Bernard A Lublin And Roberta G Lublin Tr 02152002
- Assets
- $308.0k
- Revenue
- $23.3k
- Investments
- $318.0k
- Employees
- 0
- Location
- Richmond, VA
- Founding
- 04/2003
- Data as of
- 12/2023
- EIN
- 22-6918170
Organization Overview
Bernard A Lublin And Roberta G Lublin Tr 02152002 is located in Richmond, VA. The organization was established in 2003. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bernard A Lublin And Roberta G Lublin Tr 02152002 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Bernard A Lublin And Roberta G Lublin Tr 02152002 generated $23.3k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 6.4% each year. All expenses for the organization totaled $28.4k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Bernard A Lublin And Roberta G Lublin Tr 02152002 has awarded 62 individual grants totaling $106,690. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Keith Lublin Trustee | 1 | $0 | |
Roberta G Lublin Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $20,889 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $161 |
| Capital Gain Net Income | $161 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2,265 |
| Total Revenue | $23,315 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $454 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $210 |
| Total operating and administrative expenses | $2,914 |
| Contributions, gifts, grants paid | $25,520 |
| Total expenses and disbursements | $28,434 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,154 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | -$20,180 |
| Total assets | $307,991 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bernard A Lublin And Roberta G Lublin Tr 02152002 has awarded $25,520 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN HEART ASSOCIATION PURPOSE: GENERAL CHARITY | $1,000 |
AMERICAN CANCER SOCIETY PURPOSE: GENERAL CHARITY | $5,000 |
ARCADIA UNIVERSITY PURPOSE: GENERAL CHARITY | $500 |
ARTIS NAPLES PURPOSE: GENERAL CHARITY | $1,600 |
CENTRAL FUND OF ISRAEL PURPOSE: GENERAL CHARITY | $500 |
CONGREGATION BETH AHABAH PURPOSE: GENERAL CHARITY | $1,480 |