Tracy James & Phyllis Sch Fnd

DALLAS, TX EIN: 06-6025726

Tracy James & Phyllis Sch Fnd is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $134K in total assets. In 2024, it awarded 3 grants totaling $8K. Net investment income was $12K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$134K

+0.3% YoY

Annual Giving

$8K

+0.0% YoY

Grant Count

3

-40.0% YoY

Avg Grant Size

$3K

+66.7% YoY

About Tracy James & Phyllis Sch Fnd

Based on IRS filings

Tracy James & Phyllis Sch Fnd is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $134K in total assets. In 2024, it awarded 3 grants totaling $8K. Net investment income was $12K.

Ready to take the next step with Tracy James & Phyllis Sch Fnd?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AtlantaChesnut HillIthacaNew BritainNew HavenNew RochellePaxtonPurchaseSpringfieldStorrsWinter Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$9K$18K$27K$37K20202021202220232024
Metric202420232022
Total Assets$134,041$133,615$139,834
Revenue$14,542$4,865$-3,292
Expenses$13,983$11,031$11,896
Qualifying Distributions$11,841$9,059$9,126
Net Investment Income$12,324$2,435$869
Distributable Amount$7,764$7,315$7,594

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K$8K3 grants20208 grants20216 grants20225 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

IONA COLLEGE$3KCORNELL UNIVERSITY$3KANNA MARIA COLLEGE$2K

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$2K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$1,863

Related Funders

Similar funders by location and focus area

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

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