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Helen N Lukens Charitable Remainder Trust U-D 083090-00-1 is a private corporation based in SAINT LOUIS, MO. The foundation received its IRS ruling in 2002. The principal officer is First Union National Bank. It holds total assets of $1.5M. Annual income is reported at $752K. Total assets have grown from $1.2M in 2011 to $1.5M in 2025. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2025. Grantmaking is concentrated in Pennsylvania. According to available records, Helen N Lukens Charitable Remainder Trust U-D 083090-00-1 has made 12 grants totaling $259K, with a median grant of $23K. The foundation has distributed between $79K and $90K annually from 2021 to 2025. Individual grants have ranged from $9K to $30K, with an average award of $22K. The foundation has supported 5 unique organizations. Grant recipients are concentrated in Pennsylvania. Contributions to this foundation are tax-deductible.
Smallest Grant
$10K
Median Grant
$25K
Average Grant
$23K
Largest Grant
$30K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Helen N Lukens Charitable Remainder Trust U-D 083090-00-1 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in PA.
Helen N Lukens Charitable Remainder Trust U-D 083090-00-1 has distributed a total of $259K across 12 grants. The median grant size is $23K, with an average of $22K. Individual grants have ranged from $9K to $30K.
Helen N Lukens Charitable Remainder Trust U-D 083090-00-1 typically selects its grantees rather than accepting unsolicited proposals.
Helen N Lukens Charitable Remainder Trust U-D 083090-00-1 is headquartered in SAINT LOUIS, MO.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | $30K | $0 | $30K |
Total Giving
$79K
Total Assets
$1.5M
Fair Market Value
$2M
Net Worth
$1.5M
Grants Paid
$79K
Contributions
N/A
Net Investment Income
$172K
Distribution Amount
$95K
Total: $1.2M
Total Grants
12
Total Giving
$259K
Average Grant
$22K
Median Grant
$23K
Unique Recipients
5
Most Common Grant
$30K
of 2025 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| INGLIS HOUSEGENERAL OPERATING | PHILADELPHIA, PA | $26K | 2025 |
| UNIVERSITY OF PENNSYLVANIAGENERAL OPERATING | PHILADELPHIA, PA | $26K | 2025 |
| VISIONLINKGENERAL OPERATING | BENSALEM, PA | $18K | 2025 |
| EDITH RUDOLPHY RES FOR THE BLINDGENERAL OPERATING | PHILADELPHIA, PA | $9K | 2025 |
| Associatd Services For The BlindGENERAL OPERATING | Bensalem, PA | $20K | 2021 |