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
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
No grants recorded for .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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