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Lucy A Cooledge Trust 4004090070 is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1997. The principal officer is % Fleet Bank. It holds total assets of $2M. Annual income is reported at $322K. The foundation operates in the area of philanthropy & grantmaking. According to available records, Lucy A Cooledge Trust 4004090070 has made 40 grants totaling $415K, with a median grant of $10K. Annual giving has decreased from $90K in 2020 to $72K in 2023. Grantmaking activity was highest in 2022 with $253K distributed across 20 grants. Individual grants have ranged from $4K to $19K, with an average award of $10K. The foundation has supported 10 unique organizations. Grants have been distributed to organizations in Massachusetts and New York. Contributions to this foundation are tax-deductible.
Lucy A Cooledge Trust 4004090070 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 40 grants. Its grantmaking reaches organizations primarily in MA, NY.
Lucy A Cooledge Trust 4004090070 has distributed a total of $415K across 40 grants. The median grant size is $10K, with an average of $10K. Individual grants have ranged from $4K to $19K.
Lucy A Cooledge Trust 4004090070 typically selects its grantees rather than accepting unsolicited proposals.
Lucy A Cooledge Trust 4004090070 is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $31K | $0 | $31K |
Total Giving
$113K
Total Assets
$2M
Fair Market Value
$2M
Net Worth
$2M
Grants Paid
$72K
Contributions
$0
Net Investment Income
$24K
Distribution Amount
$103K
Total Grants
40
Total Giving
$415K
Average Grant
$10K
Median Grant
$10K
Unique Recipients
10
Most Common Grant
$6K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Boys & Girls ClubUNRESTRICTED GENERAL | Holyoke, MA | $7K | 2023 |
| St Paul'S ChurchUNRESTRICTED GENERAL | Holyoke, MA | $7K | 2023 |
| YmcaUNRESTRICTED GENERAL | Holyoke, MA | $4K | 2023 |
| Mt Holyoke CollegeUNRESTRICTED GENERAL | South Hadley, MA | $11K | 2023 |
| Valley Health Systems Inc |
| Holyoke, MA |
| $11K |
| 2023 |
| Wheaton CollegeUNRESTRICTED GENERAL | Norton, MA | $11K | 2023 |
| United Cong Church Of HolyokeUNRESTRICTED GENERAL | Holyoke, MA | $11K | 2023 |
| First Presbyterian Church SocUNRESTRICTED GENERAL | Granby, MA | $4K | 2023 |
| Mspca-AngellUNRESTRICTED GENERAL | Boston, MA | $4K | 2023 |
| Philharmonic Society Of N YUNRESTRICTED GENERAL | New York, NY | $4K | 2023 |
HOUSTON, TX
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