Betty W OGG Trust Fund

Private foundation · Grantmaker Richmond, VA EIN: 16-6541997

Betty W OGG Trust Fund is a private foundation, based in Richmond, VA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $171K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $14K.

Key facts about Betty W OGG Trust Fund

In short: Betty W OGG Trust Fund gave $10K across 1 grant in 2025 (avg $10K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

EIN
16-6541997
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,127
Grants made (2025)
1
Average grant
$10,127
Median grant
$10,127
Total assets
$171,033
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

$171K

+2.1% YoY

Annual Giving

$10K

+11.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$10K

+11.2% YoY

Under IRS private-foundation payout rules, Betty W OGG Trust Fund reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.

How Betty W OGG Trust Fund gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method
  • In 2025 it paid out 88% 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 the 2025 grant dollars on its one itemized grant.

States

Cities

WaynesboroHenrico

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $9K (2021) to $11K (2022). In 2025 it made 1 grant totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

First Baptist Church of Waynesboro: $10KFirst Baptist Church ofWaynesboro$10K

The largest 2025 recipient was First Baptist Church of Waynesboro ($10K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
First Baptist Church of Waynesboro Waynesboro, VACharitable$10,127

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$171,033$167,533$165,352
Revenue$15,550$13,768$5,621
Expenses$12,050$11,587$11,783
Qualifying Distributions$10,209$9,866$10,172
Net Investment Income$13,792$12,026$4,135
Distributable Amount$11,661$10,888$9,878

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS April 10, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS August 11, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Betty W OGG Trust Fund is led by Everbless, Trustee on every filing since 2022 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Everbless

    Trustee

    On filings since 2022

    1 hr/week

    $1K (2022) → $2K (2025)

Former officers (1)
  • Former: Virginia Baptist Foundation (2019–2021) — 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

Everbless — Trustee: $2KEverblessTrustee$2K

The highest reported compensation on the 2025 filing was $2K, to Everbless (Trustee).

Frequently asked questions about Betty W OGG Trust Fund

How much does Betty W OGG Trust Fund give each year?

Betty W OGG Trust Fund gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 1 grant.

How large is Betty W OGG Trust Fund?

Betty W OGG Trust Fund reported $171K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $12K (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.

Where does Betty W OGG Trust Fund operate?

Betty W OGG Trust Fund has awarded grants in Virginia.

What is Betty W OGG Trust Fund's EIN?

Betty W OGG Trust Fund's EIN (Employer Identification Number) is 16-6541997. 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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