Bethea S Owen Irr Charitable Tr

Private foundation · Grantmaker Orlando, FL EIN: 27-6760592

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

1state

Share of all 4 itemized 2025 grant dollars.

States

Cities

LynchburgRichmondBedford

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K4 grants20194 grants20204 grants20214 grants20224 grants20234 grants20244 grants2025

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

Virginia Museum of Fine Arts Fdn: $5KVirginia Museum of Fine ArtsFdn$5KAcademy of Fine Arts: $3KAcademy of Fine Arts$3KCentral Virginia Alliance for: $978Central Virginia Alliance for$978First Unitarian Church of Lynchburg: $978First Unitarian Church ofLynchburg$978

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

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Virginia Museum of Fine Arts Fdn Richmond, VAGeneral Operating$4,891
Academy of Fine Arts Lynchburg, VAGeneral Operating$2,934
Central Virginia Alliance for Lynchburg, VAGeneral Operating$978
First Unitarian Church of Lynchburg Lynchburg, VAGeneral Operating$978

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019202020212022202320242025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  8. 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

Truist Bank — Trustee: $6KTruist BankTrustee$6K

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.

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