Lulu Rae Young Residual Trust Xxx-xx-xxxx
Lulu Rae Young Residual Trust Xxx-xx-xxxx is a private foundation, based in SOUTH BEND, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $445K in total assets. In 2024, it awarded 2 grants totaling $25K. Net investment income was $31K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$445K
+0.9% YoY
Annual Giving
$25K
-6.7% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$12K
-6.7% YoY
About Lulu Rae Young Residual Trust Xxx-xx-xxxx
Based on IRS filings
Lulu Rae Young Residual Trust Xxx-xx-xxxx is a private foundation, based in SOUTH BEND, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $445K in total assets. In 2024, it awarded 2 grants totaling $25K. Net investment income was $31K.
Ready to take the next step with Lulu Rae Young Residual Trust Xxx-xx-xxxx?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $444,507 | $440,369 | $482,842 |
| Revenue | $36,789 | $-8,785 | $7,228 |
| Expenses | $32,597 | $33,724 | $38,664 |
| Qualifying Distributions | $24,663 | $26,440 | $25,507 |
| Net Investment Income | $31,280 | $7,518 | $6,443 |
| Distributable Amount | $26,217 | $24,663 | $26,440 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 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 |
|---|---|---|---|
| 1ST SOURCE BANK | TRUSTEE | 1 | $6,064 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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