Jess W Owen Trust Uw
Jess W Owen Trust Uw is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 3 grants totaling $215K. Net investment income was $68K.
Jess W Owen Trust Uw at a glance
In short: Jess W Owen Trust Uw gave $215K across 3 grants in 2025 (avg $72K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $214,865
- +238.8% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $71,622
- +125.9% vs 2024
- Median grant
- $32,519
- Total assets
- $1,388,828
- -9.9% 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 Jess W Owen Trust Uw funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Kosair Charities Committee Inc ($150K). Together the top 3 received $215K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 11 grants of 12 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Jess W Owen Trust Uw gives
- Giving grew 275% from 2022 to 2025. Method
- In 2025 it paid out 267% 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 2021 to 2025, annual grant giving ranged from $53K (2021) to $215K (2025). In 2025 it made 3 grants totaling $215K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kosair Charities Committee Inc Louisville, KY | General Support | $149,827 |
| Masonic Homes of KY Inc Masonic Home, KY | General Support | $32,519 |
| Sunrise Children's Servs Inc Mt Washington, KY | General Support | $32,519 |
Ready to take the next step with Jess W Owen Trust Uw?
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 | $1,388,828 | $84,979 | $237,508 | $214,865 | 3 | $219,032 | $68,263 | $81,924 |
| 2024 | $1,541,147 | $81,524 | $93,496 | $63,420 | 2 | $78,185 | $65,901 | $80,614 |
| 2023 | $1,551,568 | $-33,481 | $96,772 | $69,426 | 2 | $86,484 | $31,282 | $77,474 |
| 2022 | $1,683,951 | $87,827 | $92,589 | $57,344 | 2 | $76,982 | $76,242 | $92,128 |
| 2021 | $1,688,240 | $194,072 | $75,856 | $53,378 | 3 | — | $181,416 | $83,480 |
Under IRS private-foundation payout rules, Jess W Owen Trust Uw reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jess W Owen Trust Uw's only listed officer is PNC Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
PNC Bank NA
Trustee
On filings since 2021
1 hr/week
$21K (2021) → $20K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $20K, to PNC Bank NA (Trustee).
Frequently asked questions about Jess W Owen Trust Uw
How much does Jess W Owen Trust Uw give each year?
Jess W Owen Trust Uw gave $215K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $63K across 2 grants.
What is Jess W Owen Trust Uw's typical grant size?
Jess W Owen Trust Uw's median grant in 2025 was $32,519, and its average grant was $71,622, across 3 grants on its 2025 IRS Form 990-PF.
Where does Jess W Owen Trust Uw give grants?
Jess W Owen Trust Uw gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Jess W Owen Trust Uw give general operating support?
Yes: 100% of Jess W Owen Trust Uw's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Jess W Owen Trust Uw?
Jess W Owen Trust Uw reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $219K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets).
What is Jess W Owen Trust Uw's EIN?
Jess W Owen Trust Uw's EIN (Employer Identification Number) is 61-6022980. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Other open foundation grants in Pennsylvania
Pennsylvania Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Jess W Owen Trust Uw's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Ruth Wilcox Fund 4
Pittsburgh, PA
Assets
$1.7M
Grants
1
Total Given
$84K
Keller Harvey & Rosa Tr
Pittsburgh, PA
Assets
$311K
Grants
1
Total Given
$8K
Kosair Charities Wilcox Fund Tuw
Pittsburgh, PA
Assets
$129K
Grants
1
Total Given
$8K
Tom Drexler Charitable Trust
Pittsburgh, PA
Assets
$10.1M
Grants
2
Total Given
$65K
North East Regional Board of Dental Examiners Inc
Linthicum, MD
To facilitate the licensure process for candidates and eliminate the need for repetition of state board clinical examinations.
Assets
$34.5M
Grants
2
Total Given
$365K
Bertha & Harry Bailen End FD UA
Pittsburgh, PA
Assets
$983K
Grants
3
Total Given
$58K
More similar funders
More Funders in Pennsylvania
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Jess W Owen Trust Uw's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Jess W Owen Trust Uw down — hundreds of funders to go?