Donald Lee and Sally Steadman Lucas

CARMEL, CA EIN: 27-0167162

Donald Lee and Sally Steadman Lucas is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, CA. IRS filing data is available for 2020. In 2020, it awarded 8 grants totaling $396K. Net investment income was $132K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$396K

Grant Count

Avg Grant Size

$50K

Under IRS private-foundation payout rules, Donald Lee and Sally Steadman Lucas reported a distributable amount of $15K for 2020 — the minimum it must pay out in qualifying distributions.

About Donald Lee and Sally Steadman Lucas

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $396K (100%)

States

California

Cities

CarmelbytheseaMontereyPebble BeachSan JoseSaratogaSeasideVacaville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2020
Total Assets	—
Revenue	$140,694
Expenses	$405,298
Qualifying Distributions	—
Net Investment Income	$131,675
Distributable Amount	$14,503

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2020

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Montalvo Arts Center ($250,000), Salvation Army of Monterey Peninsul ($100,000), Gathering for Women - Monterey ($25,000).

Recipient	Purpose	Amount
MONTALVO ARTS CENTER SARATOGA, CA	100K FOR LAP AND 1K IN MEMORY OF PAUL MEHUS	$250,000
CHURCH IN THE FOREST PEBBLE BEACH, CA	GENERAL & UNRESTRICTED	$10,000
NORTHERN CALIFORNIA PGA FDN VACAVILLE, CA	GENERAL & UNRESTRICTED	$2,500
CASA ABREGO PRESERVATION FDN MONTEREY, CA	GENERAL & UNRESTRICTED	$2,500
KQED SAN JOSE, CA	GENERAL & UNRESTRICTED	$1,000
SALVATION ARMY OF MONTEREY PENINSUL SEASIDE, CA	GENERAL & UNRESTRICTED	$100,000
CARMEL IDEAS FOUNDATION CARMELBYTHESEA, CA	GENERAL & UNRESTRICTED	$5,000
GATHERING FOR WOMEN - MONTEREY MONTEREY, CA	GENERAL & UNRESTRICTED	$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

Name	Title	Hours	Compensation
SALLY S LUCAS	PRES/TREAS/SEC	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Donald Lee and Sally Steadman Lucas?

Donald Lee and Sally Steadman Lucas is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, CA. It holds — in total assets as of 2020.

Where does Donald Lee and Sally Steadman Lucas operate?

Donald Lee and Sally Steadman Lucas has awarded grants in California.

What size grants does Donald Lee and Sally Steadman Lucas award?

In 2020, Donald Lee and Sally Steadman Lucas awarded 8 grants totaling $396K — an average of about $50K per grant, based on its IRS Form 990 filings.

How much is Donald Lee and Sally Steadman Lucas required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Donald Lee and Sally Steadman Lucas reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Donald Lee and Sally Steadman Lucas's EIN?

Donald Lee and Sally Steadman Lucas's EIN (Employer Identification Number) is 27-0167162. IRS Form 990 filing data is available on this page for 2020.