Frances L Loomis Trust
Frances L Loomis Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $863K in total assets. In 2026, it awarded 1 grant totaling $41K. Net investment income was $112K.
Frances L Loomis Trust at a glance
In short: Frances L Loomis Trust gave $41K across 1 grant in 2026 (avg $41K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $41,397
- +8.5% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $41,397
- +8.5% vs 2025
- Median grant
- $41,397
- Total assets
- $862,994
- +14.8% vs 2025
- Primary geography
- Massachusetts (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who Frances L Loomis Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Massachusetts Audubon Society ($41K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Frances L Loomis Trust gives
- Giving grew 32% from 2023 to 2026. Method
- In 2026 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2026, annual grant giving ranged from $31K (2023) to $44K (2022). In 2026 it made 1 grant totaling $41K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Massachusetts Audubon Society Lincoln, MA | Unrestricted General | $41,397 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $862,994 | $122,425 | $59,226 | $41,397 | 1 | $47,557 | $112,006 | $48,307 |
| 2025 | $751,722 | $74,619 | $53,616 | $38,152 | 1 | $43,782 | $64,333 | $44,110 |
| 2024 | $736,307 | $25,684 | $48,034 | $34,141 | 1 | $39,336 | $14,900 | $41,044 |
| 2023 | $734,427 | $-11,338 | $47,809 | $31,244 | 1 | $36,163 | $8,069 | $38,542 |
| 2022 | $783,094 | $154,971 | $60,032 | $44,451 | 1 | $50,094 | $144,646 | $42,532 |
| 2021 | $805,977 | $56,597 | $48,853 | $33,226 | 1 | — | $47,601 | $44,043 |
Under IRS private-foundation payout rules, Frances L Loomis Trust reported a distributable amount of $48K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Frances L Loomis Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$12K (2021) → $14K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $14K, to Bank of America (Trustee).
Frequently asked questions about Frances L Loomis Trust
How much does Frances L Loomis Trust give each year?
Frances L Loomis Trust gave $41K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $38K across 1 grant.
How large is Frances L Loomis Trust?
Frances L Loomis Trust reported $863K in total assets on its 2026 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $48K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Frances L Loomis Trust operate?
Frances L Loomis Trust has awarded grants in Massachusetts.
What is Frances L Loomis Trust's EIN?
Frances L Loomis Trust's EIN (Employer Identification Number) is 04-6656216. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 11, 2026)
- IRS filings on file for fiscal years 2021–2025
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