Lillian Labelle Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 59-6369466

Lillian Labelle Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grant totaling $2K. Net investment income was $24.

Key facts about Lillian Labelle Charitable Trust

In short: Lillian Labelle Charitable Trust gave $2K across 1 grant in 2024 (avg $2K), mostly in Florida. Source: 2024 IRS Form 990-PF.

EIN
59-6369466
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$2,271
Grants made (2024)
1
Average grant
$2,271
Median grant
$2,271
Primary geography
Florida (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$2K

Grant Count

1

Avg Grant Size

$2K

Under IRS private-foundation payout rules, Lillian Labelle Charitable Trust reported a distributable amount of $18 for 2024 — the minimum it must pay out in qualifying distributions.

How Lillian Labelle Charitable Trust gives

  • Giving fell 81% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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

1state

Share of all 1 itemized 2024 grant dollars.

States

Cities

Sarasota

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K1 grants20201 grants20211 grants20220 grants20231 grants2024

From 2020 to 2024, annual grant giving ranged from $2K (2024) to $315K (2022). In 2024 it made 1 grant totaling $2K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Pines of Sarasota Foundation: $2KPines of Sarasota Foundation$2K

The largest 2024 recipient was Pines of Sarasota Foundation ($2K).

Grant Size Distribution

4 grants across all recorded years

3<$50K$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 4 (75%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Pines of Sarasota Foundation Sarasota, FLUnrestricted General$2,271

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K20202021202220232024
Metric202420232022
Total Assets—$1,416$2,500
Revenue$880$843$65,772
Expenses$2,296$1,368$323,167
Qualifying Distributions$2,271$500$317,357
Net Investment Income$24—$61,336
Distributable Amount$18$69$14,806

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Lillian Labelle Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (uncompensated).

Officers on the 2024 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $4K (2022) → $0 (2024)

Former officers (1)
  • Former: Bank Of America N A (2020–2021) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2022 IRS filing

Bank of America — Trustee: $4KBank of AmericaTrustee$4K

The highest reported compensation on the 2022 filing was $4K, to Bank of America (Trustee).

Frequently asked questions about Lillian Labelle Charitable Trust

How much does Lillian Labelle Charitable Trust give each year?

Lillian Labelle Charitable Trust gave $2K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.

Where does Lillian Labelle Charitable Trust operate?

Lillian Labelle Charitable Trust has awarded grants in Florida.

How much is Lillian Labelle Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lillian Labelle Charitable Trust reported a distributable amount of $18 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lillian Labelle Charitable Trust's EIN?

Lillian Labelle Charitable Trust's EIN (Employer Identification Number) is 59-6369466. IRS Form 990 filing data is available on this page for 2020–2024.

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

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