Jackson V P & R M Charitable Trust
Jackson V P & R M Charitable Trust is a private foundation focused on Human Services, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $114K in total assets. In 2025, it awarded 1 grant totaling $7K. Net investment income was $7K.
Jackson V P & R M Charitable Trust at a glance
In short: Jackson V P & R M Charitable Trust gave $7K across 1 grant in 2025 (avg $7K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,687
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $6,687
- +0.0% vs 2024
- Median grant
- $6,687
- Total assets
- $114,122
- -1.9% vs 2024
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Jackson V P & R M Charitable Trust
Open Grants
1 open opportunity from Jackson V P & R M Charitable Trust
Who Jackson V P & R M Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Educational Service Unit 3 Educ Foundati ($7K).
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Jackson V P & R M Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−18%). Method
- In 2025 it paid out 125% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $6K (2023) to $8K (2022). In 2025 it made 1 grant totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Educational Service Unit 3 Educ Foundati Omaha, NE | General Operating | $6,687 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $114,122 | $8,956 | $11,099 | $6,687 | 1 | $8,604 | $6,589 | $6,902 |
| 2024 | $116,322 | $7,683 | $10,530 | $6,687 | 1 | $8,467 | $5,505 | $6,603 |
| 2023 | $119,128 | $3,942 | $10,023 | $6,347 | 2 | $8,051 | $1,948 | $6,320 |
| 2022 | $125,236 | $6,351 | $11,787 | $8,116 | 3 | $9,729 | $4,443 | $6,680 |
| 2021 | $130,785 | $12,562 | $11,207 | $7,740 | 2 | $9,327 | $10,593 | $7,608 |
| 2020 | $129,420 | $10,483 | $11,253 | $7,250 | 1 | — | $8,607 | $6,734 |
| 2019 | $130,170 | $17,608 | $9,999 | $6,538 | 1 | — | $15,756 | $6,679 |
Under IRS private-foundation payout rules, Jackson V P & R M Charitable Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jackson V P & R M Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$2K (2019) → $3K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $3K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Jackson V P & R M Charitable Trust
How much does Jackson V P & R M Charitable Trust give each year?
Jackson V P & R M Charitable Trust gave $7K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 1 grant.
How large is Jackson V P & R M Charitable Trust?
Jackson V P & R M Charitable Trust reported $114K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
What is Jackson V P & R M Charitable Trust?
Jackson V P & R M Charitable Trust is a private foundation focused on Human Services, based in Saint Louis, MO. It holds $114K in total assets as of 2025.
Where does Jackson V P & R M Charitable Trust operate?
Jackson V P & R M Charitable Trust has awarded grants in Nebraska.
What is Jackson V P & R M Charitable Trust's EIN?
Jackson V P & R M Charitable Trust's EIN (Employer Identification Number) is 39-6671463. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Jackson V P & R M Charitable Trust funds
Human Services Open opportunities, soonest deadline first.
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