Joseph B Halbert Tua | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Joseph B Halbert Tua. Data shown is extracted from Form 990-PF filings.

EIN: 04-6496117

Foundation Overview

Based in Dallas, TX, Joseph B Halbert Tua has awarded 101 grants totaling $283,490 to organizations in Massachusetts, New York and 10 other states across the US. Individual grants range from $2,000 to $6,000, with a median award of $2,500.

Latest Tax Year
2024
Total Giving (all years)
$283,490
Total Assets
$601,218
Median Grant (all grants)
$2,500

Latest Form 990-PF Snapshot

Total Grants
10
Median Grant
$2,340
% Median Grant Decline
-6% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 30%

3 of 10 recipients (30%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Massachusetts

48% of grants are awarded in Massachusetts, with additional funding distributed across 11 other locations. The foundation balances regional focus with broader geographic diversity. Within Massachusetts, funding concentrates in Cambridge (23%), Amherst (21%), Boston (21%).

Funding Trajectory
+43%

Moderate 43% growth trend over 6 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.

Program Areas
Education + General Purposes

Dual focus on education (57%) and general purposes, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Joseph B Halbert Tua's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Brandeis University $2,340 Waltham, MA, US Unrestricted General 2024
Bridgewater State University $2,340 Bridgewater, MA, US Scholarship 2024
Purdue University $2,340 West Lafayette, IN, US Scholarship 2024
Bowdoin College $2,340 Brunswick, ME, US Scholarships 2024
Northeastern University $4,680 Boston, MA, US Scholarships 2024
Harvard University $2,340 Cambridge, MA, US Scholarships 2024
South Shore Ymca $2,340 Quincy, MA, US Unrestricted General 2024
University Of Connecticut $2,340 Storrs, CT, US Scholarships 2024
The Salvation Army $2,340 West Nyack, NY, US Unrestricted General 2024
University Of Richmond $2,340 Richmond, VA, US Scholarships 2024
Bowdoin College $2,500 Brunswick, ME, US Scholarships 2023
Northeastern University $2,500 Boston, MA, US Scholarships 2023
Harvard University $2,500 Cambridge, MA, US Scholarships 2023
South Shore Ymca $2,500 Quincy, MA, US Unrestricted General 2023
University Of Connecticut $2,500 Storrs, CT, US Scholarships 2023
The Salvation Army $2,500 West Nyack, NY, US Unrestricted General 2023
Cornell University $2,500 Ithaca, NY, US Scholarships 2023
University Of Richmond $2,500 Richmond, VA, US Scholarships 2023
Umass Amherst $5,000 Amherst, MA, US Scholarships 2023
Bowdoin College $2,500 Brunswick, ME, US Scholarships 2023
Northeastern University $2,500 Boston, MA, US Scholarships 2023
Harvard University $2,500 Cambridge, MA, US Scholarships 2023
South Shore Ymca $2,500 Quincy, MA, US Unrestricted General 2023
University Of Connecticut $2,500 Storrs, CT, US Scholarships 2023
The Salvation Army $2,500 West Nyack, NY, US Unrestricted General 2023
Cornell University $2,500 Ithaca, NY, US Scholarships 2023
University Of Richmond $2,500 Richmond, VA, US Scholarships 2023
Umass Amherst $5,000 Amherst, MA, US Scholarships 2023
Bowdoin College $2,500 Brunswick, ME, US Scholarships 2023
Northeastern University $2,500 Boston, MA, US Scholarships 2023
Harvard University $2,500 Cambridge, MA, US Scholarships 2023
South Shore Ymca $2,500 Quincy, MA, US Unrestricted General 2023
University Of Connecticut $2,500 Storrs, CT, US Scholarships 2023
The Salvation Army $2,500 West Nyack, NY, US Unrestricted General 2023
Cornell University $2,500 Ithaca, NY, US Scholarships 2023
University Of Richmond $2,500 Richmond, VA, US Scholarships 2023
Umass Amherst $5,000 Amherst, MA, US Scholarships 2023
Bowdoin College $2,500 Brunswick, ME, US Scholarships 2023
Northeastern University $2,500 Boston, MA, US Scholarships 2023
Harvard University $2,500 Cambridge, MA, US Scholarships 2023
South Shore Ymca $2,500 Quincy, MA, US Unrestricted General 2023
University Of Connecticut $2,500 Storrs, CT, US Scholarships 2023
The Salvation Army $2,500 West Nyack, NY, US Unrestricted General 2023
Cornell University $2,500 Ithaca, NY, US Scholarships 2023
University Of Richmond $2,500 Richmond, VA, US Scholarships 2023
Umass Amherst $5,000 Amherst, MA, US Scholarships 2023
Bowdoin College $2,500 Brunswick, ME, US Scholarships 2023
Northeastern University $2,500 Boston, MA, US Scholarships 2023
Harvard University $2,500 Cambridge, MA, US Scholarships 2023
South Shore Ymca $2,500 Quincy, MA, US Unrestricted General 2023
University Of Connecticut $2,500 Storrs, CT, US Scholarships 2023
The Salvation Army $2,500 West Nyack, NY, US Unrestricted General 2023
Cornell University $2,500 Ithaca, NY, US Scholarships 2023
University Of Richmond $2,500 Richmond, VA, US Scholarships 2023
Umass Amherst $5,000 Amherst, MA, US Scholarships 2023
Worcester Polytechnic Inst $3,000 Worcester, MA, US Scholarships 2022
Tufts University $3,000 Medford, MA, US Scholarships 2022
The Salvation Army $3,000 New York, NY, US Unrestricted General 2022
South Shore Ymca $3,000 Staten Island, NY, US Unrestricted General 2022
Umass Amherst $6,000 Amherst, MA, US Scholarships 2022
Harvard University $3,000 Cambridge, MA, US Scholarship 2022
Tulane University $3,000 New Orleans, LA, US Scholarship 2022
Suffolk University $3,000 Boston, MA, US Scholarship 2022
Arizona State University $3,000 Tempe, AZ, US Scholarship 2022
Cornell University $3,000 Ithaca, NY, US Scholarship 2022
Worcester Polytechnic Inst $3,000 Worcester, MA, US Scholarships 2022
Tufts University $3,000 Medford, MA, US Scholarships 2022
The Salvation Army $3,000 New York, NY, US Unrestricted General 2022
South Shore Ymca $3,000 Staten Island, NY, US Unrestricted General 2022
Umass Amherst $6,000 Amherst, MA, US Scholarships 2022
Harvard University $3,000 Cambridge, MA, US Scholarship 2022
Tulane University $3,000 New Orleans, LA, US Scholarship 2022
Suffolk University $3,000 Boston, MA, US Scholarship 2022
Arizona State University $3,000 Tempe, AZ, US Scholarship 2022
Cornell University $3,000 Ithaca, NY, US Scholarship 2022
Worcester Polytechnic Inst $2,500 Worcester, MA, US Scholarships 2021
Tufts University $2,500 Medford, MA, US Scholarships 2021
The Salvation Army $2,500 New York, NY, US Unrestricted General 2021
South Shore Ymca $2,500 Staten Island, NY, US Unrestricted General 2021
Umass Amherst $2,500 Amherst, MA, US Scholarships 2021
Harvard College $2,500 Cambridge, MA, US Scholarship 2021
Universtiy Of Wisconsin $2,500 Madison, WI, US Scholarship 2021
Tulane University $2,500 New Orleans, LA, US Scholarship 2021
Suffolk University $2,500 Boston, MA, US Scholarship 2021
Arizona State University $2,500 Tempe, AZ, US Scholarship 2021
Worcester Polytechnic Inst $2,175 Worcester, MA, US Scholarships 2020
The Salvation Army $2,175 New York, NY, US Unrestricted General 2020
South Shore Ymca $4,175 Staten Island, NY, US Unrestricted General 2020
Umass Boston $2,175 Boston, MA, US Scholarships 2020
Umass Amherst $4,350 Amherst, MA, US Scholarships 2020
Harvard College $4,350 Cambridge, MA, US Scholarship 2020
Bentley University $2,175 Waltham, MA, US Scholarship 2020
Universtiy Of Wisconsin $2,175 Madison, WI, US Scholarship 2020
The Salvation Army $2,000 New York, NY, US Unrestricted General 2018
South Shore Ymca $2,000 Staten Island, NY, US Unrestricted General 2018
Mit $2,000 Cambridge, MA, US Scholarship 2018
Umass Amherst $4,000 Amherst, MA, US Scholarships 2018
Babson College $2,000 Wellesley, MA, US Scholarship 2018
Davidson College $2,000 Davidson, NC, US Scholarship 2018
Northwestern University $2,000 Evanston, IL, US Sdcholarship 2018
Lee University $2,000 Cleveland, TN, US Scholarship 2018

Foundations Similar to Joseph B Halbert Tua

Discover 5 foundations with comparable assets ($596,808-$604,528), similar grant patterns, and geographic focus in TX that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 85-3519544 | 57 grants awarded
$603,035
(≈ Similar)
$3,590
median grant
Houston, TX
Same state
100%
Excellent match

EIN: 02-6004699 | 68 grants awarded
$604,528
(≈ Similar)
$4,750
median grant
Dallas, TX
Same state
100%
Excellent match

EIN: 20-7197579 | 88 grants awarded
$597,792
(≈ Similar)
$1,300
median grant
Dallas, TX
Same state
100%
Excellent match

EIN: 75-6463677 | 45 grants awarded
$597,481
(≈ Similar)
$5,000
median grant
Fort Worth, TX
Same state
100%
Excellent match

EIN: 26-3919368 | 210 grants awarded
$596,808
(≈ Similar)
$5,000
median grant
Fort Worth, TX
Same state
100%
Excellent match

Contact Information

Official contact details for Joseph B Halbert Tua as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 04-6496117
Website N/A
Address PO BOX 653067 Dallas, TX 75265-3067

Key People (1)

Board members, trustees, and key staff who oversee Joseph B Halbert Tua's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Bank Of America

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Joseph B Halbert Tua is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.