Jessie G Roman Charitable Trust

PITTSBURGH, PA EIN: 23-7811797

Jessie G Roman Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 5 grants totaling $106K. Net investment income was $109K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

-0.5% YoY

Annual Giving

$106K

+3.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$21K

+3.9% YoY

Under IRS private-foundation payout rules, Jessie G Roman Charitable Trust reported a distributable amount of $117K for 2024 — the minimum it must pay out in qualifying distributions.

About Jessie G Roman Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $516K (100%)

States

Pennsylvania

Cities

Bala CynwydPhilaPhiladelphia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,212,054	$2,224,031	$2,077,191
Revenue	$127,832	$276,509	$108,965
Expenses	$139,879	$129,348	$139,761
Qualifying Distributions	$116,575	$112,191	$116,437
Net Investment Income	$109,376	$257,194	$89,767
Distributable Amount	$116,859	$105,912	$111,242

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Foundation for Health Equity ($21,104), Simpson House ($21,104), Drexel University ($21,104).

Recipient	Purpose	Amount
FOUNDATION FOR HEALTH EQUITY PHILADELPHIA, PA	GENERAL OPERATING	$21,104
SIMPSON HOUSE BALA CYNWYD, PA	GENERAL OPERATING	$21,104
DREXEL UNIVERSITY PHILADELPHIA, PA	GENERAL OPERATING	$21,104
OVERBROOK SCHOOL FOR THE BLIND PHILADELPHIA, PA	GENERAL OPERATING	$21,104
NORTH PHILADELPHIA HEALTH SYSTEM PHILADELPHIA, PA	GENERAL OPERATING	$21,104

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BNY MELLON N A	TRUSTEE	1	$27,639

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Jessie G Roman Charitable Trust?

Jessie G Roman Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. It holds $2.2M in total assets as of 2024.

How large is Jessie G Roman Charitable Trust?

As of 2024, Jessie G Roman Charitable Trust holds $2.2M in total assets with $128K in annual revenue. It awarded 5 grants totaling $106K in 2024.

Where does Jessie G Roman Charitable Trust operate?

Jessie G Roman Charitable Trust has awarded grants in Pennsylvania.

What size grants does Jessie G Roman Charitable Trust award?

In 2024, Jessie G Roman Charitable Trust awarded 5 grants totaling $106K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Jessie G Roman Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jessie G Roman Charitable Trust reported a distributable amount of $117K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.