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.
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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
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 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 |
|---|---|---|
| LUND FAMILY CENTER BURLINGTON, VT | UNRESTRICTED GENERAL | $5,000 |
| CAMP THORPE GOSHEN, VT | UNRESTRICTED GENERAL | $5,000 |
| VERMONT SYMPHONY ORCHESTRA BURLINGTON, VT | UNRESTRICTED GENERAL | $5,000 |
| CENTRAL VERMONT ADULT BASIC EDUCATION BARRE, VT | UNRESTRICTED GENERAL | $10,000 |
| STEPS TO END DOMESTIC VIOLENCE BURLINGTON, VT | UNRESTRICTED GENERAL | $10,000 |
| COTS - COMMITTEE ON TEMPORARY SHELTER BURLINGTON, VT | UNRESTRICTED GENERAL | $12,500 |
| WOODSTOCK AREA COUNCIL ON AGING WOODSTOCK, VT | UNRESTRICTED GENERAL | $10,000 |
| GOVERNORS INSTITUTES OF VERMONT WINOOSKI, VT | UNRESTRICTED GENERAL | $7,500 |
| RESOURCE BURLINGTON, VT | UNRESTRICTED GENERAL | $7,500 |
| HUNGER FREE VERMONT SOUTH BURLINGTON, VT | UNRESTRICTED GENERAL | $10,000 |
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 | $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.
Explore Open Grants
Browse active grant opportunities in Lucy D Nisbet Charitable Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.