Lester Stevenson Charitable Trust 1045002468

LA CROSSE, WI EIN: 35-6890177

Lester Stevenson Charitable Trust 1045002468 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LA CROSSE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 4 grants totaling $153K. Net investment income was $118K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6M

-1.4% YoY

Annual Giving

$153K

+5.2% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$38K

+5.2% YoY

Under IRS private-foundation payout rules, Lester Stevenson Charitable Trust 1045002468 reported a distributable amount of $152K for 2024 — the minimum it must pay out in qualifying distributions.

About Lester Stevenson Charitable Trust 1045002468

Based on IRS filings

Lester Stevenson Charitable Trust 1045002468 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LA CROSSE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 4 grants totaling $153K. Net investment income was $118K.

Ready to take the next step with Lester Stevenson Charitable Trust 1045002468?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

ChicagoEdinaMiamiMinneapolisNew YorkSt Paul

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$80K$160K$241K$321K20202021202220232024
Metric202420232022
Total Assets$2,600,458$2,636,636$2,677,789
Revenue$161,256$143,710$121,264
Expenses$197,943$185,898$232,776
Qualifying Distributions$154,867$147,265$184,944
Net Investment Income$118,180$104,835$72,283
Distributable Amount$151,623$143,237$149,762

Giving Over Time

Total grant dollars and number of grants per year

$0$46K$91K$137K$183K4 grants20204 grants20214 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

GILLETTE CHILDREN'S HOSP…$74KPARKINSON'S FOUNDATION$41KFairview Foundation$19KALZHEIMER'S ASSOCIATION$19K

Grant Size Distribution

20 grants across all recorded years

12<$50K8$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 Gillette Children's Hospital ($74,105), Parkinson's Foundation ($40,527), Fairview Foundation ($19,105).

RecipientPurposeAmount
Fairview Foundation St Paul, MNMEDICAL$19,105
PARKINSON'S FOUNDATION MIAMI, FLCHARITABLE$40,527
ALZHEIMER'S ASSOCIATION CHICAGO, ILCHARITABLE$19,105
GILLETTE CHILDREN'S HOSPITAL ST PAUL, MNCHARITABLE$74,105

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Trust Point IncTrustee$28KW THOMAS WHEELERCO-TRUSTEE$12K

From 2024 filing

NameTitleHoursCompensation
W THOMAS WHEELERCO-TRUSTEE1$12,411
Trust Point IncTrustee1$27,717

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lester Stevenson Charitable Trust 1045002468?

Lester Stevenson Charitable Trust 1045002468 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LA CROSSE, WI. It holds $2.6M in total assets as of 2024.

How large is Lester Stevenson Charitable Trust 1045002468?

As of 2024, Lester Stevenson Charitable Trust 1045002468 holds $2.6M in total assets with $161K in annual revenue. It awarded 4 grants totaling $153K in 2024.

Where does Lester Stevenson Charitable Trust 1045002468 operate?

Lester Stevenson Charitable Trust 1045002468 has awarded grants in Florida, Illinois, Minnesota, New York.

What size grants does Lester Stevenson Charitable Trust 1045002468 award?

In 2024, Lester Stevenson Charitable Trust 1045002468 awarded 4 grants totaling $153K — an average of about $38K per grant, based on its IRS Form 990 filings.

How much is Lester Stevenson Charitable Trust 1045002468 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lester Stevenson Charitable Trust 1045002468 reported a distributable amount of $152K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lester Stevenson Charitable Trust 1045002468's EIN?

Lester Stevenson Charitable Trust 1045002468's EIN (Employer Identification Number) is 35-6890177. IRS Form 990 filing data is available on this page for 2020–2024.

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

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