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Private foundation (trust)EIN 043360241Est. 1997-07

LUCY A COOLEDGE TUA

DALLAS, TX 752653067

Total Assets

$2.4M

FY 2023

Annual Giving

$91K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$9K

FY 2023

Grant Range

$5K–$14K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$80K

Total Expenses

$128K

Qualifying Distributions

$105K

Distributable Amount

$114K

Min. Investment Return

$115K

Undistributed Income

$31K

Payout rate 92%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.92%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $5K through median $9K to maximum $14K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $127K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

50 grants

WHEATON COLLEGE
$71K
5 grants
UNITED CONG CHURCH OF HOLYOKE
$71K
5 grants
VALLEY HEALTH SYSTEMS INC
$71K
5 grants
MT HOLYOKE COLLEGE
$71K
5 grants
BOYS & GIRLS CLUB
$47K
5 grants
ST PAUL'S CHURCH
$47K
5 grants
PHILHARMONIC SOCIETY OF N Y
$24K
5 grants
FIRST PRESBYTERIAN CHURCH SOC
$24K
5 grants

Grant Size Distribution

50 grants

<$10K
28
grants
$10–50K
22
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Massachusetts
$447K
95% of total
New York
$24K
5% of total

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LUCY A COOLEDGE TUA — Grants, Financials & Contact | Grantivo