Lottie R Hagan Irrevocable Trust
Lottie R Hagan Irrevocable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2021. In 2021, it awarded 2 grants totaling $158K. Net investment income was $36K.
Lottie R Hagan Irrevocable Trust at a glance
In short: Lottie R Hagan Irrevocable Trust gave $158K across 2 grants in 2021 (avg $79K), mostly in Iowa. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $157,816
- +1690.1% vs 2020
- Grants made (2021)
- 2
- +0.0% vs 2020
- Average grant
- $78,908
- +1690.1% vs 2020
- Median grant
- $78,908
- Primary geography
- Iowa (100% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
Who Lottie R Hagan Irrevocable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2021
The largest 2021 recipient was Drake University ($79K). Together the top 2 received $158K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 4 grants of 6 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 2 itemized grants.
States
Cities
How Lottie R Hagan Irrevocable Trust gives
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). 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 2019 to 2021, annual grant giving ranged from $9K (2020) to $158K (2021). In 2021 it made 2 grants totaling $158K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Drake University Des Moines, IA | General Operating | $78,908 |
| William Penn College & College Relations Oskaloosa, IA | General Operating | $78,908 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2021 | — | $39,254 | $162,958 | $157,816 | 2 | $160,152 | $35,654 | $3,421 |
| 2020 | $124,954 | $3,338 | $10,879 | $8,816 | 2 | — | $439 | $6,889 |
| 2019 | $132,491 | $8,707 | $11,265 | $9,172 | 2 | — | $6,366 | $7,149 |
Under IRS private-foundation payout rules, Lottie R Hagan Irrevocable Trust reported a distributable amount of $3K for 2021 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lottie R Hagan Irrevocable Trust's only listed officer is US Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2021 filing
US Bank N A
Trustee
On filings since 2019
1 hr/week
$1K (2019) → $3K (2021)
Data from IRS Form 990 filings, 2019–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
The highest reported compensation on the 2021 filing was $3K, to US Bank N a (Trustee).
Frequently asked questions about Lottie R Hagan Irrevocable Trust
How much does Lottie R Hagan Irrevocable Trust give each year?
Lottie R Hagan Irrevocable Trust gave $158K across 2 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $9K across 2 grants.
Where does Lottie R Hagan Irrevocable Trust operate?
Lottie R Hagan Irrevocable Trust has awarded grants in Iowa.
How much is Lottie R Hagan Irrevocable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Lottie R Hagan Irrevocable Trust reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lottie R Hagan Irrevocable Trust's EIN?
Lottie R Hagan Irrevocable Trust's EIN (Employer Identification Number) is 42-6051945. IRS Form 990 filing data is available on this page for 2019–2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- IRS filings on file for fiscal years 2019–2021
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