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.
Jessie G Roman Charitable Trust at a glance
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.
- Annual giving (2025)
- $116,860
- +10.7% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $23,372
- +10.7% vs 2024
- Median grant
- $23,372
- Total assets
- $2,162,969
- -2.2% vs 2024
- Primary geography
- Pennsylvania (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 Jessie G Roman Charitable Trust funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
Ready to take the next step with Jessie G Roman Charitable Trust?
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 | $2,162,969 | $111,893 | $160,509 | $116,860 | 5 | $133,677 | $83,958 | $121,211 |
| 2024 | $2,212,054 | $127,832 | $139,879 | $105,520 | 5 | $116,575 | $109,376 | $116,859 |
| 2023 | $2,224,031 | $276,509 | $129,348 | $101,585 | 5 | $112,191 | $257,194 | $105,912 |
| 2022 | $2,077,191 | $108,965 | $139,761 | $105,170 | 5 | $116,437 | $89,767 | $111,242 |
| 2021 | $2,109,272 | $279,287 | $135,065 | $103,270 | 5 | $115,262 | $257,941 | $121,102 |
| 2020 | $1,965,689 | $93,774 | $125,621 | $100,555 | 5 | — | $76,483 | $105,977 |
| 2019 | $1,998,374 | $67,829 | $119,874 | $96,295 | 5 | — | $50,645 | $107,025 |
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.
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.
Data update history
(3)
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
Live grants for the work Jessie G Roman Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Jessie G Roman Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Dunbar E FBO Charities 4947 Tuw
Saint Louis, MO
The foundation supports hospitals, universities, schools, and organizations serving children and youth; its 2025 grants were $3,100–$9,300, with a median of $3,100. All reported 2025 grants went to organizations in Pennsylvania, and it funds only preselected charities and does not accept unsolicited requests.
Assets
$1.0M
Grants
15
Total Given
$56K
Haney Foundation Trust Dtd
Saint Louis, MO
The Haney Foundation Trust supports preselected charitable organizations, with 2025 grants backing varied Pennsylvania nonprofits through general operating support. Grants ranged from $715 to $238,167, with a median of $3,610. It does not accept unsolicited funding requests.
Assets
$5.2M
Grants
23
Total Given
$341K
The Marta and Robert Adelson Family Foundation
Merion Station, PA
The foundation supports arts and cultural, educational, and community-service organizations, with most 2025 grant funding going to Pennsylvania and additional support in Connecticut, New York, and New Jersey. Its 27 grants ranged from $250 to $27,500, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$10.4M
Grants
27
Total Given
$200K
Levitties Foundation
Villanova, PA
The Levitties Foundation supports a range of charitable organizations, including health, parks, arts, food, religious, and educational organizations, primarily in Pennsylvania, with some funding in New York and other states. Its 2025 grants ranged from $500 to $38,450, with a median of $1,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$2.1M
Grants
32
Total Given
$122K
United Way of Greater Philadelphia and Southern New Jersey
Philadelphia, PA
United Way of Greater Philadelphia and Southern New Jersey funds nonprofits working to reduce poverty and expand opportunity, including programs in basic needs, financial stability, early learning, career pathways, and community resilience. Its 2025 grants ranged from $6,000 to $1,588,855, with a median grant of $60,000, for work in four southeastern Pennsylvania and five Southern New Jersey counties. The profile does not state whether it accepts unsolicited requests.
Assets
$116.0M
Grants
57
Total Given
$8.6M
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
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 Jessie G Roman Charitable Trust'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.
Jessie G Roman Charitable Trust down — hundreds of funders to go?