Lucy B Long Charitable Trust
Lucy B Long Charitable Trust is a private foundation, 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 grant totaling $3K. Net investment income was $9K.
Lucy B Long Charitable Trust at a glance
In short: Lucy B Long Charitable Trust gave $3K across 1 grant in 2025 (avg $3K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,000
- -40.0% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $3,000
- +20.0% vs 2024
- Median grant
- $3,000
- Total assets
- $121,063
- +2.4% vs 2024
- Primary geography
- Georgia (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 Lucy B Long Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Georgia College and State University ($3K).
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Lucy B Long Charitable Trust gives
- Giving fell 40% from 2022 to 2025. Method
- In 2025 it paid out 88% 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 $3K (2025) to $5K (2024). In 2025 it made 1 grant totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Georgia College and State University Milledgeville, GA | Scholarships | $3,000 |
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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 | $121,063 | $11,558 | $8,640 | $3,000 | 1 | $6,415 | $9,241 | $7,261 |
| 2024 | $118,269 | $5,433 | $14,422 | $5,000 | 2 | $12,273 | $2,985 | $6,928 |
| 2023 | $123,715 | $-700 | $11,395 | $5,000 | 1 | $7,283 | — | $6,690 |
| 2022 | $133,091 | $26,717 | $13,519 | $4,999 | 2 | $8,294 | $21,425 | $7,469 |
| 2021 | $141,946 | $10,602 | $13,900 | $4,998 | 2 | — | $5,508 | $8,160 |
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.
Leadership & Key People
Officers and directors from IRS filings
Lucy B Long Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$7K (2022) → $2K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
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 $2K, to Bank of America (Trustee).
Frequently asked questions about Lucy B Long Charitable Trust
How much does Lucy B Long Charitable Trust give each year?
Lucy B Long Charitable Trust gave $3K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 2 grants.
How large is Lucy B Long Charitable Trust?
Lucy B Long Charitable Trust reported $121K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $7K (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 Lucy B Long Charitable Trust operate?
Lucy B Long Charitable Trust has awarded grants in Florida, Georgia.
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.
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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