SAINT LOUIS, MO

Lula Leadbetter Charitable Trust

Quick Facts

EIN: 840740710
Location: SAINT LOUIS, MO
Phone: (888) 730-4933
Category: General
Total Assets: $730K
Annual Income: $274K
IRS Ruling Year: 1977
Organization Type: Non-Operating Foundation
Principal Officer: % Wells Fargo Bank Na
Tax Deductibility: Contributions are deductible

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About This Foundation

Lula Leadbetter Charitable Trust is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 1977. The principal officer is % Wells Fargo Bank Na. It holds total assets of $730K. Annual income is reported at $274K. According to available records, Lula Leadbetter Charitable Trust has made 5 grants totaling $224K, with a median grant of $44K. The foundation has distributed between $44K and $88K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $88K distributed across 2 grants. Individual grants have ranged from $44K to $48K, with an average award of $45K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.

Application Information

Preselected OnlyThis foundation typically selects grantees rather than accepting unsolicited proposals.

Frequently Asked Questions

What does Lula Leadbetter Charitable Trust fund?

Lula Leadbetter Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in CA.

How much does Lula Leadbetter Charitable Trust give in grants?

Lula Leadbetter Charitable Trust has distributed a total of $224K across 5 grants. The median grant size is $44K, with an average of $45K. Individual grants have ranged from $44K to $48K.

How do I apply for a grant from Lula Leadbetter Charitable Trust?

Lula Leadbetter Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.

Where is Lula Leadbetter Charitable Trust located?

Lula Leadbetter Charitable Trust is headquartered in SAINT LOUIS, MO.

Key People & Compensation (2023)

Name	Title	Compensation	Benefits	Total
Wells Fargo Bank N A	TRUSTEE	$14K	$0	$14K

990 Tax Filings

Year	Return Type	PDF
2023	990PF	View
2022	990PF	View
2021	990PF	View
2020	990PF

Research This Foundation

GuideStar / Candid ProPublica Nonprofit Explorer IRS Tax Exempt Status

Financial Overview

Total Giving

$65K

2023+6%

Total Assets

$731K

2023-4%

Fair Market Value

$964K

2023

Net Worth

$731K

2023

Grants Paid

$48K

2023

Contributions

2023

Net Investment Income

$23K

2023

Distribution Amount

$45K

2023

Total Giving by Year

Asset Growth

Revenue Over Time

Liabilities Over Time

Investment Portfolio (2023)

Total: $167K

Corporate Stock (24%)

Other Investments (76%)

Cash (0%)

Expense Breakdown (2023)

Revenue Sources (2023)

Dividends: $26K
Capital Gains (Net): $12K
Other Income: $386

Financial Details (2023)

Total Revenue: $38K
Total Expenses: $65K
Exempt Purpose Expenses: $50K
Required Distribution: $45K
Undistributed Income: $41K
Total Liabilities: $1
Excise Tax: $320
Tax Due: $112

Foundation Classification (2023)

Operating FoundationNo

Grants to IndividualsNo

Non-Charity GrantsNo

Lobbying ActivityNo

Excess Business HoldingsNo

Grantmaking Insights

Total Grants

Total Giving

$224K

Average Grant

$45K

Median Grant

$44K

Unique Recipients

Most Common Grant

$44K

Grant Disbursements by Year

Grant Range

Min$44K

Max$48K

Median: $44K

Smallest grantLargest grant

Openness to New Grantees (2023)

of 2023 grantees were first-time recipients

Grant Size Distribution

Geographic Distribution of Grants

CA$224K (5)

Past Grantees

Recipient	Location	Amount	Year
The Salvation Army A California CorpGENERAL OPERATING	Rancho Palos Verdes, CA	$48K	2023
The Salvation ArmyGENERAL OPERATING	Rancho Palos Verdes, CA	$44K	2022