Grace C Jordan Tua

DALLAS, TX EIN: 04-6232521

Grace C Jordan Tua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 24 grants totaling $151K. Net investment income was $276K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.1M

+3.6% YoY

Annual Giving

$151K

+34.9% YoY

Grant Count

+9.1% YoY

Avg Grant Size

$6K

+23.7% YoY

Under IRS private-foundation payout rules, Grace C Jordan Tua reported a distributable amount of $172K for 2024 — the minimum it must pay out in qualifying distributions.

About Grace C Jordan Tua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $343K (47%)

Rhode Island $295K (41%)

Connecticut $43K (6%)

Kentucky $21K (3%)

New Hampshire $21K (3%)

District of Columbia $300 (0%)

Florida $300 (0%)

Oklahoma $300 (0%)

States

Connecticut District of Columbia Florida Kentucky Massachusetts New Hampshire Oklahoma Rhode Island

Cities

AndoverBostonCambridgeCantonEast HartfordFairfieldNorthamptonOklahoma CityPippa PassesProvidenceRockportSee AttachedSpringfieldSt PetersburgWalthamWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,052,343	$2,946,521	$3,010,360
Revenue	$312,043	$95,051	$-69,992
Expenses	$203,134	$157,823	$229,773
Qualifying Distributions	$169,868	$128,740	$184,835
Net Investment Income	$276,089	$56,658	$30,926
Distributable Amount	$172,256	$156,688	$160,720

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

70 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Unitarian Universalist Springfield ($15,013), The Trustees of Smith College ($15,013), Unitarian Universalist Service Committee ($15,013).

Recipient	Purpose	Amount
FIRST UNITARIAN UNIVERSALIST SPRINGFIELD SPRINGFIELD, MA	UNRESTRICTED GENERAL	$15,013
UNITARIAN-UNIVERSALIST CHURCH ROCKPORT, MA	UNRESTRICTED GENERAL	$7,506
PROCTOR ACADEMY ANDOVER, NH	UNRESTRICTED GENERAL	$7,506
THE SALVATION ARMY CANTON, MA	UNRESTRICTED GENERAL	$100
THE TRUSTEES OF SMITH COLLEGE NORTHAMPTON, MA	UNRESTRICTED GENERAL	$15,013
YMCA OF GREATER SPRINGFIELD SPRINGFIELD, MA	UNRESTRICTED GENERAL	$7,506
MSPCA - ANGELL BOSTON, MA	UNRESTRICTED GENERAL	$100
AMERICAN CANCER SOCIETY INC OKLAHOMA CITY, OK	UNRESTRICTED GENERAL	$100
UNITARIAN UNIVERSALIST ASSOC BOSTON, MA	UNRESTRICTED GENERAL	$7,506
UNITARIAN UNIVERSALIST SERVICE COMMITTEE CAMBRIDGE, MA	UNRESTRICTED GENERAL	$15,013

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 N A	TRUSTEE	1	$45,518

Frequently Asked Questions

How large is Grace C Jordan Tua?

As of 2024, Grace C Jordan Tua holds $3.1M in total assets with $312K in annual revenue. It awarded 24 grants totaling $151K in 2024.

Where does Grace C Jordan Tua operate?

Grace C Jordan Tua has awarded grants in Connecticut, District of Columbia, Florida, Kentucky, Massachusetts, New Hampshire, Oklahoma, Rhode Island.

What size grants does Grace C Jordan Tua award?

In 2024, Grace C Jordan Tua awarded 24 grants totaling $151K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Grace C Jordan Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Grace C Jordan Tua reported a distributable amount of $172K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.