Testamentary Trust Under Will of Jay R Purdy
Testamentary Trust Under Will of Jay R Purdy is a private foundation based in West Union, Ohio. In its 2025 filing, it reported 11 grants totaling $101,000, all designated for scholarships to colleges and universities.
Testamentary Trust Under Will of Jay R Purdy at a glance
In short: Testamentary Trust Under Will of Jay R Purdy gave $101K across 11 grants in 2025 (avg $9K), mostly in Kentucky. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $101,000
- +2.0% vs 2024
- Grants made (2025)
- 11
- +0.0% vs 2024
- Average grant
- $9,182
- +2.0% vs 2024
- Median grant
- $7,000
- Total assets
- $2,712,921
- +8.7% vs 2024
- New grantees (estimate)
- 20% first-time grantees (2 of 10, 2025; small sample)
- Primary geography
- Kentucky (65% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Testamentary Trust Under Will of Jay R Purdy
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 108 E Mulberry Street, West Union, OH 45693
Phone: (937) 544-3900
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Testamentary Trust Under Will of Jay R Purdy funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Morehead State University ($31K). Together the top 10 received $99K.
Organizations only. It also paid 1 individual scholarship ($2,000), which are not listed by name.
Grant Size Distribution
52 grants across all recorded years
The most common grant size was under $50K: 52 grants of 52 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 65% of grant dollars went to recipients in Kentucky, 28% to recipients in Ohio, and 7% to recipients in Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is Testamentary Trust Under Will of Jay R Purdy open to new grantees?
20%
first-time grantees, 2025
In 2025, 2 of 10 grantees (20%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $5K; repeat grants $11K. How we count
Medians: $5K first-time, $7K repeat.
- 80% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $75K (2020) to $116K (2022). In 2025 it made 11 grants totaling $101K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morehead State University Morehead, KY | Scholarship | $31,000 |
| Maysville Community & Technical College Maysville, KY | Scholarship | $17,000 |
| Northern Kentucky University Highland Heights, KY | Scholarship | $13,000 |
| Florida Southern College Lakeland, FL | Scholarship | $7,000 |
| University of Rio Grande Rio Grande, OH | Scholarship | $7,000 |
| Wilmington College Cincinnati, OH | Scholarship | $7,000 |
| Shawnee State University Portsmouth, OH | Scholarship | $6,000 |
| Xavier University Cincinnati, OH | Scholarship | $6,000 |
| Kentucky Christian University Grayson, KY | Scholarship | $2,500 |
| Lindsey Wilson University Columbia, KY | Scholarship | $2,500 |
Ready to take the next step with Testamentary Trust Under Will of Jay R Purdy?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,712,921 | $188,003 | $142,083 | $101,000 | 11 | $121,828 | $165,994 | $126,387 |
| 2024 | $2,495,742 | $155,002 | $162,390 | $99,000 | 11 | $116,215 | $136,794 | $121,532 |
| 2023 | $2,341,147 | $83,633 | $115,434 | $112,000 | 9 | $112,000 | $79,565 | $114,948 |
| 2022 | $2,197,807 | $112,930 | $120,453 | $115,500 | 11 | $115,500 | $109,715 | $112,940 |
| 2021 | $2,598,282 | $129,423 | $89,410 | $83,800 | 10 | $83,800 | $123,093 | $119,752 |
| 2020 | $2,290,472 | $2,259,182 | $75,000 | $75,000 | 8 | — | $82,363 | $104,956 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for scholarships at higher-education institutions. Among the grantees, Wilmington College describes its mission as educating, inspiring, and preparing students for service and success; the University of Rio Grande describes its work as providing learners with access to a high-quality, high-value education; and Xavier University says it aims to educate students intellectually, morally, and spiritually.
Grantmaking
In 2025, the foundation gave $101,000 through 11 grants. Grant amounts ranged from $2,000 to $31,000, with a median grant of $7,000. The largest awards were $31,000 to Morehead State University, $17,000 to Maysville Community & Technical College, and $13,000 to Northern Kentucky University—all for scholarships. Other awards included $7,000 each to Florida Southern College, the University of Rio Grande, and Wilmington College.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Lori Highlander and David Grimes as trustees. Committee members listed are Jamie Wilkins, Debby Pfeffer, Daniel Dragoo, and Jill Benintendi.
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
The highest reported compensation on the 2025 filing was $14K, to Lori Highlander (Trustee). 2 officers or directors reported compensation on that filing.
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 $5K 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. It also paid 1 individual scholarship ($2,000), which are not listed by name. 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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Testamentary Trust Under Will of Jay R Purdy fund?
No mission statement for the foundation is provided. Its 2025 grants show support for scholarships at higher-education institutions. See mission & focus areas ↑
How do I apply for a grant from Testamentary Trust Under Will of Jay R Purdy?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Testamentary Trust Under Will of Jay R Purdy accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Testamentary Trust Under Will of Jay R Purdy funds
Education Open opportunities, soonest deadline first.
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Cite this profile
Grantable. (2026). Testamentary Trust Under Will of Jay R Purdy funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/testamentary-trust-under-will-of-jay-r-purdy-morg_a7d4211aebc0448d8d8490ce09eb6b64
BibTeX
@misc{grantable_836136945_2026,
author = {{Grantable}},
title = {{Testamentary Trust Under Will of Jay R Purdy funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/testamentary-trust-under-will-of-jay-r-purdy-morg_a7d4211aebc0448d8d8490ce09eb6b64},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Testamentary Trust Under Will of Jay R Purdy's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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