Nelson & Gertrude Hibbard Tua

Private foundation · Grantmaker Dallas, TX EIN: 04-6021172

Nelson & Gertrude Hibbard Tua is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 2 grants totaling $95K. Net investment income was $188K.

Key facts about Nelson & Gertrude Hibbard Tua

In short: Nelson & Gertrude Hibbard Tua gave $95K across 2 grants in 2025 (avg $48K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6021172
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$95,344
Grants made (2025)
2
Average grant
$47,672
Median grant
$47,672
Total assets
$1,911,965
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

$1.9M

+4.0% YoY

Annual Giving

$95K

+2.3% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$48K

+2.3% YoY

Under IRS private-foundation payout rules, Nelson & Gertrude Hibbard Tua reported a distributable amount of $110K for 2025 — the minimum it must pay out in qualifying distributions.

How Nelson & Gertrude Hibbard Tua gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method
  • In 2025 it paid out 99% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

Cities

Mount HermonSpringfield

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $65K (2023) to $103K (2022). In 2025 it made 2 grants totaling $95K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Northfield Mount Hermon School: $81KNorthfield Mount Hermon School$81KBaystate Health Foundation Inc: $14KBaystate Health Foundation Inc$14K

The largest 2025 recipient was Northfield Mount Hermon School ($81K). Together the top 2 received $95K.

Grant Size Distribution

10 grants across all recorded years

5<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 10 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Northfield Mount Hermon School Mount Hermon, MAUnrestricted General$81,041
Baystate Health Foundation Inc Springfield, MAUnrestricted General$14,303

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,911,965$1,837,862$1,780,342
Revenue$210,676$187,532$57,617
Expenses$137,162$128,058$95,295
Qualifying Distributions$108,604$105,810$75,838
Net Investment Income$187,738$163,908$32,623
Distributable Amount$110,167$104,275$94,932

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)

Leadership & Key People

Officers and directors from IRS filings

Nelson & Gertrude Hibbard Tua's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $26K (2019) → $32K (2025)

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: $32KBank of AmericaTrustee$32K

The highest reported compensation on the 2025 filing was $32K, to Bank of America (Trustee).

Frequently asked questions about Nelson & Gertrude Hibbard Tua

How much does Nelson & Gertrude Hibbard Tua give each year?

Nelson & Gertrude Hibbard Tua gave $95K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $93K across 2 grants.

How large is Nelson & Gertrude Hibbard Tua?

Nelson & Gertrude Hibbard Tua reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $109K in qualifying distributions that year, against a required minimum of $110K (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.

Where does Nelson & Gertrude Hibbard Tua operate?

Nelson & Gertrude Hibbard Tua has awarded grants in Massachusetts.

What is Nelson & Gertrude Hibbard Tua's EIN?

Nelson & Gertrude Hibbard Tua's EIN (Employer Identification Number) is 04-6021172. 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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