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    3. Lillian F Wallace Charitable Trust

    Lillian F Wallace Charitable Trust

    ActivePhilanthropy & Voluntarism
    MILWAUKEE, WI6123033144EIN: 41-63148762 filings on record

    About Lillian F Wallace Charitable Trust

    The Lillian F. Wallace Charitable Trust makes relatively large, unrestricted operating grants to a small set of repeat grantees, primarily in the Midwest. Its giving mixes health-related causes, university philanthropy, social service relief, and youth/recreational programs, suggesting a preference for sustaining established organizations rather than project-based funding. Grants are commonly delivered as equal-sized awards across a handful of organizations, indicating stable, recurring support. The foundation appears donor-directed toward organizations with broad community impact rather than niche or experimental initiatives.

    Focus Areas

    Arthritis and chronic disease support (national/regional medical nonprofits)General operating support for university-affiliated research and higher education (University of Minnesota Foundation)Emergency social services and poverty relief (The Salvation Army)Inclusive youth camps and recreational programs for children with special needs (True Friends)

    Giving Approach

    Concentrated, repeat giving: a small portfolio of four recurring, equal-sized general operating grants (multiple grants to the same organizations) rather than many small one-off awards; emphasis on maintaining core funding for established nonprofits.

    Funding Style

    general operating support

    About Lillian F Wallace Charitable Trust

    Lillian F Wallace Charitable Trust gives the same four organizations repeated general operating awards, with each recipient receiving $18,080 in 2023 and $13,558 in 2024. That pattern points to a trust that supports established institutions over one-time projects. The grantees span arthritis and chronic disease advocacy, university-affiliated higher education, emergency social services, and inclusive recreation for children with special needs. Arthritis Foundation, True Friends, University of Minnesota Foundation, and The Salvation Army all appear in the recent grant list, which shows continuity rather than one-off experimentation. The trust’s grants are unrestricted operating support, so the funding is tied to organizational stability instead of a single program line. Its portfolio also reaches beyond a single issue area: health, education, social services, and youth programming all sit within the same recurring group of recipients. With annual grants of $126,552 and total assets of $1,180,062, the trust operates at a modest scale but with a consistent cadence of repeat awards.

    What Lillian F Wallace Charitable Trust Funds

    Health-related giving is a clear thread in the recent record. The Arthritis Foundation received $18,080 in 2023 and $13,558 in 2024, both marked general operating support. Higher education also appears through the University of Minnesota Foundation, which received the same two award amounts in those years for general operating support. Social service relief is another regular part of the portfolio. The Salvation Army was awarded $18,080 in 2023 and $13,558 in 2024, again as general operating support. Youth and recreation show up through True Friends, which received the same amounts across the two years for general operating support. Taken together, the grants show a small set of recurring recipients across health, education, social services, and inclusive youth programming.

    How Lillian F Wallace Charitable Trust Gives

    Typical grant sizes cluster tightly around the mid-teens: the p25 is $13,558, the median is $15,819, and the p75 is $18,080. The recent record shows repeat support to the same organizations across 2023 and 2024, which suggests a recurring grant pattern rather than isolated one-time awards. All listed grants are general operating support. The trust does not fund individuals and does not make program-related investments.

    Financial Snapshot

    Annual Giving

    $127K

    Total Assets

    $1.2M

    Total Revenue

    $48K

    Total Expenses

    $76K

    Typical Grant Size

    Most grants fall between $14K and $18K, with a median of $16K.

    25th Percentile

    $14K

    Median

    $16K

    75th Percentile

    $18K

    Geographic Reach

    Regional3 states funded

    About 0% of grants go to recipients in IL.

    Funding intensity
    Low
    High
    Headquarters

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    Privacy PolicyTerms of ServiceSystem Status
    unrestricted/core support
    organizational stability/core funding

    Notable grantees: True Friends, The Salvation Army, Arthritis Foundation, University of Minnesota Foundation

    Where Lillian F Wallace Charitable Trust Makes Grants

    The grants are entirely domestic, with all 8 recent awards going to US recipients. Minnesota appears repeatedly through Annandale and Minneapolis, while Illinois shows up through Hoffman Estates, and Georgia through Atlanta. By count, Illinois is the top state for giving, even though the trust is headquartered in Milwaukee, Wisconsin. The recipient locations also include a Midwestern concentration, especially Minnesota and Illinois.

    Frequently Asked Questions About Lillian F Wallace Charitable Trust

    What kinds of organizations does Lillian F Wallace Charitable Trust support?

    The recent grants show support for health advocacy, higher education, social services, and youth recreation. The same four organizations recur across 2023 and 2024, and each award is labeled general operating support rather than project-specific funding.

    What is the typical grant size?

    Typical awards fall in a narrow band. The p25 is $13,558, the median is $15,819, and the p75 is $18,080. In the recent grant list, the trust used those two amounts repeatedly across 2023 and 2024.

    Does the trust make repeat grants?

    Yes. The recent grant list shows the same grantees appearing in both 2023 and 2024, including the Arthritis Foundation, True Friends, University of Minnesota Foundation, and The Salvation Army. That pattern points to recurring support.

    Where does the trust give most often?

    Illinois is the top state by grant count. Recent recipients also appear in Minnesota and Georgia, and all listed awards went to US organizations.

    Latest 990 Filing

    2024

    Source: IRS Form 990-PF, fiscal year 2024.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    THE SALVATION ARMYHOFFMAN ESTATES, IL$13,5582024GENERAL OPERATING
    TRUE FRIENDSANNANDALE, MN$13,5582024GENERAL OPERATING
    UNIVERSITY OF MINNESOTA FOUNDATIONMINNEAPOLIS, MN$13,5582024GENERAL OPERATING
    ARTHRITIS FOUNDATIONATLANTA, GA$13,5582024GENERAL OPERATING
    THE SALVATION ARMYHOFFMAN ESTATES, IL$18,0802023GENERAL OPERATING
    TRUE FRIENDSANNANDALE, MN$18,0802023GENERAL OPERATING
    UNIVERSITY OF MINNESOTA FOUNDATIONMINNEAPOLIS, MN$18,0802023GENERAL OPERATING
    ARTHRITIS FOUNDATIONATLANTA, GA$18,0802023GENERAL OPERATING

    THE SALVATION ARMY

    $13,558
    HOFFMAN ESTATES, IL2024

    GENERAL OPERATING

    TRUE FRIENDS

    $13,558
    ANNANDALE, MN2024

    GENERAL OPERATING

    UNIVERSITY OF MINNESOTA FOUNDATION

    $13,558
    MINNEAPOLIS, MN2024

    GENERAL OPERATING

    ARTHRITIS FOUNDATION

    $13,558
    ATLANTA, GA2024

    GENERAL OPERATING

    THE SALVATION ARMY

    $18,080
    HOFFMAN ESTATES, IL2023

    GENERAL OPERATING

    TRUE FRIENDS

    $18,080
    ANNANDALE, MN2023

    GENERAL OPERATING

    UNIVERSITY OF MINNESOTA FOUNDATION

    $18,080
    MINNEAPOLIS, MN2023

    GENERAL OPERATING

    ARTHRITIS FOUNDATION

    $18,080
    ATLANTA, GA2023

    GENERAL OPERATING