Trust Uw of James B Moore Cumberland Valley
Trust Uw of James B Moore Cumberland Valley is a private foundation, based in Lexington, KY. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 1 grant totaling $63K. Net investment income was $86K.
Trust Uw of James B Moore Cumberland Valley at a glance
In short: Trust Uw of James B Moore Cumberland Valley gave $63K across 1 grant in 2025 (avg $63K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $62,500
- -1.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $62,500
- -1.6% vs 2024
- Median grant
- $62,500
- Total assets
- $2,044,905
- -0.3% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Trust Uw of James B Moore Cumberland Valley funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Berea Baptist Church ($63K).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Trust Uw of James B Moore Cumberland Valley gives
- In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $63K (2025) to $63K (2024). In 2025 it made 1 grant totaling $63K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Berea Baptist Church Berea, KY | General Support | $62,500 |
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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 | $2,044,905 | $100,880 | $107,463 | $62,500 | 1 | $151,172 | $85,613 | $134,537 |
| 2024 | $2,051,488 | $201,012 | $94,497 | $63,485 | 1 | $117,047 | $189,359 | $110,453 |
| 2023 | $1,942,908 | $1,981,604 | $38,696 | — | — | $22,807 | $80,242 | $93,064 |
Under IRS private-foundation payout rules, Trust Uw of James B Moore Cumberland Valley reported a distributable amount of $135K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Trust Uw of James B Moore Cumberland Valley's only listed officer is Cumberland Valley National Bank, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Cumberland Valley National Bank
Trustee
New on the 2025 filing
1 hr/week
$35K (2025)
Former officers (1)
- Former: Jp Morgan (2023–2024) — Trustee
Data from IRS Form 990 filings, 2023–2025. "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 $35K, to Cumberland Valley National Bank (Trustee).
Frequently asked questions about Trust Uw of James B Moore Cumberland Valley
How much does Trust Uw of James B Moore Cumberland Valley give each year?
Trust Uw of James B Moore Cumberland Valley gave $63K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $63K across 1 grant.
How large is Trust Uw of James B Moore Cumberland Valley?
Trust Uw of James B Moore Cumberland Valley reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $151K in qualifying distributions that year, against a required minimum of $135K (roughly 5% of its investment assets).
Where does Trust Uw of James B Moore Cumberland Valley operate?
Trust Uw of James B Moore Cumberland Valley has awarded grants in Kentucky.
What is Trust Uw of James B Moore Cumberland Valley's EIN?
Trust Uw of James B Moore Cumberland Valley's EIN (Employer Identification Number) is 61-6186192. IRS Form 990 filing data is available on this page for 2023–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2023–2024
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