Lula C Wilson Trust XXXXX3003
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.
Key facts about Lula C Wilson Trust XXXXX3003
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.
- EIN
- 38-6058895
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $157,000
- Grants made (2025)
- 8
- Average grant
- $19,625
- Median grant
- $21,000
- Total assets
- $2,393,018
- Primary geography
- Michigan (100% 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
$2.4M
+2.0% YoY
Annual Giving
$157K
+15.4% YoY
Grant Count
8
+33.3% YoY
Avg Grant Size
$20K
-13.4% YoY
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.
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.
Open Grants
1 open opportunity from Lula C Wilson Trust XXXXX3003
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 8 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $130K (2021) to $157K (2025). In 2025 it made 8 grants totaling $157K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Forgotten Harvest ($25K). Together the top 8 received $157K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Forgotten Harvest Oak Park, MI | General | $25,000 |
| Christian Community Response Team Pontiac, MI | General | $25,000 |
| Hospice of Michigan Inc Detroit, MI | General | $25,000 |
| Lourdes Inc Waterford, MI | General | $22,000 |
| The Bottomless Toy Chest Inc Troy, MI | General | $20,000 |
| Kids Kicking Cancer Southfield, MI | General | $20,000 |
| Gilda's Club-Metro Detroit Royal Oak, MI | General | $10,000 |
| Special Olympics Michigan Inc Mt Pleasant, MI | General | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,393,018 | $2,345,021 | $2,366,894 |
| Revenue | $263,631 | $174,927 | $152,807 |
| Expenses | $216,071 | $193,020 | $190,163 |
| Qualifying Distributions | $182,399 | $160,886 | $163,777 |
| Net Investment Income | $232,304 | $145,412 | $121,635 |
| Distributable Amount | $192,594 | $181,509 | $159,646 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Lula C Wilson Trust XXXXX3003's only listed officer is JP Morgan Chase Bank N A, Trustee on the 2021 filing (compensated).
Officers on the 2021 filing
The latest filing that lists officers: our copy of the 2022–2025 filings list none.
JP Morgan Chase Bank N A
Trustee
New on the 2021 filing
2 hrs/week
$52K (2021)
Data from IRS Form 990 filings, 2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
The highest reported compensation on the 2021 filing was $52K, to JP Morgan Chase Bank N a (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).
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 September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Lula C Wilson Trust XXXXX3003 by hand.
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