John & Sue Jackson Charitable Trust No 2
John & Sue Jackson Charitable Trust No 2 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 4 grants totaling $520K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.7M
-10.1% YoY
Annual Giving
$520K
+0.0% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$130K
+25.0% YoY
Under IRS private-foundation payout rules, John & Sue Jackson Charitable Trust No 2 reported a distributable amount of $265K for 2024 — the minimum it must pay out in qualifying distributions.
About John & Sue Jackson Charitable Trust No 2
Based on IRS filings
John & Sue Jackson Charitable Trust No 2 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 4 grants totaling $520K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $4,654,016 | $5,175,004 |
| Revenue | $231,873 | $7,038,367 |
| Expenses | $752,862 | $758,537 |
| Qualifying Distributions | $520,000 | $520,000 |
| Net Investment Income | — | $1,333,933 |
| Distributable Amount | $265,131 | $148,871 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
9 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fidelity Investments Charitable ($260,000), Maine Community Foundation ($220,000), Maine Policy Institute ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MAINE POLICY INSTITUTE PORTLAND, ME | GENERAL | $30,000 |
| MAINE COMMUNITY FOUNDATION ELLSWORTH, ME | JACKSON COPPER BEACH FUND | $220,000 |
| FIDELITY INVESTMENTS CHARITABLE CINCINNATI, OH | RUTH H. JACKSON & ROCKHURST | $260,000 |
| STATE POLICY NETWORK ARLINGTON, VA | GENERAL | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PETER R TOWNSEND | CO-TRUSTEE | 1 | — |
| SUSAN LEE WARNER | CO-TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is John & Sue Jackson Charitable Trust No 2?
John & Sue Jackson Charitable Trust No 2 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. It holds $4.7M in total assets as of 2024.
How large is John & Sue Jackson Charitable Trust No 2?
As of 2024, John & Sue Jackson Charitable Trust No 2 holds $4.7M in total assets with $232K in annual revenue. It awarded 4 grants totaling $520K in 2024.
Where does John & Sue Jackson Charitable Trust No 2 operate?
John & Sue Jackson Charitable Trust No 2 has awarded grants in Florida, Maine, Ohio, Virginia.
What size grants does John & Sue Jackson Charitable Trust No 2 award?
In 2024, John & Sue Jackson Charitable Trust No 2 awarded 4 grants totaling $520K — an average of about $130K per grant, based on its IRS Form 990 filings.
How much is John & Sue Jackson Charitable Trust No 2 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, John & Sue Jackson Charitable Trust No 2 reported a distributable amount of $265K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is John & Sue Jackson Charitable Trust No 2's EIN?
John & Sue Jackson Charitable Trust No 2's EIN (Employer Identification Number) is 92-2925008. IRS Form 990 filing data is available on this page for 2023–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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