James Shea XIX-TES Tr
James Shea XIX-TES Tr is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 1 grant totaling $143K. Net investment income was $228K.
James Shea XIX-TES Tr at a glance
In short: James Shea XIX-TES Tr gave $143K across 1 grant in 2025 (avg $143K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $143,325
- +16.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $143,325
- +16.4% vs 2024
- Median grant
- $143,325
- Total assets
- $2,902,418
- +2.4% vs 2024
- Primary geography
- Tennessee (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who James Shea XIX-TES Tr funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How James Shea XIX-TES Tr gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $123K (2024) to $143K (2025). In 2025 it made 1 grant totaling $143K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $143,325 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,902,418 | $240,172 | $171,221 | $143,325 | 1 | $156,078 | $228,151 | $162,981 |
| 2024 | $2,833,773 | $195,491 | $148,669 | $123,130 | 1 | $136,430 | $182,938 | $156,625 |
| 2023 | $2,785,213 | $-153,418 | $174,242 | $126,476 | 1 | $150,130 | $57,144 | $146,784 |
| 2022 | $3,112,460 | $135,574 | $192,843 | $142,275 | 1 | $166,627 | $112,427 | $150,828 |
| 2021 | $3,155,941 | $483,553 | $186,368 | $128,663 | 1 | $155,310 | $458,487 | $168,922 |
| 2020 | $2,869,359 | $304,811 | $178,734 | $128,479 | 1 | — | $281,999 | $153,359 |
Under IRS private-foundation payout rules, James Shea XIX-TES Tr reported a distributable amount of $163K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James Shea XIX-TES Tr's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$48K (2021) → $23K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2020) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $23K, to Truist Bank (Trustee).
Frequently asked questions about James Shea XIX-TES Tr
How much does James Shea XIX-TES Tr give each year?
James Shea XIX-TES Tr gave $143K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $123K across 1 grant.
How large is James Shea XIX-TES Tr?
James Shea XIX-TES Tr reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $156K in qualifying distributions that year, against a required minimum of $163K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does James Shea XIX-TES Tr operate?
James Shea XIX-TES Tr has awarded grants in Tennessee.
What is James Shea XIX-TES Tr's EIN?
James Shea XIX-TES Tr's EIN (Employer Identification Number) is 52-6080535. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2020–2025
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