LON & Jessie Rogers Educational Trust
The Lon & Jessie Rogers Educational Trust is a private foundation based in Chicago, Illinois. It provides low-interest loans and scholarships to students who are residents of Ohio, Muhlenberg, and Pike counties in Kentucky, with a preference for Centre College students.
Key facts about LON & Jessie Rogers Educational Trust
In short: LON & Jessie Rogers Educational Trust gave $379K across 31 grants in 2025 (avg $12K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- EIN
- 61-6019469
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $379,423
- Grants made (2025)
- 31
- Average grant
- $12,239
- Median grant
- $10,000
- Total assets
- $11,124,000
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- How to apply
- The application form is available from JPMorgan Chase Bank, NA. Full details ↓
- Deadline
- Apply a reasonable time before the tuition due date.
Data from IRS Form 990-PF, 2025; updated October 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
$11.1M
+0.3% YoY
Annual Giving
$379K
-34.6% YoY
Grant Count
31
-11.4% YoY
Avg Grant Size
$12K
-26.1% YoY
Under IRS private-foundation payout rules, LON & Jessie Rogers Educational Trust reported a distributable amount of $766K for 2025 — the minimum it must pay out in qualifying distributions.
How LON & Jessie Rogers Educational Trust gives
- Giving fell 44% from 2022 to 2025. Method
- In 2025 it paid out 74% 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.
Mission & Focus Areas
The trust’s filing describes support for students through low-interest loans and scholarships. Awards are for students attending non-public colleges, with preference given to Centre College students and the remainder directed to students at other non-public colleges.
Grantmaking
In filing year 2025, the trust reported 31 grants totaling $379,423. The grants ranged from $2,498 to $36,500, with a median of $10,000. The largest reported awards went to individual recipients for scholarships: $36,500, $35,100, and $33,300.
Review Cycle
Apply a reasonable time before the tuition due date.
How to Apply
The application form is available from JPMorgan Chase Bank, NA. The filing lists “JPMorgan Chase Bank NA Rogers Edu” as the contact. Awards are restricted to students who are residents of Ohio, Muhlenberg, and Pike counties in Kentucky; preference is given to Centre College students, with remaining awards for students at other non-public colleges.
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Geographic Focus
Where this funder awards grants
The filing’s eligibility criteria identify residents of Ohio, Muhlenberg, and Pike counties in Kentucky. All grant dollars reported for 2025 went to recipients in Kentucky.
Grant Distribution by State
Share of 2025 grant dollars across all 31 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $108K (2021) to $907K (2020). In 2025 it made 31 grants totaling $379K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Charity Newsome ($2K).
Organizations only. It also paid 30 individual scholarships ($376,925), which are not listed by name.
Grant Size Distribution
164 grants across all recorded years
The most common grant size was under $50K: 159 grants of 164 (97%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 30 individual scholarships Recipients not named | — | $376,925 |
| Charity Newsome Pikeville, KY | Scholarship | $2,498 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $11,124,000 | $589,794 | $555,822 | $379,423 | 31 |
| 2024 | $11,090,019 | $524,261 | $758,712 | $580,050 | 35 |
| 2023 | $11,313,114 | $707,984 | $745,246 | $572,952 | 37 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $11,124,000 | $11,090,019 | $11,313,114 |
| Revenue | $589,794 | $524,261 | $707,984 |
| Expenses | $555,822 | $758,712 | $745,246 |
| Qualifying Distributions | $564,442 | $791,179 | $778,739 |
| Net Investment Income | $484,456 | $408,717 | $576,406 |
| Distributable Amount | $766,110 | $691,818 | $639,550 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 7, 2020)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
JPMorgan Chase Bank NA is listed as trustee on the 2025 filing.
LON & Jessie Rogers Educational Trust's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2019
2 hrs/week
$107K (2019) → $141K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $141K, to JP Morgan Chase Bank NA (Trustee).
Contact
Application contact: Jpmorgan Chase Bank Na Rogers Edu
Mailing address: 2200 Ross Ave, Dallas, TX 75201
Phone: (214) 965-2914
Frequently asked questions about LON & Jessie Rogers Educational Trust
How much does LON & Jessie Rogers Educational Trust give each year?
LON & Jessie Rogers Educational Trust gave $379K across 31 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $580K across 35 grants.
What is LON & Jessie Rogers Educational Trust's typical grant size?
LON & Jessie Rogers Educational Trust's median grant in 2025 was $10,000, and its average grant was $12,239, across 31 grants on its 2025 IRS Form 990-PF.
Where does LON & Jessie Rogers Educational Trust give grants?
LON & Jessie Rogers Educational Trust gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does LON & Jessie Rogers Educational Trust give general operating support?
Not in 2025: none of the 31 grants with a stated purpose on LON & Jessie Rogers Educational Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (31 grants).
How large is LON & Jessie Rogers Educational Trust?
LON & Jessie Rogers Educational Trust reported $11.1M in total assets on its 2025 IRS Form 990-PF. It paid out $564K in qualifying distributions that year, against a required minimum of $766K (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.
What does LON & Jessie Rogers Educational Trust fund?
The trust’s filing describes support for students through low-interest loans and scholarships. Awards are for students attending non-public colleges, with preference given to Centre College students and the remainder directed to students at other non-public colleges. See mission & focus areas ↑
How do I apply for a grant from LON & Jessie Rogers Educational Trust?
The application form is available from JPMorgan Chase Bank, NA. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is LON & Jessie Rogers Educational Trust's EIN?
LON & Jessie Rogers Educational Trust's EIN (Employer Identification Number) is 61-6019469. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Here's the math on researching LON & Jessie Rogers Educational Trust by hand.
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