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.
Key facts about Jackson V P & R M Charitable Trust
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.
- EIN
- 39-6671463
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $6,687
- Grants made (2025)
- 1
- Average grant
- $6,687
- Median grant
- $6,687
- Total assets
- $114,122
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$114K
-1.9% YoY
Annual Giving
$7K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$7K
+0.0% YoY
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.
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.
Open Grants
1 open opportunity from Jackson V P & R M Charitable Trust
Ready to take the next step with Jackson V P & R M Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Educational Service Unit 3 Educ Foundati Omaha, NE | General Operating | $6,687 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $114,122 | $116,322 | $119,128 |
| Revenue | $8,956 | $7,683 | $3,942 |
| Expenses | $11,099 | $10,530 | $10,023 |
| Qualifying Distributions | $8,604 | $8,467 | $8,051 |
| Net Investment Income | $6,589 | $5,505 | $1,948 |
| Distributable Amount | $6,902 | $6,603 | $6,320 |
Data update history
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
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.
Here's the math on researching Jackson V P & R M Charitable Trust by hand.
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