Lee S Jones Educational Trust

EDDYVILLE, KY EIN: 61-6158486

Lee S Jones Educational Trust is a private foundation focused on Education, based in EDDYVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $792K in total assets. In 2024, it awarded 1 grants totaling $38K. Net investment income was $32K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$792K

-1.1% YoY

Annual Giving

$38K

-9.1% YoY

Grant Count

1

-97.7% YoY

Avg Grant Size

$38K

+3897.6% YoY

Under IRS private-foundation payout rules, Lee S Jones Educational Trust reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.

About Lee S Jones Educational Trust

Based on IRS filings

Lee S Jones Educational Trust is a private foundation focused on Education, based in EDDYVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $792K in total assets. In 2024, it awarded 1 grants totaling $38K. Net investment income was $32K.

Focus Areas

Ready to take the next step with Lee S Jones Educational Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BentonEddyvilleFredoniaKuttawaPrinceton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$13K$25K$38K$50K20202021202220232024
Metric202420232022
Total Assets$791,943$800,663$815,662
Revenue$32,420$30,983$10,174
Expenses$41,378$45,546$44,059
Qualifying Distributions$38,000$41,825$39,050
Net Investment Income$32,420$30,158$9,449
Distributable Amount$36,195$36,690$22,697

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$21K$31K$42K28 grants202021 grants202129 grants202244 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

JUSTIN DUNNING$38K

Grant Size Distribution

123 grants across all recorded years

123<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Justin Dunning ($38,000).

RecipientPurposeAmount
JUSTIN DUNNING EDDYVILLE, KYACADEMIC SCHOLARSHIP$38,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
QUIN SUTTONSCHOLARSHIP SELECTION0.5
ALLEN WILSONSCHOLARSHIP SELECTION0.5
LAURA WILSONSCHOLARSHIP SELECTION0.5
CARRIE WIGGINS-OVEYSCHOLARSHIP SELECTION0.5
RUSS TILFORDTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lee S Jones Educational Trust?

Lee S Jones Educational Trust is a private foundation focused on Education, based in EDDYVILLE, KY. It holds $792K in total assets as of 2024.

How large is Lee S Jones Educational Trust?

As of 2024, Lee S Jones Educational Trust holds $792K in total assets with $32K in annual revenue. It awarded 1 grants totaling $38K in 2024.

Where does Lee S Jones Educational Trust operate?

Lee S Jones Educational Trust has awarded grants in Kentucky.

What size grants does Lee S Jones Educational Trust award?

In 2024, Lee S Jones Educational Trust awarded 1 grants totaling $38K — an average of about $38K per grant, based on its IRS Form 990 filings.

How much is Lee S Jones Educational Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lee S Jones Educational Trust reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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