Jessie G Roman Charitable Trust
Jessie G Roman Charitable Trust is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 5 grants totaling $117K. Net investment income was $84K.
Key facts about Jessie G Roman Charitable Trust
In short: Jessie G Roman Charitable Trust gave $117K across 5 grants in 2025 (avg $23K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 23-7811797
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $116,860
- Grants made (2025)
- 5
- Average grant
- $23,372
- Median grant
- $23,372
- Total assets
- $2,162,969
- Primary geography
- Pennsylvania (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
$2.2M
-2.2% YoY
Annual Giving
$117K
+10.7% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$23K
+10.7% YoY
Under IRS private-foundation payout rules, Jessie G Roman Charitable Trust reported a distributable amount of $121K for 2025 — the minimum it must pay out in qualifying distributions.
How Jessie G Roman Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+11%). Method
- In 2025 it paid out 110% 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 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $96K (2019) to $117K (2025). In 2025 it made 5 grants totaling $117K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Foundation for Health Equity ($23K). Together the top 5 received $117K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Foundation for Health Equity Philadelphia, PA | General Operating | $23,372 |
| Simpson House Bala Cynwyd, PA | General Operating | $23,372 |
| Drexel University Philadelphia, PA | General Operating | $23,372 |
| Overbrook School for the Blind Philadelphia, PA | General Operating | $23,372 |
| The Behavioral Wellness Center Philadelphia, PA | General Operating | $23,372 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,162,969 | $2,212,054 | $2,224,031 |
| Revenue | $111,893 | $127,832 | $276,509 |
| Expenses | $160,509 | $139,879 | $129,348 |
| Qualifying Distributions | $133,677 | $116,575 | $112,191 |
| Net Investment Income | $83,958 | $109,376 | $257,194 |
| Distributable Amount | $121,211 | $116,859 | $105,912 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 6, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Jessie G Roman Charitable Trust's only listed officer is BNY Mellon N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2019
1 hr/week
$23K (2019) → $42K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $42K, to BNY Mellon N a (Trustee).
Frequently asked questions about Jessie G Roman Charitable Trust
How much does Jessie G Roman Charitable Trust give each year?
Jessie G Roman Charitable Trust gave $117K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $106K across 5 grants.
What is Jessie G Roman Charitable Trust's typical grant size?
Jessie G Roman Charitable Trust's median grant in 2025 was $23,372, and its average grant was $23,372, across 5 grants on its 2025 IRS Form 990-PF.
Where does Jessie G Roman Charitable Trust give grants?
Jessie G Roman Charitable Trust gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Philadelphia, PA (4 grants).
Does Jessie G Roman Charitable Trust give general operating support?
Yes: 100% of Jessie G Roman Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Jessie G Roman Charitable Trust's largest grantees?
Jessie G Roman Charitable Trust's largest 2025 grantees include Foundation for Health Equity ($23,372), Simpson House ($23,372) and Drexel University ($23,372), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Jessie G Roman Charitable Trust?
Jessie G Roman Charitable Trust reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $134K in qualifying distributions that year, against a required minimum of $121K (roughly 5% of its investment assets).
What is Jessie G Roman Charitable Trust's EIN?
Jessie G Roman Charitable Trust's EIN (Employer Identification Number) is 23-7811797. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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