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.
Key facts about Jasper J and Ursula H Jepson Charitable Trust
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.
- EIN
- 99-0341131
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $25,200
- Grants made (2026)
- 3
- Average grant
- $8,400
- Median grant
- $8,400
- Total assets
- $463,872
- Primary geography
- Hawaii (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$464K
+0.5% YoY
Annual Giving
$25K
+0.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$8K
+0.0% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2026 grant dollars.
States
Cities
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 2026
Grant Size Distribution
15 grants across all recorded years
Giving History
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 Honolulu, HI | DEVELOPMENT OF SKILLED | $8,400 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $463,872 | $461,644 | $448,532 |
| Revenue | $40,149 | $49,887 | $32,880 |
| Expenses | $37,922 | $36,775 | $34,811 |
| Qualifying Distributions | $30,366 | $30,096 | $29,234 |
| Net Investment Income | $33,432 | $43,652 | $27,072 |
| Distributable Amount | $33,550 | $30,568 | $27,944 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2021–2025
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 the 2021 filing (compensated).
Officers on the 2021 filing
Bank Of Hawaii
Trustee
New on the 2021 filing
1 hr/week
$8K (2021)
Data from IRS Form 990 filings, 2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
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).
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 September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Jasper J and Ursula H Jepson Charitable Trust by hand.
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