Tr UA Beeson Mem Schlrship FD

Private foundation · Grantmaker 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 2019 through 2025. As of 2025, the organization holds $537K in total assets. In 2025, it awarded 1 grant totaling $23K. Net investment income was $43K.

Tr UA Beeson Mem Schlrship FD at a glance

In short: Tr UA Beeson Mem Schlrship FD gave $23K across 1 grant in 2025 (avg $23K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$22,779
+8.1% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$22,779
+8.1% vs 2024
Median grant
$22,779
Total assets
$536,705
+2.4% vs 2024
Primary geography
Kentucky (100% 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 Tr UA Beeson Mem Schlrship FD funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Asbury Theological Seminary: $23KAsbury Theological Seminary$23K

The largest 2025 recipient was Asbury Theological Seminary ($23K).

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%).

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

Wilmore

How Tr UA Beeson Mem Schlrship FD gives

  • Giving held roughly steady from 2022 to 2025 (−3%). Method
  • In 2025 it paid out 96% 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

$0$10K$20K$30K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $20K (2020) to $23K (2022). In 2025 it made 1 grant totaling $23K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Asbury Theological Seminary Wilmore, KYGeneral Operating$22,779
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$536,705$48,366$35,788$22,7791$29,643$42,810$30,750
2024$524,195$36,484$33,546$21,0641$28,006$30,855$29,721
2023$521,082$-11,002$30,676$20,7241$26,895$8,978$27,235
2022$562,751$27,325$39,187$23,4451$31,521$21,690$28,800
2021$573,186$101,264$37,970$22,5881$30,964$95,162$31,851
2020$511,035$49,560$30,921$20,2151—$44,291$27,710
2019$492,723$21,608$33,598$20,4351—$16,302$27,799

Under IRS private-foundation payout rules, Tr UA Beeson Mem Schlrship FD reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Tr UA Beeson Mem Schlrship FD'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

    $12K (2021) → $11K (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: $11KTruist BankTrustee$11K

The highest reported compensation on the 2025 filing was $11K, to Truist Bank (Trustee).

Frequently asked questions about Tr UA Beeson Mem Schlrship FD

How much does Tr UA Beeson Mem Schlrship FD give each year?

Tr UA Beeson Mem Schlrship FD gave $23K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 1 grant.

How large is Tr UA Beeson Mem Schlrship FD?

Tr UA Beeson Mem Schlrship FD reported $537K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $31K (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 Tr UA Beeson Mem Schlrship FD operate?

Tr UA Beeson Mem Schlrship FD has awarded grants in Kentucky.

What is Tr UA Beeson Mem Schlrship FD's EIN?

Tr UA Beeson Mem Schlrship FD's EIN (Employer Identification Number) is 58-6025994. 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.

Data update history

(8)

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

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Tr UA Beeson Mem Schlrship FD's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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