funder awards grants
In 2024, Pennsylvania received 32% of grant dollars, Florida 20%, Colorado 11%, Virginia 9%, and Georgia 5%. The listed grants also included recipients in other states and Washington, DC.
Grant Distribution by State
Share of all 46 itemized 2024 grant dollars.
States
Cities
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
200 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant sum | Grant count |
|---|---|---|---|---|---|
| 2024 | $42,675,141 | $9,494,389 | $1,744,163 | $1,451,011 | 46 |
| 2023 | $36,220,459 | $20,594,132 | $995,798 | $783,500 | 38 |
| 2022 | $15,418,684 | $892,003 | $874,217 | $700,370 | 32 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $42,675,141 | $36,220,459 | $15,418,684 |
| Revenue | $9,494,389 | $20,594,132 | $892,003 |
| Expenses | $1,744,163 | $995,798 | $874,217 |
| Qualifying Distributions | $1,451,011 | $783,500 | $700,370 |
| Net Investment Income | $6,284,721 | $473,426 | $706,526 |
| Distributable Amount | $1,789,649 | $1,029,395 | $777,617 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
Contact
Mailing address: 1325 N Beach Street Suite 202, Philadelphia, PA 19125
Phone: (215) 609-3497
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 $27K 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).
What does The Lubert Family Foundation Inc fund?
No mission statement for the foundation is provided. Its 2024 grants include 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 a Catholic, college-preparatory education for students who cannot otherwise afford private school. World Central Kitchen describes its work as providing meals in respons…
How do I apply for a grant from The Lubert Family Foundation Inc?
In 2024, the foundation awarded 46 grants totaling $1,451,011. Grant amounts ranged from $60 to $200,000, with a median of $15,000. The largest listed grants included $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 grants included $100,00…
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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