Tulgey Wood Foundation
Tulgey Wood Foundation is a private foundation based in Bethesda, Maryland. In 2025, it reported 75 grants totaling $152,400 to charitable organizations, including health, journalism, housing, historic-preservation, and land-conservation organizations.
Key facts about Tulgey Wood Foundation
In short: Tulgey Wood Foundation gave $152K across 75 grants in 2025 (avg $2K), top state Vermont. 25% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 06-1062661
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $152,400
- Grants made (2025)
- 75
- Average grant
- $2,032
- Median grant
- $1,500
- New grantees (estimate)
- 25% first-time grantees (19 of 75, 2025)
- Total assets
- $2,520,696
- Primary geography
- Vermont (30% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.5M
-0.2% YoY
Annual Giving
$152K
-3.3% YoY
Grant Count
75
-13.8% YoY
Avg Grant Size
$2K
+12.2% YoY
Under IRS private-foundation payout rules, Tulgey Wood Foundation reported a distributable amount of $133K for 2025 — the minimum it must pay out in qualifying distributions.
Is Tulgey Wood Foundation open to new grantees?
25%
first-time grantees, 2025
In 2025, 19 of 75 grantees (25%) were first-time recipients. First grants averaged $2K; repeat grants $2K. How we count
Medians: $1K first-time, $2K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 116% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The available grant examples show support for organizations working in varied fields. UNC Health Foundation, the foundation’s largest listed 2025 recipient, says it inspires philanthropic support for UNC Health and UNC School of Medicine to transform healthcare. The GroundTruth Project says it supports the next generation of journalists through field reporting and accountability journalism. Other 2025 recipients include organizations whose stated missions involve affordable housing, aging services, home health and hospice care, cancer research and education, local history, and land conservation.
Grantmaking
In filing year 2025, the foundation made 75 grants totaling $152,400. Grants ranged from $150 to $15,500, with a median of $1,500. Its largest listed grants were $15,500 to UNC Health Foundation; $10,000 each to Brown Annual Fund and Carigan Mountain School; and $5,000 each to VPS Office of Developement, Bowles Center for Alcohol Studies, The GroundTruth Project, and Committee on Temporary Shelter COT. Grant purposes were reported as support of the organization.
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Geographic Focus
Where this funder awards grants
The 2025 grant dollars were distributed among recipients in multiple states. Vermont received 30%, Massachusetts 23%, North Carolina 13%, New Hampshire 11%, and New York 8%.
Grant Distribution by State
Share of all 75 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
422 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNC Health Foundation Chapel Hill, NC | Support of the Organization | $15,500 |
| Brown Annual Fund Providence, RI | Support of Organization | $10,000 |
| Carigan Mountain School Canaan, NH | Support of the Organization | $10,000 |
| VPS Office of Developement New York, NY | Support of Organization | $5,000 |
| Bowles Center for Alcohol Studies Chapel Hill, NC | Support of the Organization | $5,000 |
| The GroundTruth Project Brighton, MA | Support of the Organization | $5,000 |
| Committee on Temporary Shelter COT Burlington, VT | Support of the Organization | $5,000 |
| Historic New England Boston, MA | Support of Organization | $3,600 |
| Isabella Stuart Gardner Museum Boston, MA | Support of Organization | $3,550 |
| Harvard College Fund Cambridge, MA | Support of Organization | $3,250 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $2,520,696 | $174,913 | $155,908 | $152,400 | 75 |
| 2024 | $2,526,303 | $1,231,570 | $172,353 | $157,624 | 87 |
| 2023 | $1,458,752 | $173,817 | $164,360 | $142,350 | 86 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,520,696 | $2,526,303 | $1,458,752 |
| Revenue | $174,913 | $1,231,570 | $173,817 |
| Expenses | $155,908 | $172,353 | $164,360 |
| Qualifying Distributions | $153,598 | $170,243 | $164,360 |
| Net Investment Income | $172,603 | $1,229,460 | $151,807 |
| Distributable Amount | $132,614 | $114,797 | $119,941 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Katherine Schubart as Director, Secretary, and Treasurer; Dr. Clinton B. Wright as Director and President; and Nicholas Deane as Director, Vice President, Assistant Secretary, and Treasurer.
Tulgey Wood Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Katherine Schubart
Director Secretary Treasurer
President → Director Secretary Treasurer, 2023
On filings since 2020
No compensation reported
Clinton B Wright
Directorpresident
Vice President Assistant Secretary → Directorpresident, 2023
On filings since 2020
No compensation reported
Nicholas Deane
Director Vice President Assistant Secretary & Treasurer
Vice President Assistant Secretary → Director Vice President Assistant Secretary & T, 2023
Director Vice President Assistant Secretary & T → Director Vice President Assistant Secretary & Treasurer, 2024
On filings since 2020
No compensation reported
Former officers (1)
- Former: Emile W Jacques (2020–2022) — Secretary-Treasurer
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 6859 Tulip Hill Terrace, Bethesda, MD 20816
Phone: (203) 629-2484
Website: https://tulgey.org
Frequently asked questions about Tulgey Wood Foundation
How much does Tulgey Wood Foundation give each year?
Tulgey Wood Foundation gave $152K across 75 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $158K across 87 grants.
What is Tulgey Wood Foundation's typical grant size?
Tulgey Wood Foundation's median grant in 2025 was $1,500, and its average grant was $2,032, across 75 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Tulgey Wood Foundation that year got $2K on average.
Where does Tulgey Wood Foundation give grants?
Tulgey Wood Foundation's top state is Vermont, with 30% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Massachusetts (23%) and North Carolina (13%). The most frequent recipient cities were Boston, MA (13 grants), Burlington, VT (8 grants), New York, NY (7 grants) and Morrisville, VT (6 grants).
Does Tulgey Wood Foundation give general operating support?
Not in 2025: none of the 75 grants with a stated purpose on Tulgey Wood Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support of Organization" (46 grants) and "Support of the Organization" (29 grants).
Who are Tulgey Wood Foundation's largest grantees?
Tulgey Wood Foundation's largest 2025 grantees include UNC Health Foundation ($15,500), Brown Annual Fund ($10,000) and Carigan Mountain School ($10,000), according to its 2025 IRS Form 990-PF. Together they received 23% of its itemized 2025 grant dollars.
How large is Tulgey Wood Foundation?
Tulgey Wood Foundation reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $154K in qualifying distributions that year, against a required minimum of $133K (roughly 5% of its investment assets).
What does Tulgey Wood Foundation fund?
The available grant examples show support for organizations working in varied fields. UNC Health Foundation, the foundation’s largest listed 2025 recipient, says it inspires philanthropic support for UNC Health and UNC School of Medicine to transform healthcare. The GroundTruth Project says it supports the next generation of journalists through field reporting and accountability journalism. Other 2025 recipients include organizations whose stated missions involve affordable housing, aging servi…
How do I apply for a grant from Tulgey Wood Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Tulgey Wood Foundation's EIN?
Tulgey Wood Foundation's EIN (Employer Identification Number) is 06-1062661. IRS Form 990 filing data is available on this page for 2020–2025.
Does Tulgey Wood Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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