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 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
Share of all 10 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
50 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- 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
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
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.
Here's the math on researching Lucy a Cooledge Tua by hand.
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