Lulu T Briggs Trust Fund
Lulu T Briggs Trust Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $251K in total assets. In 2024, it awarded 5 grants totaling $15K. Net investment income was $23K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$251K
+2.7% YoY
Annual Giving
$15K
+24.5% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$3K
-25.3% YoY
Under IRS private-foundation payout rules, Lulu T Briggs Trust Fund reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
About Lulu T Briggs Trust Fund
Based on IRS filings
Lulu T Briggs Trust Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $251K in total assets. In 2024, it awarded 5 grants totaling $15K. Net investment income was $23K.
Ready to take the next step with Lulu T Briggs Trust Fund?
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 | $250,500 | $243,822 | $250,473 |
| Revenue | $25,765 | $8,889 | $-4,732 |
| Expenses | $18,827 | $15,434 | $34,778 |
| Qualifying Distributions | $16,507 | $13,389 | $31,416 |
| Net Investment Income | $23,230 | $6,079 | $3,044 |
| Distributable Amount | $14,317 | $13,176 | $13,654 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Florida ($4,250), Elizabeth College ($3,500), Drexel University ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| DREXEL UNIVERSITY PHILADELPHIA, PA | SCHOLARSHIPS | $2,500 |
| UNIVERSITY OF FLORIDA GAINESVILLE, FL | SCHOLARSHIP | $4,250 |
| UNIVERSITY OF SOUTH FLORIDA TAMPA, FL | SCHOLARSHIP | $2,500 |
| AUTOMOTIVE TRAINING CENTER WARMINSTER, PA | SCHOLARSHIP | $2,500 |
| ELIZABETH COLLEGE ELIZABETHTOWN, PA | SCHOLARSHIP | $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 | TRUSTEE | 1 | $3,142 |
Frequently Asked Questions
How large is Lulu T Briggs Trust Fund?
As of 2024, Lulu T Briggs Trust Fund holds $251K in total assets with $26K in annual revenue. It awarded 5 grants totaling $15K in 2024.
Where does Lulu T Briggs Trust Fund operate?
Lulu T Briggs Trust Fund has awarded grants in Connecticut, Florida, New Jersey, Ohio, Pennsylvania.
What size grants does Lulu T Briggs Trust Fund award?
In 2024, Lulu T Briggs Trust Fund awarded 5 grants totaling $15K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Lulu T Briggs Trust Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lulu T Briggs Trust Fund reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.