Res Tr Uw James Shepley is a private foundation focused on N/A, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $317K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $30K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$317K
+3.8% YoY
Annual Giving
$15K
+37.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$15K
+37.7% YoY
Under IRS private-foundation payout rules, Res Tr Uw James Shepley reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.
About Res Tr Uw James Shepley
Based on IRS filings
Res Tr Uw James Shepley is a private foundation focused on N/A, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $317K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $30K.
Focus Areas
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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 | $316,597 | $305,047 | $311,744 |
| Revenue | $33,897 | $10,496 | $-7,722 |
| Expenses | $22,022 | $17,086 | $25,201 |
| Qualifying Distributions | $17,883 | $13,436 | $19,771 |
| Net Investment Income | $29,523 | $5,764 | $2,553 |
| Distributable Amount | $17,964 | $16,411 | $16,889 |
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
Among its reported 2024 grants, the largest include St Elizabeth's Home ($15,465).
| Recipient | Purpose | Amount |
|---|---|---|
| ST ELIZABETH'S HOME EAST GREENWICH, RI | UNRESTRICTED GENERAL | $15,465 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $5,120 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Res Tr Uw James Shepley?
Res Tr Uw James Shepley is a private foundation focused on N/A, based in DALLAS, TX. It holds $317K in total assets as of 2024.
How large is Res Tr Uw James Shepley?
As of 2024, Res Tr Uw James Shepley holds $317K in total assets with $34K in annual revenue. It awarded 1 grants totaling $15K in 2024.
Where does Res Tr Uw James Shepley operate?
Res Tr Uw James Shepley has awarded grants in Rhode Island.
What size grants does Res Tr Uw James Shepley award?
In 2024, Res Tr Uw James Shepley awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Res Tr Uw James Shepley required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Res Tr Uw James Shepley reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Res Tr Uw James Shepley's EIN?
Res Tr Uw James Shepley's EIN (Employer Identification Number) is 05-6003983. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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