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. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.7M in total assets. In 2025, it awarded 3 grants totaling $255K. Net investment income was $478K.
Tr Uw H L Shuey Orphanage Trust at a glance
In short: Tr Uw H L Shuey Orphanage Trust gave $255K across 3 grants in 2025 (avg $85K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $255,377
- +6.7% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $85,126
- +6.7% vs 2024
- Median grant
- $102,150
- Total assets
- $4,689,057
- +4.6% 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 H L Shuey Orphanage Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Grandfather Home for Children ($102K). Together the top 3 received $255K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $50–100K range: 8 grants of 15 (53%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Tr Uw H L Shuey Orphanage Trust gives
- Giving held roughly steady from 2022 to 2025 (+2%). 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 $197K (2023) to $255K (2025). In 2025 it made 3 grants totaling $255K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Grandfather Home for Children Banner Elk, NC | Unrestricted General | $102,150 |
| Barium Springs Home for Children Barium Springs, NC | Unrestricted General | $102,150 |
| Southmountain Childrens & Family SVCES Nebo, NC | Unrestricted General | $51,077 |
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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 | $4,689,057 | $499,278 | $294,737 | $255,377 | 3 | $264,598 | $477,777 | $269,002 |
| 2024 | $4,483,275 | $453,256 | $269,622 | $239,396 | 3 | $248,028 | $428,822 | $250,813 |
| 2023 | $4,304,316 | $126,734 | $221,933 | $196,723 | 3 | $204,475 | $96,279 | $228,956 |
| 2022 | $4,401,095 | $-110,939 | $298,790 | $250,876 | 3 | $258,838 | $70,350 | $232,429 |
| 2021 | $4,810,338 | $977,725 | $264,913 | $231,631 | 3 | $240,522 | $952,926 | $259,767 |
| 2020 | $4,092,551 | $325,400 | $258,925 | $230,486 | 3 | — | $309,510 | $219,858 |
Under IRS private-foundation payout rules, Tr Uw H L Shuey Orphanage Trust reported a distributable amount of $269K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw H L Shuey Orphanage Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$21K (2021) → $22K (2025)
Former officers (1)
- Former: Bank Of America N A (2020) — 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 $22K, to Bank of America (Trustee).
Frequently asked questions about Tr Uw H L Shuey Orphanage Trust
How much does Tr Uw H L Shuey Orphanage Trust give each year?
Tr Uw H L Shuey Orphanage Trust gave $255K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $239K across 3 grants.
What is Tr Uw H L Shuey Orphanage Trust's typical grant size?
Tr Uw H L Shuey Orphanage Trust's median grant in 2025 was $102,150, and its average grant was $85,126, across 3 grants on its 2025 IRS Form 990-PF.
Where does Tr Uw H L Shuey Orphanage Trust give grants?
Tr Uw H L Shuey Orphanage Trust gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Tr Uw H L Shuey Orphanage Trust give general operating support?
Yes: 100% of Tr Uw H L Shuey Orphanage Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Tr Uw H L Shuey Orphanage Trust?
Tr Uw H L Shuey Orphanage Trust reported $4.7M in total assets on its 2025 IRS Form 990-PF. It paid out $265K in qualifying distributions that year, against a required minimum of $269K (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 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 $4.7M in total assets as of 2025.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 31, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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