Lucia B Morrill Charitable Fdn
Lucia B Morrill Charitable Fdn is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 9 grants totaling $153K. Net investment income was $109K.
Lucia B Morrill Charitable Fdn at a glance
In short: Lucia B Morrill Charitable Fdn gave $153K across 9 grants in 2025 (avg $17K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $153,138
- +11.8% vs 2024
- Grants made (2025)
- 9
- +28.6% vs 2024
- Average grant
- $17,015
- -13.1% vs 2024
- Median grant
- $15,000
- Total assets
- $1,561,341
- -4.7% 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 Lucia B Morrill Charitable Fdn funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was MSPCA-Angell ($30K). Together the top 9 received $153K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 38 grants of 38 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Lucia B Morrill Charitable Fdn gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 95% 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 2020 to 2025, annual grant giving ranged from $125K (2021) to $153K (2025). In 2025 it made 9 grants totaling $153K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MSPCA-Angell Jamaica Plain, MA | Unrestricted General | $30,000 |
| Mass Audobon Lincoln, MA | Unrestricted General | $25,000 |
| Boys & Girls Club of Lynn Lynn, MA | Unrestricted General | $20,000 |
| The McLean Hospital Corporation Belmont, MA | Unrestricted General | $20,000 |
| Boston Symphony Orchestra Boston, MA | Unrestricted General | $15,000 |
| Duxbury Bay Maritime School Duxbury, MA | Unrestricted General | $15,000 |
| Friends of the Duxbury Council Duxbury, MA | Unrestricted General | $13,800 |
| Museum of Fine Arts Boston Boston, MA | Unrestricted General | $10,000 |
| Duxbury Free Library Inc Duxbury, MA | Unrestricted General | $4,338 |
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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 | $1,561,341 | $136,590 | $212,330 | $153,138 | 9 | $179,777 | $108,652 | $188,322 |
| 2024 | $1,638,304 | $170,499 | $188,701 | $137,000 | 7 | $162,104 | $143,941 | $176,856 |
| 2023 | $1,656,489 | $70,404 | $185,746 | $140,000 | 7 | $162,509 | $42,248 | $159,565 |
| 2022 | $1,773,436 | $48,960 | $203,475 | $150,000 | 8 | $173,145 | $32,228 | $160,626 |
| 2021 | $1,929,822 | $229,512 | $178,299 | $125,000 | 7 | $149,916 | $203,592 | $177,529 |
| 2020 | $1,877,309 | $167,214 | $169,822 | $126,000 | 7 | — | $143,591 | $145,433 |
Under IRS private-foundation payout rules, Lucia B Morrill Charitable Fdn reported a distributable amount of $188K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lucia B Morrill Charitable Fdn's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$32K (2020) → $41K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $41K, to Bank of America (Trustee).
Frequently asked questions about Lucia B Morrill Charitable Fdn
How much does Lucia B Morrill Charitable Fdn give each year?
Lucia B Morrill Charitable Fdn gave $153K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $137K across 7 grants.
What is Lucia B Morrill Charitable Fdn's typical grant size?
Lucia B Morrill Charitable Fdn's median grant in 2025 was $15,000, and its average grant was $17,015, across 9 grants on its 2025 IRS Form 990-PF.
Where does Lucia B Morrill Charitable Fdn give grants?
Lucia B Morrill Charitable Fdn gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Duxbury, MA (3 grants) and Boston, MA (2 grants).
Does Lucia B Morrill Charitable Fdn give general operating support?
Yes: 100% of Lucia B Morrill Charitable Fdn's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lucia B Morrill Charitable Fdn's largest grantees?
Lucia B Morrill Charitable Fdn's largest 2025 grantees include MSPCA-Angell ($30,000), Mass Audobon ($25,000) and Boys & Girls Club of Lynn ($20,000), according to its 2025 IRS Form 990-PF. Together they received 49% of its itemized 2025 grant dollars.
How large is Lucia B Morrill Charitable Fdn?
Lucia B Morrill Charitable Fdn reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $180K in qualifying distributions that year, against a required minimum of $188K (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.
What is Lucia B Morrill Charitable Fdn's EIN?
Lucia B Morrill Charitable Fdn's EIN (Employer Identification Number) is 04-7018169. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Lucia B Morrill Charitable Fdn funds
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