//
Also known as: Jay R Purdy
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Testamentary Trust Under Will Of Jay R Purdy is a private trust based in WEST UNION, OH. The foundation received its IRS ruling in 2019. The principal officer is Michael S Pfeffer. It holds total assets of $2.5M. Annual income is reported at $284K. The foundation is governed by 8 officers and trustees. The foundation operates in the area of education. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Ohio, New York and West Virginia. According to available records, Testamentary Trust Under Will Of Jay R Purdy has made 40 grants totaling $390K, with a median grant of $8K. Annual giving has grown from $75K in 2020 to $231K in 2022. Individual grants have ranged from $4K to $20K, with an average award of $10K. The foundation has supported 14 unique organizations. The foundation primarily supports organizations in Ohio, Kentucky, West Virginia, which account for 95% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$4K
Median Grant
$8K
Average Grant
$8K
Largest Grant
$13K
Based on 10 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Testamentary Trust Under Will Of Jay R Purdy primarily funds organizations in the area of education. Based on available records, the foundation has funded 40 grants. Its grantmaking reaches organizations primarily in OH, KY, WV.
Testamentary Trust Under Will Of Jay R Purdy has distributed a total of $390K across 40 grants. The median grant size is $8K, with an average of $10K. Individual grants have ranged from $4K to $20K.
Testamentary Trust Under Will Of Jay R Purdy typically selects its grantees rather than accepting unsolicited proposals.
Testamentary Trust Under Will Of Jay R Purdy is headquartered in WEST UNION, OH. While based in OH, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Lori Highlander | Trustee | $0 | $0 | N/A |
| Jamie Wilkins | Director | $0 | $0 | N/A |
| Debby Pfeffer | Director | $0 | $0 | N/A |
| Jazz Osman | Director | $0 | $0 | N/A |
| Kristi Scott - Resigned In 2022 | Director | $0 | $0 | N/A |
| Daniel Dragoo | Director | $0 | $0 | N/A |
| Jill Benintendi | Director | $0 | $0 | N/A |
| David Grimes | Trustee | $0 | $0 | N/A |
Total Giving
$115K
Total Assets
$2.3M
Fair Market Value
$2.3M
Net Worth
$2.3M
Grants Paid
$112K
Contributions
N/A
Net Investment Income
$80K
Distribution Amount
$115K
Total: $654K
Total Grants
40
Total Giving
$390K
Average Grant
$10K
Median Grant
$8K
Unique Recipients
14
Most Common Grant
$8K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Morehead State UniversityScholarship | Morehead, KY | $20K | 2022 |
| Wright State UniversityScholarship | Dayton, OH | $15K | 2022 |
| Wilmington CollegeScholarship | Wilmington, OH | $14K | 2022 |
| The Christ College Of Nursing & Health SciencesScholarship | Cincinnati, OH | $14K | 2022 |
| Northern Kentucky UniversityScholarship | Highland Heights, KY | $10K | 2022 |
| Cedarville UniversityScholarship | Cedarville, OH | $8K | 2022 |
| Marshall UniversityScholarship | Huntington, WV | $8K | 2022 |
| University Of CincinnatiScholarship | Cincinnati, OH | $8K | 2022 |
| Miami UniversityScholarship | Oxford, OH | $8K | 2022 |
| Ohio State UniversityScholarship | Columbus, OH | $8K | 2022 |
| Southern StateScholarship | Hillsboro, OH | $6K | 2022 |
| Union CollegeScholarship | Schenectady, NY | $8K | 2021 |
| Wittenberg UniversityScholarship | Springfield, OH | $4K | 2021 |
| Uc ClermontSCHOLARSHIP | Batavia, OH | $10K | 2020 |