Tr Uw S a Beaty-Residuary

Foundation · Grantmaker Dallas, TX EIN: 56-6215427

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.

Key facts about Tr Uw S a Beaty-Residuary

EIN: 56-6215427
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $29,578
Grants made (2025): 4
Average grant: $7,395
Median grant: $8,844
Total assets: $563,473
Primary geography: North Carolina (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Tr Uw S a Beaty-Residuary funds

By grant dollars, the top recipient states for Tr Uw S a Beaty-Residuary's 4 itemized 2025 grants were North Carolina (100%). The most frequent recipient cities were Charlotte, NC (3 grants). 100% of grants with a stated purpose were for general or operating support.

How Tr Uw S a Beaty-Residuary gives

Giving held roughly steady from 2022 to 2025 (−4%). Method
In 2025 it paid out 97% 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.

Next steps with Tr Uw S a Beaty-Residuary

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$563K

+6.5% YoY

Annual Giving

$30K

+24.7% YoY

Grant Count

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $30K (100%)

Share of all 4 itemized 2025 grant dollars.

States

North Carolina

Cities

CharlotteWinston Salem

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2025

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 recipients 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
HAWTHORNE LANE UNITED METHODIST 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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS 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.