Lucy D Gillett Tua

Foundation · Grantmaker Dallas, TX EIN: 04-6021103

Lucy D Gillett Tua is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $997K in total assets. In 2025, it awarded 4 grants totaling $51K. Net investment income was $96K.

Key facts about Lucy D Gillett Tua

In short: Lucy D Gillett Tua gave $51K across 4 grants in 2025 (avg $13K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6021103
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$50,716
Grants made (2025)
4
Average grant
$12,679
Median grant
$12,679
Total assets
$997,130
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$997K

+3.8% YoY

Annual Giving

$51K

+7.7% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$13K

+7.7% YoY

Under IRS private-foundation payout rules, Lucy D Gillett Tua reported a distributable amount of $57K for 2025 — the minimum it must pay out in qualifying distributions.

How Lucy D Gillett Tua gives

  • Giving held roughly steady from 2022 to 2025 (−4%). Method
  • In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 4 itemized 2025 grant dollars.

Cities

Springfield

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K4 grants20194 grants20204 grants20214 grants20224 grants20234 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Springfield Boys Club Inc: $13KSpringfield Boys Club Inc$13KYMCA of Greater Springfield Inc: $13KYMCA of Greater SpringfieldInc$13KSpringfield College: $13KSpringfield College$13KBaystate Health Foundation Inc: $13KBaystate Health Foundation Inc$13K

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
SPRINGFIELD BOYS CLUB INC Springfield, MAUNRESTRICTED GENERAL$12,679
YMCA OF GREATER SPRINGFIELD INC Springfield, MAUNRESTRICTED GENERAL$12,679
SPRINGFIELD COLLEGE Springfield, MAUNRESTRICTED GENERAL$12,679
BAYSTATE HEALTH FOUNDATION INC Springfield, MAUNRESTRICTED GENERAL$12,679

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019202020212022202320242025
Metric202520242023
Total Assets$997,130$960,400$929,150
Revenue$108,339$98,214$31,123
Expenses$71,894$65,947$50,926
Qualifying Distributions$57,867$53,909$40,517
Net Investment Income$96,039$85,565$17,715
Distributable Amount$57,291$54,251$49,402

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Lucy D Gillett Tua's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $17K (2021) → $17K (2025)

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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: $17KBank of AmericaTrustee$17K

Frequently asked questions about Lucy D Gillett Tua

How much does Lucy D Gillett Tua give each year?

Lucy D Gillett Tua gave $51K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $47K across 4 grants.

What is Lucy D Gillett Tua's typical grant size?

Lucy D Gillett Tua's median grant in 2025 was $12,679, and its average grant was $12,679, across 4 grants on its 2025 IRS Form 990-PF.

Where does Lucy D Gillett Tua give grants?

Lucy D Gillett Tua gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Springfield, MA (4 grants).

Does Lucy D Gillett Tua give general operating support?

Yes: 100% of Lucy D Gillett Tua's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Lucy D Gillett Tua?

Lucy D Gillett Tua reported $997K in total assets on its 2025 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $57K (roughly 5% of its investment assets).

What is Lucy D Gillett Tua's EIN?

Lucy D Gillett Tua's EIN (Employer Identification Number) is 04-6021103. IRS Form 990 filing data is available on this page for 2019–2025.

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

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