Frances L Loomis Trust
Frances L Loomis Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $752K in total assets. In 2025, it awarded 1 grant totaling $38K. Net investment income was $64K.
Frances L Loomis Trust at a glance
In short: Frances L Loomis Trust gave $38K across 1 grant in 2025 (avg $38K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $38,152
- +11.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $38,152
- +11.7% vs 2024
- Median grant
- $38,152
- Total assets
- $751,722
- +2.1% vs 2024
- Primary geography
- Massachusetts (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 Frances L Loomis Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Massachusetts Audubon Society ($38K).
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 2025 grant dollars on its one itemized grant.
States
Cities
How Frances L Loomis Trust gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 99% 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 2025, annual grant giving ranged from $31K (2023) to $44K (2022). In 2025 it made 1 grant totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Massachusetts Audubon Society Lincoln, MA | Unrestricted General | $38,152 |
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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 | $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 $44K for 2025 — 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 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$12K (2021) → $13K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $13K, 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 $38K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 1 grant.
How large is Frances L Loomis Trust?
Frances L Loomis Trust reported $752K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $44K (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 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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