Lottie Halverson Memorial Trust

MILWAUKEE, WI EIN: 91-6062865

Lottie Halverson Memorial Trust is a private foundation focused on Philanthropy, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $166K in total assets. In 2024, it awarded 1 grants totaling $8K. Net investment income was $3K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$166K

-3.6% YoY

Annual Giving

$8K

-4.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8K

-4.0% YoY

Under IRS private-foundation payout rules, Lottie Halverson Memorial Trust reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.

About Lottie Halverson Memorial Trust

Based on IRS filings

Focus Areas

Philanthropy Foundations

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $41K (100%)

States

Washington

Cities

Spokane

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$166,276	$172,535	$181,327
Revenue	$7,869	$3,271	$4,098
Expenses	$14,155	$12,066	$13,304
Qualifying Distributions	$11,278	$9,363	$9,533
Net Investment Income	$3,432	$2,037	$554
Distributable Amount	$9,491	$9,029	$9,464

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hutton Settlement Inc ($7,964).

Recipient	Purpose	Amount
HUTTON SETTLEMENT INC SPOKANE, WA	GENERAL OPERATING	$7,964

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$3,080

Subject Areas

Focus areas based on grantmaking activity

Philanthropy Foundations

Frequently Asked Questions

What is Lottie Halverson Memorial Trust?

Lottie Halverson Memorial Trust is a private foundation focused on Philanthropy, based in MILWAUKEE, WI. It holds $166K in total assets as of 2024.

How large is Lottie Halverson Memorial Trust?

As of 2024, Lottie Halverson Memorial Trust holds $166K in total assets with $8K in annual revenue. It awarded 1 grants totaling $8K in 2024.

Where does Lottie Halverson Memorial Trust operate?

Lottie Halverson Memorial Trust has awarded grants in Washington.

What size grants does Lottie Halverson Memorial Trust award?

In 2024, Lottie Halverson Memorial Trust awarded 1 grants totaling $8K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Lottie Halverson Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lottie Halverson Memorial Trust reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lottie Halverson Memorial Trust's EIN?

Lottie Halverson Memorial Trust's EIN (Employer Identification Number) is 91-6062865. IRS Form 990 filing data is available on this page for 2020–2024.