Nathaniel Wheeler Tua-worc

DALLAS, TX EIN: 04-6437271

Nathaniel Wheeler Tua-worc is a private foundation focused on Environment & Animals, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 9 grants totaling $67K. Net investment income was $130K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

+3.5% YoY

Annual Giving

$67K

-0.9% YoY

Grant Count

+28.6% YoY

Avg Grant Size

$7K

-22.9% YoY

Under IRS private-foundation payout rules, Nathaniel Wheeler Tua-worc reported a distributable amount of $81K for 2024 — the minimum it must pay out in qualifying distributions.

About Nathaniel Wheeler Tua-worc

Based on IRS filings

Focus Areas

Environment & Animals

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $321K (100%)

States

Massachusetts

Cities

BoylstonWorcester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,442,147	$1,393,027	$1,448,669
Revenue	$148,946	$40,464	$-38,200
Expenses	$98,334	$95,621	$104,840
Qualifying Distributions	$80,898	$80,242	$81,437
Net Investment Income	$130,463	$20,943	$12,803
Distributable Amount	$80,904	$74,836	$77,046

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

33 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Worcester County Horticultural ($21,000), Regional Environmental Council ($8,500), Worcester Garden Club ($8,450).

Recipient	Purpose	Amount
WORCESTER GARDEN CLUB WORCESTER, MA	UNRESTRICTED GENERAL	$8,450
WORCESTER CENTER FOR PERFORMING ARTS WORCESTER, MA	UNRESTRICTED GENERAL	$4,510
REGIONAL ENVIRONMENTAL COUNCIL WORCESTER, MA	UNRESTRICTED GENERAL	$8,500
WORCESTER HISTORICAL MUSEUM BOYLSTON, MA	UNRESTRICTED GENERAL	$7,772
THE SOUTHEAST ASIAN COALITION WORCESTER, MA	UNRESTRICTED GENERAL	$2,500
WORCESTER YOUTH CENTER WORCESTER, MA	UNRESTRICTED GENERAL	$3,600
WORCESTER COUNTY HORTICULTURAL BOYLSTON, MA	UNRESTRICTED GENERAL	$21,000
PARK SPIRIT OF WORCESTER INC WORCESTER, MA	UNRESTRICTED GENERAL	$4,000
GREATER WORCESTER LAND TRUST INC WORCESTER, MA	UNRESTRICTED GENERAL	$6,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$23,387

Subject Areas

Focus areas based on grantmaking activity

Environment & Animals

Frequently Asked Questions

What is Nathaniel Wheeler Tua-worc?

Nathaniel Wheeler Tua-worc is a private foundation focused on Environment & Animals, based in DALLAS, TX. It holds $1.4M in total assets as of 2024.

How large is Nathaniel Wheeler Tua-worc?

As of 2024, Nathaniel Wheeler Tua-worc holds $1.4M in total assets with $149K in annual revenue. It awarded 9 grants totaling $67K in 2024.

Where does Nathaniel Wheeler Tua-worc operate?

Nathaniel Wheeler Tua-worc has awarded grants in Massachusetts.

What size grants does Nathaniel Wheeler Tua-worc award?

In 2024, Nathaniel Wheeler Tua-worc awarded 9 grants totaling $67K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Nathaniel Wheeler Tua-worc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Nathaniel Wheeler Tua-worc reported a distributable amount of $81K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.