Lulu T Briggs Trust Fund

Private foundation · Grantmaker Dallas, TX EIN: 22-6368311

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.

Lulu T Briggs Trust Fund at a glance

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.

Annual giving (2025)
$10,000
-34.4% vs 2024
Grants made (2025)
3
-40.0% vs 2024
Average grant
$3,333
+9.3% vs 2024
Median grant
$2,750
Total assets
$262,462
+4.8% vs 2024
Primary geography
Pennsylvania (73% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Lulu T Briggs Trust Fund funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Elizabethtown College: $5KElizabethtown College$5KDrexel University: $3KDrexel University$3KUniversity of South Florida: $3KUniversity of South Florida$3K

The largest 2025 recipient was Elizabethtown College ($5K). Together the top 3 received $10K.

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 17 grants of 17 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

South OrangeWoosterGainesvillePhiladelphiaWest HavenElizabethtownOrlandoTampaEwing TownshipIthacaWarminster

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K5 grants2019 4 grants2020 3 grants2021 3 grants2022 3 grants2023 5 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $7K (2021) to $15K (2024). In 2025 it made 3 grants totaling $10K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Elizabethtown College Elizabethtown, PAScholarships$4,500
Drexel University Philadelphia, PAScholarships$2,750
University of South Florida Tampa, FLScholarships$2,750
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$262,462$28,246$16,357$10,0003$13,409$25,840$15,130
2024$250,500$25,765$18,827$15,2505$16,507$23,230$14,317
2023$243,822$8,889$15,434$12,2503$13,389$6,079$13,176
2022$250,473$-4,732$34,778$10,2503$31,416$3,044$13,654
2021$289,983$56,737$10,955$6,7503$8,233$54,019$15,762
2020$241,816$21,579$10,308$7,0004—$19,609$13,113
2019$232,604$14,798$11,886$8,5005—$13,639$12,586

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.

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

Bank of America — Trustee: $3KBank of AmericaTrustee$3K

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.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Lulu T Briggs Trust 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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