TRS Uw LP Overby FBO Episcopal Theo Sem
TRS Uw LP Overby FBO Episcopal Theo Sem is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $292K in total assets. In 2024, it awarded 1 grants totaling $13K. Net investment income was $26K.
Key facts about TRS Uw LP Overby FBO Episcopal Theo Sem
- EIN
- 54-0907161
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $13,243
- Grants made (2024)
- 1
- Average grant
- $13,243
- Median grant
- $13,243
- Total assets
- $291,714
- Primary geography
- Virginia (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
How TRS Uw LP Overby FBO Episcopal Theo Sem gives
- Giving held roughly steady from 2021 to 2024 (−3%). Method
- In 2024 it paid out 97% 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$292K
+3.5% YoY
Annual Giving
$13K
+29.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$13K
+29.4% YoY
Under IRS private-foundation payout rules, TRS Uw LP Overby FBO Episcopal Theo Sem reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
About TRS Uw LP Overby FBO Episcopal Theo Sem
Based on IRS filings
TRS Uw LP Overby FBO Episcopal Theo Sem is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $292K in total assets. In 2024, it awarded 1 grants totaling $13K. Net investment income was $26K.
Ready to take the next step with TRS Uw LP Overby FBO Episcopal Theo Sem?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $291,714 | $281,852 | $288,410 |
| Revenue | $30,139 | $9,912 | $-8,046 |
| Expenses | $19,992 | $16,357 | $23,330 |
| Qualifying Distributions | $16,231 | $13,038 | $18,329 |
| Net Investment Income | $26,212 | $5,634 | $2,431 |
| Distributable Amount | $16,683 | $15,230 | $15,710 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Protestant Episcopal Theologic Seminary ($13,243).
| Recipient | Purpose | Amount |
|---|---|---|
| PROTESTANT EPISCOPAL THEOLOGIC SEMINARY ALEXANDRIA, VA | UNRESTRICTED GENERAL | $13,243 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America | Trustee | 1 | $4,475 |
Frequently Asked Questions
How large is TRS Uw LP Overby FBO Episcopal Theo Sem?
As of 2024, TRS Uw LP Overby FBO Episcopal Theo Sem holds $292K in total assets with $30K in annual revenue. It awarded 1 grants totaling $13K in 2024.
Where does TRS Uw LP Overby FBO Episcopal Theo Sem operate?
TRS Uw LP Overby FBO Episcopal Theo Sem has awarded grants in Virginia.
What size grants does TRS Uw LP Overby FBO Episcopal Theo Sem award?
In 2024, TRS Uw LP Overby FBO Episcopal Theo Sem awarded 1 grants totaling $13K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is TRS Uw LP Overby FBO Episcopal Theo Sem required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, TRS Uw LP Overby FBO Episcopal Theo Sem reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is TRS Uw LP Overby FBO Episcopal Theo Sem's EIN?
TRS Uw LP Overby FBO Episcopal Theo Sem's EIN (Employer Identification Number) is 54-0907161. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.