Lucius E Burch Iii Family Foundation

NASHVILLE, TN EIN: 62-1675760

Lucius E Burch Iii Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 3 grants totaling $142K. Net investment income was $28K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.7M

-26.1% YoY

Annual Giving

$142K

+1085.5% YoY

Grant Count

3

+200.0% YoY

Avg Grant Size

$47K

+295.2% YoY

Under IRS private-foundation payout rules, Lucius E Burch Iii Family Foundation reported a distributable amount of $100K for 2025 — the minimum it must pay out in qualifying distributions.

About Lucius E Burch Iii Family Foundation

Based on IRS filings

Lucius E Burch Iii Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 3 grants totaling $142K. Net investment income was $28K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Chapel HillCharlotteNashville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$46K$93K$139K$186K20212022202320242025
Metric202520242023
Total Assets$2,663,702$3,605,341$3,616,595
Revenue$-772,780$11,012$10,340
Expenses$168,859$22,266$32,406
Qualifying Distributions$151,916$20,962$32,406
Net Investment Income$27,947$11,012$10,340
Distributable Amount$99,667$85,780$73,094

Giving Over Time

Total grant dollars and number of grants per year

$0$36K$71K$107K$142K4 grants20211 grants20221 grants20231 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

CUMBERLAND HEIGHTS FOUND…$70KFRIENDS OF WARNER PARKS …$66KMAKE-A-WISH MIDDLE TENNE…$7K

Grant Size Distribution

10 grants across all recorded years

7<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Cumberland Heights Foundation Inc ($70,000), Friends of Warner Parks Inc ($65,500), Make-a-wish Middle Tennessee ($6,758).

RecipientPurposeAmount
CUMBERLAND HEIGHTS FOUNDATION INC NASHVILLE, TNRECOVERY IN COMMUNITY PROGRAM$70,000
FRIENDS OF WARNER PARKS INC NASHVILLE, TNGENERAL CONTRIBUTION$65,500
MAKE-A-WISH MIDDLE TENNESSEE NASHVILLE, TNGENERAL CONTRIBUTION$6,758

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
LUCIUS E BURCH IIICHAIRMAN/TRUSTEE1
LUCIUS E BURCH IVTRUSTEE/DIRECTOR1
VANCE DERRYBERRYTRUSTEE/SECRETARY1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lucius E Burch Iii Family Foundation?

Lucius E Burch Iii Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. It holds $2.7M in total assets as of 2025.

How large is Lucius E Burch Iii Family Foundation?

As of 2025, Lucius E Burch Iii Family Foundation holds $2.7M in total assets with $-772,780 in annual revenue. It awarded 3 grants totaling $142K in 2025.

Where does Lucius E Burch Iii Family Foundation operate?

Lucius E Burch Iii Family Foundation has awarded grants in North Carolina, Tennessee.

What size grants does Lucius E Burch Iii Family Foundation award?

In 2025, Lucius E Burch Iii Family Foundation awarded 3 grants totaling $142K — an average of about $47K per grant, based on its IRS Form 990 filings.

How much is Lucius E Burch Iii Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Lucius E Burch Iii Family Foundation reported a distributable amount of $100K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lucius E Burch Iii Family Foundation's EIN?

Lucius E Burch Iii Family Foundation's EIN (Employer Identification Number) is 62-1675760. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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