Lon & Jessie Rogers Educational Trust
The Lon & Jessie Rogers Educational Trust is a private foundation based in Chicago, Illinois. Established in March 1972, the trust operates as an independent foundation with a focus on educational support and student assistance.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11.1M
-2.0% YoY
Annual Giving
$580K
+1.2% YoY
Grant Count
35
-5.4% YoY
Avg Grant Size
$17K
+7.0% YoY
Under IRS private-foundation payout rules, Lon & Jessie Rogers Educational Trust reported a distributable amount of $692K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation awards low-interest loans and scholarships to students who are residents of Muhlenberg, Pike, and Ohio Counties, Kentucky. Preference is given to students attending Centre College. Loans and scholarship awards are limited to students attending non-publicly-funded universities and colleges.
Grantmaking
Grant Types
Ready to take the next step with Lon & Jessie Rogers Educational Trust?
Geographic Focus
Where this funder awards grants
The foundation's primary geographic focus is Kentucky, specifically serving residents of Muhlenberg, Pike, and Ohio Counties. The foundation maintains a Chicago, Illinois address for administrative purposes.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $11,090,019
- Total Annual Giving: $580,050
- Tax-Exempt Status: Since March 1972
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $11,090,019 | $11,313,114 | $11,311,599 |
| Revenue | $524,261 | $707,984 | $592,237 |
| Expenses | $758,712 | $745,246 | $852,215 |
| Qualifying Distributions | $791,179 | $778,739 | $901,724 |
| Net Investment Income | $408,717 | $576,406 | $500,677 |
| Distributable Amount | $691,818 | $639,550 | $802,491 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
178 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jo Brown ($39,000), Robert Allen Bowman Iii ($37,000), Willaim Sponel ($36,900).
| Recipient | Purpose | Amount |
|---|---|---|
| JO BROWN DANVILLE, KY | SCHOLARSHIP | $39,000 |
| WILLAIM SPONEL DANVILLE, KY | SCHOLARSHIP | $36,900 |
| LESLIE HARRIS DANVILLE, KY | SCHOLARSHIP | $12,800 |
| PIERCE MASON DANVILLE, KY | SCHOLARSHIP | $36,700 |
| ALLYSON B PRATER PIKEVILLE, KY | SCHOLARSHIP | $2,792 |
| HANNAH M SPENCE PIKEVILLE, KY | SCHOLARSHIP | $2,792 |
| BREANNA P MILLER PIKEVILLE, KY | SCHOLARSHIP | $2,792 |
| MAKAYLEE B SMITH PIKEVILLE, KY | SCHOLARSHIP | $2,792 |
| MICHAEL J GOOD PIKEVILLE, KY | SCHOLARSHIP | $2,792 |
| TYANN A SMITH PIKEVILLE, KY | SCHOLARSHIP | $2,792 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Contact Information
- Address: 10 S Dearborn St # IL1-0111, Chicago, IL 60603-2300
- Telephone: 800-496-2583
Frequently Asked Questions
What does Lon & Jessie Rogers Educational Trust fund?
The foundation awards low-interest loans and scholarships to students who are residents of Muhlenberg, Pike, and Ohio Counties, Kentucky. Preference is given to students attending Centre College. Loans and scholarship awards are limited to students attending non-publicly-funded universities and colleges.
How do I apply for a grant from Lon & Jessie Rogers Educational Trust?
**Grant Amounts:** Typical awards range from $1,000 to $68,000. **Annual Giving:** The foundation distributed $580,050 in total giving based on the most recent filing data. **Grant Types:** The foundation provides both low-interest loans and scholarships to eligible students.
Where does Lon & Jessie Rogers Educational Trust make grants?
The foundation's primary geographic focus is Kentucky, specifically serving residents of Muhlenberg, Pike, and Ohio Counties. The foundation maintains a Chicago, Illinois address for administrative purposes.
What size grants does Lon & Jessie Rogers Educational Trust award?
In 2024, Lon & Jessie Rogers Educational Trust awarded 35 grants totaling $580K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is Lon & Jessie Rogers Educational Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lon & Jessie Rogers Educational Trust reported a distributable amount of $692K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Lon & Jessie Rogers Educational Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Chicago Community Trust
CHICAGO, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
Arthur J Gallagher Foundation
ROLLING MEADOWS, IL
Assets
—
Grants
2,692
Total Given
$1.6M
The Allstate Foundation
NORTHBROOK, IL
Assets
—
Grants
2,010
Total Given
$38.0M
Elks National Foundation Inc
CHICAGO, IL
Assets
$885.0M
Grants
1,485
Total Given
$31.9M
Baxter International Foundation
DEERFIELD, IL
Assets
$67.5M
Grants
1,300
Total Given
$13.7M
John D and Catherine T Macarthur
CHICAGO, IL
Assets
$9.3B
Grants
1,086
Total Given
$356.1M
Arie and Ida Crown Memorial
CHICAGO, IL
Assets
—
Grants
897
Total Given
$115.2M
Jewish Federation of Metropolitan
CHICAGO, IL
Assets
$1.1B
Grants
839
Total Given
$176.8M
Polk Bros Foundation Inc
CHICAGO, IL
Assets
—
Grants
676
Total Given
$24.5M
Circle of Service Foundation
CHICAGO, IL
Assets
—
Grants
637
Total Given
$37.0M
Ea Mellinger Educational
MONMOUTH, IL
Assets
$23.3M
Grants
556
Total Given
$1.1M
Helen V Brach Foundation
CHICAGO, IL
Assets
$127.9M
Grants
553
Total Given
$5.9M
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Lon & Jessie Rogers Educational Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities