Lula C Wilson Trust XXXXX3003

Private foundation · Grantmaker Chicago, IL EIN: 38-6058895

Lula C Wilson Trust XXXXX3003 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 8 grants totaling $157K. Net investment income was $232K.

Lula C Wilson Trust XXXXX3003 at a glance

In short: Lula C Wilson Trust XXXXX3003 gave $157K across 8 grants in 2025 (avg $20K), mostly in Michigan. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$157,000
+15.4% vs 2024
Grants made (2025)
8
+33.3% vs 2024
Average grant
$19,625
-13.4% vs 2024
Median grant
$21,000
Total assets
$2,393,018
+2.0% vs 2024
Primary geography
Michigan (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

How to apply to Lula C Wilson Trust XXXXX3003

Who Lula C Wilson Trust XXXXX3003 funds

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Forgotten Harvest: $25KForgotten Harvest$25KChristian Community Response Team: $25KChristian Community ResponseTeam$25KHospice of Michigan Inc: $25KHospice of Michigan Inc$25KLourdes Inc: $22KLourdes Inc$22KThe Bottomless Toy Chest Inc: $20KThe Bottomless Toy Chest Inc$20KKids Kicking Cancer: $20KKids Kicking Cancer$20KGilda's Club-Metro Detroit: $10KGilda's Club-Metro Detroit$10KSpecial Olympics Michigan Inc: $10KSpecial Olympics Michigan Inc$10K

The largest 2025 recipient was Forgotten Harvest ($25K). Together the top 8 received $157K.

Grant Size Distribution

35 grants across all recorded years

35<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 35 grants of 35 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

PontiacSouthfieldOak ParkBloomfield HillsDetroitBirminghamRoyal OakClawsonFarmington HillsLivoniaMt PleasantOaklandPontiacsWaterfordHowellRochester HLSTroy

How Lula C Wilson Trust XXXXX3003 gives

  • Giving held roughly steady from 2022 to 2025 (+1%). Method
  • In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K7 grants2019 15 grants2020 6 grants2021 8 grants2022 7 grants2023 6 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $130K (2021) to $157K (2025). In 2025 it made 8 grants totaling $157K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Forgotten Harvest Oak Park, MIGeneral$25,000
Christian Community Response Team Pontiac, MIGeneral$25,000
Hospice of Michigan Inc Detroit, MIGeneral$25,000
Lourdes Inc Waterford, MIGeneral$22,000
The Bottomless Toy Chest Inc Troy, MIGeneral$20,000
Kids Kicking Cancer Southfield, MIGeneral$20,000
Gilda's Club-Metro Detroit Royal Oak, MIGeneral$10,000
Special Olympics Michigan Inc Mt Pleasant, MIGeneral$10,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$2,393,018$263,631$216,071$157,0008$182,399$232,304$192,594
2024$2,345,021$174,927$193,020$136,0006$160,886$145,412$181,509
2023$2,366,894$152,807$190,163$140,0007$163,777$121,635$159,646
2022$2,404,732$60,796$209,125$155,0008$178,937$54,760$165,457
2021$2,553,106$210,974$186,033$130,0006$154,732$182,031$179,285
2020$2,528,192$167,856$179,437$135,00015—$145,440$150,258
2019$2,540,427$192,820$183,151$140,0007—$168,460$151,591

Under IRS private-foundation payout rules, Lula C Wilson Trust XXXXX3003 reported a distributable amount of $193K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Lula C Wilson Trust XXXXX3003's only listed officer is JP Morgan Chase Bank NA, Trustee on filings since 2019 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2019

    2 hrs/week

    $39K (2019) → $55K (2025)

Former officers (1)
  • Former: JP Morgan Chase Bank N A (2021) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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

JP Morgan Chase Bank NA — Trustee: $55KJP Morgan Chase Bank NATrustee$55K

The highest reported compensation on the 2025 filing was $55K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Lula C Wilson Trust XXXXX3003

How much does Lula C Wilson Trust XXXXX3003 give each year?

Lula C Wilson Trust XXXXX3003 gave $157K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $136K across 6 grants.

What is Lula C Wilson Trust XXXXX3003's typical grant size?

Lula C Wilson Trust XXXXX3003's median grant in 2025 was $21,000, and its average grant was $19,625, across 8 grants on its 2025 IRS Form 990-PF.

Where does Lula C Wilson Trust XXXXX3003 give grants?

Lula C Wilson Trust XXXXX3003 gives mostly in Michigan: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Lula C Wilson Trust XXXXX3003 give general operating support?

Yes: 100% of Lula C Wilson Trust XXXXX3003's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Lula C Wilson Trust XXXXX3003's largest grantees?

Lula C Wilson Trust XXXXX3003's largest 2025 grantees include Forgotten Harvest ($25,000), Christian Community Response Team ($25,000) and Hospice of Michigan Inc ($25,000), according to its 2025 IRS Form 990-PF. Together they received 48% of its itemized 2025 grant dollars.

How large is Lula C Wilson Trust XXXXX3003?

Lula C Wilson Trust XXXXX3003 reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $182K in qualifying distributions that year, against a required minimum of $193K (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 is Lula C Wilson Trust XXXXX3003's EIN?

Lula C Wilson Trust XXXXX3003's EIN (Employer Identification Number) is 38-6058895. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Lula C Wilson Trust XXXXX3003's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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