Lucy D Nisbet Charitable Fund

Dallas, TX
Tax-exempt since Feb. 2003
EIN: 06-6519058

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

$323k (2025)

Expenses

$230k (2025)

Total Assets

$3.64M (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

$322,616

Expenses

$230,350

Net Income

$92,266

Net Assets

$3,641,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$80,940	25.1%
Sales of Assets	$241,676	74.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,297	82.2%
Compensation of Officers*	$57,678	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,641,912
Total Liabilities	$0
Net Assets	$3,641,912

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$34,725	$0
Ward Cleary Esq (Co Trustee)	$22,953	$0

990-PF

Filed on Sept. 23, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$147,898

Expenses

$238,389

Net Income

-$90,491

Net Assets

$3,586,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,392	58.4%
Sales of Assets	$55,508	37.5%
Other Income	$5,998	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,380	84.5%
Compensation of Officers*	$54,059	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,586,080
Total Liabilities	$0
Net Assets	$3,586,080

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$32,540	$0
Ward Cleary Esq (Co Trustee)	$21,519	$0

990-PF

Filed on Oct. 22, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$6,716

Expenses

$244,305

Net Income

-$237,589

Net Assets

$3,605,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,516	> 100%
Sales of Assets	-$75,800
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,414	80.0%
Compensation of Officers*	$49,695	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,605,521
Total Liabilities	$0
Net Assets	$3,605,521

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$29,879	$0
Ward Cleary Esq (Co Trustee)	$19,816	$0

990-PF

Filed on Sept. 29, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$599,610

Expenses

$220,087

Net Income

$379,523

Net Assets

$3,794,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,768	11.8%
Sales of Assets	$527,625	88.0%
Other Income	$1,217	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,864	81.7%
Compensation of Officers*	$57,932	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,794,807
Total Liabilities	$0
Net Assets	$3,794,807

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$34,516	$0
Ward Cleary Esq (Co Trustee)	$23,416	$0

990-PF

Filed on Oct. 31, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$194,126

Expenses

$250,237

Net Income

-$56,111

Net Assets

$3,793,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,379	32.1%
Sales of Assets	$131,747	67.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$212,370	84.9%
Compensation of Officers*	$52,288	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,793,754
Total Liabilities	$1
Net Assets	$3,793,753

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$31,218	$0
Ward Cleary Esq (Co Trustee)	$21,070	$0

990-PF

Filed on Aug. 19, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$172,167

Expenses

$173,939

Net Income

-$1,772

Net Assets

$3,469,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,650	48.6%
Sales of Assets	$88,218	51.2%
Other Income	$299	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,660	79.7%
Compensation of Officers*	$48,050	27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,469,385
Total Liabilities	$1
Net Assets	$3,469,384

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$28,879	$0
Ward Cleary Esq (Co Trustee)	$19,171	$0

990-PF

Filed on Aug. 20, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$141,599

Expenses

$220,514

Net Income

-$78,915

Net Assets

$3,705,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,772	50.0%
Sales of Assets	$70,827	50.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,706	75.1%
Compensation of Officers*	$48,790	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,705,076
Total Liabilities	$0
Net Assets	$3,705,076

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$29,383	$0
Ward Cleary Esq (Co Trustee)	$19,407	$0

990-PF

Filed on Aug. 8, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$1,058,518

Expenses

$205,222

Net Income

$853,296

Net Assets

$3,620,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,292	6.9%
Sales of Assets	$985,226	93.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,820	83.7%
Compensation of Officers*	$49,998	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,620,152
Total Liabilities	$0
Net Assets	$3,620,152

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$30,108	$0
Ward Cleary Esq (Co Trustee)	$19,890	$0

990-PF

Filed on Oct. 9, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$138,846

Expenses

$193,822

Net Income

-$54,976

Net Assets

$2,753,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,027	2.9%
Interest Revenue	$0
Dividends	$71,538	51.5%
Sales of Assets	$63,281	45.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,088	82.1%
Compensation of Officers*	$44,958	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,753,187
Total Liabilities	$0
Net Assets	$2,753,187

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$26,419	$0
Ward Cleary Esq (Co Trustee)	$18,539	$0

990-PF

Filed on Aug. 10, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$205,736

Expenses

$183,337

Net Income

$22,399

Net Assets

$2,791,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,229	32.7%
Sales of Assets	$138,507	67.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,331	85.3%
Compensation of Officers*	$42,902	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,791,853
Total Liabilities	$0
Net Assets	$2,791,853

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$24,658	$0
Ward Cleary Esq (Co Trustee)	$18,244	$0

990-PF

Filed on Sept. 1, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$170,521

Expenses

$241,679

Net Income

-$71,158

Net Assets

$2,759,787

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,120	39.9%
Sales of Assets	$102,401	60.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,573	88.4%
Compensation of Officers*	$43,593	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,759,787
Total Liabilities	$0
Net Assets	$2,759,787

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$24,146	$0
Ward Cleary Esq (Co Trustee)	$19,447	$0

990-PF

Filed on Nov. 2, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$269,736

Expenses

$213,548

Net Income

$56,188

Net Assets

$2,812,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,360	27.2%
Sales of Assets	$196,376	72.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,033	85.2%
Compensation of Officers*	$40,951	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,812,748
Total Liabilities	$0
Net Assets	$2,812,748

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$209,633

Expenses

$170,801

Net Income

$38,832

Net Assets

$2,767,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,358	31.2%
Sales of Assets	$142,740	68.1%
Other Income	$1,535	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,699	86.5%
Compensation of Officers*	$37,100	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,767,366
Total Liabilities	$0
Net Assets	$2,767,366

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$83,609

Expenses

$131,490

Net Income

-$47,881

Net Assets

$2,719,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,900	90.8%
Sales of Assets	$7,709	9.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,086	78.4%
Compensation of Officers*	$35,993	27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,719,979
Total Liabilities	$0
Net Assets	$2,719,979

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

Lucy D Nisbet Charitable Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $323k (2025)

Expenses $230k (2025)

Total Assets $3.64M (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

$323k (2025)

Expenses

$230k (2025)

Total Assets

$3.64M (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 Jan.
2006

Fiscal Year Ending Jan.
2005

Fiscal Year Ending Jan.
2004

Fiscal Year Ending Jan.
2003

Fiscal Year Ending Jan.
2002