Lovell Irrv Tr Uw Fbo Cwc

MILWAUKEE, WI EIN: 84-6017652

Lovell Irrv Tr Uw Fbo Cwc is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $391K in total assets. In 2024, it awarded 1 grants totaling $11K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$391K

-1.5% YoY

Annual Giving

$11K

-59.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

-59.7% YoY

Under IRS private-foundation payout rules, Lovell Irrv Tr Uw Fbo Cwc reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.

About Lovell Irrv Tr Uw Fbo Cwc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $91K (100%)

States

Colorado

Cities

Denver

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$390,643	$396,591	$417,582
Revenue	$14,279	$14,862	$15,521
Expenses	$20,249	$35,853	$30,673
Qualifying Distributions	$13,140	$29,205	$23,853
Net Investment Income	$7,275	$8,215	$7,939
Distributable Amount	$23,173	$21,350	$22,148

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 University of Denver ($10,867).

Recipient	Purpose	Amount
UNIVERSITY OF DENVER DENVER, CO	SCHOLARSHIP	$10,867

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$7,483

Frequently Asked Questions

How large is Lovell Irrv Tr Uw Fbo Cwc?

As of 2024, Lovell Irrv Tr Uw Fbo Cwc holds $391K in total assets with $14K in annual revenue. It awarded 1 grants totaling $11K in 2024.

Where does Lovell Irrv Tr Uw Fbo Cwc operate?

Lovell Irrv Tr Uw Fbo Cwc has awarded grants in Colorado.

What size grants does Lovell Irrv Tr Uw Fbo Cwc award?

In 2024, Lovell Irrv Tr Uw Fbo Cwc awarded 1 grants totaling $11K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Lovell Irrv Tr Uw Fbo Cwc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lovell Irrv Tr Uw Fbo Cwc reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.