Nathaniel Wheeler Tua-Worc
Nathaniel Wheeler Tua-Worc is a private foundation focused on Environment & Animals, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 6 grants totaling $62K. Net investment income was $138K.
Nathaniel Wheeler Tua-Worc at a glance
In short: Nathaniel Wheeler Tua-Worc gave $62K across 6 grants in 2025 (avg $10K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $61,997
- -7.2% vs 2024
- Grants made (2025)
- 6
- -33.3% vs 2024
- Average grant
- $10,333
- +39.1% vs 2024
- Median grant
- $6,834
- Total assets
- $1,500,719
- +4.1% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Nathaniel Wheeler Tua-Worc funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Notre Dame Health Care Center ($25K). Together the top 6 received $62K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Nathaniel Wheeler Tua-Worc gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $59K (2021) to $68K (2022). In 2025 it made 6 grants totaling $62K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Notre Dame Health Care Center Worcester, MA | Unrestricted General | $25,000 |
| Worcester County Horticultural Boylston, MA | Unrestricted General | $14,150 |
| Worcester Garden Club Worcester, MA | Unrestricted General | $8,214 |
| Park Spirit of Worcester Inc Worcester, MA | Unrestricted General | $5,453 |
| The Southeast Asian Coalition Worcester, MA | Unrestricted General | $5,000 |
| Regional Environmental Council Worcester, MA | Unrestricted General | $4,180 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,500,719 | $155,676 | $97,521 | $61,997 | 6 | $76,811 | $137,705 | $85,602 |
| 2024 | $1,442,147 | $148,946 | $98,334 | $66,832 | 9 | $80,898 | $130,463 | $80,904 |
| 2023 | $1,393,027 | $40,464 | $95,621 | $67,447 | 7 | $80,242 | $20,943 | $74,836 |
| 2022 | $1,448,669 | $-38,200 | $104,840 | $67,956 | 4 | $81,437 | $12,803 | $77,046 |
| 2021 | $1,591,554 | $329,435 | $93,735 | $59,000 | 6 | $74,284 | $309,662 | $86,478 |
| 2020 | $1,346,629 | $107,949 | $88,138 | $59,929 | 7 | — | $93,029 | $73,309 |
| 2019 | $1,332,327 | $83,590 | $86,922 | $59,436 | 11 | — | $73,304 | $71,092 |
Under IRS private-foundation payout rules, Nathaniel Wheeler Tua-Worc reported a distributable amount of $86K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Nathaniel Wheeler Tua-Worc'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
$25K (2021) → $25K (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
The highest reported compensation on the 2025 filing was $25K, to Bank of America (Trustee).
Frequently asked questions about Nathaniel Wheeler Tua-Worc
How much does Nathaniel Wheeler Tua-Worc give each year?
Nathaniel Wheeler Tua-Worc gave $62K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $67K across 9 grants.
What is Nathaniel Wheeler Tua-Worc's typical grant size?
Nathaniel Wheeler Tua-Worc's median grant in 2025 was $6,834, and its average grant was $10,333, across 6 grants on its 2025 IRS Form 990-PF.
Where does Nathaniel Wheeler Tua-Worc give grants?
Nathaniel Wheeler Tua-Worc 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 Worcester, MA (5 grants).
Does Nathaniel Wheeler Tua-Worc give general operating support?
Yes: 100% of Nathaniel Wheeler Tua-Worc's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Nathaniel Wheeler Tua-Worc's largest grantees?
Nathaniel Wheeler Tua-Worc's largest 2025 grantees include Notre Dame Health Care Center ($25,000), Worcester County Horticultural ($14,150) and Worcester Garden Club ($8,214), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.
How large is Nathaniel Wheeler Tua-Worc?
Nathaniel Wheeler Tua-Worc reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $77K in qualifying distributions that year, against a required minimum of $86K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Nathaniel Wheeler Tua-Worc?
Nathaniel Wheeler Tua-Worc is a private foundation focused on Environment & Animals, based in Dallas, TX. It holds $1.5M in total assets as of 2025.
What is Nathaniel Wheeler Tua-Worc's EIN?
Nathaniel Wheeler Tua-Worc's EIN (Employer Identification Number) is 04-6437271. 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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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