Roger W & Mary C Lyons Memorial Tr Xxxxx1003
EIN 396642623Total Given 2018–2025
$102K
14 grants · $13K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$7K
typical small grants · $7K–$8K
grant size
60%
deep partner · 3/5 multi-year
repeat
$420K
Assets (2025)
5
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
JPMORGAN CHASE BANK NA
Phone
(800) 496-2583
Deadlines
NONE
How to Apply
INFORMAL
Restrictions
ONE-HALF OF INCOME TO LAWRENCE UNIV FOR GRANTS TO STUDENTS ONE-HALF OF INCOME TO QUALIFYING ORG THAT ASSIST CHILDREN WHO ARE POOR NEGLECTED OR ABUSED. INCLUDE COPY OF IRS TAX EXEMPT DETERMINATION LTR
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $14K | $328K | $24K | 2 |
| 2019 | $15K | $328K | $21K | 2 |
| 2020 | N/A | $320K | $16K | N/A |
| 2021 | $14K | $395K | $24K | 2 |
| 2022 | $15K | $331K | $28K | 2 |
| 2023 | $16K | $356K | $16K | 2 |
| 2024 | $14K | $393K | $109K | 2 |
| 2025 | $14K | $420K | $14K | 2 |
Grant Size Distribution
Based on 14 grants on record
Minimum
$7K
25th Pctl
$7K
Median
$7K
Average
$7K
75th Pctl
$8K
Maximum
$8K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
7 yrs
Trustee
JN
Jp Morgan Chase Bank Na
7 yrs
Trustee
JN
Jp Morgan Chase Bank Na
7 yrs
Trustee
JN
Jp Morgan Chase Bank Na
7 yrs
Trustee
JN
Jp Morgan Chase Bank Na
7 yrs
Trustee
JN
Jp Morgan Chase Bank Na
7 yrs
Trustee
JC
Jp Morgan Chase
Trustee
JN
Jp Morgan Chase Bank Na
7 yrs
Trustee
Grants Awarded (14 total)
| Purpose | ||||
|---|---|---|---|---|
| Junior Achievement of Wisconsin Inc | Milwaukee, WI | $8,054 | GENERAL | 2023 |
| Lawrence University | Appleton, WI | $8,054 | GENERAL | 2023 |
| Boys and Girls Club of the Wausau Area I | Wausau, WI | $7,698 | GENERAL | 2022 |
| Lawrence University | Appleton, WI | $7,698 | GENERAL | 2022 |
| Kenosha Ymca | Kenosha, WI | $7,303 | GENERAL | 2019 |
| Lawrence University | Appleton, WI | $7,302 | GENERAL | 2019 |
| House of Hope Green Bay Inc | Green Bay, WI | $7,157 | GENERAL | 2024 |
| Lawrence University | Appleton, WI | $7,157 | GENERAL | 2024 |
| House of Hope Green Bay Inc | Green Bay, WI | $7,083 | GENERAL | 2025 |
| Lawrence University | Appleton, WI | $7,083 | GENERAL | 2025 |
| Kenosha Ymca | Kenosha, WI | $7,000 | GENERAL | 2018 |
| Lawrence University | Appleton, WI | $6,841 | GENERAL | 2021 |
| Kenosha Ymca | Kenosha, WI | $6,841 | GENERAL | 2021 |
| Lawrence University | Appleton, WI | $6,790 | GENERAL | 2018 |