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Also known as: TRUST AGREEMENT
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The Lucie Family Charitable Foundation Trust Agreement is a private trust based in WEST ISLIP, NY. The foundation received its IRS ruling in 2021. It holds total assets of $335K. Annual income is reported at $238K. Total assets have grown from $90K in 2021 to $234K in 2023. The foundation is governed by 2 officers and trustees. Church of st. Paul the apostle cedar swamp rd brookville ny 11545. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2023. According to available records, The Lucie Family Charitable Foundation Trust Agreement has made 18 grants totaling $90K, with a median grant of $5K. Annual giving has grown from $10K in 2021 to $30K in 2023. Grantmaking activity was highest in 2022 with $50K distributed across 10 grants. Individual grants have ranged from $3K to $10K, with an average award of $5K. The foundation has supported 7 unique organizations. Grants have been distributed to organizations in New York and California and Tennessee. Contributions to this foundation are tax-deductible.
Church of st.paul the apostle 2534 cedar swamp road brookville, ny 11545
Expenses: $3K
St.jude children's research hospital 501 st jude place memphis, tn 38105
Expenses: $3K
Responsibility po box 433199 san ysidro, ca 92413
Expenses: $3K
Life center of long island 35 east willow street massapequa, ny 11758
Expenses: $3K
Church of st. Paul the apostle cedar swamp rd brookville ny 11545. Based on available records, the foundation has funded 18 grants. Its grantmaking reaches organizations primarily in NY, CA, TN.
The Lucie Family Charitable Foundation Trust Agreement has distributed a total of $90K across 18 grants. The median grant size is $5K, with an average of $5K. Individual grants have ranged from $3K to $10K.
The Lucie Family Charitable Foundation Trust Agreement typically selects its grantees rather than accepting unsolicited proposals.
The Lucie Family Charitable Foundation Trust Agreement is headquartered in WEST ISLIP, NY. While based in NY, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Thomas Lucie | Trustee | $0 | $0 | N/A |
| Ingeborg Lucie | Trustee | $0 | $0 | N/A |
Total Giving
$34K
Total Assets
$234K
Fair Market Value
N/A
Net Worth
$234K
Grants Paid
$30K
Contributions
$100K
Net Investment Income
$1K
Distribution Amount
N/A
Total Grants
18
Total Giving
$90K
Average Grant
$5K
Median Grant
$5K
Unique Recipients
7
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Church Of St Paul The ApostleCHURCH FUNDING | Brookville, NY | $10K | 2023 |
| ResponsibiltyCHILD EDUCATION | San Ysidro, CA | $10K | 2023 |
| Life Center Of Long IslandTEEN HEALTH | Massapequa, NY | $5K | 2023 |
| Homeboy IndustriesSupport Health & welfair of youth. | Los Angeles, CA | $5K | 2023 |
| St Jude Children'S Reasearch HospitCANCER RESEARCH | Memphis, TN | $5K | 2022 |
| St Jude Children'S Research HospitalCANCER RESEARCH | Memphis, TN | $3K | 2021 |
| ResponsibilityCHILD EDUCATION | San Ysidro, CA | $3K | 2021 |