Bethea S Owen Irr Charitable Tr

  • Orlando, FL
  • Tax-exempt since April 2011
  • EIN: 27-6760592

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,400
Expenses
$17,532
Net Income
-$132
Net Assets
$245,367
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,752
38.8%
Sales of Assets $10,648
61.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,579
83.2%
Compensation of Officers* $5,815
33.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $245,367
Total Liabilities $0
Net Assets $245,367
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $5,815 $0

Document Links

990-PF
Filed on April 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$4,312
Expenses
$16,453
Net Income
-$20,765
Net Assets
$245,416
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,133
Sales of Assets -$10,721
Other Income $276
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,504
82.1%
Compensation of Officers* $5,793
35.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $245,416
Total Liabilities $0
Net Assets $245,416
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $5,793 $0

Document Links

990-PF
Filed on April 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,254
Expenses
$16,661
Net Income
-$2,407
Net Assets
$266,156
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,314
44.3%
Sales of Assets $7,940
55.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,462
74.8%
Compensation of Officers* $6,304
37.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $266,156
Total Liabilities $0
Net Assets $266,156
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $6,304 $0

Document Links

990-PF
Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,337
Expenses
$17,855
Net Income
$27,482
Net Assets
$267,845
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $5,565
12.3%
Sales of Assets $39,771
87.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,829
77.5%
Compensation of Officers* $7,097
39.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $267,845
Total Liabilities $0
Net Assets $267,845
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $7,097 $0

Document Links

990-PF
Filed on April 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,983
Expenses
$16,593
Net Income
$5,390
Net Assets
$240,954
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $60
0.3%
Dividends $4,574
20.8%
Sales of Assets $17,349
78.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,346
80.4%
Compensation of Officers* $6,038
36.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $240,955
Total Liabilities $1
Net Assets $240,954
Compensation
Key Employees and Officers Compensation Other
Truist Bank Fka Suntrust Bank (Trustee) $6,038 $0

Document Links

990-PF
Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,985
Expenses
$16,755
Net Income
-$5,770
Net Assets
$235,725
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,445
49.6%
Sales of Assets $5,540
50.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,524
80.7%
Compensation of Officers* $5,992
35.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $235,726
Total Liabilities $1
Net Assets $235,725
Compensation
Key Employees and Officers Compensation Other
Truist Bank Fka Suntrust Bank (Trustee) $5,992 $0

Document Links

990-PF
Filed on May 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,219
Expenses
$17,097
Net Income
-$5,878
Net Assets
$241,442
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,173
46.1%
Sales of Assets $6,046
53.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,585
79.5%
Compensation of Officers* $6,186
36.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $241,442
Total Liabilities $0
Net Assets $241,442
Compensation
Key Employees and Officers Compensation Other
Suntrust Bank (Trustee) $6,186 $0

Document Links

990-PF
Filed on May 3, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,961
Expenses
$30,745
Net Income
-$13,784
Net Assets
$260,683
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,046
29.8%
Sales of Assets $11,915
70.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,719
83.7%
Compensation of Officers* $5,320
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $260,683
Total Liabilities $0
Net Assets $260,683

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,529
Expenses
$8,952
Net Income
$18,577
Net Assets
$274,529
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,182
26.1%
Sales of Assets $20,347
73.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,636
85.3%
Compensation of Officers* $633
7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $274,529
Total Liabilities $0
Net Assets $274,529

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,060
Expenses
$6,785
Net Income
$19,275
Net Assets
$256,027
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,541
21.3%
Sales of Assets $20,519
78.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,094
89.8%
Compensation of Officers* $685
10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $256,027
Total Liabilities $0
Net Assets $256,027

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,260
Expenses
$7,959
Net Income
$3,301
Net Assets
$236,752
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,352
47.5%
Sales of Assets $5,908
52.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,491
94.1%
Compensation of Officers* $751
9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $236,752
Total Liabilities $0
Net Assets $236,752

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,616
Expenses
$15,454
Net Income
$4,162
Net Assets
$233,451
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,327
37.4%
Sales of Assets $12,289
62.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,773
95.6%
Compensation of Officers* $662
4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $233,451
Total Liabilities $0
Net Assets $233,451

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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