Luke 638 Foundation

LAKE SUCCESS, NY 11042 EIN 472041801

Total Given 2016–2023
$12.9M
116 grants · $1.6M avg/year
based on 8 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$50K
typical mid grants · $20K–$100K
grant size
57%
supporter · 28/49 multi-year
repeat
$3.0M
Assets · 2020
49
Distinct recipients

About

As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $3,119,127. This amount represents 25% or more of the Foundation's net assets of $4,093,858 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. Although the Foundation technically experienced a substantial contraction and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Focus Areas

Arts & Culture

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone 8008391754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $780K $4.5M $3.8M 14
2017 $3.5M $9.1M $8.0M 22
2018 $3.7M $5.1M $295K 33
2020 $3.1M $3.0M $2.1M 24
2022 $1.3M $1.9M $36K 15
2023 $448K $1.6M $71K 8

Grant Size Distribution

Based on 116 grants on record

Minimum
$1K
25th Pctl
$20K
Median
$50K
Average
$111K
75th Pctl
$100K
Maximum
$1.0M

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
Kelley M Fitzpatrick Pres, Dir, Sec, Treas —
CT Fitzpatrick Dir, VP —
C T Fitzpatrick Dir, VP —

Grants Awarded (116 total)

Purpose
SWEET BRIAR INSTITUTE SWEET BRIAR, VA $1,000,000 General & Unrestricted 2017
UNIVERSITY OF ALABAMA AT BIRMINGHAM BIRMINGHAM, AL $1,000,000 Department of Ophthalmology 2020
UNIVERSITY OF ALABAMA AT BIRMINGHAM BIRMINGHAM, AL $1,000,000 Department of Ophthalmology 2018
THE SALVATION ARMY BROOKHAVEN, GA $500,000 Building Hope Capital Campaign 2018
THE SALVATION ARMY BROOKHAVEN, GA $500,000 General & Unrestricted 2017
SWEET BRIAR INSTITUTE SWEET BRIAR, VA $500,000 General & Unrestricted 2018
SWEET BRIAR INSTITUTE SWEET BRIAR, VA $500,000 General & Unrestricted 2020
COMMUNITY FOUNDATION OF GREATER MEMPHIS INC MEMPHIS, TN $400,000 LUKE 6:38 DONOR ADVISED FUND 2020
ALABAMA SYMPHONIC ASSOCIATION INC BIRMINGHAM, AL $325,000 General & Unrestricted 2020
ALABAMA SYMPHONIC ASSOCIATION INC BIRMINGHAM, AL $275,000 General & Unrestricted 2022
COMMUNITY FOUNDATION OF GREATER MEMPHIS INC MEMPHIS, TN $260,000 General & Unrestricted 2022
ALZHEIMERS OF CENTRAL ALABAMA INC BIRMINGHAM, AL $250,000 General & Unrestricted 2017
UNIVERSITY OF ALABAMA AT BIRMINGHAM BIRMINGHAM, AL $250,000 UAB Athletics Foundation - Football Facilities Fund 2018
BIRMINGHAM KIWANIS FOUNDATION BIRMINGHAM, AL $250,000 General & Unrestricted 2017
UNIVERSITY OF ALABAMA AT BIRMINGHAM BIRMINGHAM, AL $250,000 Football Facilities Fund 2017
CORNERSTONE SCHOOLS OF ALABAMA INC BIRMINGHAM, AL $213,000 General & Unrestricted 2018
CORNERSTONE SCHOOLS OF ALABAMA INC BIRMINGHAM, AL $213,000 General & Unrestricted 2016
CORNERSTONE SCHOOLS OF ALABAMA INC BIRMINGHAM, AL $213,000 General & Unrestricted 2017
ALABAMA SYMPHONIC ASSOCIATION INC BIRMINGHAM, AL $200,000 General & Unrestricted 2023
SAINT LUKE'S EPISCOPAL CHURCH BIRMINGHAM, AL $200,000 General & Unrestricted 2018
SAINT LUKE'S EPISCOPAL CHURCH BIRMINGHAM, AL $200,000 General & Unrestricted 2020
SAINT LUKE'S EPISCOPAL CHURCH BIRMINGHAM, AL $200,000 General & Unrestricted 2017
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RE WASHINGTON, DC $150,000 General & Unrestricted 2022
COMMUNITY FOUNDATION OF GREATER MEMPHIS INC MEMPHIS, TN $111,885 Luke 6:38 Donor Advised Fund 2018
FIRST UNITED METHODIST CHURCH MONTGOMERY - RESPITE MONTGOMERY, AL $110,000 General & Unrestricted 2016