Lucas Tr - Sheb Retirement

MILWAUKEE, WI EIN: 39-6107772

Lucas Tr - Sheb Retirement is a nonprofit organization, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. In 2024, it awarded 1 grants totaling $1K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$1K

+18.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$1K

+18.8% YoY

About Lucas Tr - Sheb Retirement

Based on IRS filings

Lucas Tr - Sheb Retirement is a nonprofit organization, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. In 2024, it awarded 1 grants totaling $1K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

SHEBOYGAN

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$5K$7K$9K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SHEBOYGAN SENIOR COMMUNI…$1K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sheboygan Senior Community Inc ($1,434).

RecipientPurposeAmount
SHEBOYGAN SENIOR COMMUNITY INC SHEBOYGAN, WIGENERAL OPERATING$1,434

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK NATRUSTEE$3K

From 2024 filing

NameTitleHoursCompensation
US BANK NATRUSTEE1$3,000

Frequently Asked Questions

Where does Lucas Tr - Sheb Retirement operate?

Lucas Tr - Sheb Retirement has awarded grants in Wisconsin.

What size grants does Lucas Tr - Sheb Retirement award?

In 2024, Lucas Tr - Sheb Retirement awarded 1 grants totaling $1K — an average of about $1K per grant, based on its IRS Form 990 filings.

What is Lucas Tr - Sheb Retirement's EIN?

Lucas Tr - Sheb Retirement's EIN (Employer Identification Number) is 39-6107772. IRS Form 990 filing data is available on this page for 2019–2024.

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

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