Charles M and Ruth Wilcox Tr Luke Travis Trustee

FALL RIVER, MA EIN: 04-6904362

Charles M and Ruth Wilcox Tr Luke Travis Trustee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FALL RIVER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $880K in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $39K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$880K

-1.9% YoY

Annual Giving

$50K

-4.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$50K

-4.5% YoY

Under IRS private-foundation payout rules, Charles M and Ruth Wilcox Tr Luke Travis Trustee reported a distributable amount of $52K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles M and Ruth Wilcox Tr Luke Travis Trustee

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $272K (100%)

States

Massachusetts

Cities

River

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$880,145	$897,527	$943,416
Revenue	$47,207	$35,615	$29,241
Expenses	$69,779	$71,544	$83,413
Qualifying Distributions	$51,208	$53,224	$61,532
Net Investment Income	$38,616	$7,814	—
Distributable Amount	$52,496	$49,743	$52,090

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 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Salvation Army ($49,743).

Recipient	Purpose	Amount
SALVATION ARMY RIVER, MA	INCOME DISTRIBUTION PER TRUSTFOR NEEDY PERSONS IN FALL RIVER	$49,743

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LUKE TRAVIS	TRUSTEE	2	$7,823

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Charles M and Ruth Wilcox Tr Luke Travis Trustee?

Charles M and Ruth Wilcox Tr Luke Travis Trustee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FALL RIVER, MA. It holds $880K in total assets as of 2024.

How large is Charles M and Ruth Wilcox Tr Luke Travis Trustee?

As of 2024, Charles M and Ruth Wilcox Tr Luke Travis Trustee holds $880K in total assets with $47K in annual revenue. It awarded 1 grants totaling $50K in 2024.

Where does Charles M and Ruth Wilcox Tr Luke Travis Trustee operate?

Charles M and Ruth Wilcox Tr Luke Travis Trustee has awarded grants in Massachusetts.

What size grants does Charles M and Ruth Wilcox Tr Luke Travis Trustee award?

In 2024, Charles M and Ruth Wilcox Tr Luke Travis Trustee awarded 1 grants totaling $50K — an average of about $50K per grant, based on its IRS Form 990 filings.

How much is Charles M and Ruth Wilcox Tr Luke Travis Trustee required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles M and Ruth Wilcox Tr Luke Travis Trustee reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles M and Ruth Wilcox Tr Luke Travis Trustee's EIN?

Charles M and Ruth Wilcox Tr Luke Travis Trustee's EIN (Employer Identification Number) is 04-6904362. IRS Form 990 filing data is available on this page for 2020–2024.