The Pilot Trust

LOUDON, TN EIN: 84-6030136

The Pilot Trust is a private foundation, based in LOUDON, TN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $9.5M in total assets. In 2024, it awarded 1 grants totaling $138K. Net investment income was $71K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.5M

-4.0% YoY

Annual Giving

$138K

+233.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$138K

+233.3% YoY

Under IRS private-foundation payout rules, The Pilot Trust reported a distributable amount of $130K for 2024 — the minimum it must pay out in qualifying distributions.

About The Pilot Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $216K (100%)

States

Colorado

Cities

Jamestown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2021
Total Assets	$9,473,333	$9,864,695	$10,386,006
Revenue	$147,985	$289,957	$274,888
Expenses	$294,046	$201,068	$233,065
Qualifying Distributions	$152,396	$45,367	$76,969
Net Investment Income	$71,108	$207,609	$201,674
Distributable Amount	$129,911	$121,841	$146,178

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cal-wood Education Center ($137,992).

Recipient	Purpose	Amount
CAL-WOOD EDUCATION CENTER JAMESTOWN, CO	OPERATIONAL FUNDING	$137,992

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LEE RHINEMILLER	TREASURER	15	$6,800
GREGORY S CALVERT	TRUSTEE	1	$2,000
DANIEL R CALVERT	TRUSTEE	15	$2,000
BOB WOOD	TRUSTEE	1	$2,000

Frequently Asked Questions

How large is The Pilot Trust?

As of 2024, The Pilot Trust holds $9.5M in total assets with $148K in annual revenue. It awarded 1 grants totaling $138K in 2024.

Where does The Pilot Trust operate?

The Pilot Trust has awarded grants in Colorado.

What size grants does The Pilot Trust award?

In 2024, The Pilot Trust awarded 1 grants totaling $138K — an average of about $138K per grant, based on its IRS Form 990 filings.

How much is The Pilot Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Pilot Trust reported a distributable amount of $130K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.