Owens Scholarship Trust Co-tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 19 grants totaling $133K. Net investment income was $157K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.4M
+0.6% YoY
Annual Giving
$133K
+6.2% YoY
Grant Count
19
+11.8% YoY
Avg Grant Size
$7K
-5.0% YoY
Under IRS private-foundation payout rules, Owens Scholarship Trust Co-tua reported a distributable amount of $141K for 2025 — the minimum it must pay out in qualifying distributions.
About Owens Scholarship Trust Co-tua
Based on IRS filings
Owens Scholarship Trust Co-tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 19 grants totaling $133K. Net investment income was $157K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,380,716 | $2,365,929 | $2,524,725 |
| Revenue | $173,959 | $14,628 | $639,679 |
| Expenses | $165,505 | $190,336 | $136,994 |
| Qualifying Distributions | $155,471 | $163,898 | $123,449 |
| Net Investment Income | $156,585 | $63,182 | $626,433 |
| Distributable Amount | $140,878 | $144,167 | $139,711 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
83 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Christina Pappas ($7,000), Lily Wooten ($7,000), Ryan Jones ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHRISTINA PAPPAS CHAPEL HILL, NC | SCHOLARSHIP | $7,000 |
| LILY WOOTEN CHAPEL HILL, NC | SCHOLARSHIP | $7,000 |
| RYAN JONES RALEIGH, NC | SCHOLARSHIP | $7,000 |
| MATTISON THORNE BOONE, NC | SCHOLARSHIP | $7,000 |
| RIDLEY HARRISON CHAPEL HILL, NC | SCHOLARSHIP | $7,000 |
| ZACHARY HILL RALEIGH, NC | SCHOLARSHIP | $7,000 |
| KARA SHELDON RALEIGH, NC | SCHOLARSHIP | $7,000 |
| ANGELIQUE BARNES WILSON, NC | SCHOLARSHIP | $7,000 |
| AUDREY EARP WILSON, NC | SCHOLARSHIP | $7,000 |
| HARLEY RAGLE CHARLOTTE, NC | SCHOLARSHIP | $7,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $19,162 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Owens Scholarship Trust Co-tua?
Owens Scholarship Trust Co-tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $2.4M in total assets as of 2025.
How large is Owens Scholarship Trust Co-tua?
As of 2025, Owens Scholarship Trust Co-tua holds $2.4M in total assets with $174K in annual revenue. It awarded 19 grants totaling $133K in 2025.
Where does Owens Scholarship Trust Co-tua operate?
Owens Scholarship Trust Co-tua has awarded grants in North Carolina.
What size grants does Owens Scholarship Trust Co-tua award?
In 2025, Owens Scholarship Trust Co-tua awarded 19 grants totaling $133K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Owens Scholarship Trust Co-tua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Owens Scholarship Trust Co-tua reported a distributable amount of $141K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Owens Scholarship Trust Co-tua's EIN?
Owens Scholarship Trust Co-tua's EIN (Employer Identification Number) is 56-6532306. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Owens Scholarship Trust Co-tua's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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