William and Betty Osborne Trust 1700-0001028

TULSA, OK EIN: 84-6194749

William and Betty Osborne Trust 1700-0001028 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 2 grants totaling $129K. Net investment income was $196K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6M

+13.2% YoY

Annual Giving

$129K

+7.9% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$64K

-46.0% YoY

Under IRS private-foundation payout rules, William and Betty Osborne Trust 1700-0001028 reported a distributable amount of $125K for 2024 — the minimum it must pay out in qualifying distributions.

About William and Betty Osborne Trust 1700-0001028

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $650K (100%)

States

Colorado

Cities

Colorado Springs

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,561,495	$2,263,067	$2,313,815
Revenue	$231,261	$125,101	$115,403
Expenses	$160,898	$147,600	$163,947
Qualifying Distributions	$133,019	$123,378	$139,477
Net Investment Income	$196,200	$97,042	$90,788
Distributable Amount	$125,199	$116,198	$123,379

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Pikes Peak Area Rotary Endowment ($122,215), First Church of Christ Scientist ($6,432).

Recipient	Purpose	Amount
FIRST CHURCH OF CHRIST SCIENTIST COLORADO SPRINGS, CO	GENERAL USE	$6,432
PIKES PEAK AREA ROTARY ENDOWMENT COLORADO SPRINGS, CO	GENERAL USE	$122,215

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is William and Betty Osborne Trust 1700-0001028?

William and Betty Osborne Trust 1700-0001028 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. It holds $2.6M in total assets as of 2024.

How large is William and Betty Osborne Trust 1700-0001028?

As of 2024, William and Betty Osborne Trust 1700-0001028 holds $2.6M in total assets with $231K in annual revenue. It awarded 2 grants totaling $129K in 2024.

Where does William and Betty Osborne Trust 1700-0001028 operate?

William and Betty Osborne Trust 1700-0001028 has awarded grants in Colorado.

What size grants does William and Betty Osborne Trust 1700-0001028 award?

In 2024, William and Betty Osborne Trust 1700-0001028 awarded 2 grants totaling $129K — an average of about $64K per grant, based on its IRS Form 990 filings.

How much is William and Betty Osborne Trust 1700-0001028 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William and Betty Osborne Trust 1700-0001028 reported a distributable amount of $125K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.