Roger W & Mary C Lyons Memorial Tr XXXXX1003
Roger W & Mary C Lyons Memorial Tr XXXXX1003 is a private foundation, based in Chicago, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $379K in total assets. In 2025, it awarded 2 grants totaling $14K. Net investment income was $9K.
Roger W & Mary C Lyons Memorial Tr XXXXX1003 at a glance
In short: Roger W & Mary C Lyons Memorial Tr XXXXX1003 gave $14K across 2 grants in 2025 (avg $7K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $14,166
- -1.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $7,083
- -1.0% vs 2024
- Median grant
- $7,083
- Total assets
- $378,523
- -2.8% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Roger W & Mary C Lyons Memorial Tr XXXXX1003
Open Grants
1 open opportunity from Roger W & Mary C Lyons Memorial Tr XXXXX1003
Who Roger W & Mary C Lyons Memorial Tr XXXXX1003 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was House of Hope Green Bay Inc ($7K). Together the top 2 received $14K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Roger W & Mary C Lyons Memorial Tr XXXXX1003 gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $14K (2021) to $16K (2023). In 2025 it made 2 grants totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| House of Hope Green Bay Inc Green Bay, WI | General | $7,083 |
| Lawrence University Appleton, WI | General | $7,083 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $378,523 | $13,710 | $24,774 | $14,166 | 2 | $17,166 | $8,917 | $19,933 |
| 2024 | $389,583 | $109,266 | $17,392 | $14,314 | 2 | $17,080 | $109,002 | $16,933 |
| 2023 | $297,709 | $15,822 | $19,330 | $16,108 | 2 | $18,599 | $15,525 | $16,804 |
| 2022 | $301,217 | $27,566 | $19,058 | $15,396 | 2 | $18,394 | $27,404 | $19,106 |
| 2021 | $292,710 | $24,370 | $16,466 | $13,682 | 2 | — | $23,769 | $17,643 |
Under IRS private-foundation payout rules, Roger W & Mary C Lyons Memorial Tr XXXXX1003 reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roger W & Mary C Lyons Memorial Tr XXXXX1003's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$3K (2021) → $8K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Roger W & Mary C Lyons Memorial Tr XXXXX1003
How much does Roger W & Mary C Lyons Memorial Tr XXXXX1003 give each year?
Roger W & Mary C Lyons Memorial Tr XXXXX1003 gave $14K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 2 grants.
How large is Roger W & Mary C Lyons Memorial Tr XXXXX1003?
Roger W & Mary C Lyons Memorial Tr XXXXX1003 reported $379K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $20K (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.
Where does Roger W & Mary C Lyons Memorial Tr XXXXX1003 operate?
Roger W & Mary C Lyons Memorial Tr XXXXX1003 has awarded grants in Wisconsin.
What is Roger W & Mary C Lyons Memorial Tr XXXXX1003's EIN?
Roger W & Mary C Lyons Memorial Tr XXXXX1003's EIN (Employer Identification Number) is 39-6642623. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 2, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 4, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 3, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 9, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 5, 2025)
- IRS filings on file for fiscal years 2021–2025
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