Lucy a Cooledge Tua

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 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

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.

Ready to take the next step with Lucy a Cooledge Tua?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BostonGranbyHolyokeNew YorkNortonSouth Hadley

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$108K$216K$323K$431K20202021202220232024
Metric202420232022
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

$0$32K$63K$95K$127K10 grants202010 grants202110 grants202210 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MT HOLYOKE COLLEGE$14KVALLEY HEALTH SYSTEMS INC$14KWHEATON COLLEGE$14KUNITED CONG CHURCH OF HO…$14KBOYS & GIRLS CLUB$9KST PAUL'S CHURCH$9KMSPCA-ANGELL$5KYMCA$5KFIRST PRESBYTERIAN CHURC…$5KPHILHARMONIC SOCIETY OF …$5K

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

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$32K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$32,144

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

What could you do with Lucy a Cooledge 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