Lucas Tr - Sheb Retirement
Lucas Tr - Sheb Retirement is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $162K in total assets. In 2025, it awarded 1 grant totaling $4K. Net investment income was $8K.
Lucas Tr - Sheb Retirement at a glance
In short: Lucas Tr - Sheb Retirement gave $4K across 1 grant in 2025 (avg $4K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,735
- +160.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $3,735
- +160.5% vs 2024
- Median grant
- $3,735
- Total assets
- $162,087
- +1.6% 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 September 2026.
Who Lucas Tr - Sheb Retirement funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Sheboygan Senior Community Inc ($4K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Lucas Tr - Sheb Retirement gives
- Giving grew 1975% from 2022 to 2025. Method
- In 2025 it paid out 67% 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 2019 to 2025, annual grant giving ranged from $180 (2022) to $9K (2021). In 2025 it made 1 grant totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sheboygan Senior Community Inc Sheboygan, WI | General Operating | $3,735 |
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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 | $162,087 | $10,922 | $8,325 | $3,735 | 1 | $5,533 | $8,013 | $8,280 |
| 2024 | $159,510 | $5,644 | $6,048 | $1,434 | 1 | $3,534 | $3,527 | $7,912 |
| 2023 | $159,912 | $-2,315 | $5,760 | $1,207 | 1 | $3,307 | $3,482 | $7,325 |
| 2022 | $168,013 | $4,076 | $6,063 | $180 | 1 | $2,463 | $2,079 | $7,651 |
| 2021 | $170,019 | $21,479 | $14,726 | $9,139 | 1 | $11,439 | $18,273 | $8,591 |
| 2020 | $163,269 | $7,571 | $13,965 | $9,139 | 1 | — | $4,359 | $8,837 |
| 2019 | $169,661 | $5,049 | $13,661 | $8,875 | 1 | — | $2,030 | $8,991 |
Under IRS private-foundation payout rules, Lucas Tr - Sheb Retirement reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lucas Tr - Sheb Retirement's only listed officer is US Bank N A, Trustee on filings since 2019 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2019
1 hr/week
$4K (2019) → $3K (2025)
Former officers (1)
- Former: US Bank NA (2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $3K, to US Bank N a (Trustee).
Frequently asked questions about Lucas Tr - Sheb Retirement
How much does Lucas Tr - Sheb Retirement give each year?
Lucas Tr - Sheb Retirement gave $4K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 1 grant.
How large is Lucas Tr - Sheb Retirement?
Lucas Tr - Sheb Retirement reported $162K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $8K (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.
Where does Lucas Tr - Sheb Retirement operate?
Lucas Tr - Sheb Retirement has awarded grants in Wisconsin.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2019–2024
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