Lee S Jones Educational Trust

Private foundation · Grantmaker Eddyville, KY EIN: 61-6158486

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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

1state

Share of 2025 grant dollars across all 11 itemized grants.

States

Cities

EddyvilleKuttawaPrincetonBentonCadizFredonia

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K28 grants2020 21 grants2021 29 grants2022 44 grants2023 1 grant2024 11 grants2025

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

Justin Dunning: $9KJustin Dunning$9KTurner Hurst: $3KTurner Hurst$3KAnna White: $2KAnna White$2KAndrew Richie: $2KAndrew Richie$2KAllison McCoy: $2KAllison McCoy$2KLilly Perry: $2KLilly Perry$2KBailey Breitrick: $2KBailey Breitrick$2KTrace Walker: $2KTrace Walker$2KAvery White: $2KAvery White$2KJennessa Desrosiers: $1KJennessa Desrosiers$1K

The largest 2025 recipient was Justin Dunning ($9K). Together the top 10 received $26K.

Grant Size Distribution

106 grants across all recorded years

106<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 106 grants of 106 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Justin Dunning Eddyville, KYAcademic Scholarship$9,200
Turner Hurst Eddyville, KYAcademic Scholarship$3,000
Anna White Eddyville, KYAcademic Scholarship$2,000
Andrew Richie Kuttawa, KYAcademic Scholarship$2,000
Allison McCoy Kuttawa, KYAcademic Scholarship$2,000
Lilly Perry Eddyville, KYAcademic Scholarship$2,000
Bailey Breitrick Eddyville, KYAcademic Scholarship$1,900
Trace Walker Cadiz, KYAcademic Scholarship$1,500
Avery White Eddyville, KYAcademic Scholarship$1,500
Jennessa Desrosiers Eddyville, KYAcademic 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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 8, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 7, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 16, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS July 28, 2025)
  6. 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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