Lumry Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $708K in total assets. In 2024, it awarded 34 grants totaling $33K. Net investment income was $35K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$708K
+1.8% YoY
Annual Giving
$33K
-7.4% YoY
Grant Count
34
-5.6% YoY
Avg Grant Size
$957.118
-2.0% YoY
Under IRS private-foundation payout rules, Lumry Family Foundation reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.
About Lumry Family Foundation
Based on IRS filings
Lumry Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $708K in total assets. In 2024, it awarded 34 grants totaling $33K. Net investment income was $35K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $707,508 | $695,139 | $699,573 |
| Revenue | $35,323 | $32,202 | $64,550 |
| Expenses | $40,788 | $39,091 | $43,031 |
| Qualifying Distributions | $32,542 | $35,153 | $36,151 |
| Net Investment Income | $35,165 | $28,459 | $59,701 |
| Distributable Amount | $38,573 | $35,435 | $35,081 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
139 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Federation of Dallas ($4,378), Temple Emanu-el Education Fund ($3,825), Friends of Idf ($3,072).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLERGY & ASTHMA NETWORK VIENNA, VA | CHARITABLE | $501 |
| AMERICAN LUNG ASSOCIATION CHICAGO, IL | CHARITABLE | $100 |
| ARMY SCHOLARSHIP DALLAS, TX | CHARITABLE | $1,000 |
| B'NAI VAIL VAIL, CO | CHARITABLE | $650 |
| DALLAS ARBORETUM DALLAS, TX | CHARITABLE | $175 |
| DALLAS HOLOCAUST MUSEUM AND CENTER DALLAS, TX | CHARITABLE | $150 |
| DALLAS INTERNATIONAL SCHOOL DALLAS, TX | CHARITABLE | $105 |
| DALLAS MUSEUM OF ART DALLAS, TX | CHARITABLE | $200 |
| EAST WEST MINISTRIES PLANO, TX | CHARITABLE | $2,000 |
| FAMILY PLACE DALLAS, TX | CHARITABLE | $518 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM R LUMRY | PRESIDENT/ TREASURER | 5 | — |
| ROZALIA N LUMRY | VICE PRESIDENT | 1 | — |
| RANDALL LUMRY | OFFICER | — | — |
| ARIEL LUMRY | OFFICER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lumry Family Foundation?
Lumry Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $708K in total assets as of 2024.
How large is Lumry Family Foundation?
As of 2024, Lumry Family Foundation holds $708K in total assets with $35K in annual revenue. It awarded 34 grants totaling $33K in 2024.
Where does Lumry Family Foundation operate?
Lumry Family Foundation has awarded grants in Arkansas, California, Colorado, District of Columbia, Illinois, Indiana, Massachusetts, Maryland, Minnesota, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Wisconsin.
What size grants does Lumry Family Foundation award?
In 2024, Lumry Family Foundation awarded 34 grants totaling $33K — an average of about $957.118 per grant, based on its IRS Form 990 filings.
How much is Lumry Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lumry Family Foundation reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lumry Family Foundation's EIN?
Lumry Family Foundation's EIN (Employer Identification Number) is 75-2802707. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Lumry Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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