The Ballydavid Foundation
The Ballydavid Foundation is a private foundation, based in Vero Beach, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 9 grants totaling $50K. Net investment income was $70K.
The Ballydavid Foundation at a glance
In short: The Ballydavid Foundation gave $50K across 9 grants in 2025 (avg $6K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $49,700
- -19.0% vs 2024
- Grants made (2025)
- 9
- -30.8% vs 2024
- Average grant
- $5,522
- +17.1% vs 2024
- Median grant
- $5,000
- Total assets
- $1,170,725
- +1.3% vs 2024
- Primary geography
- Florida (60% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Ballydavid Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was United Against Poverty Inc ($15K). Together the top 9 received $50K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 33 grants of 33 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How The Ballydavid Foundation gives
- Giving grew 81% from 2022 to 2025. Method
- In 2025 it paid out 79% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $27K (2023) to $61K (2024). In 2025 it made 9 grants totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Against Poverty Inc Vero Beach, FL | General Operations | $14,900 |
| Indian River Land Tr Vero Beach, FL | General Operations | $10,000 |
| Shelter Island Lions Club Shelter Island, NY | General Operations | $5,300 |
| Best Buddies Inc New York, NY | General Operations | $5,000 |
| Quail Valley Charities Inc Vero Beach, FL | General Operations | $5,000 |
| Shelter Island Educational Shelter Island, NY | General Operations | $5,000 |
| Regis High School New York, NY | General Operations | $3,000 |
| Shelter Island Club Shelter Island, NY | General Operations | $1,000 |
| American Legion Mitchell, IN | General Operations | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,170,725 | $75,208 | $60,611 | $49,700 | 9 | $49,700 | $70,400 | $62,910 |
| 2024 | $1,156,128 | $45,500 | $69,034 | $61,329 | 13 | $61,329 | $40,677 | $61,715 |
| 2023 | $1,179,662 | $23,388 | $34,430 | $27,000 | 5 | $27,000 | $27,091 | $55,895 |
| 2022 | $1,190,704 | $251,046 | $47,870 | $27,500 | 3 | $27,500 | $14,766 | $44,976 |
| 2021 | $987,528 | $549,026 | $78,983 | $60,000 | 3 | $72,730 | $570,617 | $19,256 |
| 2020 | $517,485 | $517,485 | — | — | — | — | — | $1,102 |
Under IRS private-foundation payout rules, The Ballydavid Foundation reported a distributable amount of $63K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Ballydavid Foundation is led by Julie O'Shea, Director & President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Julie O'Shea
Director & President
On filings since 2020
2 hrs/week
No compensation reported
Sean O'Shea
Director, Secretary & Treasurer
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Ballydavid Foundation
How much does The Ballydavid Foundation give each year?
The Ballydavid Foundation gave $50K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $61K across 13 grants.
What is The Ballydavid Foundation's typical grant size?
The Ballydavid Foundation's median grant in 2025 was $5,000, and its average grant was $5,522, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Ballydavid Foundation give grants?
The Ballydavid Foundation gives mostly in Florida: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (39%). The most frequent recipient cities were Vero Beach, FL (3 grants), Shelter Island, NY (3 grants) and New York, NY (2 grants).
Does The Ballydavid Foundation give general operating support?
Yes: 100% of The Ballydavid Foundation's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Ballydavid Foundation's largest grantees?
The Ballydavid Foundation's largest 2025 grantees include United Against Poverty Inc ($14,900), Indian River Land Tr ($10,000) and Shelter Island Lions Club ($5,300), according to its 2025 IRS Form 990-PF. Together they received 61% of its itemized 2025 grant dollars.
How large is The Ballydavid Foundation?
The Ballydavid Foundation reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $63K (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.
What is The Ballydavid Foundation's EIN?
The Ballydavid Foundation's EIN (Employer Identification Number) is 85-4101886. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 4, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in The Ballydavid Foundation's focus areas in our free grants database
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