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Lelia Heuer Charitable Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1996. The principal officer is Mercantile Bk Of Springfield. It holds total assets of $794K. Annual income is reported at $565K. The foundation is governed by 2 officers and trustees. 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 2017 to 2024. The foundation primarily funds organizations in Missouri and Oklahoma. According to available records, Lelia Heuer Charitable Trust has made 15 grants totaling $134K, with a median grant of $11K. Annual giving has decreased from $49K in 2022 to $38K in 2024. Individual grants have ranged from $1K to $15K, with an average award of $9K. The foundation has supported 7 unique organizations. Grants have been distributed to organizations in Missouri and Oklahoma. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$4K
Average Grant
$7K
Largest Grant
$15K
Based on 7 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.
Lelia Heuer Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 15 grants. Its grantmaking reaches organizations primarily in MO, OK.
Lelia Heuer Charitable Trust has distributed a total of $134K across 15 grants. The median grant size is $11K, with an average of $9K. Individual grants have ranged from $1K to $15K.
Lelia Heuer Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Lelia Heuer Charitable Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank Na | Trustee | $15K | $0 | $15K |
| Paul G White | Foundation Mgr. | $11K | $0 | $11K |
Total Giving
N/A
Total Assets
$794K
Fair Market Value
N/A
Net Worth
$794K
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
15
Total Giving
$134K
Average Grant
$9K
Median Grant
$11K
Unique Recipients
7
Most Common Grant
$15K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Missouri State University At West PExempt Purpose | West Plains, MO | $15K | 2024 |
| Ozarks Technical CommunityExempt Purpose | Springfield, MO | $11K | 2024 |
| College Of The OzarksExempt Purpose | Point Lookout, MO | $10K | 2024 |
| Ozark Regional Ymca LebanonExempt Purpose | Springfield, MO | $2K | 2024 |
| West Plains Community FoundationExempt Purpose | West Plains, MO | $2K | 2023 |
| Ozarks Public TelevisionExempt Purpose | Springfield, MO | $4K | 2022 |
| Cope IncExempt Purpose | Oklahoma, OK | $3K | 2022 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI