Testamentary Trust Under Will of Jay R Purdy

Foundation · Grantmaker West Union, OH EIN: 83-6136945

Testamentary Trust Under Will of Jay R Purdy is a private foundation focused on Education, based in West Union, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 11 grants totaling $101K. Net investment income was $166K.

Key facts about Testamentary Trust Under Will of Jay R Purdy

In short: Testamentary Trust Under Will of Jay R Purdy gave $101K across 11 grants in 2025 (avg $9K), mostly in Kentucky. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
83-6136945
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$101,000
Grants made (2025)
11
Average grant
$9,182
Median grant
$7,000
New grantees (estimate)
27% first-time grantees (3 of 11, 2025)
Total assets
$2,712,921
Primary geography
Kentucky (65% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.7M

+8.7% YoY

Annual Giving

$101K

+2.0% YoY

Grant Count

11

+0.0% YoY

Avg Grant Size

$9K

+2.0% YoY

Under IRS private-foundation payout rules, Testamentary Trust Under Will of Jay R Purdy reported a distributable amount of $126K for 2025 — the minimum it must pay out in qualifying distributions.

Is Testamentary Trust Under Will of Jay R Purdy open to new grantees?

27%

first-time grantees, 2025

In 2025, 3 of 11 grantees (27%) were first-time recipients. First grants averaged $4K; repeat grants $11K. How we count

Medians: $3K first-time, $7K repeat.

  • 73% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−13%). Method
  • In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of all 11 itemized 2025 grant dollars.

Cities

CincinnatiDaytonColumbusHighland HeightsHuntingtonMoreheadCedarvilleHillsboroMaysvilleOxfordRio GrandeColumbiaGraysonPortsmouthSchenectadySpringfieldWilmingtonBataviaLakeland

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K8 grants202010 grants202111 grants20229 grants202311 grants202411 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Morehead State University: $31KMorehead State University$31KMaysville Community & Technical College: $17KMaysville Community &Technical College$17KNorthern Kentucky University: $13KNorthern Kentucky University$13KFlorida Southern College: $7KFlorida Southern College$7KUniversity of Rio Grande: $7KUniversity of Rio Grande$7KWilmington College: $7KWilmington College$7KShawnee State University: $6KShawnee State University$6KXavier University: $6KXavier University$6KKentucky Christian University: $3KKentucky Christian University$3KLindsey Wilson University: $3KLindsey Wilson University$3K

Grant Size Distribution

52 grants across all recorded years

52<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
MOREHEAD STATE UNIVERSITY Morehead, KYSCHOLARSHIP$31,000
MAYSVILLE COMMUNITY & TECHNICAL COLLEGE Maysville, KYSCHOLARSHIP$17,000
NORTHERN KENTUCKY UNIVERSITY Highland Heights, KYSCHOLARSHIP$13,000
FLORIDA SOUTHERN COLLEGE Lakeland, FLSCHOLARSHIP$7,000
UNIVERSITY OF RIO GRANDE Rio Grande, OHSCHOLARSHIP$7,000
WILMINGTON COLLEGE Cincinnati, OHSCHOLARSHIP$7,000
SHAWNEE STATE UNIVERSITY Portsmouth, OHSCHOLARSHIP$6,000
XAVIER UNIVERSITY Cincinnati, OHSCHOLARSHIP$6,000
KENTUCKY CHRISTIAN UNIVERSITY Grayson, KYSCHOLARSHIP$2,500
LINDSEY WILSON UNIVERSITY Columbia, KYSCHOLARSHIP$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M202020212022202320242025
Metric202520242023
Total Assets$2,712,921$2,495,742$2,341,147
Revenue$188,003$155,002$83,633
Expenses$142,083$162,390$115,434
Qualifying Distributions$121,828$116,215$112,000
Net Investment Income$165,994$136,794$79,565
Distributable Amount$126,387$121,532$114,948

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Testamentary Trust Under Will of Jay R Purdy's 2025 filing lists 6 officers; 2 of 6 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Lori Highlander

    Trustee

    Director → Trustee, 2021

    On filings since 2020

    12 hrs/week

    $28K (2024) → $14K (2025)

  • David Grimes

    Trustee

    On filings since 2022

    0.5 hrs/week

    $28K (2024) → $14K (2025)

  • Jamie Wilkins

    Committee Member

    Director → Committee Member, 2025

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Debby Pfeffer

    Committee Member

    Director → Committee Member, 2025

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • Daniel Dragoo

    Committee Member

    Director → Committee Member, 2025

    On filings since 2022

    0.5 hrs/week

    No compensation reported

  • Jill Benintendi

    Committee Member

    Director → Committee Member, 2025

    On filings since 2022

    0.5 hrs/week

    No compensation reported

Former officers (3)
  • Former: Jazz Osman (2021–2024) — Director
  • Former: Kristi Scott (2021–2024) — Director · Filing note: Resigned in 2022
  • Former: Michael S Pfeffer (2020–2022) — Trustee · Filing note: Resigned in 202

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.

Compensation Overview

From 2025 IRS filing

Lori Highlander — Trustee: $14KLori HighlanderTrustee$14KDavid Grimes — Trustee: $14KDavid GrimesTrustee$14K

Frequently asked questions about Testamentary Trust Under Will of Jay R Purdy

How much does Testamentary Trust Under Will of Jay R Purdy give each year?

Testamentary Trust Under Will of Jay R Purdy gave $101K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $99K across 11 grants.

What is Testamentary Trust Under Will of Jay R Purdy's typical grant size?

Testamentary Trust Under Will of Jay R Purdy's median grant in 2025 was $7,000, and its average grant was $9,182, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Testamentary Trust Under Will of Jay R Purdy that year got $4K on average.

Where does Testamentary Trust Under Will of Jay R Purdy give grants?

Testamentary Trust Under Will of Jay R Purdy gives mostly in Kentucky: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Ohio (28%) and Florida (7%). The most frequent recipient cities were Cincinnati, OH (2 grants).

Does Testamentary Trust Under Will of Jay R Purdy give general operating support?

Not in 2025: none of the 11 grants with a stated purpose on Testamentary Trust Under Will of Jay R Purdy's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (11 grants).

Who are Testamentary Trust Under Will of Jay R Purdy's largest grantees?

Testamentary Trust Under Will of Jay R Purdy's largest 2025 grantees include Morehead State University ($31,000), Maysville Community & Technical College ($17,000) and Northern Kentucky University ($13,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is Testamentary Trust Under Will of Jay R Purdy?

Testamentary Trust Under Will of Jay R Purdy reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $122K in qualifying distributions that year, against a required minimum of $126K (roughly 5% of its investment assets).

What is Testamentary Trust Under Will of Jay R Purdy?

Testamentary Trust Under Will of Jay R Purdy is a private foundation focused on Education, based in West Union, OH. It holds $2.7M in total assets as of 2025.

What is Testamentary Trust Under Will of Jay R Purdy's EIN?

Testamentary Trust Under Will of Jay R Purdy's EIN (Employer Identification Number) is 83-6136945. 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.

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