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 2026. As of 2026, the organization holds $954K in total assets. In 2026, it awarded 1 grant totaling $43K. Net investment income was $122K.
Tr UA Grace S Agee at a glance
In short: Tr UA Grace S Agee gave $43K across 1 grant in 2026 (avg $43K), mostly in Texas. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $43,090
- -2.5% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $43,090
- -2.5% vs 2025
- Median grant
- $43,090
- Total assets
- $953,777
- +11.3% vs 2025
- Primary geography
- Texas (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Tr UA Grace S Agee funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Easter Seals North Texas Inc ($43K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Tr UA Grace S Agee gives
- Giving held roughly steady from 2023 to 2026 (−2%). Method
- In 2026 it paid out 93% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $30K (2020) to $51K (2022). In 2026 it made 1 grant totaling $43K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Easter Seals North Texas Inc Fort Worth, TX | Unrestricted General | $43,090 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $953,777 | $130,615 | $58,212 | $43,090 | 1 | $48,067 | $121,737 | $51,652 |
| 2025 | $856,640 | $77,874 | $57,678 | $44,185 | 1 | $48,891 | $68,648 | $48,808 |
| 2024 | $833,895 | $30,470 | $45,930 | $34,182 | 1 | $38,437 | $20,498 | $44,620 |
| 2023 | $844,459 | $-22,328 | $59,895 | $44,108 | 1 | $48,316 | $9,986 | $43,004 |
| 2022 | $925,338 | $184,529 | $65,589 | $51,391 | 1 | $56,339 | $174,905 | $50,098 |
| 2021 | $890,674 | $59,210 | $53,144 | $40,410 | 1 | — | $51,870 | $45,301 |
| 2020 | $789,015 | $52,485 | $40,421 | $29,509 | 1 | — | $47,908 | $41,317 |
Under IRS private-foundation payout rules, Tr UA Grace S Agee reported a distributable amount of $52K for 2026 — the minimum it must pay out in qualifying distributions.
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 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$11K (2022) → $11K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $11K, to Bank of America (Trustee).
Frequently asked questions about Tr UA Grace S Agee
How much does Tr UA Grace S Agee give each year?
Tr UA Grace S Agee gave $43K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $44K across 1 grant.
How large is Tr UA Grace S Agee?
Tr UA Grace S Agee reported $954K in total assets on its 2026 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $52K (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 Tr UA Grace S Agee operate?
Tr UA Grace S Agee has awarded grants in Texas.
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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 9, 2026)
- IRS filings on file for fiscal years 2020–2025
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