William and Betty Osborne Trust 1700-0001028
William and Betty Osborne Trust 1700-0001028 is a private foundation, based in Tulsa, OK. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 2 grants totaling $133K. Net investment income was $202K.
Key facts about William and Betty Osborne Trust 1700-0001028
In short: William and Betty Osborne Trust 1700-0001028 gave $133K across 2 grants in 2025 (avg $67K), mostly in Colorado. Source: 2025 IRS Form 990-PF.
- EIN
- 84-6194749
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $133,213
- Grants made (2025)
- 2
- Average grant
- $66,607
- Median grant
- $66,607
- Total assets
- $2,392,991
- Primary geography
- Colorado (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.4M
-6.6% YoY
Annual Giving
$133K
+3.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$67K
+3.5% YoY
Under IRS private-foundation payout rules, William and Betty Osborne Trust 1700-0001028 reported a distributable amount of $129K for 2025 — the minimum it must pay out in qualifying distributions.
How William and Betty Osborne Trust 1700-0001028 gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $119K (2023) to $145K (2021). In 2025 it made 2 grants totaling $133K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Pikes Peak Area Rotary Endowment ($127K). Together the top 2 received $133K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 9 (56%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pikes Peak Area Rotary Endowment Colorado Springs, CO | General Use | $126,552 |
| First Church of Christ Scientist Colorado Springs, CO | General Use | $6,661 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,392,991 | $2,561,495 | $2,263,067 |
| Revenue | $229,236 | $231,261 | $125,101 |
| Expenses | $169,681 | $160,898 | $147,600 |
| Qualifying Distributions | $138,340 | $133,019 | $123,378 |
| Net Investment Income | $201,716 | $196,200 | $97,042 |
| Distributable Amount | $128,541 | $125,199 | $116,198 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
William and Betty Osborne Trust 1700-0001028's only listed officer is Bokf NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bokf NA
Trustee
On filings since 2020
2 hrs/week
$12K (2020) → $13K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $13K, to Bokf NA (Trustee).
Frequently asked questions about William and Betty Osborne Trust 1700-0001028
How much does William and Betty Osborne Trust 1700-0001028 give each year?
William and Betty Osborne Trust 1700-0001028 gave $133K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $129K across 2 grants.
How large is William and Betty Osborne Trust 1700-0001028?
William and Betty Osborne Trust 1700-0001028 reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $138K in qualifying distributions that year, against a required minimum of $129K (roughly 5% of its investment assets).
Where does William and Betty Osborne Trust 1700-0001028 operate?
William and Betty Osborne Trust 1700-0001028 has awarded grants in Colorado.
What is William and Betty Osborne Trust 1700-0001028's EIN?
William and Betty Osborne Trust 1700-0001028's EIN (Employer Identification Number) is 84-6194749. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching William and Betty Osborne Trust 1700-0001028 by hand.
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