Lucy D Nisbet Charitable Fund
The Lucy D Nisbet Charitable Fund is a private foundation based in Dallas, Texas. Its grant-program information describes support for educational, health and human services, and arts programming for underserved populations in Vermont.
Lucy D Nisbet Charitable Fund at a glance
In short: Lucy D Nisbet Charitable Fund gave $155K across 21 grants in 2025 (avg $7K), mostly in Vermont. 29% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $155,000
- -3.1% vs 2024
- Grants made (2025)
- 21
- +31.3% vs 2024
- Average grant
- $7,381
- -26.2% vs 2024
- Median grant
- $7,500
- Total assets
- $3,641,912
- +1.6% vs 2024
- New grantees (estimate)
- 29% first-time grantees (6 of 21, 2025; small sample)
- Primary geography
- Vermont (97% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Lucy D Nisbet Charitable Fund
- How to Apply
-
The 2024 filing directs applicants to contact Bank of America and use the grantmaking materials listed there. The filing lists no deadline and no award restrictions.
- Contact
Application contact: Bank Of America
Mailing address: 101 E River Dr, East Hartford, CT 06108
Phone: (860) 244-4870
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Lucy D Nisbet Charitable Fund
Who Lucy D Nisbet Charitable Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Cots - Committee on Temporary Shelter ($13K). Together the top 10 received $95K.
Grant Size Distribution
80 grants across all recorded years
The most common grant size was under $50K: 79 grants of 80 (99%).
Geographic Focus
Where this funder awards grants
The fund is based in Dallas, Texas. Its grant-program information says it supports organizations located in and serving Vermont and requires applicants to have a Vermont office. In 2025, 97% of grant dollars went to recipients in Vermont and 3% to recipients in Massachusetts. The program information gives special consideration to local organizations serving Morrisville, Vermont.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
States
Cities
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. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. 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 grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $110K (2020) to $160K (2024). In 2025 it made 21 grants totaling $155K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 | $3,641,912 | $322,616 | $230,350 | $155,000 | 21 | $189,297 | $286,000 | $210,743 |
| 2024 | $3,586,080 | $147,898 | $238,389 | $160,000 | 16 | $201,380 | $88,929 | $197,451 |
| 2023 | $3,605,521 | $6,716 | $244,305 | $155,000 | 15 | $195,414 | $95,695 | $186,277 |
| 2022 | $3,794,807 | $599,610 | $220,087 | $145,000 | 13 | $179,864 | $554,874 | $206,278 |
| 2021 | $3,793,754 | $194,126 | $250,237 | $144,000 | 15 | — | $138,262 | $202,530 |
| 2020 | $3,469,385 | $172,167 | $173,939 | $110,000 | 7 | — | $157,356 | $173,543 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No formal mission statement for the fund is provided. Its grant-program information names education, health, human services, arts, culture and humanities, environment, and animal-related work. It also identifies healthcare, domestic violence awareness, and environmental conservation as priorities.
The 2025 grants include support for organizations working in areas such as domestic violence, hunger, adult education, women’s economic equity, older adults, and youth learning. For example, Steps to End Domestic Violence says its mission is to assist people affected by domestic abuse in transitioning to safe, independent lives. Hunger Free Vermont describes its mission as ending hunger and advancing systemic change, while Central Vermont Adult Basic Education says it provides adult education and literacy services across 47 Vermont towns and cities.
Grantmaking
In 2025, the fund made 21 grants totaling $155,000. Individual grants ranged from $5,000 to $12,500, with a median grant of $7,500. Notable awards included $12,500 to COTS – Committee on Temporary Shelter; $10,000 each to Central Vermont Adult Basic Education, Steps to End Domestic Violence, Woodstock Area Council on Aging, Hunger Free Vermont, AWARE, and Vermont Works for Women; and $7,500 each to Governors Institutes of Vermont, Resource, Women’s Dismas House, Audubon Vermont, and Easter Seals of Vermont. The listed grant purposes were unrestricted general support.
The fund’s 2024 filing says it does not restrict giving to preselected organizations. It lists Bank of America as the application contact and directs applicants to its grantmaking materials. The grant-program information says applicants must have an office in Vermont and that grants are not made for deficit financing, annual giving, endowments, or capital projects.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee and Ward Cleary Esq as co-trustee.
Lucy D Nisbet Charitable Fund's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Ward Cleary Esq.
Co-Trustee
On filings since 2020
1 hr/week
$19K (2020) → $23K (2025)
Bank Of America
Trustee
On filings since 2022
1 hr/week
$35K (2022) → $35K (2025)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $35K, to Bank of America (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Lucy D Nisbet Charitable Fund
How much does Lucy D Nisbet Charitable Fund give each year?
Lucy D Nisbet Charitable Fund gave $155K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $160K across 16 grants.
What is Lucy D Nisbet Charitable Fund's typical grant size?
Lucy D Nisbet Charitable Fund's median grant in 2025 was $7,500, and its average grant was $7,381, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lucy D Nisbet Charitable Fund that year got $6K on average.
Where does Lucy D Nisbet Charitable Fund give grants?
Lucy D Nisbet Charitable Fund gives mostly in Vermont: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Burlington, VT (6 grants), Barre, VT (2 grants), Winooski, VT (2 grants) and S Burlington, VT (2 grants).
Does Lucy D Nisbet Charitable Fund give general operating support?
Yes: 100% of Lucy D Nisbet Charitable Fund's 2025 grants with a stated purpose (21 of 21) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lucy D Nisbet Charitable Fund's largest grantees?
Lucy D Nisbet Charitable Fund's largest 2025 grantees include Cots - Committee on Temporary Shelter ($12,500), Central Vermont Adult Basic Education ($10,000) and Steps to End Domestic Violence ($10,000), according to its 2025 IRS Form 990-PF. Together they received 21% of its itemized 2025 grant dollars.
How large is Lucy D Nisbet Charitable Fund?
Lucy D Nisbet Charitable Fund reported $3.6M in total assets on its 2025 IRS Form 990-PF. It paid out $189K in qualifying distributions that year, against a required minimum of $211K (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.
What does Lucy D Nisbet Charitable Fund fund?
No formal mission statement for the fund is provided. Its grant-program information names education, health, human services, arts, culture and humanities, environment, and animal-related work. It also identifies healthcare, domestic violence awareness, and environmental conservation as priorities. See mission & focus areas ↑
How do I apply for a grant from Lucy D Nisbet Charitable Fund?
The 2024 filing directs applicants to contact Bank of America and use the grantmaking materials listed there. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Lucy D Nisbet Charitable Fund funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/lucy-d-nisbet-charitable-fund-morg_93d0d0cf2592462c9105bcccbaf82d35
BibTeX
@misc{grantable_066519058_2026,
author = {{Grantable}},
title = {{Lucy D Nisbet Charitable Fund funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/lucy-d-nisbet-charitable-fund-morg_93d0d0cf2592462c9105bcccbaf82d35},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Lucy D Nisbet Charitable Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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