Testamentary Trust Under Will of is a private foundation focused on Education, based in WEST UNION, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 11 grants totaling $99K. Net investment income was $137K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
+6.6% YoY
Annual Giving
$99K
-11.6% YoY
Grant Count
11
+22.2% YoY
Avg Grant Size
$9K
-27.7% YoY
Under IRS private-foundation payout rules, Testamentary Trust Under Will of reported a distributable amount of $122K for 2024 — the minimum it must pay out in qualifying distributions.
About Testamentary Trust Under Will of
Based on IRS filings
Testamentary Trust Under Will of is a private foundation focused on Education, based in WEST UNION, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 11 grants totaling $99K. Net investment income was $137K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,495,742 | $2,341,147 | $2,197,807 |
| Revenue | $155,002 | $83,633 | $112,930 |
| Expenses | $162,390 | $115,434 | $120,453 |
| Qualifying Distributions | $116,215 | $112,000 | $115,500 |
| Net Investment Income | $136,794 | $79,565 | $109,715 |
| Distributable Amount | $121,532 | $114,948 | $112,940 |
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
49 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Morehead State University ($23,000), Maysville Community & Technical College ($14,000), Shawnee State University ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Marshall University Huntington, WV | Scholarship | $6,000 |
| Shawnee State University Portsmouth, OH | Scholarship | $10,000 |
| Xavier University Cincinnati, OH | Scholarship | $6,000 |
| Wilmington College Cincinnati, OH | Scholarship | $6,000 |
| Kentucky Christian University Grayson, KY | Scholarship | $10,000 |
| Wright State University Dayton, OH | Scholarship | $7,000 |
| Maysville Community & Technical College Maysville, KY | Scholarship | $14,000 |
| Morehead State University Morehead, KY | Scholarship | $23,000 |
| University of Rio Grande Rio Grande, OH | Scholarship | $5,000 |
| Northern Kentucky University Highland Heights, KY | Scholarship | $7,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Lori Highlander | Trustee | 12 | $27,929 |
| Jamie Wilkins | Director | 0.5 | — |
| Debby Pfeffer | Director | 0.5 | — |
| Jazz Osman | Director | 0.5 | — |
| Kristi Scott - resigned in 2022 | Director | 0.5 | — |
| Daniel Dragoo | Director | 0.5 | — |
| Jill Benintendi | Director | 0.5 | — |
| David Grimes | Trustee | 0.5 | $27,929 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Testamentary Trust Under Will of?
Testamentary Trust Under Will of is a private foundation focused on Education, based in WEST UNION, OH. It holds $2.5M in total assets as of 2024.
How large is Testamentary Trust Under Will of?
As of 2024, Testamentary Trust Under Will of holds $2.5M in total assets with $155K in annual revenue. It awarded 11 grants totaling $99K in 2024.
Where does Testamentary Trust Under Will of operate?
Testamentary Trust Under Will of has awarded grants in Kentucky, New York, Ohio, West Virginia.
What size grants does Testamentary Trust Under Will of award?
In 2024, Testamentary Trust Under Will of awarded 11 grants totaling $99K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Testamentary Trust Under Will of required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Testamentary Trust Under Will of reported a distributable amount of $122K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Testamentary Trust Under Will of's EIN?
Testamentary Trust Under Will of's EIN (Employer Identification Number) is 83-6136945. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Testamentary Trust Under Will of's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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