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.
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.
About Jess W Owen Trust Uw
Based on IRS filings
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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 |
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 2025
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Kosair Charities Committee Inc ($149,827), Masonic Homes of Ky Inc ($32,519), Sunrise Children's Servs Inc ($32,519).
| Recipient | Purpose | Amount |
|---|---|---|
| MASONIC HOMES OF KY INC MASONIC HOME, KY | GENERAL SUPPORT | $32,519 |
| KOSAIR CHARITIES COMMITTEE INC LOUISVILLE, KY | GENERAL SUPPORT | $149,827 |
| SUNRISE CHILDREN'S SERVS INC MT WASHINGTON, KY | GENERAL SUPPORT | $32,519 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PNC BANK NA | TRUSTEE | 1 | $20,083 |
Frequently Asked Questions
How large is Jess W Owen Trust Uw?
As of 2025, Jess W Owen Trust Uw holds $1.4M in total assets with $85K in annual revenue. It awarded 3 grants totaling $215K in 2025.
Where does Jess W Owen Trust Uw operate?
Jess W Owen Trust Uw has awarded grants in Kentucky.
What size grants does Jess W Owen Trust Uw award?
In 2025, Jess W Owen Trust Uw awarded 3 grants totaling $215K — an average of about $72K per grant, based on its IRS Form 990 filings.
How much is Jess W Owen Trust Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Jess W Owen Trust Uw reported a distributable amount of $82K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.