James Marion Russell Test Trust XXX-XX-XXXX
James Marion Russell Test Trust XXX-XX-XXXX is a private foundation, based in Evansville, IN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 4 grants totaling $105K. Net investment income was $220K.
James Marion Russell Test Trust XXX-XX-XXXX at a glance
In short: James Marion Russell Test Trust XXX-XX-XXXX gave $105K across 4 grants in 2025 (avg $26K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $105,000
- +15.4% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $26,250
- +15.4% vs 2024
- Median grant
- $26,250
- Total assets
- $2,133,606
- +4.2% vs 2024
- Primary geography
- Kentucky (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.
Who James Marion Russell Test Trust XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was The Methodist Home of Kentucky ($26K). Together the top 4 received $105K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How James Marion Russell Test Trust XXX-XX-XXXX gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 103% 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 $77K (2023) to $120K (2019). In 2025 it made 4 grants totaling $105K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Methodist Home of Kentucky Nicholasville, KY | Program Support | $26,250 |
| Wesley Manor Retirement Louisville, KY | Program Support | $26,250 |
| United Methodist Church Morganfield, KY | Program Support | $26,250 |
| United Way of Union County DBA Owensboro, KY | Program Support | $26,250 |
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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 | $2,133,606 | $228,656 | $141,882 | $105,000 | 4 | $131,612 | $220,380 | $127,904 |
| 2024 | $2,046,940 | $150,658 | $126,272 | $91,000 | 4 | $116,548 | $142,839 | $122,033 |
| 2023 | $2,022,552 | $218,550 | $107,927 | $77,000 | 4 | $98,777 | $213,479 | $108,116 |
| 2022 | $1,911,891 | $146,169 | $129,478 | $99,248 | 4 | $120,851 | $141,283 | $110,368 |
| 2021 | $1,895,572 | $248,111 | $116,058 | $88,596 | 4 | $111,214 | $243,095 | $121,555 |
| 2020 | $1,763,539 | $111,743 | $25,124 | — | — | — | $107,519 | $99,628 |
| 2019 | $1,676,925 | $83,838 | $147,786 | $120,216 | 3 | — | $73,330 | $92,602 |
Under IRS private-foundation payout rules, James Marion Russell Test Trust XXX-XX-XXXX reported a distributable amount of $128K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James Marion Russell Test Trust XXX-XX-XXXX's only listed officer is OLD National Wealth Management, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
OLD National Wealth Management
Trustee
On filings since 2019
1 hr/week
$21K (2019) → $33K (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 $33K, to Old National Wealth Management (Trustee).
Frequently asked questions about James Marion Russell Test Trust XXX-XX-XXXX
How much does James Marion Russell Test Trust XXX-XX-XXXX give each year?
James Marion Russell Test Trust XXX-XX-XXXX gave $105K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $91K across 4 grants.
What is James Marion Russell Test Trust XXX-XX-XXXX's typical grant size?
James Marion Russell Test Trust XXX-XX-XXXX's median grant in 2025 was $26,250, and its average grant was $26,250, across 4 grants on its 2025 IRS Form 990-PF.
Where does James Marion Russell Test Trust XXX-XX-XXXX give grants?
James Marion Russell Test Trust XXX-XX-XXXX gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does James Marion Russell Test Trust XXX-XX-XXXX give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on James Marion Russell Test Trust XXX-XX-XXXX's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (4 grants).
How large is James Marion Russell Test Trust XXX-XX-XXXX?
James Marion Russell Test Trust XXX-XX-XXXX reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $132K in qualifying distributions that year, against a required minimum of $128K (roughly 5% of its investment assets).
What is James Marion Russell Test Trust XXX-XX-XXXX's EIN?
James Marion Russell Test Trust XXX-XX-XXXX's EIN (Employer Identification Number) is 36-7407493. 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 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work James Marion Russell Test Trust XXX-XX-XXXX funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in James Marion Russell Test Trust XXX-XX-XXXX's focus areas in our free grants database
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