Lynch Georgia Residuary Tr-closing

MILWAUKEE, WI EIN: 95-6118851

Lynch Georgia Residuary Tr-closing is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $318K in total assets. In 2024, it made $1K in qualifying distributions. Net investment income was $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$318K

+5.2% YoY

Revenue

$16K

-17.9% YoY

Qualifying Distributions

$1K

-99.3% YoY

Expenses

$1K

-99.0% YoY

Under IRS private-foundation payout rules, Lynch Georgia Residuary Tr-closing reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.

About Lynch Georgia Residuary Tr-closing

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $2.3M (33%)

South Dakota $2.3M (33%)

California $1.9M (27%)

Arizona $421K (6%)

States

Arizona California New York South Dakota

Cities

MitchellNew YorkPasadenaPhoenix

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$318,329	$302,661	$433,574
Revenue	$15,797	$19,252	$10,456
Expenses	$1,485	$151,025	$322,434
Qualifying Distributions	$1,025	$151,025	$294,888
Net Investment Income	$15,797	$19,252	$5,393
Distributable Amount	$15,048	$18,544	$34,653

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

16 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	—	—

Frequently Asked Questions

How large is Lynch Georgia Residuary Tr-closing?

As of 2024, Lynch Georgia Residuary Tr-closing holds $318K in total assets with $16K in annual revenue.

Where does Lynch Georgia Residuary Tr-closing operate?

Lynch Georgia Residuary Tr-closing has awarded grants in Arizona, California, New York, South Dakota.

How much is Lynch Georgia Residuary Tr-closing required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lynch Georgia Residuary Tr-closing reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lynch Georgia Residuary Tr-closing's EIN?

Lynch Georgia Residuary Tr-closing's EIN (Employer Identification Number) is 95-6118851. IRS Form 990 filing data is available on this page for 2020–2024.