Funder DirectoryTestamentary Trust Under Will of
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Private foundation (trust)EIN 836136945Est. 2019-03

Testamentary Trust Under Will of

West Union, OH 45693

Total Assets

$2.3M

FY 2023

Annual Giving

$112K

FY 2023

Grants Made

9

FY 2023

Avg Grant

$12K

FY 2023

Grant Range

$4K–$43K

Typical

Deadlines

Applications

Focus Areas

Education

Financial Snapshot

2023 filing

Total Revenue

$84K

Total Expenses

$115K

Qualifying Distributions

$112K

Distributable Amount

$115K

Min. Investment Return

$113K

Undistributed Income

$66K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $4K through median $6K to maximum $43K, 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

3 years

Giving over time from 2020 to 2023. Peak $116K in 2022. Hover bars for details.

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

Top Recipients

28 grants

Morehead State University
$63K
2 grants
Northern Kentucky University
$32K
2 grants
Wright State University
$31K
3 grants
Wilmington College
$26K
2 grants
Ohio State University
$24K
3 grants
The Christ College of Nursing & Health Sciences
$24K
2 grants
Cedarville University
$18K
2 grants
Marshall University
$14K
2 grants

Grant Size Distribution

28 grants

<$10K
21
grants
$10–50K
7
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Ohio
$176K
58% of total
Kentucky
$103K
34% of total
West Virginia
$14K
4% of total
New York
$10K
3% of total

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Testamentary Trust Under Will of — Grants, Financials & Contact | Grantivo