M Lucy Lovegren Trust

DALLAS, TX EIN: 91-6116747

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $62K (100%)

States

Florida

Cities

Tampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2025 grants, the largest 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 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 grants 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 grants 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.