Lucy a Cooledge Tua

Foundation · Grantmaker Dallas, TX EIN: 04-3360241

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 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 10 grants totaling $84K. Net investment income was $207K.

Key facts about Lucy a Cooledge Tua

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.

EIN
04-3360241
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$84,316
Grants made (2025)
10
Average grant
$8,432
Median grant
$8,432
New grantees (estimate)
0% first-time grantees (0 of 10, 2025)
Total assets
$2,075,597
Primary geography
Massachusetts (95% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.1M

+4.3% YoY

Annual Giving

$84K

-7.8% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$8K

-7.8% YoY

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.

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. 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 10 itemized 2025 grant dollars.

Cities

HolyokeBostonGranbyNew YorkNortonSouth Hadley

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K10 grants202010 grants202110 grants202210 grants202310 grants202410 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Mt Holyoke College: $13KMt Holyoke College$13KValley Health Systems Inc: $13KValley Health Systems Inc$13KWheaton College: $13KWheaton College$13KUnited Cong Church of Holyoke: $13KUnited Cong Church of Holyoke$13KBoys & Girls Club: $8KBoys & Girls Club$8KSt Paul's Church: $8KSt Paul's Church$8KMspca-Angell: $4KMspca-Angell$4KYMCA: $4KYMCA$4KFirst Presbyterian Church Soc: $4KFirst Presbyterian Church Soc$4KPhilharmonic Society of N Y: $4KPhilharmonic Society of N Y$4K

Grant Size Distribution

50 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
MT HOLYOKE COLLEGE South Hadley, MAUNRESTRICTED GENERAL$12,647
VALLEY HEALTH SYSTEMS INC Holyoke, MAUNRESTRICTED GENERAL$12,647
WHEATON COLLEGE Norton, MAUNRESTRICTED GENERAL$12,647
UNITED CONG CHURCH OF HOLYOKE Holyoke, MAUNRESTRICTED GENERAL$12,647
BOYS & GIRLS CLUB Holyoke, MAUNRESTRICTED GENERAL$8,432
ST PAUL'S CHURCH Holyoke, MAUNRESTRICTED GENERAL$8,432
MSPCA-ANGELL Boston, MAUNRESTRICTED GENERAL$4,216
YMCA Holyoke, MAUNRESTRICTED GENERAL$4,216
FIRST PRESBYTERIAN CHURCH SOC Granby, MAUNRESTRICTED GENERAL$4,216
PHILHARMONIC SOCIETY OF N Y New York, NYUNRESTRICTED GENERAL$4,216

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K202020212022202320242025
Metric202520242023
Total Assets$2,075,597$1,990,347$1,953,045
Revenue$233,690$80,037$-10,287
Expenses$124,636$127,589$113,344
Qualifying Distributions$98,745$104,819$83,798
Net Investment Income$206,848$52,054$24,209
Distributable Amount$120,381$114,045$103,391

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 19, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 31, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

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

Bank of America — Trustee: $35KBank of AmericaTrustee$35K

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).

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 $2.1M in total assets as of 2025.

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.

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

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