Helen M Lukens Charitable Tr Main
Helen M Lukens Charitable Tr Main is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 4 grants totaling $79K. Net investment income was $172K.
Helen M Lukens Charitable Tr Main at a glance
In short: Helen M Lukens Charitable Tr Main gave $79K across 4 grants in 2025 (avg $20K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $79,200
- -9.3% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $19,800
- -9.3% vs 2024
- Median grant
- $22,000
- Total assets
- $1,545,728
- +6.1% vs 2024
- Primary geography
- Pennsylvania (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 Helen M Lukens Charitable Tr Main funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Inglis House ($26K). Together the top 4 received $79K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Helen M Lukens Charitable Tr Main gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 $79K (2025) to $90K (2023). In 2025 it made 4 grants totaling $79K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Inglis House Philadelphia, PA | General Operating | $26,400 |
| University of Pennsylvania Philadelphia, PA | General Operating | $26,400 |
| Visionlink Bensalem, PA | General Operating | $17,600 |
| Edith Rudolphy Res for the Blind Philadelphia, PA | General Operating | $8,800 |
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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 | $1,545,728 | $207,750 | $120,922 | $79,200 | 4 | $83,528 | $172,092 | $94,933 |
| 2024 | $1,457,438 | $169,222 | $125,157 | $87,300 | 4 | $91,386 | $135,729 | $90,076 |
| 2023 | $1,411,491 | $104,103 | $123,402 | $90,000 | 4 | $93,696 | $73,336 | $81,574 |
| 2022 | $1,434,653 | $96,909 | $125,911 | $90,000 | 4 | $93,765 | $67,558 | $85,259 |
| 2021 | $1,451,158 | $200,173 | $125,637 | $90,000 | 4 | $93,966 | $168,426 | $92,609 |
| 2020 | $1,388,666 | $103,242 | $121,750 | $90,000 | 4 | — | $73,874 | $80,847 |
Under IRS private-foundation payout rules, Helen M Lukens Charitable Tr Main reported a distributable amount of $95K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen M Lukens Charitable Tr Main's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$25K (2020) → $30K (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 $30K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Helen M Lukens Charitable Tr Main
How much does Helen M Lukens Charitable Tr Main give each year?
Helen M Lukens Charitable Tr Main gave $79K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $87K across 4 grants.
What is Helen M Lukens Charitable Tr Main's typical grant size?
Helen M Lukens Charitable Tr Main's median grant in 2025 was $22,000, and its average grant was $19,800, across 4 grants on its 2025 IRS Form 990-PF.
Where does Helen M Lukens Charitable Tr Main give grants?
Helen M Lukens Charitable Tr Main gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Philadelphia, PA (3 grants).
Does Helen M Lukens Charitable Tr Main give general operating support?
Yes: 100% of Helen M Lukens Charitable Tr Main's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Helen M Lukens Charitable Tr Main?
Helen M Lukens Charitable Tr Main reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $84K in qualifying distributions that year, against a required minimum of $95K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Helen M Lukens Charitable Tr Main's EIN?
Helen M Lukens Charitable Tr Main's EIN (Employer Identification Number) is 23-6925608. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
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