Lucy Estes Memorial Trust

Private foundation · Grantmaker Blackwell, OK EIN: 73-6234810

Lucy Estes Memorial Trust is a private foundation, based in Blackwell, OK. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $213K in total assets. In 2025, it awarded 5 grants totaling $50K. Net investment income was $66K.

Key facts about Lucy Estes Memorial Trust

In short: Lucy Estes Memorial Trust gave $50K across 5 grants in 2025 (avg $10K), top state Missouri. Source: 2025 IRS Form 990-PF.

EIN
73-6234810
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$50,000
Grants made (2025)
5
Average grant
$10,000
Median grant
$10,000
Total assets
$213,318
Primary geography
Missouri (20% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$213K

+2.6% YoY

Annual Giving

$50K

+0.0% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$10K

+0.0% YoY

Under IRS private-foundation payout rules, Lucy Estes Memorial Trust reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.

How Lucy Estes Memorial Trust gives

  • Giving grew 335% from 2022 to 2025. Method
  • In 2025 it paid out 312% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of all 5 itemized 2025 grant dollars.

Cities

BlackwellGrand RapidsJoplinLincolnTerre Haute

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K5 grants2020 5 grants2021 5 grants2022 6 grants2023 5 grants2024 5 grants2025

From 2020 to 2025, annual grant giving ranged from $9K (2020) to $50K (2025). In 2025 it made 5 grants totaling $50K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

American Rehab Ministries: $10KAmerican Rehab Ministries$10KBack to the Bible: $10KBack to the Bible$10KFirst Christian Church of Blackwell: $10KFirst Christian Church ofBlackwell$10KNorth Burma Christian Church: $10KNorth Burma Christian Church$10KRadio Bible Class: $10KRadio Bible Class$10K

The largest 2025 recipient was American Rehab Ministries ($10K). Together the top 5 received $50K.

Grant Size Distribution

26 grants across all recorded years

26<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 26 grants of 26 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Rehab Ministries Joplin, MOCurrent Operations$10,000
Back to the Bible Lincoln, NECurrent Operations$10,000
First Christian Church of Blackwell Blackwell, OKCurrent Operations$10,000
North Burma Christian Church Terre Haute, INCurrent Operations$10,000
Radio Bible Class Grand Rapids, MICurrent Operations$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$213,318$207,971$205,677
Revenue$66,188$57,399$22,434
Expenses$60,841$55,105$17,329
Qualifying Distributions$50,000$50,000$11,600
Net Investment Income$66,188$57,399$22,434
Distributable Amount$16,007$15,847$15,217

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Lucy Estes Memorial Trust is led by Jonathan C Ihrig, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Jonathan C Ihrig

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

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.

Frequently asked questions about Lucy Estes Memorial Trust

How much does Lucy Estes Memorial Trust give each year?

Lucy Estes Memorial Trust gave $50K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 5 grants.

What is Lucy Estes Memorial Trust's typical grant size?

Lucy Estes Memorial Trust's median grant in 2025 was $10,000, and its average grant was $10,000, across 5 grants on its 2025 IRS Form 990-PF.

Where does Lucy Estes Memorial Trust give grants?

Lucy Estes Memorial Trust's top state is Missouri, with 20% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Nebraska (20%) and Oklahoma (20%).

Does Lucy Estes Memorial Trust give general operating support?

Not in 2025: none of the 5 grants with a stated purpose on Lucy Estes Memorial Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Current Operations" (5 grants).

Who are Lucy Estes Memorial Trust's largest grantees?

Lucy Estes Memorial Trust's largest 2025 grantees include American Rehab Ministries ($10,000), Back to the Bible ($10,000) and First Christian Church of Blackwell ($10,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is Lucy Estes Memorial Trust?

Lucy Estes Memorial Trust reported $213K in total assets on its 2025 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).

What is Lucy Estes Memorial Trust's EIN?

Lucy Estes Memorial Trust's EIN (Employer Identification Number) is 73-6234810. IRS Form 990 filing data is available on this page for 2020–2025.

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

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