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Lpo Legacy Charitable Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2015. The principal officer is Us Bank National Association. It holds total assets of $57K. Annual income is reported at $21K. Total assets have decreased from $144K in 2014 to $63K in 2023. 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 2017 to 2024. According to available records, Lpo Legacy Charitable Trust has made 7 grants totaling $187K, with a median grant of $5K. Annual giving has decreased from $100K in 2021 to $6K in 2024. Individual grants have ranged from $1K to $100K, with an average award of $27K. The foundation has supported 2 unique organizations. Grants have been distributed to organizations in California and Connecticut. Contributions to this foundation are tax-deductible.
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.
Lpo Legacy Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 7 grants. Its grantmaking reaches organizations primarily in CA, CT.
Lpo Legacy Charitable Trust has distributed a total of $187K across 7 grants. The median grant size is $5K, with an average of $27K. Individual grants have ranged from $1K to $100K.
Lpo Legacy Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Lpo Legacy 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 | CORP TRUSTEE | $2K | $0 | $2K |
Total Giving
$9K
Total Assets
$63K
Fair Market Value
$97K
Net Worth
$63K
Grants Paid
$6K
Contributions
N/A
Net Investment Income
$4K
Distribution Amount
$4K
Total Grants
7
Total Giving
$187K
Average Grant
$27K
Median Grant
$5K
Unique Recipients
2
Most Common Grant
$5K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ojai Valley SchoolGENERAL OPERATING | Ojai, CA | $5K | 2024 |
| Avon Old Farms SchoolGENERAL OPERATING | Avon, CT | $1K | 2024 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI