Luther T McCauley Charitable Trust XXXXX3001
The Luther T. McCauley Charitable Trust is a private foundation based in Chicago, Illinois, that supports charitable organizations serving economically disadvantaged, socially marginalized, and mentally or physically disabled people in El Paso County, Colorado. Its stated areas of support include civic activities, community development, education, health and medical research, and human and social services.
Key facts about Luther T McCauley Charitable Trust XXXXX3001
In short: Luther T McCauley Charitable Trust XXXXX3001 gave $302K across 17 grants in 2026 (avg $18K), mostly in Colorado. 24% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- EIN
- 84-6152258
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $302,071
- Grants made (2026)
- 17
- Average grant
- $17,769
- Median grant
- $17,000
- New grantees (estimate)
- 24% first-time grantees (4 of 17, 2026; small sample)
- Total assets
- $4,650,743
- Primary geography
- Colorado (100% of itemized 2026 grant dollars)
- How to apply
- The filing directs applicants to contact JPMorgan Chase Bank NA and use its online grants form and materials. Full details ↓
- Deadline
- None listed on the filing.
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$4.7M
+3.1% YoY
Annual Giving
$302K
+11.1% YoY
Grant Count
17
+13.3% YoY
Avg Grant Size
$18K
-1.9% YoY
Under IRS private-foundation payout rules, Luther T McCauley Charitable Trust XXXXX3001 reported a distributable amount of $371K for 2026 — the minimum it must pay out in qualifying distributions.
Is Luther T McCauley Charitable Trust XXXXX3001 open to new grantees?
24%
first-time grantees, 2026
In 2026, 4 of 17 grantees (24%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $11K; repeat grants $20K. How we count
Medians: $10K first-time, $20K repeat.
- 76% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+3%). Method
- In 2026 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The trust’s stated focus is supporting charitable organizations that serve economically deprived, socially disadvantaged, and mentally or physically handicapped residents of El Paso County. Its 2026 grants included organizations whose own missions address youth education and career pathways, child welfare, homelessness, food systems, and access to arts and community services. For example, Peak Education says it supports young people as they pursue education and training, while CASA of the Pikes Peak Region provides volunteer representation in court for children affected by abuse, neglect, or domestic conflict.
Grantmaking
In filing year 2026, the trust awarded 17 grants totaling $302,071. Grants ranged from $5,000 to $30,000, with a median of $17,000. Among the largest awards were $30,000 each to Boys and Girls Club of the Pikes Peak Region and Reach Out and Read; $25,000 each to Cheyenne Village and Careers in Construction Colorado; and $20,000 each to CASA of the Pikes Peak Region, Peak Education, Children’s Advocacy Center, and Special Kids – Special Families.
Review Cycle
None listed on the filing.
How to Apply
The filing directs applicants to contact JPMorgan Chase Bank NA and use its online grants form and materials. The trust does not restrict giving to preselected organizations. Eligible applicants must be 501(c)(3) organizations serving El Paso County, Colorado. The program information says the trustee will consider one request per organization each fiscal year, which ends April 30, and notes that the trustee rarely approves grant requests.
Open Grants
1 open opportunity from Luther T McCauley Charitable Trust XXXXX3001
Ready to take the next step with Luther T McCauley Charitable Trust XXXXX3001?
Geographic Focus
Where this funder awards grants
The filing’s award restrictions specify eligible 501(c)(3) organizations in El Paso County, Colorado. All reported 2026 grant dollars went to recipients in Colorado.
Grant Distribution by State
Share of 2026 grant dollars across all 17 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $250K (2020) to $302K (2026). In 2026 it made 17 grants totaling $302K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Boys and Girls Club of the Pikes Peak Re ($30K). Together the top 10 received $222K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 66 grants of 70 (94%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys and Girls Club of the Pikes Peak Re Colorado Springs, CO | General | $30,000 |
| Reach Out and Read Denver, CO | General | $30,000 |
| Cheyenne Village Colorado Springs, CO | General | $25,000 |
| Careers in Construction Colorado Colorado Springs, CO | General | $25,000 |
| CASA of the Pikes Peak Region Inc Colorado Springs, CO | General | $20,000 |
| Peak Education Colorado Springs, CO | General | $20,000 |
| Childrens Advocacy Center for the Pikes Peak Region Inc Colorado Springs, CO | General | $20,000 |
| Special Kids - Special Families Inc Colorado Springs, CO | General | $20,000 |
| Dream Centers of Colorado Springs Colorado Springs, CO | General | $17,000 |
| Catamount Institute Colorado Springs, CO | General | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2026 | $4,650,743 | $537,323 | $398,491 | $302,071 |
| 2025 | $4,511,910 | $334,969 | $355,802 | $271,778 |
| 2024 | $4,530,653 | $219,839 | $334,178 | $252,555 |
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $4,650,743 | $4,511,910 | $4,530,653 |
| Revenue | $537,323 | $334,969 | $219,839 |
| Expenses | $398,491 | $355,802 | $334,178 |
| Qualifying Distributions | $343,659 | $309,878 | $286,521 |
| Net Investment Income | $488,173 | $289,942 | $171,000 |
| Distributable Amount | $371,150 | $340,214 | $305,701 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 8, 2020)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 7, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 7, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 8, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 9, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 30, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Luther T McCauley Charitable Trust XXXXX3001's only listed officer is JP Morgan Chase Bank NA, Trustee on filings since 2020 (compensated).
Officers on the 2026 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$67K (2020) → $91K (2026)
Former officers (1)
- Former: Jpmorgan Chase Bank NA (2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $91K, to JP Morgan Chase Bank NA (Trustee).
Contact
Application contact: Jpmorgan Chase Bank Na
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Email: none@jpmorgan.com
Frequently asked questions about Luther T McCauley Charitable Trust XXXXX3001
How much does Luther T McCauley Charitable Trust XXXXX3001 give each year?
Luther T McCauley Charitable Trust XXXXX3001 gave $302K across 17 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $272K across 15 grants.
What is Luther T McCauley Charitable Trust XXXXX3001's typical grant size?
Luther T McCauley Charitable Trust XXXXX3001's median grant in 2026 was $17,000, and its average grant was $17,769, across 17 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Luther T McCauley Charitable Trust XXXXX3001 that year got $11K on average.
Where does Luther T McCauley Charitable Trust XXXXX3001 give grants?
Luther T McCauley Charitable Trust XXXXX3001 gives mostly in Colorado: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Colorado Springs, CO (15 grants).
Does Luther T McCauley Charitable Trust XXXXX3001 give general operating support?
Yes: 100% of Luther T McCauley Charitable Trust XXXXX3001's 2026 grants with a stated purpose (17 of 17) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Luther T McCauley Charitable Trust XXXXX3001's largest grantees?
Luther T McCauley Charitable Trust XXXXX3001's largest 2026 grantees include Boys and Girls Club of the Pikes Peak Re ($30,000), Reach Out and Read ($30,000) and Cheyenne Village ($25,000), according to its 2026 IRS Form 990-PF. Together they received 28% of its itemized 2026 grant dollars.
How large is Luther T McCauley Charitable Trust XXXXX3001?
Luther T McCauley Charitable Trust XXXXX3001 reported $4.7M in total assets on its 2026 IRS Form 990-PF. It paid out $344K in qualifying distributions that year, against a required minimum of $371K (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 does Luther T McCauley Charitable Trust XXXXX3001 fund?
The trust’s stated focus is supporting charitable organizations that serve economically deprived, socially disadvantaged, and mentally or physically handicapped residents of El Paso County. See mission & focus areas ↑
How do I apply for a grant from Luther T McCauley Charitable Trust XXXXX3001?
The filing directs applicants to contact JPMorgan Chase Bank NA and use its online grants form and materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Luther T McCauley Charitable Trust XXXXX3001's EIN?
Luther T McCauley Charitable Trust XXXXX3001's EIN (Employer Identification Number) is 84-6152258. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Luther T McCauley Charitable Trust XXXXX3001 by hand.
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