Lee S Jones Educational Trust
LEE S JONES EDUCATIONAL TRUST is a private foundation based in Eddyville, Kentucky. Its 2025 filing describes scholarships for qualifying Lyon County Public Schools graduates or graduating seniors who are financially in need and plan to attend specified universities or programs.
Key facts about Lee S Jones Educational Trust
In short: Lee S Jones Educational Trust gave $27K across 11 grants in 2025 (avg $2K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- EIN
- 61-6158486
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $26,900
- Grants made (2025)
- 11
- Average grant
- $2,445
- Median grant
- $2,000
- Total assets
- $791,711
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- How to apply
- The filing directs applicants to contact the superintendent of Lyon County Public Schools for application requirements. Full details ↓
- Deadline
- April 1 each year.
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$792K
-0.0% YoY
Annual Giving
$27K
-29.2% YoY
Grant Count
11
+1000.0% YoY
Avg Grant Size
$2K
-93.6% YoY
Under IRS private-foundation payout rules, Lee S Jones Educational Trust reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.
How Lee S Jones Educational Trust gives
- Giving fell 31% from 2022 to 2025. Method
- In 2025 it paid out 75% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Grantmaking
In 2025, the foundation reported 11 grants totaling $26,900. Grant amounts ranged from $500 to $9,200, with a median of $2,000. All listed 2025 grants were for academic scholarships and went to recipients in Kentucky. The largest awards were $9,200 to Justin Dunning and $3,000 to Turner Hurst, both of Eddyville. Other awards included $2,000 each to Anna White, Andrew Richie, Allison McCoy, and Lilly Perry.
Review Cycle
April 1 each year. The April 1, 2026 deadline has passed.
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Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Kentucky. The filing’s scholarship eligibility criteria specify graduates or graduating seniors of Lyon County, Kentucky, Public Schools.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $27K (2025) to $42K (2023). In 2025 it made 11 grants totaling $27K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Justin Dunning ($9K). Together the top 10 received $26K.
Grant Size Distribution
106 grants across all recorded years
The most common grant size was under $50K: 106 grants of 106 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Justin Dunning Eddyville, KY | Academic Scholarship | $9,200 |
| Turner Hurst Eddyville, KY | Academic Scholarship | $3,000 |
| Anna White Eddyville, KY | Academic Scholarship | $2,000 |
| Andrew Richie Kuttawa, KY | Academic Scholarship | $2,000 |
| Allison McCoy Kuttawa, KY | Academic Scholarship | $2,000 |
| Lilly Perry Eddyville, KY | Academic Scholarship | $2,000 |
| Bailey Breitrick Eddyville, KY | Academic Scholarship | $1,900 |
| Trace Walker Cadiz, KY | Academic Scholarship | $1,500 |
| Avery White Eddyville, KY | Academic Scholarship | $1,500 |
| Jennessa Desrosiers Eddyville, KY | Academic Scholarship | $1,300 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $791,711 | $31,014 | $31,256 | $26,900 | 11 |
| 2024 | $791,943 | $32,420 | $41,378 | $38,000 | 1 |
| 2023 | $800,663 | $30,983 | $45,546 | $41,825 | 44 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $791,711 | $791,943 | $800,663 |
| Revenue | $31,014 | $32,420 | $30,983 |
| Expenses | $31,256 | $41,378 | $45,546 |
| Qualifying Distributions | $26,900 | $38,000 | $41,825 |
| Net Investment Income | $30,532 | $32,420 | $30,158 |
| Distributable Amount | $36,057 | $36,195 | $36,690 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 8, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 28, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Russ Tilford as trustee. Quin Sutton, Allen Wilson, Laura Wilson, and Carrie Wiggins-Ovey are listed for scholarship selection.
Lee S Jones Educational Trust's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Russ Tilford
Trustee
On filings since 2020
1 hr/week
No compensation reported
Allen Wilson
Scholarship Selection
On filings since 2020
0.5 hrs/week
No compensation reported
Carrie Wiggins-Ovey
Scholarship Selection
On filings since 2020
0.5 hrs/week
No compensation reported
Laura Wilson
Scholarship Selection
On filings since 2020
0.5 hrs/week
No compensation reported
Quin Sutton
Scholarship Selection
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Russ Tilford
Mailing address: 217 Jenkins Road, Eddyville, KY 42038
Phone: (270) 625-3080
Frequently asked questions about Lee S Jones Educational Trust
How much does Lee S Jones Educational Trust give each year?
Lee S Jones Educational Trust gave $27K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $38K across 1 grant.
What is Lee S Jones Educational Trust's typical grant size?
Lee S Jones Educational Trust's median grant in 2025 was $2,000, and its average grant was $2,445, across 11 grants on its 2025 IRS Form 990-PF.
Where does Lee S Jones Educational Trust give grants?
Lee S Jones Educational Trust gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Eddyville, KY (8 grants) and Kuttawa, KY (2 grants).
Does Lee S Jones Educational Trust give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on Lee S Jones Educational Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Academic Scholarship" (11 grants).
Who are Lee S Jones Educational Trust's largest grantees?
Lee S Jones Educational Trust's largest 2025 grantees include Justin Dunning ($9,200), Turner Hurst ($3,000) and Anna White ($2,000), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.
How large is Lee S Jones Educational Trust?
Lee S Jones Educational Trust reported $792K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
How do I apply for a grant from Lee S Jones Educational Trust?
The filing directs applicants to contact the superintendent of Lyon County Public Schools for application requirements. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Lee S Jones Educational Trust's EIN?
Lee S Jones Educational Trust's EIN (Employer Identification Number) is 61-6158486. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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