Lucius E Burch III Family Foundation
Lucius E Burch III Family Foundation is a private foundation, 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.
Lucius E Burch III Family Foundation at a glance
In short: Lucius E Burch III Family Foundation gave $142K across 3 grants in 2025 (avg $47K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $142,258
- +1085.5% vs 2024
- Grants made (2025)
- 3
- +200.0% vs 2024
- Average grant
- $47,419
- +295.2% vs 2024
- Median grant
- $65,500
- Total assets
- $2,663,702
- -26.1% vs 2024
- Primary geography
- Tennessee (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 Lucius E Burch III Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Cumberland Heights Foundation Inc ($70K). Together the top 3 received $142K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 7 grants of 10 (70%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Lucius E Burch III Family Foundation gives
- Giving grew 42% from 2022 to 2025. Method
- In 2025 it paid out 152% 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 2021 to 2025, annual grant giving ranged from $12K (2024) to $142K (2025). In 2025 it made 3 grants totaling $142K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cumberland Heights Foundation Inc Nashville, TN | Recovery in Community Program | $70,000 |
| Friends of Warner Parks Inc Nashville, TN | General Contribution | $65,500 |
| Make-a-Wish Middle Tennessee Nashville, TN | General Contribution | $6,758 |
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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 | $2,663,702 | $-772,780 | $168,859 | $142,258 | 3 | $151,916 | $27,947 | $99,667 |
| 2024 | $3,605,341 | $11,012 | $22,266 | $12,000 | 1 | $20,962 | $11,012 | $85,780 |
| 2023 | $3,616,595 | $10,340 | $32,406 | $25,000 | 1 | $32,406 | $10,340 | $73,094 |
| 2022 | $3,638,231 | $1,059 | $107,980 | $100,000 | 1 | $107,980 | $1,059 | $80,104 |
| 2021 | $3,744,616 | $9,188 | $69,337 | $59,000 | 4 | — | $9,188 | $73,694 |
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.
Leadership & Key People
Officers and directors from IRS filings
Lucius E Burch III Family Foundation is led by Lucius E. Burch III, Chairman & Trustee on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lucius E. Burch III
Chairman & Trustee
On filings since 2021
1 hr/week
No compensation reported
Lucius E. Burch IV
Trustee & Director
On filings since 2021
1 hr/week
No compensation reported
Vance Derryberry
Trustee & Secretary
On filings since 2021
1 hr/week
No compensation reported
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.
Frequently asked questions about Lucius E Burch III Family Foundation
How much does Lucius E Burch III Family Foundation give each year?
Lucius E Burch III Family Foundation gave $142K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 1 grant.
What is Lucius E Burch III Family Foundation's typical grant size?
Lucius E Burch III Family Foundation's median grant in 2025 was $65,500, and its average grant was $47,419, across 3 grants on its 2025 IRS Form 990-PF.
Where does Lucius E Burch III Family Foundation give grants?
Lucius E Burch III Family Foundation gives mostly in Tennessee: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Nashville, TN (3 grants).
Does Lucius E Burch III Family Foundation give general operating support?
Yes: 67% of Lucius E Burch III Family Foundation's 2025 grants with a stated purpose (2 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Lucius E Burch III Family Foundation?
Lucius E Burch III Family Foundation reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $152K in qualifying distributions that year, against a required minimum of $100K (roughly 5% of its investment assets).
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.
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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