Tracy James & Phyllis Sch Fnd
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
Under IRS private-foundation payout rules, Tracy James & Phyllis Sch Fnd reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Iona College ($3,000), Cornell University ($3,000), Anna Maria College ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ANNA MARIA COLLEGE PAXTON, MA | SCHOLARSHIPS | $1,500 |
| IONA COLLEGE NEW ROCHELLE, NY | SCHOLARSHIPS | $3,000 |
| CORNELL UNIVERSITY ITHACA, NY | SCHOLARSHIPS | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $1,863 |
Frequently Asked Questions
How large is Tracy James & Phyllis Sch Fnd?
As of 2024, Tracy James & Phyllis Sch Fnd holds $134K in total assets with $15K in annual revenue. It awarded 3 grants totaling $8K in 2024.
Where does Tracy James & Phyllis Sch Fnd operate?
Tracy James & Phyllis Sch Fnd has awarded grants in Connecticut, Florida, Georgia, Massachusetts, New York.
What size grants does Tracy James & Phyllis Sch Fnd award?
In 2024, Tracy James & Phyllis Sch Fnd awarded 3 grants totaling $8K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Tracy James & Phyllis Sch Fnd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tracy James & Phyllis Sch Fnd reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tracy James & Phyllis Sch Fnd's EIN?
Tracy James & Phyllis Sch Fnd's EIN (Employer Identification Number) is 06-6025726. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.