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 grants totaling $13K. Net investment income was $21K.
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
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 grants 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
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 |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $5,278 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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