Charles M and Ruth Wilcox Tr Luke Travis Trustee
Charles M and Ruth Wilcox Tr Luke Travis Trustee is a private foundation, based in Fall River, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $878K in total assets. In 2025, it awarded 1 grant totaling $52K. Net investment income was $53K.
Charles M and Ruth Wilcox Tr Luke Travis Trustee at a glance
In short: Charles M and Ruth Wilcox Tr Luke Travis Trustee gave $52K across 1 grant in 2025 (avg $52K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $52,496
- +5.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $52,496
- +5.5% vs 2024
- Median grant
- $52,496
- Total assets
- $878,006
- -0.2% vs 2024
- Primary geography
- Massachusetts (100% 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 Charles M and Ruth Wilcox Tr Luke Travis Trustee funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Salvation Army ($52K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Charles M and Ruth Wilcox Tr Luke Travis Trustee gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 102% 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 2020 to 2025, annual grant giving ranged from $50K (2024) to $60K (2022). In 2025 it made 1 grant totaling $52K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Salvation Army River, MA | Income distribution per trustfor needy persons in fall river | $52,496 |
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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 | $878,006 | $75,234 | $77,488 | $52,496 | 1 | $54,417 | $52,550 | $53,603 |
| 2024 | $880,145 | $47,207 | $69,779 | $49,743 | 1 | $51,208 | $38,616 | $52,496 |
| 2023 | $897,527 | $35,615 | $71,544 | $52,090 | 1 | $53,224 | $7,814 | $49,743 |
| 2022 | $943,416 | $29,241 | $83,413 | $59,773 | 1 | $61,532 | — | $52,090 |
| 2021 | $1,006,714 | $50,136 | $87,396 | $55,157 | 1 | $57,626 | $29,201 | $59,773 |
| 2020 | $1,032,265 | $47,224 | $70,961 | $55,059 | 1 | — | $42,403 | $55,157 |
Under IRS private-foundation payout rules, Charles M and Ruth Wilcox Tr Luke Travis Trustee reported a distributable amount of $54K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles M and Ruth Wilcox Tr Luke Travis Trustee is led by Luke Travis, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Luke Travis
Trustee
On filings since 2020
2 hrs/week
$5K (2020) → $13K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $13K, to Luke Travis (Trustee).
Frequently asked questions about Charles M and Ruth Wilcox Tr Luke Travis Trustee
How much does Charles M and Ruth Wilcox Tr Luke Travis Trustee give each year?
Charles M and Ruth Wilcox Tr Luke Travis Trustee gave $52K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 1 grant.
How large is Charles M and Ruth Wilcox Tr Luke Travis Trustee?
Charles M and Ruth Wilcox Tr Luke Travis Trustee reported $878K in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $54K (roughly 5% of its investment assets).
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 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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
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