M Lucy Lovegren Trust
M Lucy Lovegren Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $298K in total assets. In 2026, it awarded 1 grant totaling $14K. Net investment income was $38K.
M Lucy Lovegren Trust at a glance
In short: M Lucy Lovegren Trust gave $14K across 1 grant in 2026 (avg $14K), mostly in Florida. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $13,758
- +6.4% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $13,758
- +6.4% vs 2025
- Median grant
- $13,758
- Total assets
- $298,231
- +10.6% vs 2025
- Primary geography
- Florida (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who M Lucy Lovegren Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Shriners' Hospitals for Children ($14K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How M Lucy Lovegren Trust gives
- Giving held roughly steady from 2023 to 2026 (+4%). Method
- In 2026 it paid out 102% of its IRS minimum distribution (the 5% rule). 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
From 2021 to 2026, annual grant giving ranged from $10K (2021) to $16K (2022). In 2026 it made 1 grant totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners' Hospitals for Children Tampa, FL | Unrestricted General | $13,758 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $298,231 | $42,095 | $21,388 | $13,758 | 1 | $16,513 | $37,552 | $16,130 |
| 2025 | $269,688 | $25,597 | $20,068 | $12,929 | 1 | $15,565 | $21,000 | $15,350 |
| 2024 | $263,653 | $10,277 | $16,307 | $9,918 | 1 | $12,348 | $4,702 | $14,199 |
| 2023 | $268,081 | $-5,513 | $21,533 | $13,279 | 1 | $15,607 | $1,762 | $13,804 |
| 2022 | $294,686 | $60,361 | $22,297 | $15,706 | 1 | $18,141 | $56,035 | $16,091 |
| 2021 | $284,063 | $20,164 | $16,246 | $9,744 | 1 | — | $16,406 | $14,630 |
Under IRS private-foundation payout rules, M Lucy Lovegren Trust reported a distributable amount of $16K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
M Lucy Lovegren Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$5K (2022) → $6K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $6K, to Bank of America (Trustee).
Frequently asked questions about M Lucy Lovegren Trust
How much does M Lucy Lovegren Trust give each year?
M Lucy Lovegren Trust gave $14K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $13K across 1 grant.
How large is M Lucy Lovegren Trust?
M Lucy Lovegren Trust reported $298K in total assets on its 2026 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
Where does M Lucy Lovegren Trust operate?
M Lucy Lovegren Trust has awarded grants in Florida.
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 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 13, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in M Lucy Lovegren Trust's focus areas in our free grants database
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