Lucia Buchholz Irrev Trust
Lucia Buchholz Irrev Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $174K in total assets. In 2024, it made $1K in qualifying distributions. Net investment income was $4K.
Lucia Buchholz Irrev Trust at a glance
- Total assets
- $173,908
- +1.4% vs 2023
- Revenue (2024)
- $6,356
- -28.4% vs 2023
- Qualifying distributions (2024)
- $1,238
- -93.9% vs 2023
- Expenses (2024)
- $4,024
- -84.5% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Lucia Buchholz Irrev Trust funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Lucia Buchholz Irrev Trust gives
- Giving grew 100% from 2020 to 2023. Method
- In 2024 it paid out 14% 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 2023, annual grant giving ranged from $9K (2021) to $18K (2023). In 2023 it made 1 grant totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Altenheim German Old Persons Home Forest Park, IL | General Operating | $18,112 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $173,908 | $6,356 | $4,024 | — | — | $1,238 | $4,231 | $8,971 |
| 2023 | $171,575 | $8,877 | $25,994 | $18,112 | 1 | $20,416 | $3,599 | $8,777 |
| 2022 | $188,490 | $22,476 | $16,776 | $10,401 | 1 | $12,198 | $18,389 | $9,239 |
| 2021 | $182,379 | $21,944 | $13,258 | $8,886 | 1 | $10,009 | $18,689 | $10,889 |
| 2020 | $173,693 | $-982 | $13,210 | $9,062 | 1 | — | $1,954 | $10,075 |
| 2019 | $187,902 | $5,957 | $13,462 | $9,139 | 1 | — | $2,902 | $10,153 |
Under IRS private-foundation payout rules, Lucia Buchholz Irrev Trust reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lucia Buchholz Irrev Trust's only listed officer is US Bank NA, Trustee on every filing since 2023 (compensated).
Officers on the 2024 filing
US Bank NA
Trustee
On filings since 2023
1 hr/week
$3K (2023) → $3K (2024)
Former officers (1)
- Former: US Bank N A (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $3K, to US Bank NA (Trustee).
Frequently asked questions about Lucia Buchholz Irrev Trust
How large is Lucia Buchholz Irrev Trust?
Lucia Buchholz Irrev Trust reported $174K in total assets on its 2024 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $9K (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 Lucia Buchholz Irrev Trust operate?
Lucia Buchholz Irrev Trust has awarded grants in Illinois.
What is Lucia Buchholz Irrev Trust's EIN?
Lucia Buchholz Irrev Trust's EIN (Employer Identification Number) is 36-6941195. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
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 November 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 11, 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)
- IRS filings on file for fiscal years 2019–2024
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