Shea Mary E Est Tr Uw
Shea Mary E Est Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 16 grants totaling $172K. Net investment income was $393K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.4M
+4.7% YoY
Annual Giving
$172K
-18.1% YoY
Grant Count
16
+14.3% YoY
Avg Grant Size
$11K
-28.3% YoY
Under IRS private-foundation payout rules, Shea Mary E Est Tr Uw reported a distributable amount of $244K for 2024 — the minimum it must pay out in qualifying distributions.
About Shea Mary E Est Tr Uw
Based on IRS filings
Shea Mary E Est Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 16 grants totaling $172K. Net investment income was $393K.
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 | $4,390,465 | $4,194,025 | $4,311,851 |
| Revenue | $426,759 | $141,053 | $-126,428 |
| Expenses | $225,763 | $257,360 | $237,823 |
| Qualifying Distributions | $194,665 | $232,025 | $190,600 |
| Net Investment Income | $393,290 | $102,994 | $59,373 |
| Distributable Amount | $244,363 | $222,689 | $227,266 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Public Library of New London ($40,000), St Joseph Church Corporation ($28,000), New London Community Meal Center ($13,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CATHOLIC CHARITIES DIOCESE OF NORWICH NORWICH, CT | UNRESTRICTED GENERAL | $8,000 |
| PUBLIC LIBRARY OF NEW LONDON NEW LONDON, CT | UNRESTRICTED GENERAL | $40,000 |
| ST JOSEPH CHURCH CORPORATION NEW LONDON, CT | UNRESTRICTED GENERAL | $28,000 |
| THAMES VALLEY CNCL FOR COMMUNITY ACTION JEWITT CITY, CT | UNRESTRICTED GENERAL | $5,000 |
| THE DROP IN LEARNING CENTER NEW LONDON, CT | UNRESTRICTED GENERAL | $5,000 |
| SAFE FUTURES INC NEW LONDON, CT | UNRESTRICTED GENERAL | $7,000 |
| HOPE INC NEW LONDON, CT | UNRESTRICTED GENERAL | $10,000 |
| NEW LONDON AREA FOOD PANTRY NEW LONDON, CT | UNRESTRICTED GENERAL | $10,000 |
| CITY OF NEW LONDON NEW LONDON, CT | UNRESTRICTED GENERAL | $8,000 |
| EASTERN CONNECTICUT SYMPHONY INC NEW LONDON, CT | UNRESTRICTED GENERAL | $5,000 |
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 | $35,725 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Shea Mary E Est Tr Uw?
Shea Mary E Est Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $4.4M in total assets as of 2024.
How large is Shea Mary E Est Tr Uw?
As of 2024, Shea Mary E Est Tr Uw holds $4.4M in total assets with $427K in annual revenue. It awarded 16 grants totaling $172K in 2024.
Where does Shea Mary E Est Tr Uw operate?
Shea Mary E Est Tr Uw has awarded grants in Connecticut.
What size grants does Shea Mary E Est Tr Uw award?
In 2024, Shea Mary E Est Tr Uw awarded 16 grants totaling $172K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Shea Mary E Est Tr Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Shea Mary E Est Tr Uw reported a distributable amount of $244K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Shea Mary E Est Tr Uw's EIN?
Shea Mary E Est Tr Uw's EIN (Employer Identification Number) is 06-6029604. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Shea Mary E Est Tr Uw's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.