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Also known as: C/O BESSEMER TRUST COMPANY
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The Lucky One Foundation is a private trust based in GARDEN CITY, NY. The foundation received its IRS ruling in 2011. The principal officer is Bessemer Trust. It holds total assets of $5.7M. Annual income is reported at $1.3M. Total assets have grown from N/A in 2011 to $5.8M in 2023. The foundation is governed by 3 officers and trustees. 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 2019 to 2023. The foundation primarily funds organizations in New York, North Carolina and California. According to available records, The Lucky One Foundation has made 112 grants totaling $1.6M, with a median grant of $10K. Annual giving has grown from $350K in 2020 to $870K in 2022. Individual grants have ranged from $3K to $50K, with an average award of $14K. The foundation has supported 51 unique organizations. The foundation primarily supports organizations in California, New York, North Carolina, which account for 94% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$10K
Average Grant
$12K
Largest Grant
$50K
Based on 29 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.
The Lucky One Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 112 grants. Its grantmaking reaches organizations primarily in CA, NY, NC.
The Lucky One Foundation has distributed a total of $1.6M across 112 grants. The median grant size is $10K, with an average of $14K. Individual grants have ranged from $3K to $50K.
The Lucky One Foundation typically selects its grantees rather than accepting unsolicited proposals.
The Lucky One Foundation is headquartered in GARDEN CITY, NY. While based in NY, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Lillian Sara Hahn | TRUSTEE | $0 | $0 | N/A |
| Kenneth N Musen | TRUSTEE | $0 | $0 | N/A |
| Michael Ward Stout | TRUSTEE | $0 | $0 | N/A |
Total Giving
$501K
Total Assets
$5.8M
Fair Market Value
$7.2M
Net Worth
$5.8M
Grants Paid
$490K
Contributions
N/A
Net Investment Income
$205K
Distribution Amount
$338K
Total Grants
112
Total Giving
$1.6M
Average Grant
$14K
Median Grant
$10K
Unique Recipients
51
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ganna Wlaska LotuslandOPERATIONAL | Santa Barbara, CA | $50K | 2022 |
| Moxi The Wolf MuseumOPERATIONAL | Santa Barbara, CA | $45K | 2022 |
| Limitless Horizons IxilOPERATIONAL | Santa Cruz, CA | $40K | 2022 |
| Puppies Behind BarsOPERATIONAL | New York, NY | $35K | 2022 |
| Music Academy Of The WestOPERATIONAL | Santa Barbara, CA | $35K | 2022 |
| The Perlman Music ProgramOPERATIONAL | New York, NY | $30K | 2022 |
| Gwendolyn Strong FounationOPERATIONAL | Santa Barbara, CA | $25K | 2022 |
| Dignity MovesOPERATIONAL | Palm Springs, CA | $25K | 2022 |
| Ocean ConservancyOPERATIONAL | Washington, DC | $20K | 2022 |
| Teddy Bear Cancer FoundationOPERATIONAL | Santa Barbara, CA | $15K | 2022 |
| The Riviera Ridge SchoolOPERATIONAL | Santa Barbara, CA | $15K | 2022 |
| United Way Of Santa BarbaraOPERATIONAL | Santa Barbara, CA | $15K | 2022 |
| Adam'S AngelsOPERATIONAL | Santa Barbara, CA | $10K | 2022 |
| Thermal Belt Outreach MinistryOPERATIONAL | Columbus, NC | $10K | 2022 |
| Santa Barbara Wildlife Care NetworkOPERATIONAL | Goleta, CA | $10K | 2022 |
| Action Against HungerOPERATIONAL | New York, NY | $10K | 2022 |
| CalmOPERATIONAL | Santa Barbara, CA | $10K | 2022 |
| Tryon Elementary SchoolOPERATIONAL | Bessemer City, NC | $5K | 2022 |
| Steps To HopeOPERATIONAL | Columbus, NC | $5K | 2022 |
| Food Bank For New York CityOPERATIONAL | Hartsdale, NY | $5K | 2022 |
| Cottage HealthOPERATIONAL | Santa Barbara, CA | $5K | 2022 |
| Polo Training Center Santa BarbaraOPERATIONAL | Carpinteria, CA | $5K | 2022 |
| Nina Simone ProjectOPERATIONAL | Tryon, NC | $5K | 2022 |
| Montecito Firefighters Charitable FoundationOPERATIONAL | Santa Barbara, CA | $5K | 2022 |
| Limitless HorizonsOPERATIONAL | Jamaica Plains, MA | $35K | 2021 |
| Consider HaitiOPERATIONAL | Asheville, NC | $30K | 2021 |