LULUMA CHARITABLE TR
Cite this
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Jpmorgan Trust Company Of Delaware Institution | TRUSTEE | 2020-2025 | $105,153 | $554,316 | 17 |
| Jp Morgan Chase Institution (former) | TRUSTEE | 2021 | $201,596 | $201,596 | 1826 |
People by year
2025 · 1 person listed · 1 paid, $105K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN TRUST COMPANY OF DELAWARE Institution | TRUSTEE | 2 | $105,153 | - | - | $105,153 | 17 |
2024 · 1 person listed · 1 paid, $157K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN TRUST COMPANY OF DELAWARE Institution | TRUSTEE | 2 | $157,122 | - | - | $157,122 | 17 |
2023 · 1 person listed · 1 paid, $182K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN TRUST COMPANY OF DELAWARE Institution | TRUSTEE | 2 | $181,953 | - | - | $181,953 | 17 |
2022 · 1 person listed · 1 paid, $110K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN TRUST COMPANY OF DELAWARE Institution | TRUSTEE | 2 | $110,088 | - | - | $110,088 | 17 |
2021 · 1 person listed · 1 paid, $202K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 2 | $201,596 | - | - | $201,596 | 1826 |
2020 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN TRUST COMPANY OF DELAWARE Institution | TRUSTEE | 2 | $0 | - | - | $0 | 17 |
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
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $3,281,275 | $8,361,310 | $12,422,088 | $12,422,088 | - | - | $105,153 | - | - |
| 2024 · Form 990PF | ||||||||
| $2,449,572 | $12,211,115 | $17,502,133 | $17,502,133 | - | - | $157,122 | - | - |
| 2023 · Form 990PF | ||||||||
| $763,481 | $6,911,416 | $27,319,244 | $27,319,244 | - | - | $181,953 | - | - |
| 2022 · Form 990PF | ||||||||
| -$557,694 | $3,474,716 | $33,472,267 | $33,472,267 | - | - | $110,088 | - | - |
| 2021 · Form 990PF | ||||||||
| $11,226,319 | $1,082,673 | $37,504,712 | $37,504,712 | - | - | $201,596 | - | - |
| 2020 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| RICHARD AND MARGARET ROMANO CHARITABLE TR | IL | T22 | $2,625,294 | $2,030,373 | TRUSTEE | $36,668 | Same NTEE code T22, revenue within 2x, same state |
| DANIEL P HAERTHER CHARITABLE TRUST | IL | T22 | $3,878,629 | $3,112,897 | TRUSTEE | $189,868 | Same NTEE code T22, revenue within 2x, same state |
| SAUL ZAENTZ CHARITABLE FOUNDATION | IL | T22 | $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 FOUNDATION | IL | T22 | $4,476,016 | $0 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| MARTHA SUE PARR TR | IL | T22 | $3,020,506 | $1,675,115 | TRUSTEE | $259,840 | Same NTEE code T22, revenue within 2x, same state |
| RENATE HANS AND MARIA HOFMANN TRUST | IL | T22 | $4,042,981 | $3,087,392 | CO-TRUSTEE | $327,957 | Same NTEE code T22, revenue within 2x, same state |
| TAXMAN FAMILY FOUNDATION | IL | T22 | $3,326,128 | $1,802,964 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| CRAIN-MALING FOUNDATION | IL | T22 | $2,740,183 | $2,577,873 | CHAIRPERSON, CEO & DIRECTOR | $563,711 | Same NTEE code T22, revenue within 2x, same state |
| HALE FAMILY FOUNDATION INC | IL | T22 | $2,752,626 | $855,462 | SECRETARY | $45,000 | Same NTEE code T22, revenue within 2x, same state |
| LESLIE J RAFFEL FOUNDATION | IL | T22 | $2,754,456 | $3,584,503 | Advisor | $48,000 | Same NTEE code T22, revenue within 2x, same state |
| ANTHONY PRITZKER FAM FOUNDATION | IL | T22 | $3,544,635 | $21,156,553 | DIRECTOR | $382,801 | Same NTEE code T22, revenue within 2x, same state |
| THE GEORGE E RICHMOND FOUNDATION | IL | T22 | $2,833,355 | $2,595,101 | Co-President/Treasurer | $305,826 | Same NTEE code T22, revenue within 2x, same state |
| THE MCNAMARA PURCELL FOUNDATION | IL | T22 | $2,587,485 | $1,457,670 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| LYNN AND LOUIS WOLFSON II FAMILY FOUNDATION | IL | T22 | $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 FOUNDATION | IL | T22 | $2,516,305 | $861,244 | SOLE TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| BREACH FAMILY FOUNDATION | IL | T22 | $3,261,915 | $2,660,994 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| MARC AND JEANNE MALNATI FAMILY FOUNDATION INC | IL | T22 | $3,214,472 | $1,925,955 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| BRONSTEIN FAMILY FOUNDATION | IL | T22 | $3,202,652 | $3,192,086 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| OBERWEILER FOUNDATION | IL | T22 | $3,104,322 | $1,402,893 | VP/EXECUTIVE DIRECTOR | $191,492 | Same NTEE code T22, revenue within 2x, same state |
| QUINN FAMILY FOUNDATION | IL | T22 | $3,083,054 | $136,612 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| SIG FEIGER FAMILY FOUNDATION | IL | T22 | $3,509,081 | $2,888,001 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| GOOD HEART WORK SMART FOUNDATION | IL | T22 | $3,525,078 | $1,784,666 | PRESIDENT/SECRETARY | $0 | Same NTEE code T22, revenue within 2x, same state |
| J R ALBERT FOUNDATION INC | IL | T22 | $3,542,809 | $2,089,745 | CEO | $174,086 | Same NTEE code T22, revenue within 2x, same state |
| SMART FAMILY FUND | IL | T22 | $2,976,342 | $1,985,110 | PRESIDENT AND DIRECTOR | $40,000 | Same NTEE code T22, revenue within 2x, same state |
| HAAG FAMILY FOUNDATION | IL | T22 | $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).
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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $8,361,310 | 100% |
2024 · Form 990PF · $12,211,115 spent · pay $157,122 · grants $11,990,150 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $12,211,115 | 100% |
2023 · Form 990PF · $6,911,416 spent · pay $181,953 · grants $6,632,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $6,911,416 | 100% |
2022 · Form 990PF · $3,474,716 spent · pay $110,088 · grants $3,042,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $3,474,716 | 100% |
2021 · Form 990PF · $1,082,673 spent · pay $201,596 · grants $821,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,082,673 | 100% |
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