Shea Mary E Est Tr Uw
Shea Mary E Est Tr Uw is a private foundation based in Dallas, Texas. It made 14 grants totaling $175,000 in 2025, with all reported grant dollars going to recipients in Connecticut; its 2024 filing limits applications to charitable organizations based in New London, Connecticut, or supporting a high percentage of New London residents.
Shea Mary E Est Tr Uw at a glance
In short: Shea Mary E Est Tr Uw gave $175K across 14 grants in 2025 (avg $13K), mostly in Connecticut. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $175,000
- +1.7% vs 2024
- Grants made (2025)
- 14
- -12.5% vs 2024
- Average grant
- $12,500
- +16.3% vs 2024
- Median grant
- $9,250
- Total assets
- $4,628,066
- +5.4% vs 2024
- New grantees (estimate)
- 14% first-time grantees (2 of 14, 2025; small sample)
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Shea Mary E Est Tr Uw
- How to Apply
-
The 2024 filing says to use the attached application. It states that applications are accepted only from charitable organizations based in New London, CT, or organizations that support a high percentage of New London residents. The filing also says the foundation does not restrict giving to preselected organizations.
- Review Cycle
- February 28, as stated on the 2024 filing; this is a past cycle.
- Deadline
- February 28, as stated on the 2024 filing; this is a past cycle.
- Contact
Application contact: Bank Of America N A
Mailing address: 101 East River Drive, East Hartford, CT 06108
Phone: (860) 244-4870
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Shea Mary E Est Tr Uw funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Public Library of New London ($50K). Together the top 10 received $155K.
Grant Size Distribution
73 grants across all recorded years
The most common grant size was under $50K: 71 grants of 73 (97%).
Geographic Focus
Where this funder awards grants
All reported 2025 grant dollars went to Connecticut recipients. The 2024 filing limits applications to charitable organizations based in New London, Connecticut, or those supporting a high percentage of New London residents.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
Is Shea Mary E Est Tr Uw open to new grantees?
14%
first-time grantees, 2025
In 2025, 2 of 14 grantees (14%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $9K; repeat grants $13K. How we count
Medians: $9K first-time, $9K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $170K (2022) to $210K (2023). In 2025 it made 14 grants totaling $175K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Public Library of New London New London, CT | Unrestricted General | $50,000 |
| St Joseph Church Corporation New London, CT | Unrestricted General | $28,000 |
| New London Homeless Hospitality Center New London, CT | Unrestricted General | $12,000 |
| Higher Edge Inc New London, CT | Unrestricted General | $12,000 |
| Hope Inc New London, CT | Unrestricted General | $10,000 |
| City of New London New London, CT | Unrestricted General | $10,000 |
| Child & Family Agency of Southeastern CT New London, CT | Unrestricted General | $10,000 |
| Safe Futures Inc New London, CT | Unrestricted General | $8,500 |
| The Covenant Shelter of New London Inc New London, CT | Unrestricted General | $7,500 |
| Se CT Community Ctr for the Blind New London, CT | Unrestricted General | $7,000 |
Ready to take the next step with Shea Mary E Est Tr Uw?
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 | $4,628,066 | $474,159 | $237,584 | $175,000 | 14 | $198,995 | $443,148 | $262,165 |
| 2024 | $4,390,465 | $426,759 | $225,763 | $172,000 | 16 | $194,665 | $393,290 | $244,363 |
| 2023 | $4,194,025 | $141,053 | $257,360 | $209,935 | 14 | $232,025 | $102,994 | $222,689 |
| 2022 | $4,311,851 | $-126,428 | $237,823 | $170,000 | 14 | $190,600 | $59,373 | $227,266 |
| 2021 | $4,675,780 | $945,129 | $230,208 | $175,000 | 15 | $197,371 | $912,194 | $251,697 |
| 2020 | $3,875,609 | $333,166 | $222,422 | $175,800 | 18 | — | $309,558 | $212,652 |
| 2019 | $3,842,202 | $248,022 | $230,646 | $185,000 | 18 | — | $236,098 | $205,865 |
Under IRS private-foundation payout rules, Shea Mary E Est Tr Uw reported a distributable amount of $262K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grantees include organizations working in areas such as homelessness, college access, affordable homeownership, abuse prevention and support, emergency shelter, and education. For example, Higher Edge says it guides low-income and first-generation students through college enrollment, retention, and graduation. Safe Futures says it works to stop abuse and support people affected by domestic violence and other forms of abuse. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2025, the foundation made 14 grants totaling $175,000. Grants ranged from $4,000 to $50,000, with a median of $9,250. Among the largest were $50,000 to the Public Library of New London, $28,000 to St Joseph Church Corporation, $12,000 each to New London Homeless Hospitality Center and Higher Edge Inc, and $10,000 each to HOPE Inc, the City of New London, and Child & Family Agency of Southeastern CT. The listed 2025 grants were for unrestricted general support.
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2025 filing.
Shea Mary E Est Tr Uw's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$29K (2019) → $38K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $38K, to Bank of America (Trustee).
Frequently asked questions about Shea Mary E Est Tr Uw
How much does Shea Mary E Est Tr Uw give each year?
Shea Mary E Est Tr Uw gave $175K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $172K across 16 grants.
What is Shea Mary E Est Tr Uw's typical grant size?
Shea Mary E Est Tr Uw's median grant in 2025 was $9,250, and its average grant was $12,500, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Shea Mary E Est Tr Uw that year got $9K on average.
Where does Shea Mary E Est Tr Uw give grants?
Shea Mary E Est Tr Uw gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New London, CT (13 grants).
Does Shea Mary E Est Tr Uw give general operating support?
Yes: 100% of Shea Mary E Est Tr Uw's 2025 grants with a stated purpose (14 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Shea Mary E Est Tr Uw's largest grantees?
Shea Mary E Est Tr Uw's largest 2025 grantees include Public Library of New London ($50,000), St Joseph Church Corporation ($28,000) and New London Homeless Hospitality Center ($12,000), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.
How large is Shea Mary E Est Tr Uw?
Shea Mary E Est Tr Uw reported $4.6M in total assets on its 2025 IRS Form 990-PF. It paid out $199K in qualifying distributions that year, against a required minimum of $262K (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.
What does Shea Mary E Est Tr Uw fund?
No mission statement for the foundation is provided. Its 2025 grantees include organizations working in areas such as homelessness, college access, affordable homeownership, abuse prevention and support, emergency shelter, and education. See mission & focus areas ↑
How do I apply for a grant from Shea Mary E Est Tr Uw?
The 2024 filing says to use the attached application. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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Cite this profile
Grantable. (2026). Shea Mary E Est Tr Uw funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/shea-mary-e-est-tr-uw-morg_77f7a27f24064db89eee668c15edafa5
BibTeX
@misc{grantable_066029604_2026,
author = {{Grantable}},
title = {{Shea Mary E Est Tr Uw funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/shea-mary-e-est-tr-uw-morg_77f7a27f24064db89eee668c15edafa5},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Shea Mary E Est Tr Uw's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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