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 2026. As of 2026, the organization holds $633K in total assets. In 2026, it awarded 4 grants totaling $30K. Net investment income was $86K.
Tr Uw S a Beaty-Residuary at a glance
In short: Tr Uw S a Beaty-Residuary gave $30K across 4 grants in 2026 (avg $8K), mostly in North Carolina. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $30,028
- +1.5% vs 2025
- Grants made (2026)
- 4
- +0.0% vs 2025
- Average grant
- $7,507
- +1.5% vs 2025
- Median grant
- $8,979
- Total assets
- $632,656
- +12.3% vs 2025
- Primary geography
- North Carolina (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Tr Uw S a Beaty-Residuary funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was Aldersgate UTD Methodist Retirement Cmty ($12K). Together the top 4 received $30K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
How Tr Uw S a Beaty-Residuary gives
- Giving held roughly steady from 2023 to 2026 (−1%). Method
- In 2026 it paid out 92% 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 2026, annual grant giving ranged from $22K (2020) to $31K (2022). In 2026 it made 4 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Aldersgate UTD Methodist Retirement Cmty Charlotte, NC | Unrestricted General | $11,971 |
| Hawthorne Lane UTD Methodist Church Charlotte, NC | Unrestricted General | $11,971 |
| The Children's Home Inc Winston-Salem, NC | Unrestricted General | $5,986 |
| Goodfellows Club Charlotte, NC | Unrestricted General | $100 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $632,656 | $89,408 | $36,138 | $30,028 | 4 | $31,804 | $86,028 | $34,570 |
| 2025 | $563,473 | $54,688 | $34,839 | $29,578 | 4 | $31,271 | $50,917 | $32,371 |
| 2024 | $528,926 | $19,926 | $28,170 | $23,713 | 4 | $25,321 | $15,431 | $28,919 |
| 2023 | $538,821 | $-11,866 | $37,698 | $30,476 | 4 | $32,079 | $8,243 | $28,367 |
| 2022 | $587,430 | $120,320 | $36,095 | $30,963 | 4 | $32,661 | $116,570 | $32,454 |
| 2021 | $550,653 | $37,895 | $30,664 | $25,298 | 4 | — | $35,196 | $28,314 |
| 2020 | $497,476 | $39,808 | $25,772 | $21,853 | 4 | — | $38,316 | $26,581 |
Under IRS private-foundation payout rules, Tr Uw S a Beaty-Residuary reported a distributable amount of $35K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw S a Beaty-Residuary's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$3K (2022) → $3K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $3K, to Bank of America (Trustee).
Frequently asked questions about Tr Uw S a Beaty-Residuary
How much does Tr Uw S a Beaty-Residuary give each year?
Tr Uw S a Beaty-Residuary gave $30K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $30K across 4 grants.
What is Tr Uw S a Beaty-Residuary's typical grant size?
Tr Uw S a Beaty-Residuary's median grant in 2026 was $8,979, and its average grant was $7,507, across 4 grants on its 2026 IRS Form 990-PF.
Where does Tr Uw S a Beaty-Residuary give grants?
Tr Uw S a Beaty-Residuary gives mostly in North Carolina: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Charlotte, NC (3 grants).
Does Tr Uw S a Beaty-Residuary give general operating support?
Yes: 100% of Tr Uw S a Beaty-Residuary's 2026 grants with a stated purpose (4 of 4) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Tr Uw S a Beaty-Residuary?
Tr Uw S a Beaty-Residuary reported $633K in total assets on its 2026 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $35K (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 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 2020–2026.
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 2025 (received by the IRS June 20, 2025)
- Updated Form 990-PF for fiscal year 2026 (received by the IRS April 30, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 22, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 24, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 23, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 31, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2024)
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