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Lucille Lewis Charitable Trust 6702001230 is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2006. The principal officer is Union Bank Of California Na. It holds total assets of $582K. Annual income is reported at $315K. 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 2020 to 2023. Grantmaking is concentrated in Washington. According to available records, Lucille Lewis Charitable Trust 6702001230 has made 16 grants totaling $115K, with a median grant of $8K. The foundation has distributed between $27K and $61K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $61K distributed across 8 grants. Individual grants have ranged from $3K to $9K, with an average award of $7K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in Washington. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$8K
Average Grant
$7K
Largest Grant
$8K
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.
Lucille Lewis Charitable Trust 6702001230 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 16 grants. Its grantmaking reaches organizations primarily in WA.
Lucille Lewis Charitable Trust 6702001230 has distributed a total of $115K across 16 grants. The median grant size is $8K, with an average of $7K. Individual grants have ranged from $3K to $9K.
Lucille Lewis Charitable Trust 6702001230 typically selects its grantees rather than accepting unsolicited proposals.
Lucille Lewis Charitable Trust 6702001230 is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mufg Union Bank N A | TRUSTEE | $10K | $0 | $10K |
Total Giving
$38K
Total Assets
$577K
Fair Market Value
$639K
Net Worth
$577K
Grants Paid
$27K
Contributions
N/A
Net Investment Income
$51K
Distribution Amount
$29K
Total Grants
16
Total Giving
$115K
Average Grant
$7K
Median Grant
$8K
Unique Recipients
4
Most Common Grant
$8K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Multicare Health SystemGENERAL OPERATING | Tacoma, WA | $8K | 2023 |
| Franciscan FoundationGENERAL OPERATING | Tacoma, WA | $8K | 2023 |
| Mary Bridge Childrens FdGENERAL OPERATING | Tacoma, WA | $8K | 2023 |
| Gloria Dei Lutheran ChurchGENERAL OPERATING | Tacoma, WA | $3K | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI