James L Pease Bo Third Cong Soc

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 grants totaling $394K. Net investment income was $50K.

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.

About James L Pease Bo Third Cong Soc

Based on IRS filings

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 grants totaling $394K. Net investment income was $50K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Springfield

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$110K$220K$330K$440K2020202120222023
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

Giving Over Time

Total grant dollars and number of grants per year

$0$99K$197K$296K$394K0 grants20200 grants20210 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

BAYSTATE HEALTH FOUNDATI…$394K

Grant Size Distribution

1 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Baystate Health Foundation Inc ($394,182).

RecipientPurposeAmount
BAYSTATE HEALTH FOUNDATION INC SPRINGFIELD, MAUNRESTRICTED GENERAL$394,182

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

BANK OF AMERICATRUSTEE$3K

From 2023 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$2,677

Frequently Asked Questions

Where does James L Pease Bo Third Cong Soc operate?

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

What size grants does James L Pease Bo Third Cong Soc award?

In 2023, James L Pease Bo Third Cong Soc awarded 1 grants totaling $394K — an average of about $394K per grant, based on its IRS Form 990 filings.

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.

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

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