John L and Lucy Lemon Milton Charitable Trust

Private foundation · Grantmaker Pittsburgh, PA EIN: 61-6070034

John L and Lucy Lemon Milton Charitable Trust is a private foundation, 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.

John L and Lucy Lemon Milton Charitable Trust at a glance

In short: John L and Lucy Lemon Milton Charitable Trust gave $394K across 2 grants in 2025 (avg $197K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$394,270
+44.2% vs 2024
Grants made (2025)
2
+0.0% vs 2024
Average grant
$197,135
+44.2% vs 2024
Median grant
$197,135
Total assets
$6,822,707
-0.5% vs 2024
Primary geography
Kentucky (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who John L and Lucy Lemon Milton Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Cabbage Patch Settlement: $197KCabbage Patch Settlement$197KUspiritus Inc: $197KUspiritus Inc$197K

The largest 2025 recipient was Cabbage Patch Settlement ($197K). Together the top 2 received $394K.

Grant Size Distribution

10 grants across all recorded years

<$50K$50–100K10$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 10 grants of 10 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

Louisville

How John L and Lucy Lemon Milton Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (+10%). Method
  • In 2025 it paid out 104% 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

$0$200K$400K$600K2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $274K (2024) to $423K (2023). In 2025 it made 2 grants totaling $394K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Cabbage Patch Settlement Louisville, KYGeneral Support$197,135
Uspiritus Inc Louisville, KYGeneral Support$197,135
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$6,822,707$395,118$428,307$394,2702$398,303$374,873$382,070
2024$6,856,127$451,097$297,037$273,5022$277,309$426,903$398,077
2023$6,655,067$64,955$457,428$422,6202$424,325$151,679$326,386
2022$7,046,861$652,647$392,847$357,1662$358,851$624,640$373,126
2021$6,780,943$567,987$376,674$335,5002—$540,321$365,000
2020$6,599,627$-151,483$361,931$330,0722—$156,686$337,250

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.

Leadership & Key People

Officers and directors from IRS filings

John L and Lucy Lemon Milton Charitable Trust's only listed officer is PNC Bank NA, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • PNC Bank NA

    Trustee

    On filings since 2020

    1 hr/week

    $17K (2020) → $20K (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

PNC Bank NA — Trustee: $20KPNC Bank NATrustee$20K

The highest reported compensation on the 2025 filing was $20K, to PNC Bank NA (Trustee).

Frequently asked questions about John L and Lucy Lemon Milton Charitable Trust

How much does John L and Lucy Lemon Milton Charitable Trust give each year?

John L and Lucy Lemon Milton Charitable Trust gave $394K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $274K across 2 grants.

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

John L and Lucy Lemon Milton Charitable Trust reported $6.8M in total assets on its 2025 IRS Form 990-PF. It paid out $398K in qualifying distributions that year, against a required minimum of $382K (roughly 5% of its investment assets).

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 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.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Live grants for the work John L and Lucy Lemon Milton Charitable Trust funds

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from John L and Lucy Lemon Milton Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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