Clara Phelps Tuw-lee Vna

DALLAS, TX EIN: 04-6568727

Clara Phelps Tuw-lee Vna is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7K in total assets. In 2024, it awarded 1 grants totaling $260K. Net investment income was $12K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7K

-97.3% YoY

Annual Giving

$260K

Grant Count

1

Avg Grant Size

$260K

Under IRS private-foundation payout rules, Clara Phelps Tuw-lee Vna reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.

About Clara Phelps Tuw-lee Vna

Based on IRS filings

Clara Phelps Tuw-lee Vna is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7K in total assets. In 2024, it awarded 1 grants totaling $260K. Net investment income was $12K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

LeeSheffield

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$74K$148K$222K$296K20202021202220232024
Metric202420232022
Total Assets$7,000$262,559$255,401
Revenue$12,862$14,591$2,415
Expenses$269,257$6,249$13,934
Qualifying Distributions$265,285$4,367$9,226
Net Investment Income$12,112$12,863$1,330
Distributable Amount$11,878$12,650$13,231

Giving Over Time

Total grant dollars and number of grants per year

$0$65K$130K$195K$260K1 grants20200 grants20210 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

BERKSHIRE TACONIC COMMUN…$260K

Grant Size Distribution

2 grants across all recorded years

1<$50K$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Berkshire Taconic Community Fdn ($260,083).

RecipientPurposeAmount
BERKSHIRE TACONIC COMMUNITY FDN SHEFFIELD, MAUNRESTRICTED GENERAL$260,083

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1

Frequently Asked Questions

How large is Clara Phelps Tuw-lee Vna?

As of 2024, Clara Phelps Tuw-lee Vna holds $7K in total assets with $13K in annual revenue. It awarded 1 grants totaling $260K in 2024.

Where does Clara Phelps Tuw-lee Vna operate?

Clara Phelps Tuw-lee Vna has awarded grants in Massachusetts.

What size grants does Clara Phelps Tuw-lee Vna award?

In 2024, Clara Phelps Tuw-lee Vna awarded 1 grants totaling $260K — an average of about $260K per grant, based on its IRS Form 990 filings.

How much is Clara Phelps Tuw-lee Vna required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Clara Phelps Tuw-lee Vna reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Clara Phelps Tuw-lee Vna's EIN?

Clara Phelps Tuw-lee Vna's EIN (Employer Identification Number) is 04-6568727. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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