Lucy a Cooledge Tua
Lucy a Cooledge 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 $2.0M in total assets. In 2024, it awarded 10 grants totaling $91K. Net investment income was $52K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
+1.9% YoY
Annual Giving
$91K
+27.9% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$9K
+27.9% YoY
Under IRS private-foundation payout rules, Lucy a Cooledge Tua reported a distributable amount of $114K for 2024 — the minimum it must pay out in qualifying distributions.
About Lucy a Cooledge Tua
Based on IRS filings
Lucy a Cooledge 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 $2.0M in total assets. In 2024, it awarded 10 grants totaling $91K. Net investment income was $52K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,990,347 | $1,953,045 | $2,012,171 |
| Revenue | $80,037 | $-10,287 | $392,112 |
| Expenses | $127,589 | $113,344 | $164,359 |
| Qualifying Distributions | $104,819 | $83,798 | $139,596 |
| Net Investment Income | $52,054 | $24,209 | $367,313 |
| Distributable Amount | $114,045 | $103,391 | $107,148 |
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
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mt Holyoke College ($13,712), Valley Health Systems Inc ($13,712), Wheaton College ($13,712).
| Recipient | Purpose | Amount |
|---|---|---|
| MT HOLYOKE COLLEGE SOUTH HADLEY, MA | UNRESTRICTED GENERAL | $13,712 |
| VALLEY HEALTH SYSTEMS INC HOLYOKE, MA | UNRESTRICTED GENERAL | $13,712 |
| MSPCA-ANGELL BOSTON, MA | UNRESTRICTED GENERAL | $4,573 |
| WHEATON COLLEGE NORTON, MA | UNRESTRICTED GENERAL | $13,712 |
| BOYS & GIRLS CLUB HOLYOKE, MA | UNRESTRICTED GENERAL | $9,143 |
| ST PAUL'S CHURCH HOLYOKE, MA | UNRESTRICTED GENERAL | $9,143 |
| YMCA HOLYOKE, MA | UNRESTRICTED GENERAL | $4,573 |
| UNITED CONG CHURCH OF HOLYOKE HOLYOKE, MA | UNRESTRICTED GENERAL | $13,712 |
| FIRST PRESBYTERIAN CHURCH SOC GRANBY, MA | UNRESTRICTED GENERAL | $4,573 |
| PHILHARMONIC SOCIETY OF N Y NEW YORK, NY | UNRESTRICTED GENERAL | $4,573 |
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 | $32,144 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lucy a Cooledge Tua?
Lucy a Cooledge Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.0M in total assets as of 2024.
How large is Lucy a Cooledge Tua?
As of 2024, Lucy a Cooledge Tua holds $2.0M in total assets with $80K in annual revenue. It awarded 10 grants totaling $91K in 2024.
Where does Lucy a Cooledge Tua operate?
Lucy a Cooledge Tua has awarded grants in Massachusetts, New York.
What size grants does Lucy a Cooledge Tua award?
In 2024, Lucy a Cooledge Tua awarded 10 grants totaling $91K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Lucy a Cooledge Tua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lucy a Cooledge Tua reported a distributable amount of $114K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lucy a Cooledge Tua's EIN?
Lucy a Cooledge Tua's EIN (Employer Identification Number) is 04-3360241. 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.