Testamentary Trust Under Will Of | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Testamentary Trust Under Will Of. Data shown is extracted from Form 990-PF filings.
EIN: 83-6136945
Foundation Overview
Based in West Union, OH, Testamentary Trust Under Will Of has awarded 69 grants totaling $729,300 to organizations in Ohio, New York and 2 other states across the US. Individual grants range from $4,000 to $43,000, with a median award of $8,300.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 18 recipients (22%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
71% of all grants are concentrated in Ohio, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Ohio, funding concentrates in Cincinnati (20%), Columbus (14%), Dayton (14%).
Funding Trajectory
Moderate 49% growth trend over 3 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Testamentary Trust Under Will Of's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Marshall University | $6,000 | Huntington, WV, US | Scholarship | 2023 |
| Miami University | $4,000 | Oxford, OH, US | Scholarship | 2023 |
| Morehead State University | $43,000 | Morehead, KY, US | Scholarship | 2023 |
| Northern Kentucky University | $22,000 | Highland Heights, KY, US | Scholarship | 2023 |
| Ohio State University | $6,000 | Columbus, OH, US | Scholarship | 2023 |
| Wilmington College | $12,000 | Wilmington, OH, US | Scholarship | 2023 |
| Wright State University | $6,000 | Dayton, OH, US | Scholarship | 2023 |
| Rio Grande College | $5,000 | Rio Grande, OH, US | Scholarship | 2023 |
| Maysville Community College | $8,000 | Maysville, KY, US | Scholarship | 2023 |
| Marshall University | $6,000 | Huntington, WV, US | Scholarship | 2023 |
| Miami University | $4,000 | Oxford, OH, US | Scholarship | 2023 |
| Morehead State University | $43,000 | Morehead, KY, US | Scholarship | 2023 |
| Northern Kentucky University | $22,000 | Highland Heights, KY, US | Scholarship | 2023 |
| Ohio State University | $6,000 | Columbus, OH, US | Scholarship | 2023 |
| Wilmington College | $12,000 | Wilmington, OH, US | Scholarship | 2023 |
| Wright State University | $6,000 | Dayton, OH, US | Scholarship | 2023 |
| Rio Grande College | $5,000 | Rio Grande, OH, US | Scholarship | 2023 |
| Maysville Community College | $8,000 | Maysville, KY, US | Scholarship | 2023 |
| Cedarville University | $7,500 | Cedarville, OH, US | Scholarship | 2022 |
| Marshall University | $7,500 | Huntington, WV, US | Scholarship | 2022 |
| Miami University | $7,500 | Oxford, OH, US | Scholarship | 2022 |
| Ohio State University | $7,500 | Columbus, OH, US | Scholarship | 2022 |
| Southern State | $5,500 | Hillsboro, OH, US | Scholarship | 2022 |
| The Christ College Of Nursing & Health Sciences | $13,500 | Cincinnati, OH, US | Scholarship | 2022 |
| University Of Cincinnati | $7,500 | Cincinnati, OH, US | Scholarship | 2022 |
| Wright State University | $15,000 | Dayton, OH, US | Scholarship | 2022 |
| Wilmington College | $14,000 | Wilmington, OH, US | Scholarship | 2022 |
| Morehead State University | $20,000 | Morehead, KY, US | Scholarship | 2022 |
| Northern Kentucky University | $10,000 | Highland Heights, KY, US | Scholarship | 2022 |
| Cedarville University | $7,500 | Cedarville, OH, US | Scholarship | 2022 |
| Marshall University | $7,500 | Huntington, WV, US | Scholarship | 2022 |
| Miami University | $7,500 | Oxford, OH, US | Scholarship | 2022 |
| Ohio State University | $7,500 | Columbus, OH, US | Scholarship | 2022 |
| Southern State | $5,500 | Hillsboro, OH, US | Scholarship | 2022 |
| The Christ College Of Nursing & Health Sciences | $13,500 | Cincinnati, OH, US | Scholarship | 2022 |
| University Of Cincinnati | $7,500 | Cincinnati, OH, US | Scholarship | 2022 |
| Wright State University | $15,000 | Dayton, OH, US | Scholarship | 2022 |
| Wilmington College | $14,000 | Wilmington, OH, US | Scholarship | 2022 |
| Morehead State University | $20,000 | Morehead, KY, US | Scholarship | 2022 |
| Northern Kentucky University | $10,000 | Highland Heights, KY, US | Scholarship | 2022 |
| Cedarville University | $7,500 | Cedarville, OH, US | Scholarship | 2022 |
| Marshall University | $7,500 | Huntington, WV, US | Scholarship | 2022 |
| Miami University | $7,500 | Oxford, OH, US | Scholarship | 2022 |
| Ohio State University | $7,500 | Columbus, OH, US | Scholarship | 2022 |
| Southern State | $5,500 | Hillsboro, OH, US | Scholarship | 2022 |
| The Christ College Of Nursing & Health Sciences | $13,500 | Cincinnati, OH, US | Scholarship | 2022 |
| University Of Cincinnati | $7,500 | Cincinnati, OH, US | Scholarship | 2022 |
| Wright State University | $15,000 | Dayton, OH, US | Scholarship | 2022 |
| Wilmington College | $14,000 | Wilmington, OH, US | Scholarship | 2022 |
| Morehead State University | $20,000 | Morehead, KY, US | Scholarship | 2022 |
| Northern Kentucky University | $10,000 | Highland Heights, KY, US | Scholarship | 2022 |
| Cedarville University | $8,300 | Cedarville, OH, US | Scholarship | 2021 |
| Ohio State University | $8,300 | Columbus, OH, US | Scholarship | 2021 |
| The Christ College Of Nursing & Health Sciences | $8,300 | Cincinnati, OH, US | Scholarship | 2021 |
| Union College | $8,300 | Schenectady, NY, US | Scholarship | 2021 |
| University Of Cincinnati | $8,300 | Cincinnati, OH, US | Scholarship | 2021 |
| Wittenberg University | $4,000 | Springfield, OH, US | Scholarship | 2021 |
| Wright State University | $13,300 | Dayton, OH, US | Scholarship | 2021 |
| Marshall University | $7,500 | Huntington, WV, US | Scholarship | 2021 |
| Miami University | $10,000 | Oxford, OH, US | Scholarship | 2021 |
| Southern State | $7,500 | Hillsboro, OH, US | Scholarship | 2021 |
| Union College | $10,000 | Schenectady, NY, US | Scholarship | 2020 |
| Wittenberg University | $10,000 | Springfield, OH, US | Scholarship | 2020 |
| Wright State University | $10,000 | Dayton, OH, US | Scholarship | 2020 |
| The Christ College Of Nursing & Health Sciences | $10,000 | Cincinnati, OH, US | Scholarship | 2020 |
| Ohio State University | $10,000 | Columbus, OH, US | Scholarship | 2020 |
| Uc Clermont | $10,000 | Batavia, OH, US | Scholarship | 2020 |
| University Of Cincinnati | $5,000 | Cincinnati, OH, US | Scholarship | 2020 |
| Cedarville University | $10,000 | Cedarville, OH, US | Scholarship | 2020 |
Foundations Similar to Testamentary Trust Under Will Of
Discover 5 foundations with comparable assets ($2,309,499-$2,361,173), similar grant patterns, and geographic focus in OH that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Fisher-renkert Foundation
EIN: 04-6198798 | 162 grants awarded |
$2,331,336
(≈ Similar) |
$5,000
median grant |
Canton, OH
Same state |
|
|
Mervin B And Berenice R France Foundation
EIN: 34-1298875 | 115 grants awarded |
$2,352,159
(≈ Similar) |
$7,409
median grant |
Brooklyn, OH
Same state |
|
|
Lariccia Family Foundation
EIN: 87-4031717 | 15 grants awarded |
$2,361,173
(≈ Similar) |
$5,000
median grant |
Canfield, OH
Same state |
|
|
Roesch Family Charitable Trust
EIN: 25-6232091 | 74 grants awarded |
$2,313,421
(≈ Similar) |
$10,500
median grant |
Cincinnati, OH
Same state |
|
|
Molyneaux Foundation 1045000246
EIN: 51-0154432 | 132 grants awarded |
$2,309,499
(≈ Similar) |
$7,000
median grant |
Hamilton, OH
Same state |
|
Related Foundation Resources in OH:
Contact Information
Official contact details for Testamentary Trust Under Will Of as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 83-6136945 |
| Website | N/A |
| Address | 108 E MULBERRY ST West Union, OH 45693-1313 |
Key People (8)
Board members, trustees, and key staff who oversee Testamentary Trust Under Will Of's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Lori Highlander |
|---|---|
| Director | Jamie Wilkins |
| Director | Debby Pfeffer |
| Director | Jazz Osman |
| Director | Kristi Scott - Resigned In 2022 |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Testamentary Trust Under Will Of is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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