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Stephen Lis Charitable Trust Ua Dtd 9-23-1997 As Am & Res is a private trust based in WILMINGTON, DE. The foundation received its IRS ruling in 2019. The principal officer is Reliance Trust Company Of Delawar. It holds total assets of $1.2M. Annual income is reported at $537K. 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. According to available records, Stephen Lis Charitable Trust Ua Dtd 9-23-1997 As Am & Res has made 4 grants totaling $341K, with a median grant of $85K. Annual giving has decreased from $100K in 2020 to $71K in 2023. Grantmaking activity was highest in 2022 with $170K distributed across 2 grants. Individual grants have ranged from $71K to $100K, with an average award of $85K. Grant recipients are concentrated in New Hampshire. 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.
Stephen Lis Charitable Trust Ua Dtd 9-23-1997 As Am & Res primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in NH.
Stephen Lis Charitable Trust Ua Dtd 9-23-1997 As Am & Res has distributed a total of $341K across 4 grants. The median grant size is $85K, with an average of $85K. Individual grants have ranged from $71K to $100K.
Stephen Lis Charitable Trust Ua Dtd 9-23-1997 As Am & Res typically selects its grantees rather than accepting unsolicited proposals.
Stephen Lis Charitable Trust Ua Dtd 9-23-1997 As Am & Res is headquartered in WILMINGTON, DE.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Arden Trust Company | TRUSTEE | $8K | $0 | $8K |
Total Giving
$100K
Total Assets
$1.2M
Fair Market Value
$1.6M
Net Worth
$1.2M
Grants Paid
$71K
Contributions
N/A
Net Investment Income
$58K
Distribution Amount
$74K
Total Grants
4
Total Giving
$341K
Average Grant
$85K
Median Grant
$85K
Unique Recipients
1
Most Common Grant
$85K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| New England CollegeSCHOLARSHIP | Henniker, NH | $71K | 2023 |