Lucy D Nisbet Charitable Fund
Lucy D Nisbet Charitable Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 21 grants totaling $155K. Net investment income was $286K.
Key facts about Lucy D Nisbet Charitable Fund
- EIN
- 06-6519058
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $155,000
- Grants made (2025)
- 21
- Average grant
- $7,381
- Median grant
- $7,500
- New grantees (estimate)
- 29% first-time grantees (6 of 21, 2025)
- Total assets
- $3,641,912
- Primary geography
- Vermont (97% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Lucy D Nisbet Charitable Fund funds
By grant dollars, the top recipient states for Lucy D Nisbet Charitable Fund's 21 itemized 2025 grants were Vermont (97%). The most frequent recipient cities were Burlington, VT (6 grants), Barre, VT (2 grants), Winooski, VT (2 grants) and S Burlington, VT (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is Lucy D Nisbet Charitable Fund open to new grantees?
29%
first-time grantees, 2025
In 2025, 6 of 21 grantees (29%) were first-time recipients. First grants averaged $6K; repeat grants $8K. How we count
Medians: $5K first-time, $8K repeat.
- 62% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Lucy D Nisbet Charitable Fund
- How to evaluate Lucy D Nisbet Charitable Fund as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.6M
+1.6% YoY
Annual Giving
$155K
-3.1% YoY
Grant Count
21
+31.3% YoY
Avg Grant Size
$7K
-26.2% YoY
Under IRS private-foundation payout rules, Lucy D Nisbet Charitable Fund reported a distributable amount of $211K for 2025 — the minimum it must pay out in qualifying distributions.
About Lucy D Nisbet Charitable Fund
Based on IRS filings
Lucy D Nisbet Charitable Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 21 grants totaling $155K. Net investment income was $286K.
Focus Areas
Ready to take the next step with Lucy D Nisbet Charitable Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 21 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,641,912 | $3,586,080 | $3,605,521 |
| Revenue | $322,616 | $147,898 | $6,716 |
| Expenses | $230,350 | $238,389 | $244,305 |
| Qualifying Distributions | $189,297 | $201,380 | $195,414 |
| Net Investment Income | $286,000 | $88,929 | $95,695 |
| Distributable Amount | $210,743 | $197,451 | $186,277 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
80 grants across all recorded years
Open Grants
1 open opportunity from Lucy D Nisbet Charitable Fund
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Cots - Committee on Temporary Shelter ($12,500), Central Vermont Adult Basic Education ($10,000), Steps to End Domestic Violence ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COTS - COMMITTEE ON TEMPORARY SHELTER Burlington, VT | UNRESTRICTED GENERAL | $12,500 |
| CENTRAL VERMONT ADULT BASIC EDUCATION Barre, VT | UNRESTRICTED GENERAL | $10,000 |
| STEPS TO END DOMESTIC VIOLENCE Burlington, VT | UNRESTRICTED GENERAL | $10,000 |
| WOODSTOCK AREA COUNCIL ON AGING Woodstock, VT | UNRESTRICTED GENERAL | $10,000 |
| HUNGER FREE VERMONT South Burlington, VT | UNRESTRICTED GENERAL | $10,000 |
| AWARE Hardwick, VT | UNRESTRICTED GENERAL | $10,000 |
| VERMONT WORKS FOR WOMEN Winooski, VT | UNRESTRICTED GENERAL | $10,000 |
| GOVERNORS INSTITUTES OF VERMONT Winooski, VT | UNRESTRICTED GENERAL | $7,500 |
| RESOURCE Burlington, VT | UNRESTRICTED GENERAL | $7,500 |
| WOMENS' DISMAS HOUSE Rutland, VT | UNRESTRICTED GENERAL | $7,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America | Trustee | 1 | $34,725 |
| Ward Cleary Esq | Co-Trustee | 1 | $22,953 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lucy D Nisbet Charitable Fund?
Lucy D Nisbet Charitable Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. It holds $3.6M in total assets as of 2025.
How large is Lucy D Nisbet Charitable Fund?
As of 2025, Lucy D Nisbet Charitable Fund holds $3.6M in total assets with $323K in annual revenue. It awarded 21 grants totaling $155K in 2025.
Where does Lucy D Nisbet Charitable Fund operate?
Lucy D Nisbet Charitable Fund has awarded grants in Massachusetts, Vermont.
What size grants does Lucy D Nisbet Charitable Fund award?
In 2025, Lucy D Nisbet Charitable Fund awarded 21 grants totaling $155K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Lucy D Nisbet Charitable Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Lucy D Nisbet Charitable Fund reported a distributable amount of $211K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lucy D Nisbet Charitable Fund's EIN?
Lucy D Nisbet Charitable Fund's EIN (Employer Identification Number) is 06-6519058. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.