Lucy B Long Charitable Trust
Lucy B Long Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $121K in total assets. In 2025, it awarded 1 grants totaling $3K. Net investment income was $9K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$121K
+2.4% YoY
Annual Giving
$3K
-40.0% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$3K
+20.0% YoY
Under IRS private-foundation payout rules, Lucy B Long Charitable Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
About Lucy B Long Charitable Trust
Based on IRS filings
Lucy B Long Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $121K in total assets. In 2025, it awarded 1 grants totaling $3K. Net investment income was $9K.
Focus Areas
Ready to take the next step with Lucy B Long Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $121,063 | $118,269 | $123,715 |
| Revenue | $11,558 | $5,433 | $-700 |
| Expenses | $8,640 | $14,422 | $11,395 |
| Qualifying Distributions | $6,415 | $12,273 | $7,283 |
| Net Investment Income | $9,241 | $2,985 | — |
| Distributable Amount | $7,261 | $6,928 | $6,690 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Georgia College and State University ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| GEORGIA COLLEGE AND STATE UNIVERSITY MILLEDGEVILLE, GA | SCHOLARSHIPS | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $2,090 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lucy B Long Charitable Trust?
Lucy B Long Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $121K in total assets as of 2025.
How large is Lucy B Long Charitable Trust?
As of 2025, Lucy B Long Charitable Trust holds $121K in total assets with $12K in annual revenue. It awarded 1 grants totaling $3K in 2025.
Where does Lucy B Long Charitable Trust operate?
Lucy B Long Charitable Trust has awarded grants in Florida, Georgia.
What size grants does Lucy B Long Charitable Trust award?
In 2025, Lucy B Long Charitable Trust awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Lucy B Long Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Lucy B Long Charitable Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lucy B Long Charitable Trust's EIN?
Lucy B Long Charitable Trust's EIN (Employer Identification Number) is 59-7247101. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Lucy B Long Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.