The Lois M Collier Charitable Trust
The Lois M Collier Charitable Trust is a private independent foundation based in Palm Beach, Florida. The organization is identified by EIN 20-7437674 and maintains its principal address at 151 Royal Palm Way, Palm Beach, FL 33480.
Key facts about The Lois M Collier Charitable Trust
- EIN
- 20-7437674
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $33,292,763
- Grants made (2024)
- 13
- Average grant
- $2,560,982
- Median grant
- $175,000
- New grantees (estimate)
- 23% first-time grantees (3 of 13, 2024)
- Primary geography
- Florida (46% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Lois M Collier Charitable Trust funds
By grant dollars, the top recipient states for The Lois M Collier Charitable Trust's 13 itemized 2024 grants were Florida (46%), New York (37%) and Indiana (11%). The most frequent recipient cities were New York, NY (4 grants) and Evansville, IN (2 grants). None of its 13 grants with a stated purpose were described as general or operating support.
Is The Lois M Collier Charitable Trust open to new grantees?
23%
first-time grantees, 2024
In 2024, 3 of 13 grantees (23%) were first-time recipients. First grants averaged $6.3M; repeat grants $1.4M. How we count
Medians: $2.5M first-time, $113K repeat.
- 69% of 2024 grantees were also funded in 2023. Method
- Giving grew 1360% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Lois M Collier Charitable Trust
- How to evaluate The Lois M Collier Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to The Lois M Collier Charitable Trust with AI
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$33.3M
+779.1% YoY
Grant Count
13
+30.0% YoY
Avg Grant Size
$2.6M
+576.3% YoY
Under IRS private-foundation payout rules, The Lois M Collier Charitable Trust reported a distributable amount of $731K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The trust has distributed significant philanthropic resources, with total giving recorded at $33,292,763. Grant awards have ranged from $10,000 to $15,361,836, indicating a wide spectrum of funding levels across its portfolio.
Ready to take the next step with The Lois M Collier Charitable Trust?
Geographic Focus
Where this funder awards grants
The trust directs its grantmaking primarily to organizations in three states: New York, Indiana, and Florida.
Grant Distribution by State
Share of all 13 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
Based on the most recent IRS Form 990 filing from 2024:
- Total Giving: $33,292,763
- Total Assets: $0 (as reported in filing)
The financial data reflects information from digitized IRS Form 990 filings.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $27,195,934 | $30,233,998 |
| Revenue | $6,631,393 | $1,332,873 | $871,990 |
| Expenses | $33,827,327 | $4,370,937 | $3,705,001 |
| Qualifying Distributions | $33,292,763 | $3,979,295 | $3,243,152 |
| Net Investment Income | $6,401,779 | $973,288 | $471,587 |
| Distributable Amount | $731,359 | $1,584,774 | $1,746,911 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
51 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Comm Foundation of PB & Martin CNT ($15,361,836), City Harvest ($11,300,000), University of Southern Indiana ($2,550,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COMM FOUNDATION OF PB & MARTIN CNT West Palm Beach, FL | COMMUNITY REVITALIZATION& EDUCATION | $15,361,836 |
| CITY HARVEST New York, NY | PROVIDE FOOD FOR THE HUNGRY | $11,300,000 |
| UNIVERSITY OF SOUTHERN INDIANA Evansville, IN | EDUCATIONAL SCHOLARSHIPS | $2,550,000 |
| BRYN MAWR COLLEGE Bryn Mawr, PA | PROVIDE OPPORTUNITIES TO STUDENTS | $2,000,000 |
| UNIVERSITY OF EVANSVILLE Evansville, IN | EDUCATIONAL SCHOLARSHIPS | $1,030,927 |
| DOE FUND New York, NY | FIGHTING POVERTY AND HOMELESSNESS | $500,000 |
| CITY MEALS ON WHEELS New York, NY | PREP & DELIVERY OF MEALS TO ELDERLY | $175,000 |
| EQUINE RESCUE RESOURCES INC Pine Bush, NY | RESCUE & PROTECT ANIMALS | $125,000 |
| AMER SOC FOR PREV OF CRUELTY TO ANI New York, NY | RESCUE AND PROTECT ANIMALS | $100,000 |
| FAMILY PROMISE OF JACKSONVILLE Jacksonville, FL | FIGHTING POVERTY & HOMELESSNESS | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Daniel a Hanley | Trustee | 2 | $106,930 |
| Robert Swan | Trustee | 2 | $106,930 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
How do I apply for a grant from The Lois M Collier Charitable Trust?
The trust has distributed significant philanthropic resources, with total giving recorded at $33,292,763. Grant awards have ranged from $10,000 to $15,361,836, indicating a wide spectrum of funding levels across its portfolio. The foundation's primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Health Care • Science and STEM Education
Where does The Lois M Collier Charitable Trust make grants?
The trust directs its grantmaking primarily to organizations in three states: New York, Indiana, and Florida.
What size grants does The Lois M Collier Charitable Trust award?
In 2024, The Lois M Collier Charitable Trust awarded 13 grants totaling $33.3M — an average of about $2.6M per grant, based on its IRS Form 990 filings.
How much is The Lois M Collier Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Lois M Collier Charitable Trust reported a distributable amount of $731K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Lois M Collier Charitable Trust's EIN?
The Lois M Collier Charitable Trust's EIN (Employer Identification Number) is 20-7437674. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.