Bethea S Owen Irr Charitable Tr
Bethea S Owen Irr Charitable Tr is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $251K in total assets. In 2025, it awarded 4 grants totaling $10K. Net investment income was $20K.
Key facts about Bethea S Owen Irr Charitable Tr
In short: Bethea S Owen Irr Charitable Tr gave $10K across 4 grants in 2025 (avg $2K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- EIN
- 27-6760592
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $9,781
- Grants made (2025)
- 4
- Average grant
- $2,445
- Median grant
- $1,956
- Total assets
- $251,050
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$251K
+2.3% YoY
Annual Giving
$10K
-3.8% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$2K
-3.8% YoY
Under IRS private-foundation payout rules, Bethea S Owen Irr Charitable Tr reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
How Bethea S Owen Irr Charitable Tr gives
- Giving held roughly steady from 2022 to 2025 (+5%). 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 4 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $8K (2021) to $11K (2023). In 2025 it made 4 grants totaling $10K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Virginia Museum of Fine Arts Fdn ($5K). Together the top 4 received $10K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Virginia Museum of Fine Arts Fdn Richmond, VA | General Operating | $4,891 |
| Academy of Fine Arts Lynchburg, VA | General Operating | $2,934 |
| Central Virginia Alliance for Lynchburg, VA | General Operating | $978 |
| First Unitarian Church of Lynchburg Lynchburg, VA | General Operating | $978 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $251,050 | $245,367 | $245,416 |
| Revenue | $23,156 | $17,400 | $-4,312 |
| Expenses | $17,426 | $17,532 | $16,453 |
| Qualifying Distributions | $14,185 | $14,579 | $13,504 |
| Net Investment Income | $20,164 | $14,405 | $3,167 |
| Distributable Amount | $14,551 | $14,189 | $13,067 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Bethea S Owen Irr Charitable Tr's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$7K (2021) → $6K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $6K, to Truist Bank (Trustee).
Frequently asked questions about Bethea S Owen Irr Charitable Tr
How much does Bethea S Owen Irr Charitable Tr give each year?
Bethea S Owen Irr Charitable Tr gave $10K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 4 grants.
What is Bethea S Owen Irr Charitable Tr's typical grant size?
Bethea S Owen Irr Charitable Tr's median grant in 2025 was $1,956, and its average grant was $2,445, across 4 grants on its 2025 IRS Form 990-PF.
Where does Bethea S Owen Irr Charitable Tr give grants?
Bethea S Owen Irr Charitable Tr gives mostly in Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lynchburg, VA (3 grants).
Does Bethea S Owen Irr Charitable Tr give general operating support?
Yes: 100% of Bethea S Owen Irr Charitable Tr's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Bethea S Owen Irr Charitable Tr?
Bethea S Owen Irr Charitable Tr reported $251K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Bethea S Owen Irr Charitable Tr by hand.
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