Tr Uw C C Beam Tr Fund

DALLAS, TX EIN: 56-6072059

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 grants totaling $24K. Net investment income was $39K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$434K

+2.2% YoY

Annual Giving

$24K

+8.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$24K

+8.1% YoY

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.

About Tr Uw C C Beam Tr Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $114K (100%)

States

North Carolina

Cities

Charlotte

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$433,786	$424,555	$424,597
Revenue	$40,707	$15,164	$-8,659
Expenses	$26,661	$24,397	$23,651
Qualifying Distributions	$24,724	$22,810	$20,200
Net Investment Income	$38,818	$12,482	$7,585
Distributable Amount	$25,301	$23,250	$21,765

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include First Presbyterian Church ($24,076).

Recipient	Purpose	Amount
FIRST PRESBYTERIAN CHURCH CHARLOTTE, NC	UNRESTRICTED GENERAL	$24,076

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$551

Frequently Asked Questions

How large is Tr Uw C C Beam Tr Fund?

As of 2025, Tr Uw C C Beam Tr Fund holds $434K in total assets with $41K in annual revenue. It awarded 1 grants totaling $24K in 2025.

Where does Tr Uw C C Beam Tr Fund operate?

Tr Uw C C Beam Tr Fund has awarded grants in North Carolina.

What size grants does Tr Uw C C Beam Tr Fund award?

In 2025, Tr Uw C C Beam Tr Fund awarded 1 grants totaling $24K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Tr Uw C C Beam Tr Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Tr Uw C C Beam Tr Fund reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.