Bethea S Owen Irr Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $245K in total assets. In 2024, it awarded 4 grants totaling $10K. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$245K
-0.0% YoY
Annual Giving
$10K
-4.1% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$3K
-4.1% YoY
Under IRS private-foundation payout rules, Bethea S Owen Irr Charitable Tr reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
About Bethea S Owen Irr Charitable Tr
Based on IRS filings
Bethea S Owen Irr Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $245K in total assets. In 2024, it awarded 4 grants totaling $10K. Net investment income was $14K.
Focus Areas
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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 | $245,367 | $245,416 | $266,156 |
| Revenue | $17,400 | $-4,312 | $14,254 |
| Expenses | $17,532 | $16,453 | $16,661 |
| Qualifying Distributions | $14,579 | $13,504 | $12,462 |
| Net Investment Income | $14,405 | $3,167 | $10,950 |
| Distributable Amount | $14,189 | $13,067 | $13,761 |
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 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Virginia Museum of Fine Arts Fdn ($5,086), Academy of Fine Arts ($3,051), Jubilee Family Development Center ($1,017).
| Recipient | Purpose | Amount |
|---|---|---|
| JUBILEE FAMILY DEVELOPMENT CENTER LYNCHBURG, VA | GENERAL OPERATING | $1,017 |
| ACADEMY OF FINE ARTS LYNCHBURG, VA | GENERAL OPERATING | $3,051 |
| VIRGINIA MUSEUM OF FINE ARTS FDN RICHMOND, VA | GENERAL OPERATING | $5,086 |
| FIRST UNITARIAN CHURCH OF LYNCHBURG LYNCHBURG, VA | GENERAL OPERATING | $1,017 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $5,815 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bethea S Owen Irr Charitable Tr?
Bethea S Owen Irr Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $245K in total assets as of 2024.
How large is Bethea S Owen Irr Charitable Tr?
As of 2024, Bethea S Owen Irr Charitable Tr holds $245K in total assets with $17K in annual revenue. It awarded 4 grants totaling $10K in 2024.
Where does Bethea S Owen Irr Charitable Tr operate?
Bethea S Owen Irr Charitable Tr has awarded grants in Virginia.
What size grants does Bethea S Owen Irr Charitable Tr award?
In 2024, Bethea S Owen Irr Charitable Tr awarded 4 grants totaling $10K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Bethea S Owen Irr Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bethea S Owen Irr Charitable Tr reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bethea S Owen Irr Charitable Tr's EIN?
Bethea S Owen Irr Charitable Tr's EIN (Employer Identification Number) is 27-6760592. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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