Funder DirectoryJ & W Charitable Trust
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Private foundation (trust)EIN 460511105Est. 2005-03

J & W Charitable Trust

Dundee, OR 97115

Total Assets

$53K

FY 2023

Annual Giving

$4K

FY 2023

Grants Made

16

FY 2023

Avg Grant

$219

FY 2023

Grant Range

$3–$500

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Expenses

$4K

Qualifying Distributions

$4K

Distributable Amount

$3K

Min. Investment Return

$3K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

16 grants

Grant sizes from minimum $3 through median $250 to maximum $500, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2017 to 2023. Peak $4K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

74 grants

Oregon Public Broadcasting
$2K
5 grants
Oregon Food Bank
$2K
5 grants
Portland Rescue Mission
$2K
5 grants
Habitat for Humanity
$1K
5 grants
Raphael House of Portland
$1K
4 grants
Union Gospel Mission
$1K
4 grants
Salvation Army
$1K
3 grants
Union Gospel Mission of Salem
$900
3 grants

Grant Size Distribution

74 grants

<$10K
74
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

Oregon
$14K
72% of total
District of Columbia
$1K
7% of total
Georgia
$1K
6% of total
Arizona
$800
4% of total
California
$600
3% of total
Nebraska
$500
3% of total
Tennessee
$300
2% of total
Kansas
$200
1% of total
Alabama
$200
1% of total

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