The Lucille Foundation
The Lucille Foundation is a private foundation, based in Worcester, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $138K. Net investment income was $34K.
The Lucille Foundation at a glance
In short: The Lucille Foundation gave $138K across 1 grant in 2025 (avg $138K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $137,500
- -8.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $137,500
- -8.3% vs 2024
- Median grant
- $137,500
- Total assets
- $1,195,742
- -7.6% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Lucille Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Newvue Communities ($138K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Lucille Foundation gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 197% 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 2019 to 2025, annual grant giving ranged from $138K (2025) to $150K (2024). In 2025 it made 1 grant totaling $138K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Newvue Communities Fitchburg, MA | Education | $137,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,195,742 | $19,784 | $149,506 | $137,500 | 1 | $137,500 | $34,393 | $69,775 |
| 2024 | $1,294,788 | $80,722 | $163,017 | $150,000 | 1 | $150,000 | $65,014 | $70,846 |
| 2023 | $1,392,459 | $-5,485 | $163,227 | $150,000 | 1 | $150,000 | $41,393 | $73,236 |
| 2022 | $1,583,847 | $63,879 | $167,201 | $148,466 | 1 | $148,466 | $46,611 | $78,255 |
| 2021 | $1,677,112 | $190,333 | $164,813 | $150,000 | 1 | $150,000 | $172,647 | $84,643 |
| 2020 | $1,681,530 | $-12,451 | $167,603 | $150,000 | 1 | — | $33,737 | $85,460 |
| 2019 | $1,839,746 | $54,469 | $162,082 | $150,000 | 1 | — | $53,858 | $92,607 |
Under IRS private-foundation payout rules, The Lucille Foundation reported a distributable amount of $70K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Lucille Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Daniela Corte
Trustee
On filings since 2019
1 hr/week
No compensation reported
Stuart G. Roseman
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Lucille Foundation
How much does The Lucille Foundation give each year?
The Lucille Foundation gave $138K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $150K across 1 grant.
How large is The Lucille Foundation?
The Lucille Foundation reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $138K in qualifying distributions that year, against a required minimum of $70K (roughly 5% of its investment assets).
Where does The Lucille Foundation operate?
The Lucille Foundation has awarded grants in Massachusetts.
What is The Lucille Foundation's EIN?
The Lucille Foundation's EIN (Employer Identification Number) is 04-3528932. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 1, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 22, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in The Lucille Foundation's focus areas in our free grants database
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