Sophie Loves Lucy is a private foundation focused on Environment & Animals, based in PRESCOTT VALLEY, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4K in total assets. In 2024, it made $8K in qualifying distributions.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4K
+30.3% YoY
Revenue
$10K
+0.0% YoY
Qualifying Distributions
$8K
-8.3% YoY
Expenses
$9K
-7.1% YoY
Under IRS private-foundation payout rules, Sophie Loves Lucy reported a distributable amount of $160 for 2024 — the minimum it must pay out in qualifying distributions.
About Sophie Loves Lucy
Based on IRS filings
Sophie Loves Lucy is a private foundation focused on Environment & Animals, based in PRESCOTT VALLEY, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4K in total assets. In 2024, it made $8K in qualifying distributions.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,017 | $3,082 | $2,842 |
| Revenue | $10,000 | $10,000 | $10,000 |
| Expenses | $9,065 | $9,760 | $9,741 |
| Qualifying Distributions | $7,700 | $8,400 | $8,400 |
| Net Investment Income | — | — | — |
| Distributable Amount | $160 | $135 | $136 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TERRI BARRETT | Director | 2 | — |
| ANDREW W BARRETT | Director | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Sophie Loves Lucy?
Sophie Loves Lucy is a private foundation focused on Environment & Animals, based in PRESCOTT VALLEY, AZ. It holds $4K in total assets as of 2024.
How large is Sophie Loves Lucy?
As of 2024, Sophie Loves Lucy holds $4K in total assets with $10K in annual revenue.
How much is Sophie Loves Lucy required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sophie Loves Lucy reported a distributable amount of $160 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sophie Loves Lucy's EIN?
Sophie Loves Lucy's EIN (Employer Identification Number) is 81-2483970. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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