The L & M Charitable Foundation Inc

DALAS, TX EIN: 75-2874187

The L & M Charitable Foundation Inc is a private foundation established in 2000 and based in Dallas, Texas. The foundation operates as a family foundation with a focus on charitable grantmaking to various nonprofit organizations.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$15.0M

+25.4% YoY

Annual Giving

$645K

+24.0% YoY

Grant Count

33

+17.9% YoY

Avg Grant Size

$20K

+5.2% YoY

Under IRS private-foundation payout rules, The L & M Charitable Foundation Inc reported a distributable amount of $824K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation makes grants to organizations across multiple sectors. Recent grantmaking has supported organizations in areas including children's services, women's support services, youth development, and other charitable causes.

Grantmaking

The foundation is an active grantmaker with significant annual giving activity. In 2024, the foundation made 35 grants to various organizations.

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Geographic Focus

Where this funder awards grants

The foundation is located in Dallas, Texas, though it maintains a presence in Midland, Texas as well.

Grant Distribution by State

7states

Cities

AustinBoulderBrunswickCarbondaleChattanoogaCherokeeClevelandDallasDenverFort WorthGreenwoodLanderLittletonMasonMemphisMidlandOdessaOxfordPlanoSewanee

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending December 2024:

  • Total Assets: $14,982,964
  • Total Revenues: $3,735,360
  • Total Expenses: $761,484
  • Total Grants, Contributions, etc.: $2,025,789
  • Investment Income and Dividends: $467,844

The foundation has no employees and operates with trustee management.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$14,982,964$11,946,421$11,994,245
Revenue$3,735,360$543,879$2,487,002
Expenses$761,484$615,318$869,027
Qualifying Distributions$645,000$520,000$775,000
Net Investment Income$1,599,403$454,369$399,346
Distributable Amount$823,895$678,263$652,688

Giving Over Time

Total grant dollars and number of grants per year

$0$194K$388K$581K$775K39 grants202040 grants202113 grants202228 grants202333 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CHEROKEE HOME FOR CHILDREN$100KGENESIS WOMEN'S SHELTER$73KSCOTTISH RITE FOR CHILDREN$63KDALLAS ARBORETUM AND BOT…$55KJOHN AUSTIN CHELEY FOUND…$50KFORT WORTH COUNTRY DAY S…$40KCOLORADO ROCKY MOUNTAIN …$40KEPISCOPAL CHURCH OF THE …$22KNOLS FUND$20KTHE MCCALLIE SCHOOL$20K

Grant Size Distribution

153 grants across all recorded years

133<$50K16$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cherokee Home for Children ($100,000), Genesis Women's Shelter ($72,500), Scottish Rite for Children ($62,500).

RecipientPurposeAmount
HILLCREST SCHOOL MIDLAND, TXGENERAL SUPPORT CONTRIBUTION$15,000
CASA DE AMIGOS MIDLAND, TXGENERAL SUPPORT CONTRIBUTION$10,000
JOHN AUSTIN CHELEY FOUNDATION DENVER, COKEM, LMM, EEM$50,000
LEBONHEUR CHILDREN'S HOSPITAL MEMPHIS, TNREHABILITATION DEPARTMENT$1,000
UNIV OF THE SOUTH SEWANEE, TNGENERAL SUPPORT CONTRIBUTION$6,000
NOLS FUND LANDER, WYGENERAL SUPPORT CONTRIBUTION$20,000
EPISCOPAL CHURCH OF THE NATIVITY GREENWOOD, MSGENERAL SUPPORT CONTRIBUTION, PRESERVE AND PROTECT FUND$22,000
SUFFIELD ACADEMY SUFFIELD, CTGENERAL SUPPORT CONTRIBUTION$1,000
DALLAS ARBORETUM AND BOTANICAL GARD DALLAS, TXCHILDREN'S ADVENTURE GARDEN - 3 YEAR PLEDGE (YEAR 3)$55,000
PILLOW ACADEMY GREENWOOD, MSGENERAL SUPPORT CONTRIBUTION$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is governed by trustees including:

  • Richard T McMillan
  • Jan Late McMillan
  • Kirstin E McMillan Gillespie

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RICHARD T MCMILLANPres/DIR
JAN LATE MCMILLANDirector
KIRSTIN E MCMILLAN GILLESPIEDirector

Contact Information

  • Telephone: 432-683-7700
  • Address: 3838 Oak Lawn Ave Ste 1516, Dallas, TX 75219-4516

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does The L & M Charitable Foundation Inc fund?

The foundation makes grants to organizations across multiple sectors. Recent grantmaking has supported organizations in areas including children's services, women's support services, youth development, and other charitable causes.

How do I apply for a grant from The L & M Charitable Foundation Inc?

The foundation is an active grantmaker with significant annual giving activity. In 2024, the foundation made 35 grants to various organizations. **Recent Grant Recipients and Amounts (2024):** • Cherokee Home for Children: $100,000 (Transitional Living Center) • Genesis Women's Shelter and Support: $72,500 (General Support Contribution) • John Austin Cheley Foundation: $50,000 The foundation supports a diverse range of charitable organizations and provides both general support contributions and…

Where does The L & M Charitable Foundation Inc make grants?

The foundation is located in Dallas, Texas, though it maintains a presence in Midland, Texas as well.

What size grants does The L & M Charitable Foundation Inc award?

In 2024, The L & M Charitable Foundation Inc awarded 33 grants totaling $645K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is The L & M Charitable Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The L & M Charitable Foundation Inc reported a distributable amount of $824K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The L & M Charitable Foundation Inc's EIN?

The L & M Charitable Foundation Inc's EIN (Employer Identification Number) is 75-2874187. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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