Tr UA Grace S Agee
Tr UA Grace S Agee is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $857K in total assets. In 2025, it awarded 1 grant totaling $44K. Net investment income was $69K.
Key facts about Tr UA Grace S Agee
In short: Tr UA Grace S Agee gave $44K across 1 grant in 2025 (avg $44K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 75-6105273
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $44,185
- Grants made (2025)
- 1
- Average grant
- $44,185
- Median grant
- $44,185
- Total assets
- $856,640
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Quick answers about Tr UA Grace S Agee
How much does Tr UA Grace S Agee give each year?
Tr UA Grace S Agee gave $44K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 1 grant.
How Tr UA Grace S Agee gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Tr UA Grace S Agee
- How to evaluate Tr UA Grace S Agee as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$857K
+2.7% YoY
Annual Giving
$44K
+29.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$44K
+29.3% YoY
Under IRS private-foundation payout rules, Tr UA Grace S Agee reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.
About Tr UA Grace S Agee
Based on IRS filings
Tr UA Grace S Agee is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $857K in total assets. In 2025, it awarded 1 grant totaling $44K. Net investment income was $69K.
Ready to take the next step with Tr UA Grace S Agee?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $856,640 | $833,895 | $844,459 |
| Revenue | $77,874 | $30,470 | $-22,328 |
| Expenses | $57,678 | $45,930 | $59,895 |
| Qualifying Distributions | $48,891 | $38,437 | $48,316 |
| Net Investment Income | $68,648 | $20,498 | $9,986 |
| Distributable Amount | $48,808 | $44,620 | $43,004 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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
| Recipient | Purpose | Amount |
|---|---|---|
| EASTER SEALS NORTH TEXAS INC Fort Worth, TX | UNRESTRICTED GENERAL | $44,185 |
Leadership & Key People
Officers and directors from IRS filings
Tr UA Grace S Agee's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$11K (2022) → $11K (2025)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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
Frequently Asked Questions
How large is Tr UA Grace S Agee?
As of 2025, Tr UA Grace S Agee holds $857K in total assets with $78K in annual revenue. It awarded 1 grant totaling $44K in 2025.
Where does Tr UA Grace S Agee operate?
Tr UA Grace S Agee has awarded grants in Texas.
How much is Tr UA Grace S Agee required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Tr UA Grace S Agee reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr UA Grace S Agee's EIN?
Tr UA Grace S Agee's EIN (Employer Identification Number) is 75-6105273. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.