Bockhaus Francis & Lucy Irrevocable

SAINT LOUIS, MO EIN: 61-6318658

Bockhaus Francis & Lucy Irrevocable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $293K in total assets. In 2025, it awarded 1 grants totaling $17K. Net investment income was $15K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$293K

-1.4% YoY

Annual Giving

$17K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$17K

+0.0% YoY

Under IRS private-foundation payout rules, Bockhaus Francis & Lucy Irrevocable reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.

About Bockhaus Francis & Lucy Irrevocable

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $79K (100%)

States

Colorado

Cities

Montrose

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$293,138	$297,327	$306,998
Revenue	$20,011	$14,247	$7,109
Expenses	$24,264	$23,783	$21,422
Qualifying Distributions	$18,731	$18,683	$16,453
Net Investment Income	$14,644	$9,038	$6,293
Distributable Amount	$17,426	$16,516	$16,075

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Montrose County School District ($17,000).

Recipient	Purpose	Amount
MONTROSE COUNTY SCHOOL DISTRICT MONTROSE, CO	GENERAL OPERATING	$17,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$5,896

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Bockhaus Francis & Lucy Irrevocable?

Bockhaus Francis & Lucy Irrevocable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $293K in total assets as of 2025.

How large is Bockhaus Francis & Lucy Irrevocable?

As of 2025, Bockhaus Francis & Lucy Irrevocable holds $293K in total assets with $20K in annual revenue. It awarded 1 grants totaling $17K in 2025.

Where does Bockhaus Francis & Lucy Irrevocable operate?

Bockhaus Francis & Lucy Irrevocable has awarded grants in Colorado.

What size grants does Bockhaus Francis & Lucy Irrevocable award?

In 2025, Bockhaus Francis & Lucy Irrevocable awarded 1 grants totaling $17K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Bockhaus Francis & Lucy Irrevocable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Bockhaus Francis & Lucy Irrevocable reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bockhaus Francis & Lucy Irrevocable's EIN?

Bockhaus Francis & Lucy Irrevocable's EIN (Employer Identification Number) is 61-6318658. IRS Form 990 filing data is available on this page for 2021–2025.