Luck Charitable Trust
Luck Charitable Trust is a private foundation based in Falmouth, Massachusetts. It made 42 grants totaling $39,097 in 2025, supporting charitable organizations including arts, education, community, and health-related organizations.
Luck Charitable Trust at a glance
In short: Luck Charitable Trust gave $39K across 42 grants in 2025 (avg $930.881), top state Massachusetts. 10% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $39,097
- -37.5% vs 2024
- Grants made (2025)
- 42
- -2.3% vs 2024
- Average grant
- $931
- -36.1% vs 2024
- Median grant
- $470
- Total assets
- $941,928
- +2.3% vs 2024
- New grantees (estimate)
- 10% first-time grantees (4 of 42, 2025)
- Primary geography
- Massachusetts (35% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Luck Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 19 Linden Road, Falmouth, MA 02540
Phone: (978) 263-7047
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Luck Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Accessport America ($8K). Together the top 10 received $28K.
Grant Size Distribution
231 grants across all recorded years
The most common grant size was under $50K: 231 grants of 231 (100%).
Geographic Focus
Where this funder awards grants
In 2025, Massachusetts recipients received 35% of grant dollars, followed by recipients in Washington, DC (21%), Arkansas (11%), Illinois (9%), and California (5%).
Grant Distribution by State
Share of 2025 grant dollars across all 42 itemized grants.
States
Cities
Is Luck Charitable Trust open to new grantees?
10%
first-time grantees, 2025
In 2025, 4 of 42 grantees (10%) were first-time recipients. First grants averaged $419; repeat grants $985. How we count
Medians: $163 first-time, $500 repeat.
- 55% of 2025 grantees were also funded in 2024. Method
- Giving fell 45% from 2022 to 2025. Method
- In 2025 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $39K (2025) to $96K (2021). In 2025 it made 42 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Accessport America Washington, DC | Operating Funds | $7,700 |
| Groton Hill Music Groton, MA | Operating Funds | $3,500 |
| Annunciation Greek Orthodox Church Decatur, IL | Operating Funds | $3,500 |
| Lowell Makes Lowell, MA | Operating Funds | $2,000 |
| Ronald McDonald House Little Rock, AR | Operating Funds | $2,000 |
| Pledgling Foundation San Francisco, CA | Operating Funds | $2,000 |
| Love 146 New Haven, CT | Operating Funds | $2,000 |
| Tenacre Country Day School Wellesley, MA | Operating Funds | $2,000 |
| Falmouth Road Race Falmouth, MA | Operating Funds | $1,725 |
| ABC Children's Homes Little Rock, AR | Operating Funds | $1,250 |
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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 | $941,928 | $87,762 | $66,628 | $39,097 | 42 | $50,670 | $76,512 | $67,101 |
| 2024 | $920,794 | $87,597 | $91,158 | $62,599 | 43 | $73,814 | $78,037 | $63,904 |
| 2023 | $924,355 | $61,640 | $104,136 | $83,730 | 51 | $94,006 | $54,213 | $58,974 |
| 2022 | $966,851 | $55,826 | $96,727 | $70,489 | 36 | $83,544 | $46,507 | $61,823 |
| 2021 | $1,007,752 | $80,735 | $119,159 | $96,463 | 59 | $108,888 | $70,526 | $69,941 |
| 2020 | $1,046,176 | $33,704 | $82,350 | $60,080 | 48 | — | $25,954 | $62,213 |
Under IRS private-foundation payout rules, Luck Charitable Trust reported a distributable amount of $67K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants show support for a range of organizations. For example, Groton Hill Music describes its mission as sharing music through teaching, performance, and giving music when there is need. Lowell Makes describes itself as a collection of open workshops and laboratories focused on education, entrepreneurship, and community engagement. Tenacre Country Day School says it nurtures and challenges children, while Falmouth Road Race describes its work as promoting health and fitness through community programs and an annual road race.
Grantmaking
In 2025, the trust made 42 grants totaling $39,097. Awards ranged from $25 to $7,700, with a median grant of $470. The largest grants included $7,700 to Accessport America; $3,500 each to Groton Hill Music and Annunciation Greek Orthodox Church; and $2,000 each to Lowell Makes, Ronald McDonald House, Pledgling Foundation, Love 146, and Tenacre Country Day School. The listed grant purposes were operating funds.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Rebecca J. Scheier and Jennifer J. Medford as co-trustees.
Luck Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jennifer J. Medford
Co-Trustee
On filings since 2020
1 hr/week
$7K (2020) → $6K (2025)
Rebecca J. Scheier
Co-Trustee
On filings since 2020
1 hr/week
$7K (2020) → $6K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $6K, to Rebecca J Scheier (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Luck Charitable Trust
How much does Luck Charitable Trust give each year?
Luck Charitable Trust gave $39K across 42 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $63K across 43 grants.
What is Luck Charitable Trust's typical grant size?
Luck Charitable Trust's median grant in 2025 was $470, and its average grant was $931, across 42 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Luck Charitable Trust that year got $419 on average.
Where does Luck Charitable Trust give grants?
Luck Charitable Trust's top state is Massachusetts, with 35% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were District of Columbia (21%) and Arkansas (11%). The most frequent recipient cities were Little Rock, AR (5 grants), Boston, MA (4 grants), Acton, MA (3 grants) and Washington, DC (2 grants).
Does Luck Charitable Trust give general operating support?
Yes: 100% of Luck Charitable Trust's 2025 grants with a stated purpose (42 of 42) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Luck Charitable Trust's largest grantees?
Luck Charitable Trust's largest 2025 grantees include Accessport America ($7,700), Groton Hill Music ($3,500) and Annunciation Greek Orthodox Church ($3,500), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is Luck Charitable Trust?
Luck Charitable Trust reported $942K in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $67K (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.
What does Luck Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants show support for a range of organizations. For example, Groton Hill Music describes its mission as sharing music through teaching, performance, and giving music when there is need. See mission & focus areas ↑
How do I apply for a grant from Luck Charitable Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Luck Charitable Trust's EIN?
Luck Charitable Trust's EIN (Employer Identification Number) is 20-2675491. IRS Form 990 filing data is available on this page for 2020–2025.
Does Luck Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2022)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 10, 2026)
- IRS filings on file for fiscal years 2020–2024
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