Jasper J and Ursula H Jepson Charitable Trust
Jasper J and Ursula H Jepson Charitable Trust is a private foundation, based in Honolulu, HI. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $464K in total assets. In 2026, it awarded 3 grants totaling $25K. Net investment income was $33K.
Jasper J and Ursula H Jepson Charitable Trust at a glance
In short: Jasper J and Ursula H Jepson Charitable Trust gave $25K across 3 grants in 2026 (avg $8K), mostly in Hawaii. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $25,200
- +0.0% vs 2025
- Grants made (2026)
- 3
- +0.0% vs 2025
- Average grant
- $8,400
- +0.0% vs 2025
- Median grant
- $8,400
- Total assets
- $463,872
- +0.5% vs 2025
- Primary geography
- Hawaii (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Jasper J and Ursula H Jepson Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was Queens Medical Center ($8K). Together the top 3 received $25K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
States
Cities
How Jasper J and Ursula H Jepson Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (−15%). Method
- In 2026 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2026, annual grant giving ranged from $24K (2021) to $30K (2023). In 2026 it made 3 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| 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 Foundation of Hawaii Honolulu, HI | Development of Skilled | $8,400 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $463,872 | $40,149 | $37,922 | $25,200 | 3 | $30,366 | $33,432 | $33,550 |
| 2025 | $461,644 | $49,887 | $36,775 | $25,200 | 3 | $30,096 | $43,652 | $30,568 |
| 2024 | $448,532 | $32,880 | $34,811 | $24,468 | 3 | $29,234 | $27,072 | $27,944 |
| 2023 | $450,463 | $27,616 | $41,351 | $29,700 | 3 | $34,131 | $21,912 | $26,976 |
| 2022 | $464,202 | $67,126 | $35,834 | $24,300 | 3 | $29,279 | $60,600 | $31,938 |
| 2021 | $432,908 | $17,265 | $34,214 | $24,300 | 3 | — | $10,627 | $26,399 |
Under IRS private-foundation payout rules, Jasper J and Ursula H Jepson Charitable Trust reported a distributable amount of $34K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jasper J and Ursula H Jepson Charitable Trust's only listed officer is Bank Of Hawaii, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Bank Of Hawaii
Trustee
On filings since 2021
1 hr/week
$8K (2021) → $7K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $7K, to Bank of Hawaii (Trustee).
Frequently asked questions about Jasper J and Ursula H Jepson Charitable Trust
How much does Jasper J and Ursula H Jepson Charitable Trust give each year?
Jasper J and Ursula H Jepson Charitable Trust gave $25K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $25K across 3 grants.
What is Jasper J and Ursula H Jepson Charitable Trust's typical grant size?
Jasper J and Ursula H Jepson Charitable Trust's median grant in 2026 was $8,400, and its average grant was $8,400, across 3 grants on its 2026 IRS Form 990-PF.
Where does Jasper J and Ursula H Jepson Charitable Trust give grants?
Jasper J and Ursula H Jepson Charitable Trust gives mostly in Hawaii: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Honolulu, HI (3 grants).
Does Jasper J and Ursula H Jepson Charitable Trust give general operating support?
Not in 2026: none of the 3 grants with a stated purpose on Jasper J and Ursula H Jepson Charitable Trust's 2026 IRS Form 990-PF were described as general or operating support.
How large is Jasper J and Ursula H Jepson Charitable Trust?
Jasper J and Ursula H Jepson Charitable Trust reported $464K in total assets on its 2026 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 8, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 14, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 14, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 8, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2021–2025
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