Lewis Lucille F Charitable Trust

Private foundation · Grantmaker Eagan, MN EIN: 77-6213271

Lewis Lucille F Charitable Trust is a private foundation, based in Eagan, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $583K in total assets. In 2025, it awarded 4 grants totaling $30K. Net investment income was $32K.

Lewis Lucille F Charitable Trust at a glance

In short: Lewis Lucille F Charitable Trust gave $30K across 4 grants in 2025 (avg $7K), mostly in Washington. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$29,913
+9.8% vs 2024
Grants made (2025)
4
+0.0% vs 2024
Average grant
$7,478
+9.8% vs 2024
Median grant
$8,974
Total assets
$582,882
+0.1% vs 2024
Primary geography
Washington (70% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Lewis Lucille F Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Franciscan Foundation: $9KFranciscan Foundation$9KMulticare Health System: $9KMulticare Health System$9KMary Bridge Childrens FD: $9KMary Bridge Childrens FD$9KGloria DEI Lutheran Church: $3KGloria DEI Lutheran Church$3K

The largest 2025 recipient was Franciscan Foundation ($9K). Together the top 4 received $30K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

TacomaFrankfort

How Lewis Lucille F Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−1%). Method
  • In 2025 it paid out 95% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $27K (2020) to $30K (2022). In 2025 it made 4 grants totaling $30K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Franciscan Foundation Frankfort, ILGeneral Operating$8,974
Multicare Health System Tacoma, WAGeneral Operating$8,974
Mary Bridge Childrens FD Tacoma, WAGeneral Operating$8,974
Gloria DEI Lutheran Church Tacoma, WAGeneral Operating$2,991
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$582,882$42,538$41,543$29,9134$31,760$32,464$33,512
2024$582,134$45,113$39,709$27,2504$29,262$35,869$31,924
2023$576,757$60,368$37,776$27,1474$29,094$50,844$29,197
2022$553,876$7,917$42,816$30,3304$33,761$8,617$30,579
2021$588,983$68,072$38,659$27,0204$30,650$58,642$33,960
2020$559,838$-15,021$37,316$26,6934—$6,900$30,393

Under IRS private-foundation payout rules, Lewis Lucille F Charitable Trust reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Lewis Lucille F Charitable Trust's only listed officer is US Bank N A, Trustee on every filing since 2024 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2024

    1 hr/week

    $10K (2024) → $10K (2025)

Former officers (2)
  • Former: US Bank NA (2023) — Trustee
  • Former: Mufg Union Bank N A (2020–2022) — Trustee

Data from IRS Form 990 filings, 2020–2025. "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

US Bank N a — Trustee: $10KUS Bank N aTrustee$10K

The highest reported compensation on the 2025 filing was $10K, to US Bank N a (Trustee).

Frequently asked questions about Lewis Lucille F Charitable Trust

How much does Lewis Lucille F Charitable Trust give each year?

Lewis Lucille F Charitable Trust gave $30K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 4 grants.

What is Lewis Lucille F Charitable Trust's typical grant size?

Lewis Lucille F Charitable Trust's median grant in 2025 was $8,974, and its average grant was $7,478, across 4 grants on its 2025 IRS Form 990-PF.

Where does Lewis Lucille F Charitable Trust give grants?

Lewis Lucille F Charitable Trust gives mostly in Washington: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (30%). The most frequent recipient cities were Tacoma, WA (3 grants).

Does Lewis Lucille F Charitable Trust give general operating support?

Yes: 100% of Lewis Lucille F Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Lewis Lucille F Charitable Trust?

Lewis Lucille F Charitable Trust reported $583K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $34K (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 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 2020–2025.

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

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Lewis Lucille F Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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