Lewis Lucille F Charitable Trust
Lewis Lucille F Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $582K in total assets. In 2024, it awarded 4 grants totaling $27K. Net investment income was $36K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$582K
+0.9% YoY
Annual Giving
$27K
+0.4% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$7K
+0.4% YoY
Under IRS private-foundation payout rules, Lewis Lucille F Charitable Trust reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.
About Lewis Lucille F Charitable Trust
Based on IRS filings
Lewis Lucille F Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $582K in total assets. In 2024, it awarded 4 grants totaling $27K. Net investment income was $36K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $582,134 | $576,757 | $553,876 |
| Revenue | $45,113 | $60,368 | $7,917 |
| Expenses | $39,709 | $37,776 | $42,816 |
| Qualifying Distributions | $29,262 | $29,094 | $33,761 |
| Net Investment Income | $35,869 | $50,844 | $8,617 |
| Distributable Amount | $31,924 | $29,197 | $30,579 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Franciscan Foundation ($8,175), Multicare Health System ($8,175), Mary Bridge Childrens Fd ($8,175).
| Recipient | Purpose | Amount |
|---|---|---|
| FRANCISCAN FOUNDATION FRANKFORT, IL | GENERAL OPERATING | $8,175 |
| GLORIA DEI LUTHERAN CHURCH TACOMA, WA | GENERAL OPERATING | $2,725 |
| MULTICARE HEALTH SYSTEM TACOMA, WA | GENERAL OPERATING | $8,175 |
| MARY BRIDGE CHILDRENS FD TACOMA, WA | GENERAL OPERATING | $8,175 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $9,873 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lewis Lucille F Charitable Trust?
Lewis Lucille F Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $582K in total assets as of 2024.
How large is Lewis Lucille F Charitable Trust?
As of 2024, Lewis Lucille F Charitable Trust holds $582K in total assets with $45K in annual revenue. It awarded 4 grants totaling $27K in 2024.
Where does Lewis Lucille F Charitable Trust operate?
Lewis Lucille F Charitable Trust has awarded grants in Illinois, Washington.
What size grants does Lewis Lucille F Charitable Trust award?
In 2024, Lewis Lucille F Charitable Trust awarded 4 grants totaling $27K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Lewis Lucille F Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lewis Lucille F Charitable Trust reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lewis Lucille F Charitable Trust's EIN?
Lewis Lucille F Charitable Trust's EIN (Employer Identification Number) is 77-6213271. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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