Lulu T Briggs Trust Fund
Lulu T Briggs Trust Fund is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $262K in total assets. In 2025, it awarded 3 grants totaling $10K. Net investment income was $26K.
Key facts about Lulu T Briggs Trust Fund
In short: Lulu T Briggs Trust Fund gave $10K across 3 grants in 2025 (avg $3K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 22-6368311
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $10,000
- Grants made (2025)
- 3
- Average grant
- $3,333
- Median grant
- $2,750
- Total assets
- $262,462
- Primary geography
- Pennsylvania (73% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$262K
+4.8% YoY
Annual Giving
$10K
-34.4% YoY
Grant Count
3
-40.0% YoY
Avg Grant Size
$3K
+9.3% YoY
Under IRS private-foundation payout rules, Lulu T Briggs Trust Fund reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
How Lulu T Briggs Trust Fund gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 89% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $7K (2021) to $15K (2024). In 2025 it made 3 grants totaling $10K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Elizabethtown College ($5K). Together the top 3 received $10K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 17 grants of 17 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Elizabethtown College Elizabethtown, PA | Scholarships | $4,500 |
| Drexel University Philadelphia, PA | Scholarships | $2,750 |
| University of South Florida Tampa, FL | Scholarships | $2,750 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $262,462 | $250,500 | $243,822 |
| Revenue | $28,246 | $25,765 | $8,889 |
| Expenses | $16,357 | $18,827 | $15,434 |
| Qualifying Distributions | $13,409 | $16,507 | $13,389 |
| Net Investment Income | $25,840 | $23,230 | $6,079 |
| Distributable Amount | $15,130 | $14,317 | $13,176 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Lulu T Briggs Trust Fund's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$3K (2019) → $3K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $3K, to Bank of America (Trustee).
Frequently asked questions about Lulu T Briggs Trust Fund
How much does Lulu T Briggs Trust Fund give each year?
Lulu T Briggs Trust Fund gave $10K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 5 grants.
What is Lulu T Briggs Trust Fund's typical grant size?
Lulu T Briggs Trust Fund's median grant in 2025 was $2,750, and its average grant was $3,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does Lulu T Briggs Trust Fund give grants?
Lulu T Briggs Trust Fund gives mostly in Pennsylvania: 73% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (28%).
Does Lulu T Briggs Trust Fund give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Lulu T Briggs Trust Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (3 grants).
How large is Lulu T Briggs Trust Fund?
Lulu T Briggs Trust Fund reported $262K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $15K (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 is Lulu T Briggs Trust Fund's EIN?
Lulu T Briggs Trust Fund's EIN (Employer Identification Number) is 22-6368311. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Lulu T Briggs Trust Fund by hand.
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