J & W Charitable Trust

Private foundation · Grantmaker Dundee, OR EIN: 46-0511105

J & W Charitable Trust is a private foundation based in Dundee, Oregon. Its 2024 filing reports grants to charitable organizations, including Oregon organizations working in public broadcasting, food assistance, domestic violence services, and the arts.

Key facts about J & W Charitable Trust

In short: J & W Charitable Trust gave $4K across 16 grants in 2024 (avg $218.938), mostly in Oregon. Source: 2024 IRS Form 990-PF.

EIN
46-0511105
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,503
Grants made (2024)
16
Average grant
$219
Median grant
$250
Total assets
$53,040
Primary geography
Oregon (69% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The Trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$53K

-7.2% YoY

Annual Giving

$4K

-5.3% YoY

Grant Count

16

+0.0% YoY

Avg Grant Size

$218.938

-5.3% YoY

Under IRS private-foundation payout rules, J & W Charitable Trust reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

How J & W Charitable Trust gives

  • Giving held roughly steady from 2021 to 2024 (−18%). Method
  • In 2024 it paid out 154% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the Trust is provided. Its 2024 grants went to organizations addressing areas such as public education, food and meal assistance, domestic violence victim assistance, research, youth support, children’s medical assistance, and the arts. Oregon Public Broadcasting describes its mission as connecting people across Oregon and the Pacific Northwest through shared stories. Raphael House of Portland says it supports survivors of domestic and sexual violence and works toward systemic change. An individual recipient says its mission is to eliminate hunger and its root causes. Oregon Society of Artists describes its work as promoting visual arts through educational and exhibition opportunities.

Grantmaking

In 2024, the Trust awarded 16 grants totaling $3,503. Grants ranged from $3 to $500, with a median grant of $250. Notable grants included $500 to Oregon Public Broadcasting; $300 each to Raphael House of Portland, two individual recipients - Yamhill County, Alzheimer's Association Oregon Chap, three individual recipients; and $200 each to Oregon Society of Artists and an individual recipient

How to Apply

The Trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Your AI grants department

Ready to take the next step with J & W Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

In 2024, 69% of grant dollars went to recipients in Oregon. Other recipient-state shares were Washington, DC (11%), California (9%), Nebraska (6%), and Tennessee (3%).

Grant Distribution by State

10states

Share of 2024 grant dollars across all 16 itemized grants.

Cities

PortlandPorlandAmericusPorltandPrescottSalemWashingtonBoys TownMcMinnvilleMemphisMontgomeryNew YorkNewbergCity of IndustryTopeka

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K13 grants2019 15 grants2021 15 grants2022 16 grants2023 16 grants2024

From 2019 to 2024, annual grant giving ranged from $4K (2024) to $4K (2021). In 2024 it made 16 grants totaling $4K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

75 grants across all recorded years

75<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 75 grants of 75 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
16 grants to individuals Recipients not named —$3,503

Financial History

Multi-year comparison from IRS filings

Filing year Grants Grant count
2024 $3,503 16
2023 $3,700 16
2022 $3,750 15
Expenses
Qualifying Distributions
$0$2K$4K$6K2019 2021 2022 2023 2024
Metric202420232022
Total Assets$53,040$57,169$61,545
Expenses$4,129$4,376$4,377
Qualifying Distributions$4,129$4,376$4,377
Distributable Amount$2,689$2,897$3,096

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS January 15, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 16, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS January 17, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 2, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 25, 2025)
  6. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists E Wayne Hanson and Mary Janet Crawley Hanson as trustees.

J & W Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • E Wayne Hanson

    Trustee

    On filings since 2019

    No compensation reported

  • Mary Janet Crawley Hanson

    Trustee

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: PO Box 550, Dundee, OR 97115
Phone: (503) 537-9147

Frequently asked questions about J & W Charitable Trust

How much does J & W Charitable Trust give each year?

J & W Charitable Trust gave $4K across 16 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4K across 16 grants.

What is J & W Charitable Trust's typical grant size?

J & W Charitable Trust's median grant in 2024 was $250, and its average grant was $219, across 16 grants on its 2024 IRS Form 990-PF.

Where does J & W Charitable Trust give grants?

J & W Charitable Trust gives mostly in Oregon: 69% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (11%) and California (9%).

Does J & W Charitable Trust give general operating support?

Not in 2024: none of the 16 grants with a stated purpose on J & W Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Food Assistance" (3 grants) and "Meal Assistance" (3 grants).

How large is J & W Charitable Trust?

J & W Charitable Trust reported $53K in total assets on its 2024 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets).

What does J & W Charitable Trust fund?

No mission statement for the Trust is provided. Its 2024 grants went to organizations addressing areas such as public education, food and meal assistance, domestic violence victim assistance, research, youth support, children’s medical assistance, and the arts. See mission & focus areas ↑

How do I apply for a grant from J & W Charitable Trust?

The Trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is J & W Charitable Trust's EIN?

J & W Charitable Trust's EIN (Employer Identification Number) is 46-0511105. IRS Form 990 filing data is available on this page for 2019–2024.

Does J & W Charitable Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Your AI grants department

Here's the math on researching J & W Charitable Trust by hand.

Explore Open Grants

Browse active grant opportunities in J & W Charitable Trust's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Oregon

The Jackson Foundation

Milwaukee, WI

The Jackson Foundation supports Oregon organizations, particularly in arts and culture, public media, and food access, though it has no stated formal list of funding areas. Its 2025 grants ranged from $1,000 to $21,000, with a median of $3,500; it accepts requests from eligible Oregon 501(c)(3) organizations, with applications available on request.

Assets

$12.2M

Grants

150

Total Given

$800K

The Robert D and Marcia H Randall

Portland, OR

The foundation funds education, youth development, and community programs that expand opportunity and strengthen social well-being, primarily in Oregon, with preference for Pacific Northwest applicants. Its 2024 grants ranged from $1,000 to $150,000, with a median of $10,000. It requires a pre-application and accepts requests from eligible 501(c)(3) organizations; pre-application deadlines are June 15 and December 15.

Assets

$1.6M

Grants

80

Total Given

$897K

The Swigert-Warren Foundation

Portland, OR

The Swigert-Warren Foundation supports a range of charitable organizations, including education, arts and culture, and environmental conservation groups. Its 2025 grants ranged from $500 to $275,000, with a median of $10,000; most funding went to Oregon, with some grants in other states. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$22.7M

Grants

62

Total Given

$1.3M

The Oregon Community Foundation

Portland, OR

The Oregon Community Foundation funds Oregon nonprofits and community-serving projects across education, health, arts and culture, housing, economic and community vitality, and the environment. Its 2024 grants had a median of $25,000, with awards ranging from about $5,000 to nearly $8 million; applications are accepted through specific grant programs and cycles, but the profile does not state whether unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$3.3B

Grants

2,149

Total Given

$171.4M

Rose E Tucker Charitable Trust

Milwaukee, WI

The Rose E Tucker Charitable Trust funds education, health and welfare, community development, social services, and arts and culture, with an emphasis on the Portland metropolitan area; most recent grants went to Oregon organizations. Its 2025 grants ranged from $2,500 to $250,000, with a median of $7,500. The 2024 filing says there are no deadlines and directs applicants to contact the trust; it does not restrict giving to preselected organizations.

Assets

$15.8M

Grants

107

Total Given

$1.6M

Marie Lamfrom Charitable Foundation

Wilsonville, OR

The Marie Lamfrom Charitable Foundation supports Oregon nonprofits working in education, community, arts and creativity, health, and well-being, often through unrestricted operating grants. Its 2024 grants had a median of $18,000, though awards ranged widely; it also has a Washington Fund for organizations serving Washington and/or Oregon. Its primary grant programs open in January and June; the profile does not state whether unsolicited requests are accepted.

Human Services

Assets

$374.9M

Grants

663

Total Given

$20.5M

The Roundhouse Foundation

Sisters, OR

The Roundhouse Foundation supports innovative arts and culture, environmental stewardship, social services, and education projects that benefit rural Oregon and Tribal communities. Its typical grant is around $10,000 overall; Open Call awards are usually about $2,501–$30,000, and Small Grants range from $500–$2,500.

Philanthropy, Voluntarism & Grantmaking

Assets

$344.5M

Grants

621

Total Given

$15.6M

OCF Joseph E Weston Public Foundation

Portland, OR

The foundation supports nonprofits serving children, working-poor people, people with disabilities, seniors, and people experiencing homelessness, and also awards school scholarships. It primarily funds Oregon, with grants and scholarships also serving Southwest Washington; in 2024, grants ranged from $5,500 to $3,487,608, with a median of $21,500. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$637.5M

Grants

531

Total Given

$23.3M

Meyer Memorial Trust

Portland, OR

Meyer Memorial Trust funds community-led work advancing racial, social, and economic justice, including efforts in education, climate, community economies, and support for Black, Native, immigrant, and refugee communities. Its 2025 grants had a median of $100,000, and 93% of grant dollars went to Oregon recipients. It offers open and invited opportunities, but says it will not open a general application call in 2026; check its website for current opportunities.

Philanthropy, Voluntarism & Grantmaking

Assets

$901.2M

Grants

388

Total Given

$45.2M

Umpqua Bank Charitable Foundation

Lake Oswego, OR

The Umpqua Bank Charitable Foundation funds nonprofits working to strengthen economic prosperity and build healthy, inclusive, resilient, and sustainable communities, including through direct services or general operating support. In 2024, grants ranged from $2,500 to $150,000, with a median of $6,000; its small-grants program typically awarded $5,000–$10,000. Funding is limited to organizations in Oregon, Washington, Nevada, Idaho, California, Arizona, Colorado, and Utah, and the foundation accepts applications through its online Community Grant process.

Philanthropy, Voluntarism & Grantmaking

Assets

$16.8M

Grants

317

Total Given

$3.2M

The Autzen Foundation

Portland, OR

The Autzen Foundation funds small nonprofits working in social services, arts and culture, education, environmental initiatives, and youth programs that directly serve Oregon or Clark County, Washington residents. Its 2024 grants ranged from $1,000 to $25,000, with a median of $5,000. It accepts applications through its online system during open cycles, beginning with a letter of inquiry.

Assets

$24.9M

Grants

305

Total Given

$1.8M

The Harold & Arlene Schnitzer Care

Portland, OR

The Harold & Arlene Schnitzer CARE Foundation supports arts and culture, youth, education, medical, social service, and community activities, with most funding in Oregon but grants also going to organizations in states including New York and California. Its 2024 grants ranged from $364 to $1,970,998, with a median of $6,056. It says it funds preselected organizations and does not accept unsolicited requests, though a separate Schnitzer Cares program has offered time-limited public applications for eligible nonprofits serving Oregon residents.

Assets

$104.8M

Grants

245

Total Given

$8.2M

More Funders in Oregon

J & W Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?