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

1

+0.0% YoY

Avg Grant Size

$50K

-4.5% YoY

About Charles M and Ruth Wilcox Tr Luke Travis Trustee

Based on IRS filings

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.

Ready to take the next step with Charles M and Ruth Wilcox Tr Luke Travis Trustee?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

River

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$24K$48K$72K$96K20202021202220232024
Metric202420232022
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

$0$15K$30K$45K$60K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SALVATION ARMY$50K

Grant Size Distribution

5 grants across all recorded years

1<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

LUKE TRAVISTRUSTEE$8K

From 2024 filing

NameTitleHoursCompensation
LUKE TRAVISTRUSTEE2$7,823

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

What could you do with Charles M and Ruth Wilcox Tr Luke Travis Trustee on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities