Lutz Applegate Memorial Trust
EIN 226079861 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2018–2023
$191K
5 grants · $32K avg/year
based on 6 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$42K
typical mid grants · $39K–$45K
grant size
100%
deep partner · 1/1 multi-year
repeat
$834K
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $20K | $744K | $48K | 1 |
| 2020 | $39K | $924K | $66K | 1 |
| 2021 | $42K | $979K | $63K | 1 |
| 2022 | $45K | $775K | $-2K | 1 |
| 2023 | $45K | $834K | $21K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$20K
25th Pctl
$39K
Median
$42K
Average
$38K
75th Pctl
$45K
Maximum
$45K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WN
Wells Fargo Bank NA
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Pierce Mem Presbyterian Church | Farmingdale, NJ | $45,000 | GENERAL OPERATING | 2023 |
| Pierce Mem Presbyterian Church | Farmingdale, NJ | $45,000 | GENERAL OPERATING | 2022 |
| Pierce Mem Presbyterian Church | Farmingdale, NJ | $42,000 | GENERAL OPERATING | 2021 |
| Pierce Mem Presbyterian Church | Farmingdale, NJ | $39,000 | GENERAL OPERATING | 2020 |
| Pierce Mem Presbyterian Church | Farmingdale, NJ | $20,000 | GENERAL OPERATING | 2018 |
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