Dorothy B Lucas Charitable Trust
Dorothy B Lucas Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 3 grants totaling $80K. Net investment income was $148K.
Dorothy B Lucas Charitable Trust at a glance
In short: Dorothy B Lucas Charitable Trust gave $80K across 3 grants in 2025 (avg $27K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $80,091
- +6.2% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $26,697
- +6.2% vs 2024
- Median grant
- $16,020
- Total assets
- $1,585,975
- +3.3% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Dorothy B Lucas Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Festus R-6 School District ($56K). Together the top 3 received $80K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 11 grants of 15 (73%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Dorothy B Lucas Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $55K (2023) to $85K (2022). In 2025 it made 3 grants totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Festus R-6 School District Festus, MO | Unrestricted General | $56,059 |
| Hematite Methodist Cemetery Hematite, MO | Unrestricted General | $16,020 |
| Hematite First Christian Church Hematite, MO | Unrestricted General | $8,012 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,585,975 | $167,197 | $116,375 | $80,091 | 3 | $94,324 | $147,980 | $91,612 |
| 2024 | $1,534,722 | $158,554 | $104,504 | $75,397 | 3 | $85,891 | $138,858 | $86,447 |
| 2023 | $1,482,291 | $43,808 | $80,656 | $55,123 | 3 | $64,529 | $22,997 | $78,721 |
| 2022 | $1,519,667 | $-36,703 | $118,956 | $84,596 | 3 | $94,481 | $13,712 | $80,833 |
| 2021 | $1,675,181 | $342,812 | $106,095 | $74,399 | 3 | $85,536 | $322,083 | $90,415 |
| 2020 | $1,436,720 | $114,377 | $101,457 | $75,098 | 3 | — | $98,688 | $77,543 |
| 2019 | $1,423,840 | $78,954 | $84,475 | $59,658 | 3 | — | $68,055 | $75,705 |
Under IRS private-foundation payout rules, Dorothy B Lucas Charitable Trust reported a distributable amount of $92K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dorothy B Lucas Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$21K (2019) → $26K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $26K, to Bank of America (Trustee).
Frequently asked questions about Dorothy B Lucas Charitable Trust
How much does Dorothy B Lucas Charitable Trust give each year?
Dorothy B Lucas Charitable Trust gave $80K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $75K across 3 grants.
What is Dorothy B Lucas Charitable Trust's typical grant size?
Dorothy B Lucas Charitable Trust's median grant in 2025 was $16,020, and its average grant was $26,697, across 3 grants on its 2025 IRS Form 990-PF.
Where does Dorothy B Lucas Charitable Trust give grants?
Dorothy B Lucas Charitable Trust gives mostly in Missouri: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hematite, MO (2 grants).
Does Dorothy B Lucas Charitable Trust give general operating support?
Yes: 100% of Dorothy B Lucas Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Dorothy B Lucas Charitable Trust?
Dorothy B Lucas Charitable Trust reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $94K in qualifying distributions that year, against a required minimum of $92K (roughly 5% of its investment assets).
What is Dorothy B Lucas Charitable Trust's EIN?
Dorothy B Lucas Charitable Trust's EIN (Employer Identification Number) is 30-6348852. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- IRS filings on file for fiscal years 2019–2025
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