LUCILLE AND VIC WERTZ FOUNDATION
https://N/ATotal Given 2017–2018
$2.4M
3 grants · $1.2M avg/year
based on 2 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$180K
typical big bets · $115K–$2.1M
grant size
50%
supporter · 1/2 multi-year
repeat
$2.2M
Assets · 2018
2
Distinct recipients
About
THE LUCILLE AND VIC WERTZ FOUNDATION IS IN THE PROCESS OF LIQUIDATING IN 2018 AND 2019. A SUBSTANTIAL CONTRACTION OCCURRED IN 2018 AS SECURITIES VALUED AT $2,635,729 WERE TRANSFERRED TO THE CALEEL FOUNDATION INC. (EIN: 83-0796134). SEE ATTACHED BOARD OF DIRECTORS MINUTES EXPLAINING THE LIQUIDATION.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
7083019175
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $180K | $5.2M | $751K | 1 |
| 2018 | $2.2M | $2.2M | $275K | 2 |
Grant Size Distribution
Based on 3 grants on record
Minimum
$115K
25th Pctl
$115K
Median
$180K
Average
$787K
75th Pctl
$2.1M
Maximum
$2.1M
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| DR RICHARD CALEEL | VICE PRESIDENT/SECRETARY | $54K |
| GEORGE SARKIS CALEEL | PRESIDENT | $54K |
| DR GEORGE CALEEL | TRUSTEE | $12K |
| GIOVANNA CALEEL | TRUSTEE | $4K |
| ALTA CALEEL | TRUSTEE | $4K |
Grants Awarded (3 total)
| Purpose | ||||
|---|---|---|---|---|
| CALEEL FOUNDATION INC | OAK BROOK, IL | $2,066,339 | UNRESTRICTED | 2018 |
| CEDARS OF LEBANON FOUNDATION | HOMER GLEN, IL | $180,000 | UNRESTRICTED | 2017 |
| CEDARS OF LEBANON FOUNDATION | HOMER GLEN, IL | $115,293 | UNRESTRICTED | 2018 |