T J BROWN & C A LUPTON FOUNDATION INC

2025 · Form 990PF · revenue $4.0M · expenses $3.2M · assets $29.9M

EIN: 75-0992690
Address: PO BOX 1629, FORT WORTH, TX 76101-1629
NTEE code: -
Subsection: 501(c)(3)
Ruling year: 1951
Cross-check: ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Charles Lupton Geren	DIRECTOR	2015-2025	$4,000	$44,000	1
Kit Tennison Moncrief	DIRECTOR	2015-2025	$4,000	$44,000	1
Lee Lupton Tennison	DIRECTOR	2015-2025	$4,000	$40,000	1
Mary Tavener Holmes	DIRECTOR	2021-2025	$5,300	$24,350	1
William E Tucker (former)	DIRECTOR	2015-2022	$2,000	$30,000	1
Tav Holmes Berry (former)	DIRECTOR	2015-2020	$4,000	$24,000	1

People by year

2025 · 4 people listed · 4 paid, $17K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY TAVENER HOLMES	DIRECTOR	1	$5,300	-	$0	$5,300	1
CHARLES LUPTON GEREN	DIRECTOR	1	$4,000	-	$0	$4,000	1
KIT TENNISON MONCRIEF	DIRECTOR	1	$4,000	-	$0	$4,000	1
LEE LUPTON TENNISON	DIRECTOR	1	$4,000	-	$0	$4,000	1

2024 · 4 people listed · 4 paid, $17K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY TAVENER HOLMES	DIRECTOR	1	$5,050	-	$0	$5,050	1
CHARLES LUPTON GEREN	DIRECTOR	1	$4,000	-	$0	$4,000	1
KIT TENNISON MONCRIEF	DIRECTOR	1	$4,000	-	$0	$4,000	1
LEE LUPTON TENNISON	DIRECTOR	1	$4,000	-	$0	$4,000	1

2023 · 4 people listed · 4 paid, $17K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY TAVENER HOLMES	DIRECTOR	1	$4,800	-	$0	$4,800	1
CHARLES LUPTON GEREN	DIRECTOR	1	$4,000	-	$0	$4,000	1
KIT TENNISON MONCRIEF	DIRECTOR	1	$4,000	-	$0	$4,000	1
LEE LUPTON TENNISON	DIRECTOR	1	$4,000	-	$0	$4,000	1

2022 · 5 people listed · 5 paid, $19K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY TAVENER HOLMES	DIRECTOR	1	$4,800	-	$0	$4,800	1
CHARLES LUPTON GEREN	DIRECTOR	1	$4,000	-	$0	$4,000	1
KIT TENNISON MONCRIEF	DIRECTOR	1	$4,000	-	$0	$4,000	1
LEE LUPTON TENNISON	DIRECTOR	1	$4,000	-	$0	$4,000	1
WILLIAM E TUCKER	DIRECTOR	1	$2,000	-	$0	$2,000	1

2021 · 5 people listed · 5 paid, $20K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY TAVENER HOLMES	DIRECTOR	1	$4,400	-	$0	$4,400	1
KIT TENNISON MONCRIEF	DIRECTOR	1	$4,000	-	$0	$4,000	1
WILLIAM E TUCKER	DIRECTOR	1	$4,000	-	$0	$4,000	1
LEE LUPTON TENNISON	DIRECTOR	1	$4,000	-	$0	$4,000	1
CHARLES LUPTON GEREN	DIRECTOR	1	$4,000	-	$0	$4,000	1

2020 · 5 people listed · 5 paid, $20K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
KIT TENNISON MONCRIEF	DIRECTOR	1	$4,000	-	$0	$4,000	1
WILLIAM E TUCKER	DIRECTOR	1	$4,000	-	$0	$4,000	1
LEE LUPTON TENNISON	DIRECTOR	1	$4,000	-	$0	$4,000	1
TAV HOLMES BERRY	DIRECTOR	1	$4,000	-	$0	$4,000	1
CHARLES LUPTON GEREN	DIRECTOR	1	$4,000	-	$0	$4,000	1

2019 · 5 people listed · 5 paid, $20K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
KIT TENNISON MONCRIEF	DIRECTOR	1	$4,000	-	$0	$4,000	1
WILLIAM E TUCKER	DIRECTOR	1	$4,000	-	$0	$4,000	1
LEE LUPTON TENNISON	DIRECTOR	1	$4,000	-	$0	$4,000	1
TAV HOLMES BERRY	DIRECTOR	1	$4,000	-	$0	$4,000	1
CHARLES LUPTON GEREN	DIRECTOR	1	$4,000	-	$0	$4,000	1

2018 · 5 people listed · 5 paid, $20K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
KIT TENNISON MONCRIEF	DIRECTOR	1	$4,000	-	$0	$4,000	1
WILLIAM E TUCKER	DIRECTOR	1	$4,000	-	$0	$4,000	1
LEE LUPTON TENNISON	DIRECTOR	1	$4,000	-	$0	$4,000	1
TAV HOLMES BERRY	DIRECTOR	1	$4,000	-	$0	$4,000	1
CHARLES LUPTON GEREN	DIRECTOR	1	$4,000	-	$0	$4,000	1

2017 · 5 people listed · 5 paid, $20K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
KIT TENNISON MONCRIEF	DIRECTOR	1	$4,000	-	$0	$4,000	1
WILLIAM E TUCKER	DIRECTOR	1	$4,000	-	$0	$4,000	1
LEE LUPTON TENNISON	DIRECTOR	1	$4,000	-	$0	$4,000	1
TAV HOLMES BERRY	DIRECTOR	1	$4,000	-	$0	$4,000	1
CHARLES LUPTON GEREN	DIRECTOR	1	$4,000	-	$0	$4,000	1

2016 · 5 people listed · 4 paid, $16K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
KIT TENNISON MONCRIEF	DIRECTOR	1	$4,000	-	$0	$4,000	1
WILLIAM E TUCKER	DIRECTOR	1	$4,000	-	$0	$4,000	1
TAV HOLMES BERRY	DIRECTOR	1	$4,000	-	$0	$4,000	1
CHARLES LUPTON GEREN	DIRECTOR	1	$4,000	-	$0	$4,000	1
LEE LUPTON TENNISON	DIRECTOR	1	$0	-	$0	$0	1

2015 · 5 people listed · 5 paid, $20K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
KIT TENNISON MONCRIEF	DIRECTOR	1	$4,000	-	$0	$4,000	1
WILLIAM E TUCKER	DIRECTOR	1	$4,000	-	$0	$4,000	1
LEE LUPTON TENNISON	DIRECTOR	1	$4,000	-	$0	$4,000	1
TAV HOLMES BERRY	DIRECTOR	1	$4,000	-	$0	$4,000	1
CHARLES LUPTON GEREN	DIRECTOR	1	$4,000	-	$0	$4,000	1

Highest-paid independent contractors

2025 · 3 contractors · $325K

Name	Location	Service	Paid
LUTHER KING CAPITAL MANAGEMENT	FORT WORTH, TX	INVESTMENT MANAGEMENT FEES	$156,954
BANK OF NY MELLON	JERSEY CITY, NJ	INVESTMENT MANAGEMENT FEES	$103,356
BANK OF AMERICA	DALLAS, TX	INVESTMENT MANAGEMENT FEES	$65,124

2024 · 3 contractors · $317K

Name	Location	Service	Paid
LUTHER KING CAPITAL MANAGEMENT	FORT WORTH, TX	INVESTMENT MANAGEMENT FEES	$155,432
BANK OF NY MELLON	JERSEY CITY, NJ	INVESTMENT MANAGEMENT FEES	$103,772
BANK OF AMERICA	DALLAS, TX	INVESTMENT MANAGEMENT FEES	$58,199

2023 · 3 contractors · $286K

Name	Location	Service	Paid
LUTHER KING CAPITAL MANAGEMENT	FORT WORTH, TX	INVESTMENT MANAGEMENT FEES	$145,491
BANK OF NY MELLON	JERSEY CITY, NJ	INVESTMENT MANAGEMENT FEES	$89,660
BANK OF AMERICA	DALLAS, TX	INVESTMENT MANAGEMENT FEES	$50,445

2022 · 3 contractors · $242K

Name	Location	Service	Paid
LUTHER KING CAPITAL MANAGEMENT	FORT WORTH, TX	INVESTMENT MANAGEMENT FEES	$101,691
BANK OF AMERICA	DALLAS, TX	INVESTMENT MANAGEMENT FEES	$72,874
BANK OF NY MELLON	JERSEY CITY, NJ	INVESTMENT MANAGEMENT FEES	$67,317

2021 · 3 contractors · $258K

Name	Location	Service	Paid
LUTHER KING CAPITAL MANAGEMENT	FORT WORTH, TX	INVESTMENT MANAGEMENT FEES	$103,421
WILKINSON GLOBAL ASSET MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGEMENT FEES	$96,922
BANK OF AMERICA	DALLAS, TX	INVESTMENT MANAGEMENT FEES	$57,609

2020 · 3 contractors · $210K

Name	Location	Service	Paid
LUTHER KING CAPITAL MANAGEMENT	FORT WORTH, TX	INVESTMENT MANAGEMENT FEES	$84,021
WILKINSON GLOBAL ASSET MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGEMENT FEES	$75,476
BANK OF AMERICA	DALLAS, TX	INVESTMENT MANAGEMENT FEES	$50,900

2019 · 3 contractors · $216K

Name	Location	Service	Paid
LUTHER KING CAPITAL MANAGEMENT	FORT WORTH, TX	INVESTMENT MANAGEMENT FEES	$95,901
BANK OF AMERICA	DALLAS, TX	INVESTMENT MANAGEMENT FEES	$70,156
WILKINSON GLOBAL ASSET MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGEMENT FEES	$50,331

2018 · 1 contractor · $53K

Name	Location	Service	Paid
LUTHER KING CAPITAL MANAGEMENT	FORT WORTH, TX	INVESTMENT MANAGEMENT FEES	$53,164

2017 · 3 contractors · $236K

Name	Location	Service	Paid
LUTHER KING CAPITAL MANAGEMENT	FORT WORTH, TX	INVESTMENT MANAGEMENT FEES	$95,927
BANK OF AMERICA PRIVATE WEALTH MANAGEMENT	DALLAS, TX	INVESTMENT MANAGEMENT FEES	$76,154
JPMORGAN CHASE BANK NA	DALLAS, TX	INVESTMENT MANAGEMENT FEES	$63,957

2016 · 3 contractors · $176K

Name	Location	Service	Paid
WILKINSON O'GRADY & CO INC	NEW YORK, NY	INVESTMENT MANAGEMENT FEES	$59,672
LUTHER KING CAPITAL MANAGEMENT	FORT WORTH, TX	INVESTMENT MANAGEMENT FEES	$59,405
BANK OF AMERICA PRIVATE WEALTH MANAGEMENT	DALLAS, TX	INVESTMENT MANAGEMENT FEES	$56,697

2015 · 3 contractors · $176K

Name	Location	Service	Paid
WILKINSON O'GRADY & CO INC	NEW YORK, NY	INVESTMENT MANAGEMENT FEES	$65,281
LUTHER KING CAPITAL MANAGEMENT	FORT WORTH, TX	INVESTMENT MANAGEMENT FEES	$56,447
BANK OF AMERICA PRIVATE WEALTH MANAGEMENT	DALLAS, TX	INVESTMENT MANAGEMENT FEES	$54,116

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 17 grants to organizations · $2.8M

Show every grant for 2025 · CSV

2024 · 22 grants to organizations · $2.8M

Show every grant for 2024 · CSV

2023 · 22 grants to organizations · $2.7M

Show every grant for 2023 · CSV

2022 · 10 grants to organizations · $1.1M

Listed grants add up to $1,125,000; the return's “grants paid” expense line says $2,652,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2022 · CSV

2021 · 26 grants to organizations · $2.2M

Show every grant for 2021 · CSV

2020 · 21 grants to organizations · $2.1M

Show every grant for 2020 · CSV

2019 · 21 grants to organizations · $1.8M

Show every grant for 2019 · CSV

2018 · 18 grants to organizations · $2.1M

Show every grant for 2018 · CSV

2017 · 22 grants to organizations · $1.6M

Show every grant for 2017 · CSV

2016 · 26 grants to organizations · $2.0M

Show every grant for 2016 · CSV

2015 · 24 grants to organizations · $1.8M

Show every grant for 2015 · CSV

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$3,996,914	$3,244,711	$29,941,313	$29,916,499	-	-	$17,300	-	-
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$3,762,297	$3,231,911	$29,205,142	$29,164,296	-	-	$17,050	-	-
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$2,914,877	$3,148,937	$28,665,600	$28,633,910	-	-	$16,800	-	-
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$2,707,392	$3,133,661	$28,899,779	$28,867,970	-	-	$18,800	-	-
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$3,302,296	$2,657,415	$29,340,879	$29,294,239	-	-	$20,400	-	-
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$3,141,337	$2,455,840	$28,705,519	$28,649,358	-	-	$20,000	-	-
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$1,215,817	$2,232,871	$27,999,032	$27,963,861	-	-	$20,000	-	-
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$2,885,187	$2,438,049	$30,080,533	$28,980,915	-	-	$20,000	-	-
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$2,563,751	$2,008,850	$28,599,371	$28,533,777	-	-	$20,000	-	-
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$1,184,243	$2,371,504	$28,001,522	$27,978,876	-	-	$16,000	-	-
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$1,293,396	$2,098,591	$29,186,637	$29,166,137	-	-	$20,000	-	-

Funders of this organization

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Similar organizations

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Who funds organizations like this

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Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $3,244,711 spent · pay $17,300 · grants $2,756,667 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$2,756,667	85.0%
Fees: other professional	$343,151	10.6%
Fees: accounting	$69,064	2.1%
Taxes	$56,271	1.7%
Pay: officers, directors, trustees	$17,300	0.5%
Occupancy	$1,722	0.1%
Other expenses	$536	0.0%
Total	$3,244,711	100%

View the filing

2024 · Form 990PF · $3,231,911 spent · pay $17,050 · grants $2,755,000 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$2,755,000	85.2%
Fees: other professional	$335,227	10.4%
Fees: accounting	$67,430	2.1%
Taxes	$55,114	1.7%
Pay: officers, directors, trustees	$17,050	0.5%
Occupancy	$1,648	0.1%
Other expenses	$442	0.0%
Total	$3,231,911	100%

View the filing

2023 · Form 990PF · $3,148,937 spent · pay $16,800 · grants $2,712,500 · events $4,155

Line	Total	Share
Contributions, gifts, grants paid	$2,712,500	86.1%
Fees: other professional	$302,185	9.6%
Fees: accounting	$64,657	2.1%
Taxes	$46,753	1.5%
Pay: officers, directors, trustees	$16,800	0.5%
Travel, conferences and meetings	$4,155	0.1%
Occupancy	$1,457	0.0%
Other expenses	$430	0.0%
Total	$3,148,937	100%

View the filing

2022 · Form 990PF · $3,133,661 spent · pay $18,800 · grants $2,652,500 · events $14,343

Line	Total	Share
Contributions, gifts, grants paid	$2,652,500	84.6%
Fees: other professional	$343,268	11.0%
Fees: accounting	$58,900	1.9%
Taxes	$44,317	1.4%
Pay: officers, directors, trustees	$18,800	0.6%
Travel, conferences and meetings	$14,343	0.5%
Occupancy	$1,129	0.0%
Other expenses	$404	0.0%
Total	$3,133,661	100%

View the filing

2021 · Form 990PF · $2,657,415 spent · pay $20,400 · grants $2,187,500 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$2,187,500	82.3%
Fees: other professional	$342,656	12.9%
Fees: accounting	$57,400	2.2%
Taxes	$47,901	1.8%
Pay: officers, directors, trustees	$20,400	0.8%
Other expenses	$1,011	0.0%
Occupancy	$547	0.0%
Total	$2,657,415	100%

View the filing

2020 · Form 990PF · $2,455,840 spent · pay $20,000 · grants $2,052,500 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$2,052,500	83.6%
Fees: other professional	$281,823	11.5%
Fees: accounting	$56,404	2.3%
Taxes	$44,063	1.8%
Pay: officers, directors, trustees	$20,000	0.8%
Occupancy	$678	0.0%
Other expenses	$372	0.0%
Total	$2,455,840	100%

View the filing

2019 · Form 990PF · $2,232,871 spent · pay $20,000 · grants $1,835,000 · events $800

Line	Total	Share
Contributions, gifts, grants paid	$1,835,000	82.2%
Fees: other professional	$298,999	13.4%
Fees: accounting	$56,030	2.5%
Taxes	$21,117	0.9%
Pay: officers, directors, trustees	$20,000	0.9%
Travel, conferences and meetings	$800	0.0%
Occupancy	$620	0.0%
Other expenses	$305	0.0%
Total	$2,232,871	100%

View the filing

2018 · Form 990PF · $2,438,049 spent · pay $20,000 · grants $2,082,500 · events $800

Line	Total	Share
Contributions, gifts, grants paid	$2,082,500	85.4%
Fees: other professional	$249,538	10.2%
Fees: accounting	$52,950	2.2%
Taxes	$28,402	1.2%
Pay: officers, directors, trustees	$20,000	0.8%
Other expenses	$3,329	0.1%
Travel, conferences and meetings	$800	0.0%
Occupancy	$530	0.0%
Total	$2,438,049	100%

View the filing

2017 · Form 990PF · $2,008,850 spent · pay $20,000 · grants $1,620,000 · events $800

Line	Total	Share
Contributions, gifts, grants paid	$1,620,000	80.6%
Fees: other professional	$265,441	13.2%
Fees: accounting	$52,940	2.6%
Taxes	$48,442	2.4%
Pay: officers, directors, trustees	$20,000	1.0%
Travel, conferences and meetings	$800	0.0%
Other expenses	$795	0.0%
Occupancy	$432	0.0%
Total	$2,008,850	100%

View the filing

2016 · Form 990PF · $2,371,504 spent · pay $16,000 · grants $2,038,333 · events $801

Line	Total	Share
Contributions, gifts, grants paid	$2,038,333	86.0%
Fees: other professional	$245,183	10.3%
Fees: accounting	$54,100	2.3%
Pay: officers, directors, trustees	$16,000	0.7%
Taxes	$15,901	0.7%
Other expenses	$826	0.0%
Travel, conferences and meetings	$801	0.0%
Occupancy	$360	0.0%
Total	$2,371,504	100%

View the filing

2015 · Form 990PF · $2,098,591 spent · pay $20,000 · grants $1,756,833 · events $800

Line	Total	Share
Contributions, gifts, grants paid	$1,756,833	83.7%
Fees: other professional	$239,471	11.4%
Fees: accounting	$52,860	2.5%
Taxes	$27,598	1.3%
Pay: officers, directors, trustees	$20,000	1.0%
Travel, conferences and meetings	$800	0.0%
Other expenses	$669	0.0%
Occupancy	$360	0.0%
Total	$2,098,591	100%

View the filing