Lloyd Hake Scholarship Tr XXX-XX-XXXX
Lloyd Hake Scholarship Tr XXX-XX-XXXX is a private foundation focused on religion, based in St. Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 3 grants totaling $82K. Net investment income was $115K.
Lloyd Hake Scholarship Tr XXX-XX-XXXX at a glance
In short: Lloyd Hake Scholarship Tr XXX-XX-XXXX gave $82K across 3 grants in 2025 (avg $27K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $81,995
- +7.9% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $27,332
- +7.9% vs 2024
- Median grant
- $16,399
- Total assets
- $1,359,677
- +2.3% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Lloyd Hake Scholarship Tr XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Fort Atkinson Community Foundation ($49K). Together the top 3 received $82K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 14 grants of 15 (93%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Lloyd Hake Scholarship Tr XXX-XX-XXXX gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 98% 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
From 2020 to 2025, annual grant giving ranged from $76K (2024) to $89K (2022). In 2025 it made 3 grants totaling $82K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fort Atkinson Community Foundation Fort Atkinson, WI | Program Support | $49,197 |
| Fort Atkinson High School Alumni Fort Atkinson, WI | Program Support | $16,399 |
| Jefferson Community Foundation Stuart & Stanley Hake Scholarship FD Jefferson, WI | Program Support | $16,399 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,359,677 | $138,531 | $107,319 | $81,995 | 3 | $82,595 | $114,814 | $84,181 |
| 2024 | $1,328,516 | $108,011 | $99,146 | $75,990 | 3 | $76,590 | $86,518 | $81,995 |
| 2023 | $1,319,645 | $66,784 | $98,985 | $78,580 | 3 | $79,180 | $46,998 | $75,990 |
| 2022 | $1,352,009 | $-33,142 | $111,701 | $89,066 | 3 | $89,666 | $13,493 | $78,580 |
| 2021 | $1,496,564 | $167,988 | $99,577 | $77,411 | 3 | $78,011 | $146,344 | $89,067 |
| 2020 | $1,428,852 | $16,424 | $96,311 | $76,649 | 3 | — | $10,668 | $77,412 |
Under IRS private-foundation payout rules, Lloyd Hake Scholarship Tr XXX-XX-XXXX reported a distributable amount of $84K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lloyd Hake Scholarship Tr XXX-XX-XXXX's only listed officer is Edward Jones Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Edward Jones Trust Company
Trustee
On filings since 2020
$19K (2020) → $22K (2025)
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
The highest reported compensation on the 2025 filing was $22K, to Edward Jones Trust Company (Trustee).
Frequently asked questions about Lloyd Hake Scholarship Tr XXX-XX-XXXX
How much does Lloyd Hake Scholarship Tr XXX-XX-XXXX give each year?
Lloyd Hake Scholarship Tr XXX-XX-XXXX gave $82K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $76K across 3 grants.
What is Lloyd Hake Scholarship Tr XXX-XX-XXXX's typical grant size?
Lloyd Hake Scholarship Tr XXX-XX-XXXX's median grant in 2025 was $16,399, and its average grant was $27,332, across 3 grants on its 2025 IRS Form 990-PF.
Where does Lloyd Hake Scholarship Tr XXX-XX-XXXX give grants?
Lloyd Hake Scholarship Tr XXX-XX-XXXX gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fort Atkinson, WI (2 grants).
Does Lloyd Hake Scholarship Tr XXX-XX-XXXX give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Lloyd Hake Scholarship Tr XXX-XX-XXXX's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (3 grants).
How large is Lloyd Hake Scholarship Tr XXX-XX-XXXX?
Lloyd Hake Scholarship Tr XXX-XX-XXXX reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $84K (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 Lloyd Hake Scholarship Tr XXX-XX-XXXX?
Lloyd Hake Scholarship Tr XXX-XX-XXXX is a private foundation focused on religion, based in St. Louis, MO. It holds $1.4M in total assets as of 2025.
What is Lloyd Hake Scholarship Tr XXX-XX-XXXX's EIN?
Lloyd Hake Scholarship Tr XXX-XX-XXXX's EIN (Employer Identification Number) is 37-6556241. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
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