Trust Uw of James B Moore Cumberland Valley

LEXINGTON, KY EIN: 61-6186192

Trust Uw of James B Moore Cumberland Valley is a private foundation, based in LEXINGTON, KY. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 1 grants totaling $63K. Net investment income was $189K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

+5.6% YoY

Annual Giving

$63K

Grant Count

Avg Grant Size

$63K

Under IRS private-foundation payout rules, Trust Uw of James B Moore Cumberland Valley reported a distributable amount of $110K for 2024 — the minimum it must pay out in qualifying distributions.

About Trust Uw of James B Moore Cumberland Valley

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $63K (100%)

States

Kentucky

Cities

Berea

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$2,051,488	$1,942,908
Revenue	$201,012	$1,981,604
Expenses	$94,497	$38,696
Qualifying Distributions	$117,047	$22,807
Net Investment Income	$189,359	$80,242
Distributable Amount	$110,453	$93,064

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

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Berea Baptist Church ($63,485).

Recipient	Purpose	Amount
BEREA BAPTIST CHURCH BEREA, KY	GENERAL SUPPORT	$63,485

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Trust Uw of James B Moore Cumberland Valley?

As of 2024, Trust Uw of James B Moore Cumberland Valley holds $2.1M in total assets with $201K in annual revenue. It awarded 1 grants totaling $63K in 2024.

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 size grants does Trust Uw of James B Moore Cumberland Valley award?

In 2024, Trust Uw of James B Moore Cumberland Valley awarded 1 grants totaling $63K — an average of about $63K per grant, based on its IRS Form 990 filings.

How much is Trust Uw of James B Moore Cumberland Valley required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Trust Uw of James B Moore Cumberland Valley reported a distributable amount of $110K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2023–2024.