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Ira D Lefevre Charitable Trust 299600b is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 2004. The principal officer is Fleet Private Clients Group. It holds total assets of $2.2M. Annual income is reported at $492K. Total assets have grown from $1.6M in 2011 to $2.2M in 2022. 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 2016 to 2023. Grantmaking is concentrated in New York. According to available records, Ira D Lefevre Charitable Trust 299600b has made 12 grants totaling $290K, with a median grant of $24K. Annual giving has grown from $98K in 2021 to $192K in 2023. Individual grants have ranged from $24K to $25K, with an average award of $24K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in New York. Contributions to this foundation are tax-deductible.
Smallest Grant
$34K
Median Grant
$34K
Average Grant
$34K
Largest Grant
$34K
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.
Ira D Lefevre Charitable Trust 299600b 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 NY.
Ira D Lefevre Charitable Trust 299600b has distributed a total of $290K across 12 grants. The median grant size is $24K, with an average of $24K. Individual grants have ranged from $24K to $25K.
Ira D Lefevre Charitable Trust 299600b typically selects its grantees rather than accepting unsolicited proposals.
Ira D Lefevre Charitable Trust 299600b is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $20K | $0 | $20K |
Total Giving
$130K
Total Assets
$2.2M
Fair Market Value
$2.4M
Net Worth
$2.2M
Grants Paid
$96K
Contributions
N/A
Net Investment Income
$31K
Distribution Amount
$112K
Total Grants
12
Total Giving
$290K
Average Grant
$24K
Median Grant
$24K
Unique Recipients
4
Most Common Grant
$24K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| New York Easter Seal SocietyUNRESTRICTED GENERAL | New York, NY | $24K | 2023 |
| Boys & Girls Club Of SchenectadyUNRESTRICTED GENERAL | Schenectady, NY | $24K | 2023 |
| Girls Inc Of SchenectadyUNRESTRICTED GENERAL | Schenectady, NY | $24K | 2023 |
| Northeast Parent & Child SocietyUNRESTRICTED GENERAL | Schenectady, NY | $24K | 2023 |