Luluma Charitable Trust Xxxxx8009

CHICAGO, IL EIN: 36-7754898

Luluma Charitable Trust XXXXX8009 is a private foundation based in Chicago, Illinois, established in 2022. Operating as a 501(c)(3) organization with a single employee, the trust functions as a grantmaking foundation focused on supporting general causes across multiple sectors and geographic regions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$12.0M

+80.8% YoY

Grant Count

171

-5.0% YoY

Avg Grant Size

$70K

+90.3% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation does not maintain a published mission statement. However, its grantmaking demonstrates support across diverse areas including education, human services, philanthropy and voluntarism, arts and culture, and community development. Recent grants reflect particular interest in organizations serving vulnerable populations and supporting workforce development.

Grantmaking

The foundation is highly active in its grantmaking. In 2024, it made 56 grants totaling approximately $11.99 million. Historical data shows 315 total grants awarded across multiple years.

Grant Range

s**

Average Grant

s in general operating programs average around $36,847.

Grant Types

**

How to Apply

or restrictions mentioned in available materials.

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking extends across multiple states, with particular concentration in Georgia, California, and Texas. Additional funding activity has been documented in Florida, Illinois, Maryland, and New York.

Grant Distribution by State

11states
+3 more states

Cities

ALPHARETTAATHENSATLANTAAUSTINAtlantaBLAIRSVILLEBRIDGEPORTCANTONCARROLLTONCHAMBLEECLARKSTONCUMMINGDALLASDECATURDULUTHEAST POINTEASt POINTGOLDENHOLLY SPRINGSHOSCHTON

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (as of December 2024)

  • Total Assets: $17,502,133
  • Total Revenues: $2,449,572
  • Total Expenses: $12,211,115
  • Investment Income & Dividends: $728,544

Giving Rate

The foundation maintains a giving rate of approximately 22% of assets annually.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$3M$6M$9M$12M0 grants202056 grants2021135 grants2022180 grants2023171 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

GA Trust for Public Land$1.0MFURKIDS$250KFOCUSING PHILANTHROPHY$250KKATES CLUB INC$250KFIRST STEP STAFFING$100KGEORGIA WORKS$100KBEARINGS BIKE WORKS$100KLIFELINE ANIMAL PROJECT$75KLOCAL INITIATIVES SUPPOR…$75KWILDERNESS WORKS$75K

Grant Size Distribution

200 grants across all recorded years

158<$50K29$50–100K8$100–250K4$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

JPMorgan Trust Company of Delaware serves as trustee, dedicating approximately 2 hours per week to the foundation's operations.

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Recent News & Activity

Recent developments and announcements

The foundation has been recognized for significant philanthropic contributions, including a $2.5 million gift to Lulu's Place in partnership with the TGR Foundation. The Piston Foundation has also received substantial grants from the foundation, with recent awards noted as among the largest the organization has received.

Luluma Charitable Trust Xxxxx8009 - Foundation Directory - Candid

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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