The Lucas Brothers Foundation
The Lucas Brothers Foundation is a private foundation, based in New Braunfels, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $39.8M in total assets. In 2025, it awarded 5 grants totaling $2.7M. Net investment income was $1.7M.
The Lucas Brothers Foundation at a glance
In short: The Lucas Brothers Foundation gave $2.7M across 5 grants in 2025 (avg $548K), top state Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,739,999
- +60.0% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $548,000
- +60.0% vs 2024
- Median grant
- $250,000
- Total assets
- $39,752,114
- -0.3% vs 2024
- Primary geography
- Minnesota (36% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Lucas Brothers Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Ustav OrganickE Chemie ($1.2M). Together the top 5 received $2.7M.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 15 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How The Lucas Brothers Foundation gives
- Giving grew 265% from 2022 to 2025. Method
- In 2025 it paid out 142% 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 2019 to 2025, annual grant giving ranged from $77K (2019) to $2.7M (2025). In 2025 it made 5 grants totaling $2.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ustav OrganickE Chemie | Focuses on basic research at the intersection of chemistry and biology. | $1,199,999 |
| Myriel Inc Co Karen Ashe Saint Paul, MN | Alzheimer research | $1,000,000 |
| St Joseph Financial Services San Jose, CA | Providing financial and accounting services to Catholic entities. | $250,000 |
| House of Hope for Costa Rica Salt Lake City, UT | Humanity | $200,000 |
| The Peninsula College Fund Milpitas, CA | Funds to help 15 first generation college students emergency funds for students facing financial hardship. | $90,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $39,752,114 | $1,917,322 | $3,125,228 | $2,739,999 | 5 | $2,739,999 | $1,650,006 | $1,923,424 |
| 2024 | $39,854,646 | $1,253,186 | $2,026,512 | $1,712,000 | 5 | $1,712,000 | $960,061 | $1,823,666 |
| 2023 | $34,605,037 | $94,084 | $1,582,786 | $1,225,000 | 3 | $1,225,000 | $174,989 | $1,539,019 |
| 2022 | $28,873,059 | $831,061 | $1,181,556 | $750,000 | 1 | $750,000 | $242,486 | $1,485,273 |
| 2021 | $32,137,237 | $21,205,393 | $455,658 | $200,000 | 1 | — | $98,576 | $516,798 |
| 2020 | $41,532,727 | $7,116,534 | $188,224 | $100,000 | 1 | — | — | $177,890 |
| 2019 | $1,702,203 | $-794,924 | $152,037 | $76,500 | 1 | — | — | $86,310 |
Under IRS private-foundation payout rules, The Lucas Brothers Foundation reported a distributable amount of $1.9M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Lucas Brothers Foundation is led by ALEXANDRA L Ertola, Chairman on every filing since 2019; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
ALEXANDRA L Ertola
Chairman
On filings since 2019
No compensation reported
chRISTOPHER B LUCAS
Director
On filings since 2019
No compensation reported
Eric Ball
Director
On filings since 2019
No compensation reported
John Shoven
Director
On filings since 2019
No compensation reported
Paul Joas
Director
On filings since 2019
No compensation reported
Mark Lucas
Director
On filings since 2022
No compensation reported
Melissa Findley
CFO & Secretary
Secretary → CFO & Secretary, 2025
On filings since 2024
No compensation reported
Former officers (3)
- Former: B. J. Cassin (2019–2023) — Director
- Former: Kurt A. Latta (2019–2023) — Secretary
- Former: John W. Lucas (2019–2021) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Lucas Brothers Foundation
How much does The Lucas Brothers Foundation give each year?
The Lucas Brothers Foundation gave $2.7M across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.7M across 5 grants.
What is The Lucas Brothers Foundation's typical grant size?
The Lucas Brothers Foundation's median grant in 2025 was $250,000, and its average grant was $548,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does The Lucas Brothers Foundation give grants?
The Lucas Brothers Foundation's top state is Minnesota, with 36% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (12%) and Utah (7%).
Does The Lucas Brothers Foundation give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on The Lucas Brothers Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are The Lucas Brothers Foundation's largest grantees?
The Lucas Brothers Foundation's largest 2025 grantees include Ustav OrganickE Chemie ($1,199,999), Myriel Inc Co Karen Ashe ($1,000,000) and St Joseph Financial Services ($250,000), according to its 2025 IRS Form 990-PF. Together they received 89% of its itemized 2025 grant dollars.
How large is The Lucas Brothers Foundation?
The Lucas Brothers Foundation reported $39.8M in total assets on its 2025 IRS Form 990-PF. It paid out $2.7M in qualifying distributions that year, against a required minimum of $1.9M (roughly 5% of its investment assets).
What is The Lucas Brothers Foundation's EIN?
The Lucas Brothers Foundation's EIN (Employer Identification Number) is 94-2781117. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 31, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 21, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
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