Testamentary Trust Under Will of
EIN 836136945Total Given 2020–2023
$386K
38 grants · $97K avg/year
based on 4 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$8K
typical small grants · $8K–$10K
grant size
81%
deep partner · 13/16 multi-year
repeat
$2.3M
Assets (2023)
16
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(937) 392-4371
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $75K | $2.3M | $2.3M | 8 |
| 2021 | $84K | $2.6M | $129K | 10 |
| 2022 | $116K | $2.2M | $113K | 11 |
| 2023 | $112K | $2.3M | $84K | 9 |
Grant Size Distribution
Based on 38 grants on record
Minimum
$4K
25th Pctl
$8K
Median
$8K
Average
$10K
75th Pctl
$10K
Maximum
$43K
Geographic Distribution
Officers & Directors
JO
Jazz Osman
3 yrs
Director
K2
Kristi Scott - resigned in 2022
2 yrs
Director
DD
Daniel Dragoo
2 yrs
Director
JB
Jill Benintendi
2 yrs
Director
JW
Jamie Wilkins
4+ yrs
Director
DP
Debby Pfeffer
3 yrs
Director
LH
Lori Highlander
4+ yrs
Trustee
DG
David Grimes
2 yrs
Trustee
JW
Jamie Wilkins
4+ yrs
Director
DP
Debby Pfeffer
3 yrs
Director
JO
Jazz Osman
3 yrs
Director
K2
Kristi Scott - resigned in 2022
2 yrs
Director
DD
Daniel Dragoo
2 yrs
Director
JB
Jill Benintendi
2 yrs
Director
LH
Lori Highlander
4+ yrs
Trustee
DG
David Grimes
2 yrs
Trustee
M2
Michael S Pfeffer - Resigned in 202
Trustee
JW
Jamie Wilkins
4+ yrs
Director
DP
Debby Pfeffer
3 yrs
Director
JO
Jazz Osman
3 yrs
Director
KS
Kristi Scott
Director
LH
Lori Highlander
4+ yrs
Trustee
MP
Michael S Pfeffer
2 yrs
Trustee
JW
Jamie Wilkins
4+ yrs
Director
LH
Lori Highlander
4+ yrs
Director
MP
Michael S Pfeffer
2 yrs
Trustee
Grants Awarded (38 total)
| Purpose | ||||
|---|---|---|---|---|
| Morehead State University | Morehead, KY | $43,000 | Scholarship | 2023 |
| Northern Kentucky University | Highland Heights, KY | $22,000 | Scholarship | 2023 |
| Morehead State University | Morehead, KY | $20,000 | Scholarship | 2022 |
| Wright State University | Dayton, OH | $15,000 | Scholarship | 2022 |
| Wilmington College | Wilmington, OH | $14,000 | Scholarship | 2022 |
| The Christ College of Nursing & Health Sciences | Cincinnati, OH | $13,500 | Scholarship | 2022 |
| Wright State University | Dayton, OH | $13,300 | Scholarship | 2021 |
| Wilmington College | Wilmington, OH | $12,000 | Scholarship | 2023 |
| Northern Kentucky University | Highland Heights, KY | $10,000 | Scholarship | 2022 |
| Union College | Schenectady, NY | $10,000 | SCHOLARSHIP | 2020 |
| Wittenberg University | Springfield, OH | $10,000 | SCHOLARSHIP | 2020 |
| Wright State University | Dayton, OH | $10,000 | SCHOLARSHIP | 2020 |
| The Christ College of Nursing & Health Sciences | Cincinnati, OH | $10,000 | SCHOLARSHIP | 2020 |
| Ohio State University | Columbus, OH | $10,000 | SCHOLARSHIP | 2020 |
| Uc Clermont | Batavia, OH | $10,000 | SCHOLARSHIP | 2020 |
| Cedarville University | Cedarville, OH | $10,000 | SCHOLARSHIP | 2020 |
| Miami University | Oxford, OH | $10,000 | Scholarship | 2021 |
| Cedarville University | Cedarville, OH | $8,300 | Scholarship | 2021 |
| Ohio State University | Columbus, OH | $8,300 | Scholarship | 2021 |
| The Christ College of Nursing & Health Sciences | Cincinnati, OH | $8,300 | Scholarship | 2021 |
| Union College | Schenectady, NY | $8,300 | Scholarship | 2021 |
| University of Cincinnati | Cincinnati, OH | $8,300 | Scholarship | 2021 |
| Maysville Community College | Maysville, KY | $8,000 | Scholarship | 2023 |
| Cedarville University | Cedarville, OH | $7,500 | Scholarship | 2022 |
| Marshall University | Huntington, WV | $7,500 | Scholarship | 2022 |