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 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 1 grants totaling $123K. Net investment income was $183K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+1.7% YoY
Annual Giving
$123K
-2.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$123K
-2.6% YoY
About James Shea Xix-tes Tr
Based on IRS filings
James Shea Xix-tes Tr is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 1 grants totaling $123K. Net investment income was $183K.
Ready to take the next step with James Shea Xix-tes Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,833,773 | $2,785,213 | $3,112,460 |
| Revenue | $195,491 | $-153,418 | $135,574 |
| Expenses | $148,669 | $174,242 | $192,843 |
| Qualifying Distributions | $136,430 | $150,130 | $166,627 |
| Net Investment Income | $182,938 | $57,144 | $112,427 |
| Distributable Amount | $156,625 | $146,784 | $150,828 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $23,601 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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