M Lucy Lovegren Trust
M Lucy Lovegren Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $270K in total assets. In 2025, it awarded 1 grant totaling $13K. Net investment income was $21K.
Key facts about M Lucy Lovegren Trust
- EIN
- 91-6116747
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $12,929
- Grants made (2025)
- 1
- Average grant
- $12,929
- Median grant
- $12,929
- Total assets
- $269,688
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
How M Lucy Lovegren Trust gives
- Giving held roughly steady from 2022 to 2025 (−18%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with M Lucy Lovegren Trust
- How to evaluate M Lucy Lovegren Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$270K
+2.3% YoY
Annual Giving
$13K
+30.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$13K
+30.4% YoY
Under IRS private-foundation payout rules, M Lucy Lovegren Trust reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
About M Lucy Lovegren Trust
Based on IRS filings
M Lucy Lovegren Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $270K in total assets. In 2025, it awarded 1 grant totaling $13K. Net investment income was $21K.
Ready to take the next step with M Lucy Lovegren Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $269,688 | $263,653 | $268,081 |
| Revenue | $25,597 | $10,277 | $-5,513 |
| Expenses | $20,068 | $16,307 | $21,533 |
| Qualifying Distributions | $15,565 | $12,348 | $15,607 |
| Net Investment Income | $21,000 | $4,702 | $1,762 |
| Distributable Amount | $15,350 | $14,199 | $13,804 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Shriners Hospitals for Children ($12,929).
| Recipient | Purpose | Amount |
|---|---|---|
| SHRINERS HOSPITALS FOR CHILDREN Tampa, FL | UNRESTRICTED GENERAL | $12,929 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America | Trustee | 1 | $5,278 |
Frequently Asked Questions
How large is M Lucy Lovegren Trust?
As of 2025, M Lucy Lovegren Trust holds $270K in total assets with $26K in annual revenue. It awarded 1 grant totaling $13K in 2025.
Where does M Lucy Lovegren Trust operate?
M Lucy Lovegren Trust has awarded grants in Florida.
What size grants does M Lucy Lovegren Trust award?
In 2025, M Lucy Lovegren Trust awarded 1 grant totaling $13K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is M Lucy Lovegren Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, M Lucy Lovegren Trust reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is M Lucy Lovegren Trust's EIN?
M Lucy Lovegren Trust's EIN (Employer Identification Number) is 91-6116747. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.