Tracy James & Phyllis Sch Fnd
Tracy James & Phyllis Sch Fnd is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $141K in total assets. In 2025, it awarded 4 grants totaling $3K. Net investment income was $13K.
Tracy James & Phyllis Sch Fnd at a glance
In short: Tracy James & Phyllis Sch Fnd gave $3K across 4 grants in 2025 (avg $625), top state Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,500
- -66.7% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $625
- -75.0% vs 2024
- Median grant
- $650
- Total assets
- $140,903
- +5.1% vs 2024
- Primary geography
- Connecticut (48% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Tracy James & Phyllis Sch Fnd funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was University of Connecticut ($900). Together the top 3 received $2K.
Organizations only. It also paid 1 individual scholarship ($300), which are not listed by name.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Tracy James & Phyllis Sch Fnd gives
- Giving fell 67% from 2022 to 2025. Method
- In 2025 it paid out 71% 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 2019 to 2025, annual grant giving ranged from $3K (2025) to $8K (2021). In 2025 it made 4 grants totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Connecticut Storrs, CT | Scholarships | $900 |
| Louisiana State University Baton Rouge, LA | Scholarships | $900 |
| Cornell University Ithaca, NY | Scholarships | $400 |
| 1 individual scholarship Recipients not named | — | $300 |
Ready to take the next step with Tracy James & Phyllis Sch Fnd?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $140,903 | $15,237 | $8,414 | $2,500 | 4 | $5,841 | $13,084 | $8,170 |
| 2024 | $134,041 | $14,542 | $13,983 | $7,500 | 3 | $11,841 | $12,324 | $7,764 |
| 2023 | $133,615 | $4,865 | $11,031 | $7,500 | 5 | $9,059 | $2,435 | $7,315 |
| 2022 | $139,834 | $-3,292 | $11,896 | $7,500 | 6 | $9,126 | $869 | $7,594 |
| 2021 | $155,022 | $33,206 | $12,145 | $8,000 | 8 | $9,795 | $30,810 | $8,599 |
| 2020 | $133,795 | $10,857 | $8,554 | $4,998 | 3 | — | $8,911 | $7,325 |
| 2019 | $131,504 | $8,498 | $9,069 | $5,500 | 2 | — | $7,032 | $7,147 |
Under IRS private-foundation payout rules, Tracy James & Phyllis Sch Fnd reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tracy James & Phyllis Sch Fnd's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$2K (2021) → $2K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $2K, to Bank of America (Trustee).
Frequently asked questions about Tracy James & Phyllis Sch Fnd
How much does Tracy James & Phyllis Sch Fnd give each year?
Tracy James & Phyllis Sch Fnd gave $3K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 3 grants.
What is Tracy James & Phyllis Sch Fnd's typical grant size?
Tracy James & Phyllis Sch Fnd's median grant in 2025 was $650, and its average grant was $625, across 4 grants on its 2025 IRS Form 990-PF.
Where does Tracy James & Phyllis Sch Fnd give grants?
Tracy James & Phyllis Sch Fnd's top state is Connecticut, with 48% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Louisiana (36%) and New York (16%).
Does Tracy James & Phyllis Sch Fnd give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Tracy James & Phyllis Sch Fnd's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (4 grants).
How large is Tracy James & Phyllis Sch Fnd?
Tracy James & Phyllis Sch Fnd reported $141K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $8K (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.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Tracy James & Phyllis Sch Fnd's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Folds of Honor Foundation
Owasso, OK
Folds of Honor funds education scholarships for spouses and children of U.S. military service members and first responders killed or disabled in service, with awards available for K–12 and higher education in the United States and its territories. Awards are up to $5,000 per academic year, based on unmet need, and are paid directly to the school. It accepts scholarship applications through an online portal during its annual application window; it does not make grants to outside applicants.
Assets
$122.3M
Grants
1,551
Total Given
$37.6M
Hartford Foundation for Public Giving
Hartford, CT
The Greater Hartford Gives Foundation funds nonprofits, agencies, and scholarships, with priorities including equity, social and economic mobility, community wellbeing, civic engagement, and arts and culture. Its 2024 itemized grants had a median of about $21,600, with awards ranging from about $5,000 to $2.48 million, and it primarily serves 29 towns in Greater Hartford. It offers annual, priority-aligned grant opportunities; the profile does not state whether it accepts unsolicited requests.
Assets
$1.2B
Grants
613
Total Given
$52.0M
Ernst & Young Foundation
New York, NY
Ernst & Young Foundation supports higher education through employee and partner matching gifts, as well as educational and special-project grants, including research, education forums, and programs that expand educational opportunity. In 2025, it made 637 grants ranging from $5,056 to $316,005, with a median of $13,525, to recipients across multiple states; the largest shares went to New York, Texas, California, Michigan, and Pennsylvania. The profile does not state whether it accepts unsolicited requests.
Assets
$47.6M
Grants
637
Total Given
$16.7M
KPMG US Foundation Inc
Montvale, NJ
KPMG US Foundation supports education, mental health, community vitality, and community relief and resilience, with grants distributed across the United States. Its 2025 grants had a median of $25,000, though amounts ranged from about $5,000 to $2.2 million. The available information does not say whether it accepts unsolicited requests.
Assets
$12.4M
Grants
387
Total Given
$33.5M
Tulsa Community Foundation
Tulsa, OK
Tulsa Community Foundation supports charitable causes through donor-advised grants and selected funds, including scholarships, emergency assistance, disaster relief, arts and humanities, healthcare, and financial literacy, primarily in the Tulsa metro area and eastern Oklahoma, with some giving elsewhere in the United States. Its 2024 median grant was $18,560; selected field-of-interest funds have application cycles, but the profile does not state whether it accepts unsolicited requests generally.
Assets
$1.1B
Grants
1,066
Total Given
$158.6M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Tracy James & Phyllis Sch Fnd's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Tracy James & Phyllis Sch Fnd down — hundreds of funders to go?