Tr Ua Beeson Mem Schlrship Fd

ORLANDO, FL EIN: 58-6025994

Tr Ua Beeson Mem Schlrship Fd is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $524K in total assets. In 2024, it awarded 1 grants totaling $21K. Net investment income was $31K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$524K

+0.6% YoY

Annual Giving

$21K

+1.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$21K

+1.6% YoY

Under IRS private-foundation payout rules, Tr Ua Beeson Mem Schlrship Fd reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Ua Beeson Mem Schlrship Fd

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $108K (100%)

States

Kentucky

Cities

Wilmore

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$524,195	$521,082	$562,751
Revenue	$36,484	$-11,002	$27,325
Expenses	$33,546	$30,676	$39,187
Qualifying Distributions	$28,006	$26,895	$31,521
Net Investment Income	$30,855	$8,978	$21,690
Distributable Amount	$29,721	$27,235	$28,800

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Asbury Theological Seminary ($21,064).

Recipient	Purpose	Amount
ASBURY THEOLOGICAL SEMINARY WILMORE, KY	GENERAL OPERATING	$21,064

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$10,884

Frequently Asked Questions

How large is Tr Ua Beeson Mem Schlrship Fd?

As of 2024, Tr Ua Beeson Mem Schlrship Fd holds $524K in total assets with $36K in annual revenue. It awarded 1 grants totaling $21K in 2024.

Where does Tr Ua Beeson Mem Schlrship Fd operate?

Tr Ua Beeson Mem Schlrship Fd has awarded grants in Kentucky.

What size grants does Tr Ua Beeson Mem Schlrship Fd award?

In 2024, Tr Ua Beeson Mem Schlrship Fd awarded 1 grants totaling $21K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Tr Ua Beeson Mem Schlrship Fd required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ua Beeson Mem Schlrship Fd reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.