Lucy J Mcmurtrie Foundation is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $486K in total assets. In 2024, it awarded 6 grants totaling $25K. Net investment income was $36K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$486K
+2.0% YoY
Annual Giving
$25K
-10.8% YoY
Grant Count
6
+500.0% YoY
Avg Grant Size
$4K
-85.1% YoY
Under IRS private-foundation payout rules, Lucy J Mcmurtrie Foundation reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.
About Lucy J Mcmurtrie Foundation
Based on IRS filings
Lucy J Mcmurtrie Foundation is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $486K in total assets. In 2024, it awarded 6 grants totaling $25K. Net investment income was $36K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $486,429 | $476,959 | $499,791 |
| Revenue | $42,129 | $19,359 | $58,547 |
| Expenses | $33,555 | $40,479 | $44,981 |
| Qualifying Distributions | $28,087 | $34,333 | $37,819 |
| Net Investment Income | $36,301 | $13,548 | $52,903 |
| Distributable Amount | $32,533 | $29,610 | $29,680 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The College of New Jersey Foundation Inc ($7,000), Fordham University ($4,000), Trustees of Boston University ($3,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Trustees of Boston University BOSTON, MA | UNRESTRICTED GENERAL | $3,500 |
| Fordham University Bronx, NY | UNRESTRICTED GENERAL | $4,000 |
| The College of New Jersey Foundation Inc Ewing, NJ | UNRESTRICTED GENERAL | $7,000 |
| UNIVERSITY OF PITTSBURGH Pittsburgh, PA | SCHOLARSHIP | $3,500 |
| UNIVERSITY OF DELAWARE NEWARK, DE | SCHOLARSHIPS | $3,500 |
| Washington and Lee University Lexington, VA | UNRESTRICTED GENERAL | $3,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA NA | CO-TRUSTEE | 1 | $7,718 |
| GEORGE W JOHNSON ESQ | CO-TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lucy J Mcmurtrie Foundation?
Lucy J Mcmurtrie Foundation is a private foundation focused on Education, based in DALLAS, TX. It holds $486K in total assets as of 2024.
How large is Lucy J Mcmurtrie Foundation?
As of 2024, Lucy J Mcmurtrie Foundation holds $486K in total assets with $42K in annual revenue. It awarded 6 grants totaling $25K in 2024.
Where does Lucy J Mcmurtrie Foundation operate?
Lucy J Mcmurtrie Foundation has awarded grants in Delaware, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, Texas, Virginia.
What size grants does Lucy J Mcmurtrie Foundation award?
In 2024, Lucy J Mcmurtrie Foundation awarded 6 grants totaling $25K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Lucy J Mcmurtrie Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lucy J Mcmurtrie Foundation reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lucy J Mcmurtrie Foundation's EIN?
Lucy J Mcmurtrie Foundation's EIN (Employer Identification Number) is 22-6426610. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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