Lumry Family Foundation

DALLAS, TX EIN: 75-2802707

Lumry Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $708K in total assets. In 2024, it awarded 34 grants totaling $33K. Net investment income was $35K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$708K

+1.8% YoY

Annual Giving

$33K

-7.4% YoY

Grant Count

34

-5.6% YoY

Avg Grant Size

$957.118

-2.0% YoY

About Lumry Family Foundation

Based on IRS filings

Lumry Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $708K in total assets. In 2024, it awarded 34 grants totaling $33K. Net investment income was $35K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

15states
+7 more states

Cities

AustinAvonBryanChicagoCollege StationDallasEdwardsEnglewoodGalvestonHanoverIrvingMemphisMilwaukeeMinneapolisMountain ViewNatickPhiladelphiaPlanoPonderayPortland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$18K$36K$53K$71K2021202220232024
Metric202420232022
Total Assets$707,508$695,139$699,573
Revenue$35,323$32,202$64,550
Expenses$40,788$39,091$43,031
Qualifying Distributions$32,542$35,153$36,151
Net Investment Income$35,165$28,459$59,701
Distributable Amount$38,573$35,435$35,081

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$18K$27K$36K35 grants202134 grants202236 grants202334 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

JEWISH FEDERATION OF DAL…$4KTEMPLE EMANU-EL EDUCATIO…$4KFRIENDS OF IDF$3KUNIVERSITY OF TEXAS - DA…$3KEAST WEST MINISTRIES$2KLOVERS LANE UNITED METHO…$2KVICKERY MEADOW LEARNING …$1KARMY SCHOLARSHIP$1KGENESIS WOMEN'S SHELTER …$1KLITERACY ACHIEVES$1K

Grant Size Distribution

139 grants across all recorded years

139<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WILLIAM R LUMRYPRESIDENT/ TREASURER5
ROZALIA N LUMRYVICE PRESIDENT1
RANDALL LUMRYOFFICER
ARIEL LUMRYOFFICER

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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