Lucius E Burch Iii Family Foundation

Nashville, TN
Tax-exempt since Dec. 1997
EIN: 62-1675760

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

−$773k (2025)

Expenses

$169k (2025)

Total Assets

$2.66M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

-$772,780

Expenses

$168,859

Net Income

-$941,639

Net Assets

$2,663,702

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,947
Dividends	$0
Sales of Assets	-$800,727
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,916	90.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,663,702
Total Liabilities	$0
Net Assets	$2,663,702

Compensation

Key Employees and Officers	Compensation	Other
Lucius E Burch Iii (Chairman/Trustee)	$0	$0
Lucius E Burch Iv (Trustee/Director)	$0	$0
Vance Derryberry (Trustee/Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$11,012

Expenses

$22,266

Net Income

-$11,254

Net Assets

$3,605,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,012	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,962	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,605,341
Total Liabilities	$0
Net Assets	$3,605,341

Compensation

Key Employees and Officers	Compensation	Other
Lucius E Burch Iii (Chairman/Trustee)	$0	$0
Lucius E Burch Iv (Trustee/Director)	$0	$0
Vance Derryberry (Trustee/Secretary)	$0	$0

990-PF

Filed on Oct. 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$10,340

Expenses

$32,406

Net Income

-$22,066

Net Assets

$3,616,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,340	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,406	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,616,595
Total Liabilities	$0
Net Assets	$3,616,595

Compensation

Key Employees and Officers	Compensation	Other
Lucius E Burch Iii (Chairman/Trustee)	$0	$0
Lucius E Burch Iv (Trustee/Director)	$0	$0
Vance Derryberry (Trustee/Secretary)	$0	$0

990-PF

Filed on Oct. 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$1,059

Expenses

$107,980

Net Income

-$106,921

Net Assets

$3,638,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,059	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,980	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,638,231
Total Liabilities	$0
Net Assets	$3,638,231

Compensation

Key Employees and Officers	Compensation	Other
Lucius E Burch Iii (Chairman/Trustee)	$0	$0
Lucius E Burch Iv (Trustee/Director)	$0	$0
Vance Derryberry (Trustee/Secretary)	$0	$0

990-PF

Filed on Oct. 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$9,188

Expenses

$69,337

Net Income

-$60,149

Net Assets

$3,744,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.2%
Dividends	$9,168	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,221	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,744,616
Total Liabilities	$1
Net Assets	$3,744,615

Compensation

Key Employees and Officers	Compensation	Other
Lucius E Burch Iii (Chairman/Trustee)	$0	$0
Lucius E Burch Iv (Trustee/Director)	$0	$0
Vance Derryberry (Trustee/Secretary)	$0	$0

990-PF

Filed on Nov. 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$128,801

Expenses

$22,370

Net Income

$106,431

Net Assets

$3,804,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$128,798	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,286	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,804,765
Total Liabilities	$1
Net Assets	$3,804,764

Compensation

Key Employees and Officers	Compensation	Other
Lucius E Burch Iii (Chairman/Trustee)	$0	$0
Lucius E Burch Iv (Trustee/Director)	$0	$0
Vance Derryberry (Trustee/Secretary)	$0	$0

990-PF

Filed on Nov. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2019

Revenue

$134,663

Expenses

$30,712

Net Income

$103,951

Net Assets

$3,701,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$134,658	100.0%
Sales of Assets	$1	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,876	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,701,906
Total Liabilities	$0
Net Assets	$3,701,906

Compensation

Key Employees and Officers	Compensation	Other
Lucius E Burch Iii (Chairman/Trustee)	$0	$0
Lucius E Burch Iv (Trustee/Director)	$0	$0
Vance Derryberry (Trustee/Secretary)	$0	$0

990-PF

Filed on Oct. 30, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$121,409

Expenses

$550,280

Net Income

-$428,871

Net Assets

$3,597,774

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,822	3.1%
Dividends	$117,585	96.9%
Sales of Assets	$2	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$508,238	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,597,774
Total Liabilities	$0
Net Assets	$3,597,774

Compensation

Key Employees and Officers	Compensation	Other
Lucius E Burch Iii (Chairman/Trustee)	$0	$0
Lucius E Burch Iv (Trustee/Director)	$0	$0
Vance Derryberry (Trustee/Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$404,776

Expenses

$8,971

Net Income

$395,805

Net Assets

$4,026,645

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	61.8%
Interest Revenue	$2,950	0.7%
Dividends	$151,826	37.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,646	74.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,026,645
Total Liabilities	$0
Net Assets	$4,026,645

Compensation

Key Employees and Officers	Compensation	Other
Lucius E Burch Iii (Chairman/Trustee)	$0	$0
Lucius E Burch Iv (Trustee/Director)	$0	$0
Vance Derryberry (Trustee/Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending June
2016

Revenue

$170,995

Expenses

$12,429

Net Income

$158,566

Net Assets

$3,630,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$191	0.1%
Dividends	$170,804	99.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,447	51.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,630,840
Total Liabilities	$0
Net Assets	$3,630,840

Compensation

Key Employees and Officers	Compensation	Other
Lucius E Burch Iii (Chairman/Trustee)	$0	$0
Lucius E Burch Iv (Trustee/Director)	$0	$0
Vance Derryberry (Trustee/Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2015

Revenue

$163,730

Expenses

$6,165

Net Income

$157,565

Net Assets

$3,472,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43	0.0%
Dividends	$163,687	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,145	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,472,274
Total Liabilities	$0
Net Assets	$3,472,274

Compensation

Key Employees and Officers	Compensation	Other
Lucius E Burch Iii (Chairman/Trustee)	$0	$0
Lucius E Burch Iv (Trustee/Director)	$0	$0
Vance Derryberry (Trustee/Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$101,570

Expenses

$33,921

Net Income

$67,649

Net Assets

$3,314,709

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48	0.0%
Dividends	$101,522	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,355	18.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,314,709
Total Liabilities	$0
Net Assets	$3,314,709

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$533,967

Expenses

$6,097

Net Income

$527,870

Net Assets

$3,247,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$533,967	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,815	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,247,060
Total Liabilities	$0
Net Assets	$3,247,060

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

-$8,885

Expenses

$14,876

Net Income

-$23,761

Net Assets

$2,719,190

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3
Dividends	$14,065
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,876	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,719,190
Total Liabilities	$0
Net Assets	$2,719,190

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Lucius E Burch Iii Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$773k (2025)

Expenses $169k (2025)

Total Assets $2.66M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

−$773k (2025)

Expenses

$169k (2025)

Total Assets

$2.66M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001