Tr Uw S a Beaty-residuary
Tr Uw S a Beaty-residuary is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $563K in total assets. In 2025, it awarded 4 grants totaling $30K. Net investment income was $51K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$563K
+6.5% YoY
Annual Giving
$30K
+24.7% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$7K
+24.7% YoY
Under IRS private-foundation payout rules, Tr Uw S a Beaty-residuary reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.
About Tr Uw S a Beaty-residuary
Based on IRS filings
Tr Uw S a Beaty-residuary is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $563K in total assets. In 2025, it awarded 4 grants totaling $30K. Net investment income was $51K.
Ready to take the next step with Tr Uw S a Beaty-residuary?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $563,473 | $528,926 | $538,821 |
| Revenue | $54,688 | $19,926 | $-11,866 |
| Expenses | $34,839 | $28,170 | $37,698 |
| Qualifying Distributions | $31,271 | $25,321 | $32,079 |
| Net Investment Income | $50,917 | $15,431 | $8,243 |
| Distributable Amount | $32,371 | $28,919 | $28,367 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Aldersgate United Methodist Reti ($11,791), Hawthorne Lane United Methodist ($11,791), The Children's Home Inc ($5,896).
| Recipient | Purpose | Amount |
|---|---|---|
| ALDERSGATE UNITED METHODIST RETI CHARLOTTE, NC | UNRESTRICTED GENERAL | $11,791 |
| THE CHILDREN'S HOME INC WINSTON SALEM, NC | UNRESTRICTED GENERAL | $5,896 |
| GOODFELLOWS CLUB CHARLOTTE, NC | UNRESTRICTED GENERAL | $100 |
| HAWTHORNE LANE UNITED METHODIST CHARLOTTE, NC | UNRESTRICTED GENERAL | $11,791 |
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 | $2,602 |
Frequently Asked Questions
How large is Tr Uw S a Beaty-residuary?
As of 2025, Tr Uw S a Beaty-residuary holds $563K in total assets with $55K in annual revenue. It awarded 4 grants totaling $30K in 2025.
Where does Tr Uw S a Beaty-residuary operate?
Tr Uw S a Beaty-residuary has awarded grants in North Carolina.
What size grants does Tr Uw S a Beaty-residuary award?
In 2025, Tr Uw S a Beaty-residuary awarded 4 grants totaling $30K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Tr Uw S a Beaty-residuary required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Tr Uw S a Beaty-residuary reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr Uw S a Beaty-residuary's EIN?
Tr Uw S a Beaty-residuary's EIN (Employer Identification Number) is 56-6215427. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.