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.
Key facts about Jess W Owen Trust Uw
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.
- EIN
- 61-6022980
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $214,865
- Grants made (2025)
- 3
- Average grant
- $71,622
- Median grant
- $32,519
- Total assets
- $1,388,828
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
-9.9% YoY
Annual Giving
$215K
+238.8% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$72K
+125.9% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,388,828 | $1,541,147 | $1,551,568 |
| Revenue | $84,979 | $81,524 | $-33,481 |
| Expenses | $237,508 | $93,496 | $96,772 |
| Qualifying Distributions | $219,032 | $78,185 | $86,484 |
| Net Investment Income | $68,263 | $65,901 | $31,282 |
| Distributable Amount | $81,924 | $80,614 | $77,474 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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.
Here's the math on researching Jess W Owen Trust Uw by hand.
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