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    3. Lulu Coggan Charitable Trust

    Lulu Coggan Charitable Trust

    ActivoMedical Research
    DALLAS, TX8888663275EIN: 43-61660573 declaraciones registradas

    About Lulu Coggan Charitable Trust

    The Lulu Coggan Charitable Trust makes concentrated, unrestricted operating grants to a small set of repeat grantees focused on health charities and child- and family-focused social services. The Trust’s portfolio blends national disease nonprofits (cancer, heart, arthritis) with local/regional direct-service providers addressing family violence, food security, and faith-based residential care for children and youth. Grants are general operating in nature and appear to support long-term relationships rather than one-off projects.

    Focus Areas

    Unrestricted operating support for national disease charities (cancer, heart disease, arthritis)Family violence intervention and support servicesFood security / community meal programs (e.g., emergency feeding organizations)Faith-based residential care and children's homes / youth ranchesRegional direct-service nonprofits in the Dallas area and surrounding region

    Giving Approach

    Highly concentrated: equal-sized grants distributed to seven repeat grantees (multiple payments per grantee) for unrestricted/general support; consistent, relationship-driven giving rather than many small one-time grants.

    Funding Style

    unrestricted support

    About Lulu Coggan Charitable Trust

    Among Lulu Coggan Charitable Trust’s recent grants, the clearest pattern is repeated unrestricted support to a small circle of organizations working in child welfare, family services, and health charities. The trust gives general operating grants rather than project-specific awards, and the same recipients appear across 2023, 2024, and 2025, suggesting a relationship-based approach. In the most recent filings, that included support for Presbyterian Childrens Homes & Services Pchas of Missouri, Good Samaritan Boys Ranch Inc, Family Violence Center, The Kitchen, the American Cancer Society Inc, the Arthritis Foundation, and the American Heart Association. These grants sit alongside a broader portfolio that includes faith-based residential care for children and youth, family violence intervention, emergency feeding, and national disease organizations. The trust’s giving is not broad by count; it appears concentrated and deliberate, with a relatively small set of recurring grantees receiving similar unrestricted awards over time. That makes the trust legible as a flexible funder for organizations that rely on operating support rather than restricted program dollars.

    What Lulu Coggan Charitable Trust Funds

    Health charities are a clear part of the trust’s portfolio. In 2025, Lulu Coggan Charitable Trust gave $7,789 to the American Heart Association, $7,789 to the American Cancer Society Inc, and $7,789 to the Arthritis Foundation, all as unrestricted general support. The same three organizations also appeared in 2024 and 2023, showing consistency across years. Child and youth services are another recurring theme. The trust awarded $7,789 to Presbyterian Childrens Homes & Services Pchas of Missouri and $7,789 to Good Samaritan Boys Ranch Inc in 2025, both unrestricted general grants. Family violence intervention also appears in the recent record through a $7,789 grant to Family Violence Center. Food access is represented as well. The Kitchen received $7,789 in 2025 and $6,308 in 2024, again as unrestricted general support, linking the trust to emergency feeding and community meal work.

    How Lulu Coggan Charitable Trust Gives

    Typical awards cluster tightly: p25 is $6,308, median is $7,789, and p75 is $8,205. The recent record shows the trust giving the same organizations in multiple years, with 2023, 2024, and 2025 grants all appearing for several recipients. That pattern points to recurring support rather than one-time grants. The trust is a charitable trust with no indication of funding individuals or making program-related investments. Grants are listed as unrestricted general support, which aligns with flexible operating funding.

    Financial Snapshot

    Annual Giving

    $156K

    Total Assets

    $1.1M

    Total Revenue

    $115K

    Total Expenses

    $74K

    Typical Grant Size

    Most grants fall between $6K and $8K, with a median of $8K.

    25th Percentile

    $6K

    Median

    $8K

    75th Percentile

    $8K

    Geographic Reach

    Regional4 states funded

    About 0% of grants go to recipients in GA.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

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    Política de privacidadTérminos de servicioEstado del sistema
    general operating support
    flexible funding
    non-programmatic / no earmarks

    Notable grantees: Family Violence Center, The Kitchen, Good Samaritan Boys Ranch, Inc., American Cancer Society, Presbyterian Children's Homes & Services (PCHAS)

    Topics

    no specified programmatic focusnon-thematic fundinggeneral community needs (unspecified)

    Where Lulu Coggan Charitable Trust Makes Grants

    The trust’s grantmaking is regional, with all recent grants going to U.S. recipients. Georgia appears among the recipient locations through Atlanta, while Missouri shows up repeatedly through St. Louis and Springfield, including Brighton and Springfield-area grantees. Other recent recipient cities include St. Petersburg, Oklahoma City, and Dallas does not appear among recipient locations in the recent grants shown. The largest concentration by state is in Georgia, even though the trust is headquartered in Texas.

    Frequently Asked Questions About Lulu Coggan Charitable Trust

    What kinds of organizations does Lulu Coggan Charitable Trust support?

    The recent record shows support for child and family services, family violence intervention, emergency feeding, and health charities. Recurring recipients include Presbyterian Childrens Homes & Services Pchas of Missouri, Family Violence Center, The Kitchen, the American Cancer Society Inc, the Arthritis Foundation, and the American Heart Association.

    Are the grants restricted to specific programs?

    The grants shown are labeled unrestricted general support. That applies across the recent recipients in 2023, 2024, and 2025, indicating flexible operating support rather than earmarked project funding.

    Does the trust give to the same groups more than once?

    Yes. Several organizations appear in multiple years, including Good Samaritan Boys Ranch Inc, American Heart Association, Family Violence Center, American Cancer Society Inc, Presbyterian Childrens Homes & Services Pchas of Missouri, Arthritis Foundation, and The Kitchen.

    Where does the trust give most often?

    Georgia is the top state by grant count in the available data. Recent recipient locations also include several Missouri cities, along with St. Petersburg, Oklahoma City, and Atlanta.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    AMERICAN CANCER SOCIETY INCOKLAHOMA CITY, OK$7,7892025UNRESTRICTED GENERAL
    PRESBYTERIAN CHILDRENS HOMES & SERVICES PCHAS OF MISSOURIST LOUIS, MO$7,7892025UNRESTRICTED GENERAL
    ARTHRITIS FOUNDATIONATLANTA, GA$7,7892025UNRESTRICTED GENERAL
    THE KITCHENSPRINGFIELD, MO$7,7892025UNRESTRICTED GENERAL
    GOOD SAMARITAN BOYS RANCH INCBRIGHTON, MO$7,7892025UNRESTRICTED GENERAL
    FAMILY VIOLENCE CENTERSPRINGFIELD, MO$7,7892025UNRESTRICTED GENERAL
    AMERICAN HEART ASSOCIATIONST PETERSBURG, FL$7,7892025UNRESTRICTED GENERAL
    PRESBYTERIAN CHILDRENS HOMES & SERVICES PCHAS OF MISSOURIST LOUIS, MO$6,3082024UNRESTRICTED GENERAL
    AMERICAN CANCER SOCIETY INCOKLAHOMA CITY, OK$6,3082024UNRESTRICTED GENERAL
    GOOD SAMARITAN BOYS RANCH INCBRIGHTON, MO$6,3082024UNRESTRICTED GENERAL
    THE KITCHENSPRINGFIELD, MO$6,3082024UNRESTRICTED GENERAL
    ARTHRITIS FOUNDATIONATLANTA, GA$6,3082024UNRESTRICTED GENERAL
    FAMILY VIOLENCE CENTERSPRINGFIELD, MO$6,3082024UNRESTRICTED GENERAL
    AMERICAN HEART ASSOCIATIONST PETERSBURG, FL$6,3082024UNRESTRICTED GENERAL
    PRESBYTERIAN CHILDRENS HOMES & SERVICES PCHAS OF MISSOURIST LOUIS, MO$8,2052023UNRESTRICTED GENERAL
    GOOD SAMARITAN BOYS RANCH INCBRIGHTON, MO$8,2052023UNRESTRICTED GENERAL
    AMERICAN CANCER SOCIETY INCOKLAHOMA CITY, OK$8,2052023UNRESTRICTED GENERAL
    THE KITCHENSPRINGFIELD, MO$8,2052023UNRESTRICTED GENERAL
    ARTHRITIS FOUNDATIONATLANTA, GA$8,2052023UNRESTRICTED GENERAL
    AMERICAN HEART ASSOCIATIONST PETERSBURG, FL$8,2052023UNRESTRICTED GENERAL
    FAMILY VIOLENCE CENTERSPRINGFIELD, MO$8,2052023UNRESTRICTED GENERAL

    AMERICAN CANCER SOCIETY INC

    $7,789
    OKLAHOMA CITY, OK2025

    UNRESTRICTED GENERAL

    PRESBYTERIAN CHILDRENS HOMES & SERVICES PCHAS OF MISSOURI

    $7,789
    ST LOUIS, MO2025

    UNRESTRICTED GENERAL

    ARTHRITIS FOUNDATION

    $7,789
    ATLANTA, GA2025

    UNRESTRICTED GENERAL

    THE KITCHEN

    $7,789
    SPRINGFIELD, MO2025

    UNRESTRICTED GENERAL

    GOOD SAMARITAN BOYS RANCH INC

    $7,789
    BRIGHTON, MO2025

    UNRESTRICTED GENERAL

    FAMILY VIOLENCE CENTER

    $7,789
    SPRINGFIELD, MO2025

    UNRESTRICTED GENERAL

    AMERICAN HEART ASSOCIATION

    $7,789
    ST PETERSBURG, FL2025

    UNRESTRICTED GENERAL

    PRESBYTERIAN CHILDRENS HOMES & SERVICES PCHAS OF MISSOURI

    $6,308
    ST LOUIS, MO2024

    UNRESTRICTED GENERAL

    AMERICAN CANCER SOCIETY INC

    $6,308
    OKLAHOMA CITY, OK2024

    UNRESTRICTED GENERAL

    GOOD SAMARITAN BOYS RANCH INC

    $6,308
    BRIGHTON, MO2024

    UNRESTRICTED GENERAL

    THE KITCHEN

    $6,308
    SPRINGFIELD, MO2024

    UNRESTRICTED GENERAL

    ARTHRITIS FOUNDATION

    $6,308
    ATLANTA, GA2024

    UNRESTRICTED GENERAL

    FAMILY VIOLENCE CENTER

    $6,308
    SPRINGFIELD, MO2024

    UNRESTRICTED GENERAL

    AMERICAN HEART ASSOCIATION

    $6,308
    ST PETERSBURG, FL2024

    UNRESTRICTED GENERAL

    PRESBYTERIAN CHILDRENS HOMES & SERVICES PCHAS OF MISSOURI

    $8,205
    ST LOUIS, MO2023

    UNRESTRICTED GENERAL

    GOOD SAMARITAN BOYS RANCH INC

    $8,205
    BRIGHTON, MO2023

    UNRESTRICTED GENERAL

    AMERICAN CANCER SOCIETY INC

    $8,205
    OKLAHOMA CITY, OK2023

    UNRESTRICTED GENERAL

    THE KITCHEN

    $8,205
    SPRINGFIELD, MO2023

    UNRESTRICTED GENERAL

    ARTHRITIS FOUNDATION

    $8,205
    ATLANTA, GA2023

    UNRESTRICTED GENERAL

    AMERICAN HEART ASSOCIATION

    $8,205
    ST PETERSBURG, FL2023

    UNRESTRICTED GENERAL

    FAMILY VIOLENCE CENTER

    $8,205
    SPRINGFIELD, MO2023

    UNRESTRICTED GENERAL