John L and Lucy Lemon Milton Charitable Trust
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.
Key facts about John L and Lucy Lemon Milton Charitable Trust
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.
- EIN
- 61-6070034
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $394,270
- Grants made (2025)
- 2
- Average grant
- $197,135
- Median grant
- $197,135
- Total assets
- $6,822,707
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
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
2
+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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $274K (2024) to $423K (2023). In 2025 it made 2 grants totaling $394K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Cabbage Patch Settlement ($197K). Together the top 2 received $394K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $100–250K range: 10 grants of 10 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cabbage Patch Settlement Louisville, KY | General Support | $197,135 |
| Uspiritus Inc Louisville, KY | General Support | $197,135 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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 2021 (compensated).
Officers on the 2025 filing
PNC Bank NA
Trustee
On filings since 2021
1 hr/week
$21K (2021) → $20K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $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 September 2026. Sourced from IRS Form 990-PF filings.
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