Edith B Jackson Trust #3

SAINT LOUIS, MO EIN: 84-6150096

Edith B Jackson Trust #3 is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $110K. Net investment income was $31K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-5.9% YoY

Annual Giving

$110K

+22.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$110K

+22.2% YoY

Under IRS private-foundation payout rules, Edith B Jackson Trust #3 reported a distributable amount of $112K for 2024 — the minimum it must pay out in qualifying distributions.

About Edith B Jackson Trust #3

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $450K (100%)

States

Connecticut

Cities

New Haven

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,340,594	$1,424,523	$1,507,858
Revenue	$60,661	$40,424	$64,949
Expenses	$144,896	$123,356	$121,166
Qualifying Distributions	$114,420	$94,305	$84,382
Net Investment Income	$30,624	$33,016	$34,490
Distributable Amount	$112,486	$107,440	$113,758

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 include Yale University Trusts and Estates ($110,000).

Recipient	Purpose	Amount
YALE UNIVERSITY TRUSTS AND ESTATES NEW HAVEN, CT	SCHOLARSHIPS	$110,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$32,928

Frequently Asked Questions

How large is Edith B Jackson Trust #3?

As of 2024, Edith B Jackson Trust #3 holds $1.3M in total assets with $61K in annual revenue. It awarded 1 grants totaling $110K in 2024.

Where does Edith B Jackson Trust #3 operate?

Edith B Jackson Trust #3 has awarded grants in Connecticut.

What size grants does Edith B Jackson Trust #3 award?

In 2024, Edith B Jackson Trust #3 awarded 1 grants totaling $110K — an average of about $110K per grant, based on its IRS Form 990 filings.

How much is Edith B Jackson Trust #3 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Edith B Jackson Trust #3 reported a distributable amount of $112K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.