Lucy a Cooledge Tua
Lucy a Cooledge Tua is a private foundation based in Dallas, Texas. In 2025, it made 10 grants totaling $84,316 to charitable organizations, primarily in Massachusetts.
Lucy a Cooledge Tua at a glance
In short: Lucy a Cooledge Tua gave $84K across 10 grants in 2025 (avg $8K), mostly in Massachusetts. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $84,316
- -7.8% vs 2024
- Grants made (2025)
- 10
- +0.0% vs 2024
- Average grant
- $8,432
- -7.8% vs 2024
- Median grant
- $8,432
- Total assets
- $2,075,597
- +4.3% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025; small sample)
- Primary geography
- Massachusetts (95% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Lucy a Cooledge Tua
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lucy a Cooledge Tua funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Mt Holyoke College ($13K). Together the top 10 received $84K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 50 grants of 50 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 95% of grant dollars went to recipients in Massachusetts and 5% to recipients in New York.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
Is Lucy a Cooledge Tua open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving fell 33% from 2022 to 2025. Method
- In 2025 it paid out 82% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $72K (2023) to $127K (2022). In 2025 it made 10 grants totaling $84K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mt Holyoke College South Hadley, MA | Unrestricted General | $12,647 |
| Valley Health Systems Inc Holyoke, MA | Unrestricted General | $12,647 |
| Wheaton College Norton, MA | Unrestricted General | $12,647 |
| United Cong Church of Holyoke Holyoke, MA | Unrestricted General | $12,647 |
| Boys & Girls Club Holyoke, MA | Unrestricted General | $8,432 |
| St Paul's Church Holyoke, MA | Unrestricted General | $8,432 |
| MSPCA-Angell Boston, MA | Unrestricted General | $4,216 |
| YMCA Holyoke, MA | Unrestricted General | $4,216 |
| First Presbyterian Church Soc Granby, MA | Unrestricted General | $4,216 |
| Philharmonic Society of N Y New York, NY | Unrestricted General | $4,216 |
Ready to take the next step with Lucy a Cooledge Tua?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,075,597 | $233,690 | $124,636 | $84,316 | 10 | $98,745 | $206,848 | $120,381 |
| 2024 | $1,990,347 | $80,037 | $127,589 | $91,426 | 10 | $104,819 | $52,054 | $114,045 |
| 2023 | $1,953,045 | $-10,287 | $113,344 | $71,508 | 10 | $83,798 | $24,209 | $103,391 |
| 2022 | $2,012,171 | $392,112 | $164,359 | $126,542 | 10 | $139,596 | $367,313 | $107,148 |
| 2021 | $2,148,737 | $145,649 | $127,526 | $90,392 | 10 | — | $122,819 | $122,431 |
| 2020 | $1,862,597 | $160,495 | $121,829 | $90,266 | 10 | — | $146,551 | $100,623 |
Under IRS private-foundation payout rules, Lucy a Cooledge Tua reported a distributable amount of $120K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations including colleges, healthcare, religious, youth, animal-welfare, and cultural organizations. Valley Health Systems Inc describes its mission as supporting the advancement of knowledge and practice in medicine, surgery, nursing, and other healthcare-related subjects. Wheaton College describes its mission as providing a transformative liberal arts education in a collaborative community that values and strives to create an equitable and just world.
Grantmaking
In 2025, the foundation awarded 10 grants totaling $84,316. Grants ranged from $4,216 to $12,647, with a median of $8,432. The largest grants were $12,647 each to Mt Holyoke College, Valley Health Systems Inc, Wheaton College, and United Cong Church of Holyoke. Other recipients included Boys & Girls Club and St Paul's Church, each receiving $8,432, and MSPCA-Angell, YMCA, First Presbyterian Church Soc, and Philharmonic Society of N Y, each receiving $4,216. The listed grant purposes were unrestricted general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee.
Lucy a Cooledge Tua's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$28K (2020) → $35K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $35K, to Bank of America (Trustee).
Frequently asked questions about Lucy a Cooledge Tua
How much does Lucy a Cooledge Tua give each year?
Lucy a Cooledge Tua gave $84K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $91K across 10 grants.
What is Lucy a Cooledge Tua's typical grant size?
Lucy a Cooledge Tua's median grant in 2025 was $8,432, and its average grant was $8,432, across 10 grants on its 2025 IRS Form 990-PF.
Where does Lucy a Cooledge Tua give grants?
Lucy a Cooledge Tua gives mostly in Massachusetts: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (5%). The most frequent recipient cities were Holyoke, MA (5 grants).
Does Lucy a Cooledge Tua give general operating support?
Yes: 100% of Lucy a Cooledge Tua's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lucy a Cooledge Tua's largest grantees?
Lucy a Cooledge Tua's largest 2025 grantees include Mt Holyoke College ($12,647), Valley Health Systems Inc ($12,647) and Wheaton College ($12,647), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.
How large is Lucy a Cooledge Tua?
Lucy a Cooledge Tua reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $99K in qualifying distributions that year, against a required minimum of $120K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Lucy a Cooledge Tua fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations including colleges, healthcare, religious, youth, animal-welfare, and cultural organizations. See mission & focus areas ↑
How do I apply for a grant from Lucy a Cooledge Tua?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Lucy a Cooledge Tua accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Lucy a Cooledge Tua funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Lucy a Cooledge Tua's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Lucy a Cooledge Tua funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/lucy-a-cooledge-tua-morg_494e4a35e09243e7b48a8536d6a7baa9
BibTeX
@misc{grantable_043360241_2026,
author = {{Grantable}},
title = {{Lucy a Cooledge Tua funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/lucy-a-cooledge-tua-morg_494e4a35e09243e7b48a8536d6a7baa9},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Lucy a Cooledge Tua's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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