T J Brown & C A Lupton Foundation Inc
- Assets
- $28.7m
- Revenue
- $2.9m
- Investments
- $26.5m
- Employees
- 0
- Location
- Fort Worth, TX
- Founding
- 04/1951
- Data as of
- 12/2023
- EIN
- 75-0992690
Organization Overview
T J Brown & C A Lupton Foundation Inc is located in Fort Worth, TX. The organization was established in 1951. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. T J Brown & C A Lupton Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, T J Brown & C A Lupton Foundation Inc generated $2.9m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 9.4% each year. All expenses for the organization totaled $3.1m during the year ending 12/2023. While expenses have increased by 4.6% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, T J Brown & C A Lupton Foundation Inc has awarded 189 individual grants totaling $20,435,166. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Charles Lupton Geren Director | 1 | $4,000 | |
Kit Tennison Moncrief Director | 1 | $4,000 | |
Lee Lupton Tennison Director | 1 | $4,000 | |
Mary Tavener Holmes Director | 1 | $4,800 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Luther King Capital Management | 12/30/23 | $145,491 |
Bank Of Ny Mellon | 12/30/23 | $89,660 |
Bank Of America | 12/30/23 | $50,445 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $12,721 |
| Dividends & Interest | $926,521 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,959,617 |
| Capital Gain Net Income | $1,959,617 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $16,018 |
| Total Revenue | $2,914,877 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $16,800 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $46,753 |
| Depreciation | $0 |
| Occupancy | $1,457 |
| Travel, conferences, and meetings | $4,155 |
| Printing and publications | $0 |
| Other expenses | $430 |
| Total operating and administrative expenses | $436,437 |
| Contributions, gifts, grants paid | $2,712,500 |
| Total expenses and disbursements | $3,148,937 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $810,534 |
| Savings and temporary cash investments | $1,307,346 |
| Net Accounts receivable | $29,126 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $28,665,600 |
| Accounts payable and accrued expenses | $20,500 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $11,190 |
| Total liabilities | $31,690 |
Grants Awarded
Over the last fiscal year, T J Brown & C A Lupton Foundation Inc has awarded $5,847,500 in support to 25 organizations.
| Grant Recipient | Amount |
|---|---|
CASSATA LEARNING CENTER PURPOSE: EDUCATIONAL | $10,000 |
COOK CHILDREN'S MEDICAL CENTER PURPOSE: CHARITABLE | $40,000 |
EVENT FACILITIES FORT WORTH PURPOSE: CHARITABLE | $250,000 |
FORT WORTH COUNTRY DAY SCHOOL PURPOSE: EDUCATIONAL | $50,000 |
FORT WORTH MUSEUM OF SCIENCE AND HISTORY PURPOSE: EDUCATIONAL | $25,000 |
FORT WORTH ZOOLOGICAL ASSOCIATION INC PURPOSE: CHARITABLE | $100,000 |