Charles Lukitsch Charitable Tr 1650-0001034

TULSA, OK EIN: 85-6268963

Charles Lukitsch Charitable Tr 1650-0001034 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 6 grants totaling $374K. Net investment income was $129K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.9M

-8.1% YoY

Annual Giving

$374K

-6.4% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$62K

-6.4% YoY

Under IRS private-foundation payout rules, Charles Lukitsch Charitable Tr 1650-0001034 reported a distributable amount of $160K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles Lukitsch Charitable Tr 1650-0001034

Based on IRS filings

Charles Lukitsch Charitable Tr 1650-0001034 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 6 grants totaling $374K. Net investment income was $129K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AshlandCaryCrystal LakeFederal WayGreat LakesPine RidgePine Ridge Indian Res

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$2,886,081$3,140,446$3,489,908
Revenue$179,660$123,876$87,744
Expenses$433,144$466,430$359,638
Qualifying Distributions$380,598$406,026$302,554
Net Investment Income$128,572$63,006$15,991
Distributable Amount$160,484$162,617$177,367

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$399K6 grants20206 grants20216 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

HOLY CROSS LUTHERAN CHUR…$62KSENIOR SERVICES ASSOCIAT…$62KGREAT LAKES NAVAL MUSEUM…$62KRED CLOUD INDIAN SCHOOL$62KST LABRE INDIAN SCHOOL$62KWORLD VISION INC$62K

Grant Size Distribution

30 grants across all recorded years

18<$50K12$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Holy Cross Lutheran Church in Cary ($62,303), Senior Services Associates Inc ($62,303), Great Lakes Naval Museum Foundation ($62,303).

RecipientPurposeAmount
HOLY CROSS LUTHERAN CHURCH IN CARY CARY, ILSUPPORT$62,303
SENIOR SERVICES ASSOCIATES INC CRYSTAL LAKE, ILSUPPORT$62,303
GREAT LAKES NAVAL MUSEUM FOUNDATION GREAT LAKES, ILSUPPORT$62,303
RED CLOUD INDIAN SCHOOL PINE RIDGE, SDSUPPORT$62,303
ST LABRE INDIAN SCHOOL ASHLAND, MTSUPPORT$62,303
WORLD VISION INC FEDERAL WAY, WASUPPORT$62,303

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BOKF NACORPORATE TRUSTEE$19K

From 2024 filing

NameTitleHoursCompensation
BOKF NACORPORATE TRUSTEE8$19,118

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Charles Lukitsch Charitable Tr 1650-0001034?

Charles Lukitsch Charitable Tr 1650-0001034 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. It holds $2.9M in total assets as of 2024.

How large is Charles Lukitsch Charitable Tr 1650-0001034?

As of 2024, Charles Lukitsch Charitable Tr 1650-0001034 holds $2.9M in total assets with $180K in annual revenue. It awarded 6 grants totaling $374K in 2024.

Where does Charles Lukitsch Charitable Tr 1650-0001034 operate?

Charles Lukitsch Charitable Tr 1650-0001034 has awarded grants in Illinois, Montana, South Dakota, Washington.

What size grants does Charles Lukitsch Charitable Tr 1650-0001034 award?

In 2024, Charles Lukitsch Charitable Tr 1650-0001034 awarded 6 grants totaling $374K — an average of about $62K per grant, based on its IRS Form 990 filings.

How much is Charles Lukitsch Charitable Tr 1650-0001034 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles Lukitsch Charitable Tr 1650-0001034 reported a distributable amount of $160K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles Lukitsch Charitable Tr 1650-0001034's EIN?

Charles Lukitsch Charitable Tr 1650-0001034's EIN (Employer Identification Number) is 85-6268963. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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