Funder DirectoryTHE LUCAS BROTHERS FOUNDATION
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Private foundation (trust)EIN 942781117Est. 1982-04

THE LUCAS BROTHERS FOUNDATION

SAN JOSE, CA 95155

Total Assets

$39.9M

FY 2023

Annual Giving

$1.7M

FY 2023

Grants Made

5

FY 2023

Avg Grant

$342K

FY 2023

Grant Range

$50K–$1M

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$1.3M

Total Expenses

$2.0M

Qualifying Distributions

$1.7M

Distributable Amount

$1.8M

Min. Investment Return

$1.8M

Undistributed Income

$1.6M

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $50K through median $200K to maximum $1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2023. Peak $1.7M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

13 grants

MYRIEL INC CO KAREN ASHE
$1.4M
2 grants
Santa Clara University
$1M
2 grants
Myriel Inc co Dr Karen Ashe
$750K
1 grant
UNIVERSITY OF MINNESOTA FOUNDATION
$400K
2 grants
HOUSE OF HOPE FOR COSTA RICA
$200K
1 grant
UNIVERSITY OF MINNESOTA
$177K
2 grants
THE PENINSULA COLLEGE FUND
$162K
1 grant
Peninsula College fund
$140K
1 grant

Grant Size Distribution

13 grants

<$10K
$10–50K
1
grants
$50–250K
7
grants
$250K–1M
5
grants
$1–5M
$5M+

Geographic Focus

3 states

Minnesota
$2.7M
64% of total
California
$1.4M
32% of total
Utah
$200K
5% of total

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THE LUCAS BROTHERS FOUNDATION — Grants, Financials & Contact | Grantivo