Joseph B Halbert Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $525K in total assets. In 2024, it awarded 10 grants totaling $26K. Net investment income was $51K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$525K
+0.5% YoY
Annual Giving
$26K
+3.0% YoY
Grant Count
10
+11.1% YoY
Avg Grant Size
$3K
-7.3% YoY
Under IRS private-foundation payout rules, Joseph B Halbert Tua reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.
About Joseph B Halbert Tua
Based on IRS filings
Joseph B Halbert Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $525K in total assets. In 2024, it awarded 10 grants totaling $26K. Net investment income was $51K.
Focus Areas
Ready to take the next step with Joseph B Halbert Tua?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $524,640 | $521,900 | $536,774 |
| Revenue | $56,195 | $18,797 | $-13,355 |
| Expenses | $52,967 | $33,478 | $44,500 |
| Qualifying Distributions | $47,500 | $28,953 | $37,152 |
| Net Investment Income | $50,777 | $12,701 | $6,512 |
| Distributable Amount | $30,416 | $28,222 | $29,180 |
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
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Northeastern University ($4,680), Brandeis University ($2,340), Bridgewater State University ($2,340).
| Recipient | Purpose | Amount |
|---|---|---|
| BRANDEIS UNIVERSITY WALTHAM, MA | UNRESTRICTED GENERAL | $2,340 |
| BRIDGEWATER STATE UNIVERSITY BRIDGEWATER, MA | SCHOLARSHIP | $2,340 |
| PURDUE UNIVERSITY WEST LAFAYETTE, IN | SCHOLARSHIP | $2,340 |
| BOWDOIN COLLEGE BRUNSWICK, ME | SCHOLARSHIPS | $2,340 |
| NORTHEASTERN UNIVERSITY BOSTON, MA | SCHOLARSHIPS | $4,680 |
| HARVARD UNIVERSITY CAMBRIDGE, MA | SCHOLARSHIPS | $2,340 |
| SOUTH SHORE YMCA QUINCY, MA | UNRESTRICTED GENERAL | $2,340 |
| UNIVERSITY OF CONNECTICUT STORRS, CT | SCHOLARSHIPS | $2,340 |
| THE SALVATION ARMY WEST NYACK, NY | UNRESTRICTED GENERAL | $2,340 |
| UNIVERSITY OF RICHMOND RICHMOND, VA | SCHOLARSHIPS | $2,340 |
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 | TRUSTEE | 1 | $5,479 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joseph B Halbert Tua?
Joseph B Halbert Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $525K in total assets as of 2024.
How large is Joseph B Halbert Tua?
As of 2024, Joseph B Halbert Tua holds $525K in total assets with $56K in annual revenue. It awarded 10 grants totaling $26K in 2024.
Where does Joseph B Halbert Tua operate?
Joseph B Halbert Tua has awarded grants in Arizona, Connecticut, Indiana, Louisiana, Massachusetts, Maine, New York, Virginia, Wisconsin.
What size grants does Joseph B Halbert Tua award?
In 2024, Joseph B Halbert Tua awarded 10 grants totaling $26K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Joseph B Halbert Tua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph B Halbert Tua reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph B Halbert Tua's EIN?
Joseph B Halbert Tua's EIN (Employer Identification Number) is 04-6496117. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Joseph B Halbert Tua's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Ernst & Young Foundation
NEW YORK, NY
Assets
$43.3M
Grants
631
Total Given
$16.8M
The Sudbury Foundation
SUDBURY, MA
Assets
$36.9M
Grants
137
Total Given
$1.9M
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Michael & Susan Dell Foundation
AUSTIN, TX
Assets
—
Grants
835
Total Given
$164.6M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
The Ayco Charitable Foundation
COHOES, NY
Assets
$1.2B
Grants
4,719
Total Given
$287.7M
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$444.9M
Grants
10,157
Total Given
$466.3M
Raymond James Charitable Endowment Fund
ST PETERSBURG, FL
Assets
$1.9B
Grants
6,906
Total Given
$288.7M
Jpmorgan Chase Foundation
NEW YORK, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Joseph B Halbert Tua on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Joseph B Halbert Tua to a real strategy.