Thomas M Tracey Trust

Foundation · Grantmaker Dallas, TX EIN: 59-6730421

Thomas M Tracey Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $138K in total assets. In 2025, it awarded 1 grant totaling $4K. Net investment income was $12K.

Key facts about Thomas M Tracey Trust

EIN
59-6730421
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$4,295
Grants made (2025)
1
Average grant
$4,295
Median grant
$4,295
Total assets
$138,209
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

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

How Thomas M Tracey Trust gives

  • Giving fell 32% from 2022 to 2025. Method
  • In 2025 it paid out 72% 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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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$138K

+2.8% YoY

Annual Giving

$4K

-19.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$4K

-19.3% YoY

Under IRS private-foundation payout rules, Thomas M Tracey Trust reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

About Thomas M Tracey Trust

Based on IRS filings

Thomas M Tracey Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $138K in total assets. In 2025, it awarded 1 grant totaling $4K. Net investment income was $12K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Madison

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8K$17K$25K$33K20212022202320242025
Metric202520242023
Total Assets$138,209$134,480$135,503
Revenue$15,040$3,556$-2,139
Expenses$8,345$9,009$10,384
Qualifying Distributions$5,779$6,708$7,002
Net Investment Income$12,458$1,136$43
Distributable Amount$8,048$7,518$7,112

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$3K$5K$6K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

University of Wisconsin - Madison: $4KUniversity of Wisconsin -Madison$4K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include University of Wisconsin - Madison ($4,295).

RecipientPurposeAmount
UNIVERSITY OF WISCONSIN - MADISON Madison, WIUNRESTRICTED GENERAL$4,295

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $3KBank of AmericaTrustee$3K

From 2025 IRS filing

NameTitleHoursCompensation
Bank of AmericaTrustee1$2,909

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Thomas M Tracey Trust?

Thomas M Tracey Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. It holds $138K in total assets as of 2025.

How large is Thomas M Tracey Trust?

As of 2025, Thomas M Tracey Trust holds $138K in total assets with $15K in annual revenue. It awarded 1 grant totaling $4K in 2025.

Where does Thomas M Tracey Trust operate?

Thomas M Tracey Trust has awarded grants in Wisconsin.

What size grants does Thomas M Tracey Trust award?

In 2025, Thomas M Tracey Trust awarded 1 grant totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Thomas M Tracey Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Thomas M Tracey Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Thomas M Tracey Trust's EIN?

Thomas M Tracey Trust's EIN (Employer Identification Number) is 59-6730421. IRS Form 990 filing data is available on this page for 2021–2025.

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

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