Tr Ua Grace S Agee

DALLAS, TX EIN: 75-6105273

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 grants totaling $44K. Net investment income was $69K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$857K

+2.7% YoY

Annual Giving

$44K

+29.3% YoY

Grant Count

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $214K (100%)

States

Texas

Cities

Fort Worth

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 Easter Seals North Texas Inc ($44,185).

Recipient	Purpose	Amount
EASTER SEALS NORTH TEXAS INC FORT WORTH, TX	UNRESTRICTED GENERAL	$44,185

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	$10,514

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 grants totaling $44K in 2025.

Where does Tr Ua Grace S Agee operate?

Tr Ua Grace S Agee has awarded grants in Texas.

What size grants does Tr Ua Grace S Agee award?

In 2025, Tr Ua Grace S Agee awarded 1 grants totaling $44K — an average of about $44K per grant, based on its IRS Form 990 filings.

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.