Jasper J and Ursula H Jepson Charitable Trust

HONOLULU, HI EIN: 99-0341131

Jasper J and Ursula H Jepson Charitable Trust is a private foundation, based in HONOLULU, HI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $462K in total assets. In 2025, it awarded 3 grants totaling $25K. Net investment income was $44K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$462K

+2.9% YoY

Annual Giving

$25K

+3.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8K

+3.0% YoY

Under IRS private-foundation payout rules, Jasper J and Ursula H Jepson Charitable Trust reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.

About Jasper J and Ursula H Jepson Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Hawaii $128K (100%)

States

Hawaii

Cities

Honolulu

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$461,644	$448,532	$450,463
Revenue	$49,887	$32,880	$27,616
Expenses	$36,775	$34,811	$41,351
Qualifying Distributions	$30,096	$29,234	$34,131
Net Investment Income	$43,652	$27,072	$21,912
Distributable Amount	$30,568	$27,944	$26,976

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Queens Medical Center ($8,400), Kapiolani Medical Center ($8,400), St Francis Health Care ($8,400).

Recipient	Purpose	Amount
QUEENS MEDICAL CENTER HONOLULU, HI	MEDICAL RESEARCH	$8,400
KAPIOLANI MEDICAL CENTER HONOLULU, HI	MEDICAL RESEARCH	$8,400
ST FRANCIS HEALTH CARE HONOLULU, HI	DEVELOPMENT OF SKILLED	$8,400

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Jasper J and Ursula H Jepson Charitable Trust?

As of 2025, Jasper J and Ursula H Jepson Charitable Trust holds $462K in total assets with $50K in annual revenue. It awarded 3 grants totaling $25K in 2025.

Where does Jasper J and Ursula H Jepson Charitable Trust operate?

Jasper J and Ursula H Jepson Charitable Trust has awarded grants in Hawaii.

What size grants does Jasper J and Ursula H Jepson Charitable Trust award?

In 2025, Jasper J and Ursula H Jepson Charitable Trust awarded 3 grants totaling $25K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Jasper J and Ursula H Jepson Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Jasper J and Ursula H Jepson Charitable Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jasper J and Ursula H Jepson Charitable Trust's EIN?

Jasper J and Ursula H Jepson Charitable Trust's EIN (Employer Identification Number) is 99-0341131. IRS Form 990 filing data is available on this page for 2021–2025.