Jess W Owen Trust Uw

PITTSBURGH, PA EIN: 61-6022980

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

1states

States

Cities

LouisvilleMasonic HomeMt Washington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$65K$131K$196K$261K20212022202320242025
Metric202520242023
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

$0$54K$107K$161K$215K3 grants20212 grants20222 grants20232 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

KOSAIR CHARITIES COMMITT…$150KMASONIC HOMES OF KY INC$33KSUNRISE CHILDREN'S SERVS…$33K

Grant Size Distribution

12 grants across all recorded years

11<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
MASONIC HOMES OF KY INC MASONIC HOME, KYGENERAL SUPPORT$32,519
KOSAIR CHARITIES COMMITTEE INC LOUISVILLE, KYGENERAL SUPPORT$149,827
SUNRISE CHILDREN'S SERVS INC MT WASHINGTON, KYGENERAL SUPPORT$32,519

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

PNC BANK NATRUSTEE$20K

From 2025 filing

NameTitleHoursCompensation
PNC BANK NATRUSTEE1$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.

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