Jephson Educational Trust #2 XXXXX1004
Jephson Educational Trust #2 is a private foundation established in 1979 and located in Chicago, Illinois. The organization operates as a 501(c)(3) charitable entity with a primary focus on supporting educational and arts-related initiatives through grantmaking.
Key facts about Jephson Educational Trust #2 XXXXX1004
- EIN
- 13-6777236
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $487,000
- Grants made (2025)
- 36
- Average grant
- $13,528
- Median grant
- $10,000
- New grantees (estimate)
- 11% first-time grantees (4 of 36, 2025)
- Primary geography
- New York (67% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Jephson Educational Trust #2 XXXXX1004 funds
By grant dollars, the top recipient states for Jephson Educational Trust #2 XXXXX1004's 36 itemized 2025 grants were New York (67%), Vermont (11%) and Pennsylvania (7%). The most frequent recipient cities were New York, NY (15 grants) and Rochester, NY (2 grants). 92% of grants with a stated purpose were for general or operating support. Recurring purposes include "Scholarship" (3 grants).
Is Jephson Educational Trust #2 XXXXX1004 open to new grantees?
11%
first-time grantees, 2025
In 2025, 4 of 36 grantees (11%) were first-time recipients. First grants averaged $6K; repeat grants $15K. How we count
Medians: $5K first-time, $10K repeat.
- 75% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−3%). Method
Estimate from itemized IRS Form 990-PF grant lists (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Jephson Educational Trust #2 XXXXX1004
- How to evaluate Jephson Educational Trust #2 XXXXX1004 as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$487K
+6.4% YoY
Grant Count
36
+5.9% YoY
Avg Grant Size
$14K
+0.5% YoY
Mission & Focus Areas
The trust gives primarily for the arts and education. The foundation supports general operating expenses and program funding across its grantee organizations.
Grantmaking
The foundation supports both educational institutions and arts organizations with general operating support.
Grant Range
approximately $13,000
Average Grant
approximately $13,000
Ready to take the next step with Jephson Educational Trust #2 XXXXX1004?
Geographic Focus
Where this funder awards grants
The foundation is based in Chicago, Illinois and funds organizations nationally, including institutions in New York and across the United States.
Grant Distribution by State
Share of all 36 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending September 2024:
- Total Assets: $8,181,323
- Total Revenues: $304,892
- Total Expenses: $625,625
- Qualifying Distributions: $535,224
- Net Investment Income: $198,155
- Number of Employees: 1
Three-Year Financial Trend:
- Assets have declined from $8,608,149 (2022) to $8,502,044 (2023) to $8,181,323 (2024), representing a 3.8% year-over-year decrease
- Annual giving has declined 9.0% year-over-year
- Grant count decreased 15.0% year-over-year
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
191 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Keuka College ($127,000), Metropolitan Opera Association ($30,000), Long Trail School Inc ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| KEUKA COLLEGE New York, NY | GENERAL | $127,000 |
| Metropolitan Opera Association New York, NY | GENERAL | $30,000 |
| Long Trail School Inc Dorset, VT | GENERAL | $20,000 |
| New York Philharmonic- Symphony Society New York, NY | GENERAL | $20,000 |
| American Composers Orchestra Inc New York, NY | GENERAL | $20,000 |
| UNIVERSITY OF VERMONT AND Burlington, VT | GENERAL | $20,000 |
| Bach Choir of Bethlehem Bethlehem, PA | GENERAL | $17,500 |
| Norwich University Northfield, VT | GENERAL | $15,000 |
| NATIONAL TECHNICAL INSTITUTE Rochester, NY | GENERAL | $15,000 |
| Seeing Eye Morristown, NJ | GENERAL | $14,400 |
Leadership & Key People
Leadership team and compensation from IRS filings
Personnel:
- Krystal Zec, Vice President
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| John F Parkin | Co-Trustee | 2 | $20,452 |
| Robert Scott Johnston | Co-Trustee | 2 | $1,208 |
| Robert D Taisey | Co-Trustee | 2 | $13,741 |
Frequently Asked Questions
What does Jephson Educational Trust #2 XXXXX1004 fund?
The trust gives primarily for the arts and education. The foundation supports general operating expenses and program funding across its grantee organizations.
How do I apply for a grant from Jephson Educational Trust #2 XXXXX1004?
**Grant Activity:** • Made 38 grants in the most recent fiscal year (2024) • Total giving: $457,500–$458,000 annually • Average grant size: approximately $13,000 • Grant range: $20,000–$100,000 (based on recent awards) **Recent Grant Recipients (2024):** • Keuka College: $100,000 • Metropolitan Opera Association: $30,000 • American Composers Orchestra: $20,000 The foundation supports both educational institutions and arts organizations with general operating support.
Where does Jephson Educational Trust #2 XXXXX1004 make grants?
The foundation is based in Chicago, Illinois and funds organizations nationally, including institutions in New York and across the United States.
What size grants does Jephson Educational Trust #2 XXXXX1004 award?
In 2025, Jephson Educational Trust #2 XXXXX1004 awarded 36 grants totaling $487K — an average of about $14K per grant, based on its IRS Form 990 filings.
What is Jephson Educational Trust #2 XXXXX1004's EIN?
Jephson Educational Trust #2 XXXXX1004's EIN (Employer Identification Number) is 13-6777236. IRS Form 990 filing data is available on this page for 2019–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.