L & J R Senior Fam Fdn

MILWAUKEE, WI EIN: 31-1536723

L & J R Senior Fam Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $663K in total assets. In 2024, it awarded 9 grants totaling $50K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$663K

-5.1% YoY

Annual Giving

$50K

-16.7% YoY

Grant Count

9

+28.6% YoY

Avg Grant Size

$6K

-35.2% YoY

Under IRS private-foundation payout rules, L & J R Senior Fam Fdn reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.

About L & J R Senior Fam Fdn

Based on IRS filings

L & J R Senior Fam Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $663K in total assets. In 2024, it awarded 9 grants totaling $50K. Net investment income was $18K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

Belgrade LakesBoca GrandeBrunswickCincinnatiColorado SpringsEnglewoodImmokaleeKansas CityLaurelN Ft MyersNokomisOrlandoPortlandSeattleTampaVenice

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$59K$79K2021202220232024
Metric202420232022
Total Assets$663,105$698,674$832,397
Revenue$33,411$23,984$39,942
Expenses$68,703$71,882$70,184
Qualifying Distributions$53,315$61,241$53,490
Net Investment Income$17,875$13,634$22,998
Distributable Amount$59,194$54,365$65,561

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$30K$45K$60K7 grants20214 grants20227 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

GUADALUPE CENTER$10KUNBOUND$10KWUSF PUBLIC MEDIA$5KDEATH WITH DIGNITY NATIO…$5KPINE ISLAND CAMP INC$4KECHO INC$4KASSOCIATION FOR THEOLOGI…$4KST XAVIER HIGH SCHOOL INC$4KYOUNG LIFE$4K

Grant Size Distribution

27 grants across all recorded years

27<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Guadalupe Center ($10,000), Unbound ($10,000), Wusf Public Media ($5,000).

RecipientPurposeAmount
GUADALUPE CENTER IMMOKALEE, FLGENERAL OPERATING$10,000
PINE ISLAND CAMP INC BRUNSWICK, MEGENERAL OPERATING$4,000
ECHO INC N FT MYERS, FLGENERAL OPERATING$4,000
ASSOCIATION FOR THEOLOGICAL SEATTLE, WAGENERAL OPERATING$4,000
ST XAVIER HIGH SCHOOL INC CINCINNATI, OHGENERAL OPERATING$4,000
UNBOUND KANSAS CITY, KSGENERAL OPERATING$10,000
WUSF PUBLIC MEDIA TAMPA, FLGENERAL OPERATING$5,000
YOUNG LIFE COLORADO SPRINGS, COGENERAL OPERATING$4,000
DEATH WITH DIGNITY NATIONAL CENTER PORTLAND, ORGENERAL OPERATING$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN DAVID SENIORTRUSTEE
BARBARA SENIORTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is L & J R Senior Fam Fdn?

L & J R Senior Fam Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $663K in total assets as of 2024.

How large is L & J R Senior Fam Fdn?

As of 2024, L & J R Senior Fam Fdn holds $663K in total assets with $33K in annual revenue. It awarded 9 grants totaling $50K in 2024.

Where does L & J R Senior Fam Fdn operate?

L & J R Senior Fam Fdn has awarded grants in Colorado, Florida, Kansas, Maine, Ohio, Oregon, Washington.

What size grants does L & J R Senior Fam Fdn award?

In 2024, L & J R Senior Fam Fdn awarded 9 grants totaling $50K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is L & J R Senior Fam Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, L & J R Senior Fam Fdn reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2024.

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

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