Tucker Tua FBO Forest Lodgeacacia

Private foundation · Grantmaker Chicago, IL EIN: 39-6641467

Tucker Tua FBO Forest Lodgeacacia is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $355K in total assets. In 2024, it awarded 1 grant totaling $15K. Net investment income was $25K.

Key facts about Tucker Tua FBO Forest Lodgeacacia

In short: Tucker Tua FBO Forest Lodgeacacia gave $15K across 1 grant in 2024 (avg $15K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.

EIN
39-6641467
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$15,420
Grants made (2024)
1
Average grant
$15,420
Median grant
$15,420
Total assets
$355,079
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$355K

+1.4% YoY

Annual Giving

$15K

-6.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$15K

-6.9% YoY

Under IRS private-foundation payout rules, Tucker Tua FBO Forest Lodgeacacia reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

How Tucker Tua FBO Forest Lodgeacacia gives

  • Giving held roughly steady from 2021 to 2024 (−4%). Method
  • In 2024 it paid out 94% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Wausau

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K2 grants2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $15K (2020) to $19K (2022). In 2024 it made 1 grant totaling $15K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Forest Lodge 130 F & a M: $15KForest Lodge 130 F & a M$15K

The largest 2024 recipient was Forest Lodge 130 F & a M ($15K).

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 6 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Forest Lodge 130 F & a M Wausau, WIGeneral Purpose$15,420

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$355,079$350,258$353,904
Revenue$28,582$20,378$12,266
Expenses$23,639$23,997$27,574
Qualifying Distributions$19,301$20,162$23,167
Net Investment Income$24,574$15,981$8,118
Distributable Amount$20,461$19,019$20,271

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 10, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Tucker Tua FBO Forest Lodgeacacia's only listed officer is BMO Bank N A, Trustee on every filing since 2023 (compensated).

Officers on the 2024 filing

  • BMO Bank N A

    Trustee

    On filings since 2023

    1 hr/week

    $7K (2023) → $7K (2024)

Former officers (1)
  • Former: BMO Harris Bank N A (2020–2022) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

BMO Bank N a — Trustee: $7KBMO Bank N aTrustee$7K

The highest reported compensation on the 2024 filing was $7K, to BMO Bank N a (Trustee).

Frequently asked questions about Tucker Tua FBO Forest Lodgeacacia

How much does Tucker Tua FBO Forest Lodgeacacia give each year?

Tucker Tua FBO Forest Lodgeacacia gave $15K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $17K across 1 grant.

How large is Tucker Tua FBO Forest Lodgeacacia?

Tucker Tua FBO Forest Lodgeacacia reported $355K in total assets on its 2024 IRS Form 990-PF. It paid out $19K 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 Tucker Tua FBO Forest Lodgeacacia operate?

Tucker Tua FBO Forest Lodgeacacia has awarded grants in Wisconsin.

What is Tucker Tua FBO Forest Lodgeacacia's EIN?

Tucker Tua FBO Forest Lodgeacacia's EIN (Employer Identification Number) is 39-6641467. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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