Tr Uw H L Shuey Orphanage Trust is a private foundation focused on Human Services, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 3 grants totaling $239K. Net investment income was $429K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.5M
+4.2% YoY
Annual Giving
$239K
+21.7% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$80K
+21.7% YoY
Under IRS private-foundation payout rules, Tr Uw H L Shuey Orphanage Trust reported a distributable amount of $251K for 2024 — the minimum it must pay out in qualifying distributions.
About Tr Uw H L Shuey Orphanage Trust
Based on IRS filings
Tr Uw H L Shuey Orphanage Trust is a private foundation focused on Human Services, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 3 grants totaling $239K. Net investment income was $429K.
Focus Areas
Ready to take the next step with Tr Uw H L Shuey Orphanage Trust?
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 | $4,483,275 | $4,304,316 | $4,401,095 |
| Revenue | $453,256 | $126,734 | $-110,939 |
| Expenses | $269,622 | $221,933 | $298,790 |
| Qualifying Distributions | $248,028 | $204,475 | $258,838 |
| Net Investment Income | $428,822 | $96,279 | $70,350 |
| Distributable Amount | $250,813 | $228,956 | $232,429 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Grandfather Home for Children ($95,758), Barium Springs Home for Children ($95,758), Southmountain Childrens & Family Svces ($47,880).
| Recipient | Purpose | Amount |
|---|---|---|
| GRANDFATHER HOME FOR CHILDREN BANNER ELK, NC | UNRESTRICTED GENERAL | $95,758 |
| BARIUM SPRINGS HOME FOR CHILDREN BARIUM SPRINGS, NC | UNRESTRICTED GENERAL | $95,758 |
| SOUTHMOUNTAIN CHILDRENS & FAMILY SVCES NEBO, NC | UNRESTRICTED GENERAL | $47,880 |
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 | $20,729 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Tr Uw H L Shuey Orphanage Trust?
Tr Uw H L Shuey Orphanage Trust is a private foundation focused on Human Services, based in DALLAS, TX. It holds $4.5M in total assets as of 2024.
How large is Tr Uw H L Shuey Orphanage Trust?
As of 2024, Tr Uw H L Shuey Orphanage Trust holds $4.5M in total assets with $453K in annual revenue. It awarded 3 grants totaling $239K in 2024.
Where does Tr Uw H L Shuey Orphanage Trust operate?
Tr Uw H L Shuey Orphanage Trust has awarded grants in North Carolina.
What size grants does Tr Uw H L Shuey Orphanage Trust award?
In 2024, Tr Uw H L Shuey Orphanage Trust awarded 3 grants totaling $239K — an average of about $80K per grant, based on its IRS Form 990 filings.
How much is Tr Uw H L Shuey Orphanage Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw H L Shuey Orphanage Trust reported a distributable amount of $251K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr Uw H L Shuey Orphanage Trust's EIN?
Tr Uw H L Shuey Orphanage Trust's EIN (Employer Identification Number) is 56-6066544. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Tr Uw H L Shuey Orphanage Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The New York Community Trust
NEW YORK, NY
Assets
$3.5B
Grants
2,748
Total Given
$193.8M
Children's Hope Alliance Foundation
BARIUM SPRINGS, NC
Assets
$80.5M
Grants
2
Total Given
$4.1M
Norris Family Foundation
CHARLOTTE, NC
Assets
$1.3M
Grants
23
Total Given
$67K
T Rowe Price Program for Charitable
BALTIMORE, MD
Assets
$648.3M
Grants
2,900
Total Given
$132.5M
Tw Arthur M Ingold for Various Chbls
SAINT LOUIS, MO
Assets
$772K
Grants
7
Total Given
$40K
Minnie Stowe Puett Tr Uw
DALLAS, TX
Assets
$5.8M
Grants
6
Total Given
$317K
Bill Holmes Charitable Trust
NORTH LAS VEGAS, NV
Assets
—
Grants
13
Total Given
$248K
Properties for Children
BARIUM SPRINGS, NC
Assets
$7.2M
Grants
2
Total Given
$7.9M
Bay Branch Foundation
BOCA RATON, FL
Assets
$859K
Grants
11
Total Given
$324K
Tr Uw B C Barnesbarium Springs
DALLAS, TX
Assets
$566K
Grants
1
Total Given
$28K
The George T and Ruth C Laboda
INDIAN RIVER SHORES, FL
Assets
$787K
Grants
12
Total Given
$55K
Mary E Dooner Foundation Inc
NAPLES, FL
Assets
$15.1M
Grants
44
Total Given
$939K
More Funders in Texas
Data last updated April 2026. Sourced from IRS Form 990-PF filings.