Jess W Owen Trust Uw
EIN 616022980Total Given 2017–2025
$535K
17 grants · $59K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$23K
typical small grants · $22K–$33K
grant size
100%
deep partner · 3/3 multi-year
repeat
$1.6M
Assets (2025)
3
Distinct Recipients
About
This trust does not file a copy of Form 990-PF with the office of the Attorney General in Kentucky because the trust does not solicit funds in the state of Kentucky and therefore the Attorney General does not wish to receive a copy of the tax return.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(412) 807-6043
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $65K | $1.6M | $275K | 3 |
| 2018 | $62K | $1.6M | $99K | 3 |
| 2019 | $70K | $1.6M | $353K | 3 |
| 2020 | N/A | $1.5M | $60K | N/A |
| 2021 | $53K | $1.9M | $194K | 3 |
| 2023 | $69K | $1.6M | $-33K | 2 |
| 2025 | $215K | $1.6M | $85K | 3 |
Grant Size Distribution
Based on 17 grants on record
Minimum
$7K
25th Pctl
$22K
Median
$23K
Average
$31K
75th Pctl
$33K
Maximum
$150K
Geographic Distribution
Officers & Directors
PN
Pnc Bank Na
Trustee
PN
Pnc Bank Na
Trustee
PN
Pnc Bank Na
Trustee
PN
Pnc Bank Na
Trustee
PN
Pnc Bank Na
Trustee
PN
Pnc Bank Na
Trustee
PN
Pnc Bank Na
Trustee
Grants Awarded (17 total)
| Purpose | ||||
|---|---|---|---|---|
| Kosair Charities Committee Inc | Louisville, KY | $149,827 | GENERAL SUPPORT | 2025 |
| Masonic Homes of Ky Inc | Masonic Home, KY | $34,713 | GENERAL SUPPORT | 2023 |
| Sunrise Children'S Servs Inc | Mt Washington, KY | $34,713 | GENERAL SUPPORT | 2023 |
| Masonic Homes of Ky Inc | Masonic Home, KY | $32,519 | GENERAL SUPPORT | 2025 |
| Sunrise Children'S Servs Inc | Mt Washington, KY | $32,519 | GENERAL SUPPORT | 2025 |
| Masonic Homes of Ky Inc | Masonic Home, KY | $23,452 | GENERAL SUPPORT | 2019 |
| Kosair Charities Committee Inc | Louisville, KY | $23,452 | GENERAL SUPPORT | 2019 |
| Sunrise Children'S Servs Inc | Mt Washington, KY | $23,452 | GENERAL SUPPORT | 2019 |
| Masonic Homes of Ky Inc | Masonic Home, KY | $23,138 | GENERAL SUPPORT | 2021 |
| Sunrise Children'S Servs Inc | Mt Washington, KY | $23,138 | GENERAL SUPPORT | 2021 |
| Masonic Homes of Ky Inc | Masonic Home, KY | $21,774 | GENERAL SUPPORT | 2017 |
| Kosair Charities Committee Inc | Louisville, KY | $21,774 | GENERAL SUPPORT | 2017 |
| Sunrise Children'S Servs Inc | Mt Washington, KY | $21,774 | GENERAL SUPPORT | 2017 |
| Masonic Homes of Ky Inc | Masonic Home, KY | $20,645 | GENERAL SUPPORT | 2018 |
| Kosair Charities Committee Inc | Louisville, KY | $20,645 | GENERAL SUPPORT | 2018 |
| Sunrise Children'S Servs Inc | Mt Washington, KY | $20,645 | GENERAL SUPPORT | 2018 |
| Kosair Charities Committee Inc | Louisville, KY | $7,102 | GENERAL SUPPORT | 2021 |