L & J R Senior Fam Fdn

Private foundation · Grantmaker Milwaukee, WI EIN: 31-1536723

L & J R Senior Fam Fdn is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $616K in total assets. In 2025, it awarded 9 grants totaling $60K. Net investment income was $19K.

Key facts about L & J R Senior Fam Fdn

In short: L & J R Senior Fam Fdn gave $60K across 9 grants in 2025 (avg $7K), top state Florida. Source: 2025 IRS Form 990-PF.

EIN
31-1536723
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$60,000
Grants made (2025)
9
Average grant
$6,667
Median grant
$5,000
Total assets
$616,276
Primary geography
Florida (33% 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

$616K

-7.1% YoY

Annual Giving

$60K

+20.0% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$7K

+20.0% YoY

Under IRS private-foundation payout rules, L & J R Senior Fam Fdn reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.

How L & J R Senior Fam Fdn gives

  • Giving grew 20% from 2022 to 2025. Method
  • In 2025 it paid out 96% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

ImmokaleeBrunswickN Ft MyersTampaBelgrade LakesBoca GrandeCincinnatiKansas CityLaurelOrlandoPortlandWinston-SalemColorado SpringsEnglewoodNokomisSeattleVenice

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K7 grants2021 4 grants2022 7 grants2023 9 grants2024 9 grants2025

From 2021 to 2025, annual grant giving ranged from $45K (2021) to $60K (2025). In 2025 it made 9 grants totaling $60K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Guadalupe Center: $10KGuadalupe Center$10KUnbound: $10KUnbound$10KDeath with Dignity National Center: $10KDeath with Dignity NationalCenter$10KPine Island Camp Inc: $5KPine Island Camp Inc$5KThe Dwelling: $5KThe Dwelling$5KBowdoin College Parents Fund: $5KBowdoin College Parents Fund$5KLove Out Loud: $5KLove Out Loud$5KEcho Inc: $5KEcho Inc$5KWusf Public Media: $5KWusf Public Media$5K

The largest 2025 recipient was Guadalupe Center ($10K). Together the top 9 received $60K.

Grant Size Distribution

36 grants across all recorded years

36<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 36 grants of 36 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Guadalupe Center Immokalee, FLGeneral Operating$10,000
Unbound Kansas City, KSGeneral Operating$10,000
Death with Dignity National Center Portland, ORGeneral Operating$10,000
Pine Island Camp Inc Brunswick, MEGeneral Operating$5,000
The Dwelling Winston-Salem, NCGeneral Operating$5,000
Bowdoin College Parents Fund Brunswick, MEGeneral Operating$5,000
Love Out Loud Winston-Salem, NCGeneral Operating$5,000
Echo Inc N Ft Myers, FLGeneral Operating$5,000
Wusf Public Media Tampa, FLGeneral Operating$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$616,276$663,105$698,674
Revenue$35,925$33,411$23,984
Expenses$82,305$68,703$71,882
Qualifying Distributions$64,984$53,315$61,241
Net Investment Income$18,511$17,875$13,634
Distributable Amount$67,671$59,194$54,365

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS October 4, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 10, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 14, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 24, 2025)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 10, 2026)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

L & J R Senior Fam Fdn's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Barbara Senior

    Trustee

    On filings since 2021

    No compensation reported

  • John David Senior

    Trustee

    On filings since 2021

    No compensation reported

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.

Frequently asked questions about L & J R Senior Fam Fdn

How much does L & J R Senior Fam Fdn give each year?

L & J R Senior Fam Fdn gave $60K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 9 grants.

What is L & J R Senior Fam Fdn's typical grant size?

L & J R Senior Fam Fdn's median grant in 2025 was $5,000, and its average grant was $6,667, across 9 grants on its 2025 IRS Form 990-PF.

Where does L & J R Senior Fam Fdn give grants?

L & J R Senior Fam Fdn's top state is Florida, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Maine (17%) and North Carolina (17%). The most frequent recipient cities were Brunswick, ME (2 grants) and Winston-Salem, NC (2 grants).

Does L & J R Senior Fam Fdn give general operating support?

Yes: 100% of L & J R Senior Fam Fdn's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are L & J R Senior Fam Fdn's largest grantees?

L & J R Senior Fam Fdn's largest 2025 grantees include Guadalupe Center ($10,000), Unbound ($10,000) and Death with Dignity National Center ($10,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.

How large is L & J R Senior Fam Fdn?

L & J R Senior Fam Fdn reported $616K in total assets on its 2025 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $68K (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 L & J R Senior Fam Fdn's EIN?

L & J R Senior Fam Fdn's EIN (Employer Identification Number) is 31-1536723. IRS Form 990 filing data is available on this page for 2021–2025.

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

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