Oatha & Una Lucky Scholarship Fund
Oatha & Una Lucky Scholarship Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKEPORT, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $13K. Net investment income was $44K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
+3.3% YoY
Annual Giving
$13K
+8.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$13K
+8.3% YoY
Under IRS private-foundation payout rules, Oatha & Una Lucky Scholarship Fund reported a distributable amount of $56K for 2024 — the minimum it must pay out in qualifying distributions.
About Oatha & Una Lucky Scholarship Fund
Based on IRS filings
Oatha & Una Lucky Scholarship Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKEPORT, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $13K. Net investment income was $44K.
Focus Areas
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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 | $1,105,865 | $1,070,685 | $1,104,819 |
| Revenue | $104,462 | $31,780 | $97,598 |
| Expenses | $69,282 | $65,914 | $63,936 |
| Qualifying Distributions | $55,961 | $53,841 | $52,119 |
| Net Investment Income | $43,974 | $19,707 | $85,781 |
| Distributable Amount | $56,440 | $50,406 | $49,791 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Various Clearlake High School Stude ($13,000).
| Recipient | Purpose | Amount |
|---|---|---|
| VARIOUS CLEARLAKE HIGH SCHOOL STUDE LAKEPORT, CA | SCHOLARSHIPS FOR HIGHER EDUCATION | $13,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LAURETTA DEWEESE | TRUSTEE | 1 | — |
| MARY PAIVA | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Oatha & Una Lucky Scholarship Fund?
Oatha & Una Lucky Scholarship Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKEPORT, CA. It holds $1.1M in total assets as of 2024.
How large is Oatha & Una Lucky Scholarship Fund?
As of 2024, Oatha & Una Lucky Scholarship Fund holds $1.1M in total assets with $104K in annual revenue. It awarded 1 grants totaling $13K in 2024.
Where does Oatha & Una Lucky Scholarship Fund operate?
Oatha & Una Lucky Scholarship Fund has awarded grants in California.
What size grants does Oatha & Una Lucky Scholarship Fund award?
In 2024, Oatha & Una Lucky Scholarship Fund awarded 1 grants totaling $13K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Oatha & Una Lucky Scholarship Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oatha & Una Lucky Scholarship Fund reported a distributable amount of $56K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oatha & Una Lucky Scholarship Fund's EIN?
Oatha & Una Lucky Scholarship Fund's EIN (Employer Identification Number) is 68-6121297. IRS Form 990 filing data is available on this page for 2021–2024.
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Browse active grant opportunities in Oatha & Una Lucky Scholarship Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.