Tr Uw C C Beam Tr Fund
Tr Uw C C Beam Tr Fund is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $434K in total assets. In 2025, it awarded 1 grant totaling $24K. Net investment income was $39K.
Tr Uw C C Beam Tr Fund at a glance
In short: Tr Uw C C Beam Tr Fund gave $24K across 1 grant in 2025 (avg $24K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,076
- +8.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $24,076
- +8.1% vs 2024
- Median grant
- $24,076
- Total assets
- $433,786
- +2.2% vs 2024
- Primary geography
- North Carolina (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 Tr Uw C C Beam Tr Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First Presbyterian Church ($24K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 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 Tr Uw C C Beam Tr Fund gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 98% 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 $20K (2023) to $28K (2022). In 2025 it made 1 grant totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Charlotte, NC | Unrestricted General | $24,076 |
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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 | $433,786 | $40,707 | $26,661 | $24,076 | 1 | $24,724 | $38,818 | $25,301 |
| 2024 | $424,555 | $15,164 | $24,397 | $22,278 | 1 | $22,810 | $12,482 | $23,250 |
| 2023 | $424,597 | $-8,659 | $23,651 | $19,705 | 1 | $20,200 | $7,585 | $21,765 |
| 2022 | $451,464 | $91,526 | $29,911 | $27,726 | 1 | $28,190 | $89,618 | $24,083 |
| 2021 | $447,099 | $30,061 | $22,192 | $19,769 | 1 | — | $28,871 | $24,105 |
| 2020 | $382,357 | $28,182 | $21,549 | $19,900 | 1 | — | $28,226 | $20,413 |
Under IRS private-foundation payout rules, Tr Uw C C Beam Tr Fund reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw C C Beam Tr Fund's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$361 (2022) → $551 (2025)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — 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 $551, to Bank of America (Trustee).
Frequently asked questions about Tr Uw C C Beam Tr Fund
How much does Tr Uw C C Beam Tr Fund give each year?
Tr Uw C C Beam Tr Fund gave $24K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 1 grant.
How large is Tr Uw C C Beam Tr Fund?
Tr Uw C C Beam Tr Fund reported $434K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $25K (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 Tr Uw C C Beam Tr Fund operate?
Tr Uw C C Beam Tr Fund has awarded grants in North Carolina.
What is Tr Uw C C Beam Tr Fund's EIN?
Tr Uw C C Beam Tr Fund's EIN (Employer Identification Number) is 56-6072059. 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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