Alison H Yaeger Tua
Alison H Yaeger Tua is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $426K in total assets. In 2025, it awarded 4 grants totaling $21K. Net investment income was $40K.
Key facts about Alison H Yaeger Tua
In short: Alison H Yaeger Tua gave $21K across 4 grants in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6129492
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $20,692
- Grants made (2025)
- 4
- Average grant
- $5,173
- Median grant
- $5,173
- Total assets
- $425,811
- Primary geography
- Massachusetts (80% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$426K
+3.6% YoY
Annual Giving
$21K
+6.1% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$5K
+6.1% YoY
Under IRS private-foundation payout rules, Alison H Yaeger Tua reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
How Alison H Yaeger Tua gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Alison H Yaeger Tua?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $15K (2023) to $23K (2022). In 2025 it made 4 grants totaling $21K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was 3RD Congregationl Society of Springfield ($6K). Together the top 4 received $21K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 3RD Congregationl Society of Springfield Longmeadow, MA | Unrestricted General | $6,207 |
| Center for Human Development Inc Springfield, MA | Unrestricted General | $6,207 |
| Helix Human Services Springfield, MA | Unrestricted General | $4,139 |
| Humane Society of the US Washington, DC | Unrestricted General | $4,139 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $425,811 | $411,079 | $398,914 |
| Revenue | $45,626 | $42,554 | $12,062 |
| Expenses | $30,992 | $29,974 | $23,939 |
| Qualifying Distributions | $24,264 | $23,393 | $18,150 |
| Net Investment Income | $39,613 | $35,686 | $4,967 |
| Distributable Amount | $24,875 | $23,528 | $21,545 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Alison H Yaeger Tua's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$7K (2019) → $8K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Bank of America (Trustee).
Frequently asked questions about Alison H Yaeger Tua
How much does Alison H Yaeger Tua give each year?
Alison H Yaeger Tua gave $21K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 4 grants.
What is Alison H Yaeger Tua's typical grant size?
Alison H Yaeger Tua's median grant in 2025 was $5,173, and its average grant was $5,173, across 4 grants on its 2025 IRS Form 990-PF.
Where does Alison H Yaeger Tua give grants?
Alison H Yaeger Tua gives mostly in Massachusetts: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (20%). The most frequent recipient cities were Springfield, MA (2 grants).
Does Alison H Yaeger Tua give general operating support?
Yes: 100% of Alison H Yaeger Tua's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Alison H Yaeger Tua?
Alison H Yaeger Tua reported $426K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Alison H Yaeger Tua's EIN?
Alison H Yaeger Tua's EIN (Employer Identification Number) is 04-6129492. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Alison H Yaeger Tua by hand.
Explore Open Grants
Browse active grant opportunities in Alison H Yaeger Tua's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Peoplesbank Charitable Foundation Inc
Holyoke, MA
The foundation supports qualified public charities working in areas such as education, health, youth development, hunger, homelessness, and community and cultural events in communities served by Peoples Bank, primarily in Massachusetts and Connecticut. Its 2025 grants ranged from $35 to $59,000, with a median of $10,000. The profile does not state whether it accepts unsolicited requests.
Assets
$17.3M
Grants
67
Total Given
$641K
Waterbury Hospital Foundation
Waterbury, CT
The foundation facilitates equitable access to healthcare services for the greater waterbury community. Our founding principles are to provide for the healthcare needs (including medical equipment and expenses) of the 13-town greater waterbury community; to protect and steward charitable assets; to support and engage in community projects, grants, activities and programs that improve access to healthcare and enhance the health of greater waterbury's community, including preventative health programs; and to provide health education and training of healthcare providers and educators in the communities.
Assets
$20.2M
Grants
4
Total Given
$100K
Way Finders Inc
Springfield, MA
Way Finders, inc. Provides affordable housing opportunities, education and support; enabling people to achieve a better future and promoting vibrant, diverse communities.
Assets
$77.9M
Grants
4
Total Given
$362K
EDC 413WORKS Inc
Springfield, MA
To carry out the charitable purposes of the economic development council of western Massachusetts, inc. By identifying and addressing community & regional problems in the areas of workforce development, health care and financial literacy, especially in minority communities and neighborhoods of poverty.
Assets
$833K
Grants
5
Total Given
$125K
Springfield Thunderbirds Foundation Inc
Springfield, MA
To serve charitable organizations throughout springfield, Massachusetts and the pioneer valley by providing and supporting initiatives in health and wellness, youth enrichment and civil service
Assets
$3K
Grants
5
Total Given
$69K
United Way of Pioneer
Springfield, MA
The United Way of Pioneer valley mobilizes people and resources to strengthen our communities. The organization targets the community's most pressing needs and focuses resources, community partnerships, and the energy of volunteers to create measurable results.
Assets
$5.3M
Grants
6
Total Given
$49K
Elsa P Stickney Tua-6 Charities
Dallas, TX
Assets
$1.1M
Grants
6
Total Given
$43K
The Cowls Jones Foundation
Wilmington, DE
Assets
$2.2M
Grants
7
Total Given
$68K
Grace H Noyes Bo 7 Charities
Dallas, TX
Assets
$2.0M
Grants
7
Total Given
$100K
Rifkind Family Foundation
Wilmington, DE
Assets
$823K
Grants
8
Total Given
$50K
Ernest J Dexter Tuw
Dallas, TX
Assets
$2.0M
Grants
8
Total Given
$79K
Grace C B Stebbins Tua
Dallas, TX
Assets
$2.5M
Grants
9
Total Given
$132K
More Funders in Texas
Alison H Yaeger Tua down — hundreds of funders to go?