Private foundation (trust)EIN 396107772Est. 1969-07
LUCAS TR - SHEB RETIREMENT
MILWAUKEE, WI 532010634
Total Assets
$156K
FY 2023
Annual Giving
$1K
FY 2023
Grants Made
1
FY 2023
Avg Grant
$1K
FY 2023
Grant Range
$1K–$1K
Typical
Deadlines
—
Applications
Financial Snapshot
2023 filing
Total Expenses
$6K
Qualifying Distributions
$3K
Distributable Amount
$7K
Min. Investment Return
$7K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
5 grants
Grant Size Distribution
5 grants
Geographic Focus
1 states
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