LULUMA CHARITABLE TR

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Plain text LULUMA CHARITABLE TR. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/luluma-charitable-tr-367754898. Retrieved 2026-10-27.

APA furp.org. (n.d.). LULUMA CHARITABLE TR [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 27, 2026, from https://furp.org/org/luluma-charitable-tr-367754898

MLA “LULUMA CHARITABLE TR.” furp.org, tax years 2020–2025, https://furp.org/org/luluma-charitable-tr-367754898. Accessed 27 Oct. 2026.

Retrieved 2026-10-27; covers tax years 2020–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $3.3M · expenses $8.4M · assets $12.4M

EIN
36-7754898
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603-2300
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
April 2022 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Jpmorgan Trust Company Of Delaware Institution TRUSTEE2020-2025 $105,153$554,316 17
Jp Morgan Chase Institution (former) TRUSTEE2021 $201,596$201,596 1826

People by year

2025 · 1 person listed · 1 paid, $105K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN TRUST COMPANY OF DELAWARE Institution TRUSTEE2 $105,153-- $105,15317
2024 · 1 person listed · 1 paid, $157K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN TRUST COMPANY OF DELAWARE Institution TRUSTEE2 $157,122-- $157,12217
2023 · 1 person listed · 1 paid, $182K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN TRUST COMPANY OF DELAWARE Institution TRUSTEE2 $181,953-- $181,95317
2022 · 1 person listed · 1 paid, $110K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN TRUST COMPANY OF DELAWARE Institution TRUSTEE2 $110,088-- $110,08817
2021 · 1 person listed · 1 paid, $202K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE BANK NA Institution TRUSTEE2 $201,596-- $201,5961826
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN TRUST COMPANY OF DELAWARE Institution TRUSTEE2 $0-- $017

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 183 grants to organizations · $8.2M
2024 · 171 grants to organizations · $12.0M
2023 · 180 grants to organizations · $6.6M
2022 · 135 grants to organizations · $3.0M
2021 · 56 grants to organizations · $822K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2020 · 2 contributors · $36.4M
#ContributorTypeCity, stateTotalNoncashSource
2 SAKURA CAPITAL HOLDINGS LLC Person ATLANTA, GA $24,042,522$24,042,521 Form 990PF Sch. B, 2020 · filing
1 SAKURA CAPITAL HOLDINGS LLC Person ATLANTA, GA $12,400,000- Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$3,281,275$8,361,310 $12,422,088$12,422,088 -- $105,153--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$2,449,572$12,211,115 $17,502,133$17,502,133 -- $157,122--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$763,481$6,911,416 $27,319,244$27,319,244 -- $181,953--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
-$557,694$3,474,716 $33,472,267$33,472,267 -- $110,088--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$11,226,319$1,082,673 $37,504,712$37,504,712 -- $201,596--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$36,448,498$0 $25,754,071$25,754,071 $36,442,522- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
RICHARD AND MARGARET ROMANO CHARITABLE TRILT22 $2,625,294$2,030,373 TRUSTEE$36,668 Same NTEE code T22, revenue within 2x, same state
DANIEL P HAERTHER CHARITABLE TRUSTILT22 $3,878,629$3,112,897 TRUSTEE$189,868 Same NTEE code T22, revenue within 2x, same state
SAUL ZAENTZ CHARITABLE FOUNDATIONILT22 $3,925,028$14,956,444 PRESIDENT & DIRECTOR$350,000 Same NTEE code T22, revenue within 2x, same state
JOHN & CAROL WINZELER FAMILY CHARIT ABLE FOUNDATIONILT22 $4,476,016$0 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
MARTHA SUE PARR TRILT22 $3,020,506$1,675,115 TRUSTEE$259,840 Same NTEE code T22, revenue within 2x, same state
RENATE HANS AND MARIA HOFMANN TRUSTILT22 $4,042,981$3,087,392 CO-TRUSTEE$327,957 Same NTEE code T22, revenue within 2x, same state
TAXMAN FAMILY FOUNDATIONILT22 $3,326,128$1,802,964 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
CRAIN-MALING FOUNDATIONILT22 $2,740,183$2,577,873 CHAIRPERSON, CEO & DIRECTOR$563,711 Same NTEE code T22, revenue within 2x, same state
HALE FAMILY FOUNDATION INCILT22 $2,752,626$855,462 SECRETARY$45,000 Same NTEE code T22, revenue within 2x, same state
LESLIE J RAFFEL FOUNDATIONILT22 $2,754,456$3,584,503 Advisor$48,000 Same NTEE code T22, revenue within 2x, same state
ANTHONY PRITZKER FAM FOUNDATIONILT22 $3,544,635$21,156,553 DIRECTOR$382,801 Same NTEE code T22, revenue within 2x, same state
THE GEORGE E RICHMOND FOUNDATIONILT22 $2,833,355$2,595,101 Co-President/Treasurer$305,826 Same NTEE code T22, revenue within 2x, same state
THE MCNAMARA PURCELL FOUNDATIONILT22 $2,587,485$1,457,670 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
LYNN AND LOUIS WOLFSON II FAMILY FOUNDATIONILT22 $4,234,294$1,266,589 CO-TRUSTEE$91,838 Same NTEE code T22, revenue within 2x, same state
SHELDON L AND PEARL R LEIBOWITZ LEW LEIBOWITZ LEGACY FOUNDATIONILT22 $2,516,305$861,244 SOLE TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
BREACH FAMILY FOUNDATIONILT22 $3,261,915$2,660,994 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
MARC AND JEANNE MALNATI FAMILY FOUNDATION INCILT22 $3,214,472$1,925,955 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
BRONSTEIN FAMILY FOUNDATIONILT22 $3,202,652$3,192,086 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
OBERWEILER FOUNDATIONILT22 $3,104,322$1,402,893 VP/EXECUTIVE DIRECTOR$191,492 Same NTEE code T22, revenue within 2x, same state
QUINN FAMILY FOUNDATIONILT22 $3,083,054$136,612 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
SIG FEIGER FAMILY FOUNDATIONILT22 $3,509,081$2,888,001 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
GOOD HEART WORK SMART FOUNDATIONILT22 $3,525,078$1,784,666 PRESIDENT/SECRETARY$0 Same NTEE code T22, revenue within 2x, same state
J R ALBERT FOUNDATION INCILT22 $3,542,809$2,089,745 CEO$174,086 Same NTEE code T22, revenue within 2x, same state
SMART FAMILY FUNDILT22 $2,976,342$1,985,110 PRESIDENT AND DIRECTOR$40,000 Same NTEE code T22, revenue within 2x, same state
HAAG FAMILY FOUNDATIONILT22 $2,944,648$2,610,718 VICE PRESIDE$70,000 Same NTEE code T22, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE SMART FAMILY FOUNDATION INC Private foundation$26,185,4021 12016–2016 SMART FAMILY FUND
DONOR ADVISED CHARITABLE GIVING DAF sponsor$2,199,0003 12016–2024 ROGER FEDERER CHARITABLE FUND INC
MCKINNON FAMILY FOUNDATION Private foundation$796,5007 12019–2025 ROGER FEDERER CHARITABLE FUND INC
FRED B LUDDY FAMILY FOUNDATION INC Private foundation$370,0003 12019–2024 ROGER FEDERER CHARITABLE FUND INC
HERRENDORF FAMILY FOUNDATION INC Private foundation$250,0001 12020–2020 OPRAH WINFREY CHARITABLE FOUNDATION
GARCIA FAMILY FOUNDATION FOR ART CULTURE AND EDUCATION Private foundation$245,0302 12018–2020 ROGER FEDERER CHARITABLE FUND INC
NATIONAL PHILANTHROPIC TR DAF sponsor$150,0001 12019–2019 ROGER FEDERER CHARITABLE FUND INC
DENNIS R WASHINGTON FOUNDATION INC Private foundation$100,0001 12017–2017 ROGER FEDERER CHARITABLE FUND INC
JOHN & AMY GRIFFIN FOUNDATION INC Private foundation$75,0002 12017–2021 ROGER FEDERER CHARITABLE FUND INC
GOLDMAN SACHS CHARITABLE GIFT FUND DAF sponsor$75,0001 12024–2024 ROGER FEDERER CHARITABLE FUND INC
TELLURIDE FOUNDATION DAF sponsor$75,0001 12022–2022 SAUL ZAENTZ CHARITABLE FOUNDATION
TROTT FAMILY PHILANTHROPIES INC Private foundation$50,0001 12023–2023 ROGER FEDERER CHARITABLE FUND INC
THE BESSEMER GIVING FUND DAF sponsor$25,0001 12023–2023 ROGER FEDERER CHARITABLE FUND INC
RENKER FAMILY FOUNDATION Private foundation$25,0001 12019–2019 ROGER FEDERER CHARITABLE FUND INC
BELLICK FOUNDATION Private foundation$10,0001 12023–2023 BRONSTEIN FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $8,361,310 spent · pay $105,153 · grants $8,187,300 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $8,187,300 97.9%
Pay: officers, directors, trustees $105,153 1.3%
Taxes $45,995 0.6%
Fees: other professional $22,862 0.3%
Total$8,361,310100%

View the filing

2024 · Form 990PF · $12,211,115 spent · pay $157,122 · grants $11,990,150 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,990,150 98.2%
Pay: officers, directors, trustees $157,122 1.3%
Fees: other professional $34,475 0.3%
Taxes $29,368 0.2%
Total$12,211,115100%

View the filing

2023 · Form 990PF · $6,911,416 spent · pay $181,953 · grants $6,632,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,632,500 96.0%
Pay: officers, directors, trustees $181,953 2.6%
Fees: other professional $79,144 1.1%
Taxes $17,819 0.3%
Total$6,911,416100%

View the filing

2022 · Form 990PF · $3,474,716 spent · pay $110,088 · grants $3,042,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,042,500 87.6%
Taxes $233,299 6.7%
Pay: officers, directors, trustees $110,088 3.2%
Fees: other professional $88,829 2.6%
Total$3,474,716100%

View the filing

2021 · Form 990PF · $1,082,673 spent · pay $201,596 · grants $821,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $821,500 75.9%
Pay: officers, directors, trustees $201,596 18.6%
Fees: legal $31,564 2.9%
Taxes $23,869 2.2%
Fees: accounting $4,100 0.4%
Other expenses $44 0.0%
Total$1,082,673100%

View the filing

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