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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 is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Massachusetts and New York. 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.
Smallest Grant
$6K
Median Grant
$13K
Average Grant
$13K
Largest Grant
$19K
Based on 10 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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
N/A
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
$19K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Paul'S ChurchUNRESTRICTED GENERAL | Holyoke, MA | $7K | 2023 |
| Boys & Girls ClubUNRESTRICTED GENERAL | Holyoke, MA | $7K | 2023 |
| Valley Health Systems IncUNRESTRICTED GENERAL | Holyoke, MA | $11K | 2023 |
| Mt Holyoke CollegeUNRESTRICTED GENERAL | South Hadley, MA | $11K | 2023 |
| United Cong Church Of HolyokeUNRESTRICTED GENERAL | Holyoke, MA | $11K | 2023 |
| Wheaton CollegeUNRESTRICTED GENERAL | Norton, MA | $11K | 2023 |
| YmcaUNRESTRICTED GENERAL | Holyoke, MA | $4K | 2023 |
| Philharmonic Society Of N YUNRESTRICTED GENERAL | New York, NY | $4K | 2023 |
| Mspca-AngellUNRESTRICTED GENERAL | Boston, MA | $4K | 2023 |
| First Presbyterian Church SocUNRESTRICTED GENERAL | Granby, MA | $4K | 2023 |