John L and Lucy Lemon Milton Charitable Trust

PITTSBURGH, PA EIN: 61-6070034

John L and Lucy Lemon Milton Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.8M in total assets. In 2025, it awarded 2 grants totaling $394K. Net investment income was $375K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.8M

-0.5% YoY

Annual Giving

$394K

+44.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$197K

+44.2% YoY

Under IRS private-foundation payout rules, John L and Lucy Lemon Milton Charitable Trust reported a distributable amount of $382K for 2025 — the minimum it must pay out in qualifying distributions.

About John L and Lucy Lemon Milton Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $1.8M (100%)

States

Kentucky

Cities

Louisville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$6,822,707	$6,856,127	$6,655,067
Revenue	$395,118	$451,097	$64,955
Expenses	$428,307	$297,037	$457,428
Qualifying Distributions	$398,303	$277,309	$424,325
Net Investment Income	$374,873	$426,903	$151,679
Distributable Amount	$382,070	$398,077	$326,386

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Cabbage Patch Settlement ($197,135), Uspiritus Inc ($197,135).

Recipient	Purpose	Amount
CABBAGE PATCH SETTLEMENT LOUISVILLE, KY	GENERAL SUPPORT	$197,135
USPIRITUS INC LOUISVILLE, KY	GENERAL SUPPORT	$197,135

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
PNC BANK NA	TRUSTEE	1	$20,163

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is John L and Lucy Lemon Milton Charitable Trust?

John L and Lucy Lemon Milton Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. It holds $6.8M in total assets as of 2025.

How large is John L and Lucy Lemon Milton Charitable Trust?

As of 2025, John L and Lucy Lemon Milton Charitable Trust holds $6.8M in total assets with $395K in annual revenue. It awarded 2 grants totaling $394K in 2025.

Where does John L and Lucy Lemon Milton Charitable Trust operate?

John L and Lucy Lemon Milton Charitable Trust has awarded grants in Kentucky.

What size grants does John L and Lucy Lemon Milton Charitable Trust award?

In 2025, John L and Lucy Lemon Milton Charitable Trust awarded 2 grants totaling $394K — an average of about $197K per grant, based on its IRS Form 990 filings.

How much is John L and Lucy Lemon Milton Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, John L and Lucy Lemon Milton Charitable Trust reported a distributable amount of $382K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John L and Lucy Lemon Milton Charitable Trust's EIN?

John L and Lucy Lemon Milton Charitable Trust's EIN (Employer Identification Number) is 61-6070034. IRS Form 990 filing data is available on this page for 2020–2025.