James L Pease Bo Third Cong Soc

Private foundation · Grantmaker Dallas, TX EIN: 04-6019068

James L Pease Bo Third Cong Soc is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $394K. Net investment income was $50K.

Key facts about James L Pease Bo Third Cong Soc

In short: James L Pease Bo Third Cong Soc gave $394K across 1 grant in 2023 (avg $394K), mostly in Massachusetts. Source: 2023 IRS Form 990-PF.

EIN
04-6019068
Latest 990 filing
Form 990-PF, 2023
Annual giving (2023)
$394,182
Grants made (2023)
1
Average grant
$394,182
Median grant
$394,182
Primary geography
Massachusetts (100% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$394K

Grant Count

1

Avg Grant Size

$394K

Under IRS private-foundation payout rules, James L Pease Bo Third Cong Soc reported a distributable amount of $20K for 2023 — the minimum it must pay out in qualifying distributions.

How James L Pease Bo Third Cong Soc gives

  • In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with James L Pease Bo Third Cong Soc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2023 grant dollars.

Cities

Springfield

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K0 grants20200 grants20210 grants20221 grants2023

In 2023 it made 1 grant totaling $394K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

Baystate Health Foundation Inc: $394KBaystate Health Foundation Inc$394K

The largest 2023 recipient was Baystate Health Foundation Inc ($394K).

Grant Size Distribution

1 grants across all recorded years

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

The most common grant size was in the $250–500K range: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Baystate Health Foundation Inc Springfield, MAUnrestricted General$394,182

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020202120222023
Metric202320222021
Total Assets—$379,415$396,857
Revenue$51,687$-8,602$77,613
Expenses$399,762$8,881$11,171
Qualifying Distributions$397,633$4,290$7,642
Net Investment Income$49,818$4,530$74,080
Distributable Amount$19,518$19,753$21,415

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2023

Leadership & Key People

Officers and directors from IRS filings

James L Pease Bo Third Cong Soc's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).

Officers on the 2023 filing

  • Bank Of America

    Trustee

    On filings since 2020

    1 hr/week

    $3K (2020) → $3K (2023)

Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2023 IRS filing

Bank of America — Trustee: $3KBank of AmericaTrustee$3K

The highest reported compensation on the 2023 filing was $3K, to Bank of America (Trustee).

Frequently asked questions about James L Pease Bo Third Cong Soc

How much does James L Pease Bo Third Cong Soc give each year?

James L Pease Bo Third Cong Soc gave $394K across 1 grant in 2023, according to its 2023 IRS Form 990-PF.

Where does James L Pease Bo Third Cong Soc operate?

James L Pease Bo Third Cong Soc has awarded grants in Massachusetts.

How much is James L Pease Bo Third Cong Soc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, James L Pease Bo Third Cong Soc reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James L Pease Bo Third Cong Soc's EIN?

James L Pease Bo Third Cong Soc's EIN (Employer Identification Number) is 04-6019068. IRS Form 990 filing data is available on this page for 2020–2023.

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

Your AI grants department

Here's the math on researching James L Pease Bo Third Cong Soc by hand.

Explore Open Grants

Browse active grant opportunities in James L Pease Bo Third Cong Soc's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Easthampton Savings Bank

Easthampton, MA

Easthampton Savings Bank Foundation supports local nonprofits working in basic needs, financial literacy, health care, economic development, youth and education, and the arts, primarily in Massachusetts, with some funding in Connecticut. Its 2025 grants had a median of $1,000, though awards ranged from $50 to $68,927. Applications are available through the foundation, and it does not restrict giving to preselected organizations; the application lists varying deadlines.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.3M

Grants

188

Total Given

$522K

Nelson & Gertrude Hibbard Tua

Dallas, TX

Assets

$1.9M

Grants

2

Total Given

$95K

Henrietta F Dexter Tuw-Wesson Wo

Dallas, TX

Assets

$257K

Grants

1

Total Given

$13K

Electrical Workers Ibew AFL-CIO

East Windsor, CT

Local 42 represents union members in negotiations of benefits and collective bargaining agreements, dispute settlements between employees and employers, obtaining employment, and other matters of concern to the local and its members.

Assets

$34.0M

Grants

4

Total Given

$101K

Herbert H Thresher Tuw-Wesson

Dallas, TX

Assets

$671K

Grants

1

Total Given

$33K

John H Sanderson Tuw

Dallas, TX

Assets

$3.9M

Grants

1

Total Given

$154K

Albert E Hale Tuw-E Thomas Et AL

Dallas, TX

Assets

$1.3M

Grants

6

Total Given

$50K

Gunn Tr Uw Catherine

Dallas, TX

Philanthropy, Voluntarism & Grantmaking

Assets

$367K

Grants

2

Total Given

$20K

Gertrude M Hibbard Tuw-Wesson

Dallas, TX

Assets

$1.5M

Grants

1

Total Given

$77K

Amelia Peabody Charitable Fund Trust

Boston, MA

The fund supports Massachusetts nonprofits with capital projects and capital purchases in human or animal medicine, social welfare, visual arts, historic preservation, and land conservation. In 2024, grants ranged from $15,000 to $4 million, with a median of $90,000. It invites eligible organizations to apply online, with required printed materials also due by the deadline.

Philanthropy, Voluntarism & Grantmaking

Assets

$121.5M

Grants

54

Total Given

$15.2M

Essential Hospitals Institute

Washington, DC

Essential Hospitals Institute funds projects that improve health care quality, access, affordability, and services for vulnerable and underserved communities, including hospital-based and community-integrated initiatives. In 2024, it awarded $10,000–$50,000 per grant (median $25,000) to organizations in multiple states. The profile does not state whether it accepts unsolicited requests.

Assets

$9.2M

Grants

14

Total Given

$400K

Sarah Gillett Services

Westfield, MA

The foundation primarily funds services for older adults in Westfield and nearby Massachusetts communities, including adult day health, aging services, and food assistance; it has also supported services for visually impaired people. In 2025, it awarded 27 grants totaling $86,325, ranging from $120 to $15,600 (median $1,610). Its filing says giving is not limited to preselected organizations; contact the trustees to apply, with materials handled verbally and requests due before trustees’ meetings.

Assets

$697K

Grants

27

Total Given

$86K

More Funders in Texas

James L Pease Bo Third Cong Soc down — hundreds of funders to go?

Want AI to do this for you?