Thomas M Tracey Trust

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 grants totaling $4K. Net investment income was $12K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$138K

+2.8% YoY

Annual Giving

$4K

-19.3% YoY

Grant Count

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $27K (100%)

States

Wisconsin

Cities

Madison

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

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

Recipient	Purpose	Amount
UNIVERSITY OF WISCONSIN - MADISON MADISON, WI	UNRESTRICTED GENERAL	$4,295

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$2,909

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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 grants 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 grants 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.