The Lone Wolf Trust

EIN 826627989

Fredericksburg, TX 78624 |(720) 766-6062

Total Given 2020–2023
$1.3M
20 grants · $316K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$86K
typical mid grants · $17K–$100K
grant size
67%
deep partner · 6/9 multi-year
repeat
$12.5M
Assets (2023)
9
Distinct Recipients

About

INVESTMENT MANAGEMENT FEES BASED ON A PERCENTAGE OF ASSETS UNDER MANAGEMENT.

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person SMILE TRAIN
Phone (720) 766-6062

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 $400K $7.5M $174K 4
2021 $400K $7.9M $532K 4
2022 $154K $6.6M $178K 6
2023 $309K $12.5M $5.5M 6

Grant Size Distribution

Based on 20 grants on record

Minimum
$9K
25th Pctl
$17K
Median
$86K
Average
$63K
75th Pctl
$100K
Maximum
$100K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

BM
Bny Mellon Wealth Management
Trustee

Grants Awarded (20 total)

Purpose
Smile Train New York, NY $100,000 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2020
American Red Cross Washington, DC $100,000 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2020
Shriners Hospital for Children Tampa, FL $100,000 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2020
St Jude Childrens Research Hospital Memphis, TN $100,000 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2020
Smile Train Washington, DC $100,000 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2021
American Red Cross Denver, CO $100,000 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2021
Shriners Hospitals for Children Tampa, FL $100,000 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2021
St Jude Childrens Research Hospital Memphis, TN $100,000 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2021
American Red Cross Denver, CO $85,923 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2023
Shriners Hospitals for Children Tampa, FL $85,923 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2023
Alzheimers Association Chicago, IL $85,923 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2023
American Red Cross Denver, CO $42,760 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2022
Shriners Hospitals for Children Tampa, FL $42,760 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2022
Alzheimers Association Chicago, IL $42,760 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2022
Smile Train Washington, DC $17,185 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2023
St Jude Childrens Research Hospital Memphis, TN $17,185 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2023
Wolf Mountain Foundation Brighton, CO $17,184 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2023
Smile Train Washington, DC $8,552 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2022
St Jude Childrens Research Hospital Memphis, TN $8,552 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2022
Wolf Mountain Foundation Brighton, CO $8,552 TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES 2022