Lucy Estes Memorial Trust
Lucy Estes Memorial Trust is a private foundation, based in BLACKWELL, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $208K in total assets. In 2024, it awarded 5 grants totaling $50K. Net investment income was $57K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$208K
+1.1% YoY
Annual Giving
$50K
+331.0% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$10K
+417.2% YoY
Under IRS private-foundation payout rules, Lucy Estes Memorial Trust reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
About Lucy Estes Memorial Trust
Based on IRS filings
Lucy Estes Memorial Trust is a private foundation, based in BLACKWELL, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $208K in total assets. In 2024, it awarded 5 grants totaling $50K. Net investment income was $57K.
Ready to take the next step with Lucy Estes Memorial Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $207,971 | $205,677 | $200,572 |
| Revenue | $57,399 | $22,434 | $19,340 |
| Expenses | $55,105 | $17,329 | $18,080 |
| Qualifying Distributions | $50,000 | $11,600 | $16,953 |
| Net Investment Income | $57,399 | $22,434 | $19,340 |
| Distributable Amount | $15,847 | $15,217 | $12,523 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Amercian Rehab Ministries ($10,000), Back to the Bible ($10,000), First Christian Church of Blackwell ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Amercian Rehab Ministries Joplin, MO | Current Operations | $10,000 |
| Back to the Bible Lincoln, NE | Current Operations | $10,000 |
| First Christian Church of Blackwell Blackwell, OK | Current Operations | $10,000 |
| North Burma Christian Church Terre Haute, IN | Current Operations | $10,000 |
| Radio Bible Class Grand Rapids, MI | Current Operations | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jonathan C Ihrig | Trustee | 1 | — |
Frequently Asked Questions
How large is Lucy Estes Memorial Trust?
As of 2024, Lucy Estes Memorial Trust holds $208K in total assets with $57K in annual revenue. It awarded 5 grants totaling $50K in 2024.
Where does Lucy Estes Memorial Trust operate?
Lucy Estes Memorial Trust has awarded grants in Indiana, Michigan, Missouri, Nebraska, Oklahoma.
What size grants does Lucy Estes Memorial Trust award?
In 2024, Lucy Estes Memorial Trust awarded 5 grants totaling $50K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Lucy Estes Memorial Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lucy Estes Memorial Trust reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Lucy Estes Memorial Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Cline Foundation
CUSHING, OK
Assets
$3K
Grants
0
Total Given
—
Oge Energy Corp Foundation Inc
OKLAHOMA CITY, OK
Assets
$25.2M
Grants
86
Total Given
$4.3M
Westreet Foundation Inc
TULSA, OK
Assets
$86K
Grants
7
Total Given
$43K
Trimble Strong Foundation Inc
TULSA, OK
Assets
$127K
Grants
3
Total Given
$13K
Berry Family Foundation Inc
SAPULPA, OK
Assets
—
Grants
3
Total Given
$45K
Southern Oklahoma Memorial Foundation
ARDMORE, OK
Assets
$105.7M
Grants
54
Total Given
$6.0M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Lucy Estes Memorial Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Lucy Estes Memorial Trust to a real strategy.