Tua Mary W R Barley Foundation

Foundation · Grantmaker DALLAS, TX EIN: 59-7246060

Tua Mary W R Barley Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 2 grants totaling $100K. Net investment income was $173K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

+3.1% YoY

Annual Giving

$100K

+46.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$50K

+46.1% YoY

Under IRS private-foundation payout rules, Tua Mary W R Barley Foundation reported a distributable amount of $110K for 2024 — the minimum it must pay out in qualifying distributions.

About Tua Mary W R Barley Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Your AI grants department

Ready to take the next step with Tua Mary W R Barley Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $483K (100%)

States

Virginia

Cities

Lynchburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,992,862	$1,933,752	$1,982,273
Revenue	$197,645	$52,765	$-59,613
Expenses	$136,483	$100,582	$153,444
Qualifying Distributions	$112,945	$80,139	$121,626
Net Investment Income	$172,661	$28,439	$18,122
Distributable Amount	$110,434	$100,873	$103,800

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Westminster-canterbury of Lynchburg Inc ($49,842), Centra Health Foundation ($49,842).

Recipient	Purpose	Amount
WESTMINSTER-CANTERBURY OF LYNCHBURG INC LYNCHBURG, VA	UNRESTRICTED GENERAL	$49,842
CENTRA HEALTH FOUNDATION LYNCHBURG, VA	UNRESTRICTED GENERAL	$49,842

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	$31,904

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Tua Mary W R Barley Foundation?

Tua Mary W R Barley Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.0M in total assets as of 2024.

How large is Tua Mary W R Barley Foundation?

As of 2024, Tua Mary W R Barley Foundation holds $2.0M in total assets with $198K in annual revenue. It awarded 2 grants totaling $100K in 2024.

Where does Tua Mary W R Barley Foundation operate?

Tua Mary W R Barley Foundation has awarded grants in Virginia.

What size grants does Tua Mary W R Barley Foundation award?

In 2024, Tua Mary W R Barley Foundation awarded 2 grants totaling $100K — an average of about $50K per grant, based on its IRS Form 990 filings.

How much is Tua Mary W R Barley Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tua Mary W R Barley Foundation reported a distributable amount of $110K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tua Mary W R Barley Foundation's EIN?

Tua Mary W R Barley Foundation's EIN (Employer Identification Number) is 59-7246060. IRS Form 990 filing data is available on this page for 2020–2024.