Alison H Yaeger Tua

DALLAS, TX EIN: 04-6129492

Alison H Yaeger Tua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $411K in total assets. In 2024, it awarded 4 grants totaling $20K. Net investment income was $36K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$411K

+3.0% YoY

Annual Giving

$20K

+33.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

+33.3% YoY

Under IRS private-foundation payout rules, Alison H Yaeger Tua reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.

About Alison H Yaeger Tua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $77K (80%)

District of Columbia $19K (20%)

States

District of Columbia Massachusetts

Cities

LongmeadowSpringfieldWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$411,079	$398,914	$410,941
Revenue	$42,554	$12,062	$-10,667
Expenses	$29,974	$23,939	$33,808
Qualifying Distributions	$23,393	$18,150	$26,270
Net Investment Income	$35,686	$4,967	$2,883
Distributable Amount	$23,528	$21,545	$22,275

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include 3rd Congregationl Society of Springfield ($5,850), Center for Human Development Inc ($5,850), Helix Human Services ($3,900).

Recipient	Purpose	Amount
HELIX HUMAN SERVICES SPRINGFIELD, MA	UNRESTRICTED GENERAL	$3,900
3RD CONGREGATIONL SOCIETY OF SPRINGFIELD LONGMEADOW, MA	UNRESTRICTED GENERAL	$5,850
CENTER FOR HUMAN DEVELOPMENT INC SPRINGFIELD, MA	UNRESTRICTED GENERAL	$5,850
HUMANE SOCIETY OF THE US WASHINGTON, DC	UNRESTRICTED GENERAL	$3,900

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$8,396

Frequently Asked Questions

How large is Alison H Yaeger Tua?

As of 2024, Alison H Yaeger Tua holds $411K in total assets with $43K in annual revenue. It awarded 4 grants totaling $20K in 2024.

Where does Alison H Yaeger Tua operate?

Alison H Yaeger Tua has awarded grants in District of Columbia, Massachusetts.

What size grants does Alison H Yaeger Tua award?

In 2024, Alison H Yaeger Tua awarded 4 grants totaling $20K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Alison H Yaeger Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alison H Yaeger Tua reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.