Luck Charitable Trust

FALMOUTH, MA EIN: 20-2675491

Luck Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FALMOUTH, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $921K in total assets. In 2024, it awarded 43 grants totaling $63K. Net investment income was $78K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$921K

-0.4% YoY

Annual Giving

$63K

-25.2% YoY

Grant Count

43

-15.7% YoY

Avg Grant Size

$1K

-11.3% YoY

Under IRS private-foundation payout rules, Luck Charitable Trust reported a distributable amount of $64K for 2024 — the minimum it must pay out in qualifying distributions.

About Luck Charitable Trust

Based on IRS filings

Luck Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FALMOUTH, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $921K in total assets. In 2024, it awarded 43 grants totaling $63K. Net investment income was $78K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

24states
+16 more states

Cities

ActonAndoverArlingtonAshlandBelmontBostonBronxBrooklineCammack VillageChicagoChittenangoColumbusConcordConwayDallasDecaturDes MoinesEast BostonFall RiverFalmouth

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$29K$57K$86K$115K2020202220232024
Metric202420232022
Total Assets$920,794$924,355$966,851
Revenue$87,597$61,640$55,826
Expenses$91,158$104,136$96,727
Qualifying Distributions$73,814$94,006$83,544
Net Investment Income$78,037$54,213$46,507
Distributable Amount$63,904$58,974$61,823

Giving Over Time

Total grant dollars and number of grants per year

$0$21K$42K$63K$84K48 grants202036 grants202251 grants202343 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ARKANSAS FAMILIES$24KACCESSPORT AMERICA$7KGROTON HILL MUSIC$4KTHE FESSENDEN SCHOOL$3KANNUNCIATION GREEK ORTHO…$3KRONALD MCDONALD HOUSE$2KUNION COLLEGE$2KBABY 2 BABY$2KTENACRE COUNTRY DAY SCHOOL$2KAMERICAN RED CROSS$1K

Grant Size Distribution

177 grants across all recorded years

177<$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 Arkansas Families ($23,700), Accessport America ($6,978), Groton Hill Music ($3,500).

RecipientPurposeAmount
ACCESSPORT AMERICA WASHINGTON, DCOPERATING FUNDS$6,978
AMERICAN FRIENDS OF MAGEN DAVID ADOM NEW YORK, NYOPERATING FUNDS$500
AMERICAN RED CROSS DES MOINES, IAOPERATING FUNDS$1,000
ANNUNCIATION GREEK ORTHODOX CHURCH DECATUR, ILOPERATING FUNDS$2,600
ANTIOCH COLLEGE YELLOW SPRINGS, OHOPERATING FUNDS$500
ARBOR DAY FOUNDATION LINCOLN, NEOPERATING FUNDS$149
ARKANSAS FAMILIES LITTLE ROCK, AROPERATING FUNDS$23,700
BABY 2 BABY LOS ANGELES, CAOPERATING FUNDS$1,750
BOSTON CHILDREN'S MUSEUM BOSTON, MAOPERATING FUNDS$500
CITY YEAR INC BOSTON, MAOPERATING FUNDS$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

REBECCA J SCHEIERCO-TRUSTEE$6KJENNIFER J MEDFORDCO-TRUSTEE$6K

From 2024 filing

NameTitleHoursCompensation
REBECCA J SCHEIERCO-TRUSTEE1$6,231
JENNIFER J MEDFORDCO-TRUSTEE1$6,231

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Luck Charitable Trust?

Luck Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FALMOUTH, MA. It holds $921K in total assets as of 2024.

How large is Luck Charitable Trust?

As of 2024, Luck Charitable Trust holds $921K in total assets with $88K in annual revenue. It awarded 43 grants totaling $63K in 2024.

Where does Luck Charitable Trust operate?

Luck Charitable Trust has awarded grants in Arkansas, Arizona, California, Connecticut, District of Columbia, Florida, Hawaii, Iowa, Illinois, Massachusetts, Maryland, Maine, Missouri, Montana, North Carolina, Nebraska, New York, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, Vermont.

What size grants does Luck Charitable Trust award?

In 2024, Luck Charitable Trust awarded 43 grants totaling $63K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Luck Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Luck Charitable Trust reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

Explore Open Grants

Browse active grant opportunities in Luck Charitable Trust's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

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