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Ohio · Public charity

J W Ellsworth Endowment Trust

Grants are made according to trust agreement dated december 21, 1923. Keybank,as trustee, makes distributions for the operation,maintenance, and upkeep of the western reserve academy. Distributions are to be used solely for educational purposes. Specifically, to maintain and operate an institution of learning for boys and young men that…

$5.3M
Granted FY2023
1
Grants FY2023
1
Organizations funded FY2023
0%
First-time grantees FY2023
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Median grant, FY2023
$5,331,150
Largest grant, FY2023
$5,331,150
Organizations funded a year
1 to 1
FY2022 to FY2023
States reached, FY2023
1
Total assets, FY2023
$38M

How open it is to new grantees

In FY2023, 0% of the organizations J W Ellsworth Endowment Trust funded were first-time grantees, receiving 0% of its grant dollars.

The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20231$5.3M0%
FY20221$2.8Mn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2022 to 2023.

Education$8.2M

Top grantees

Largest recipients by total granted, FY2022 to FY2023, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Western Reserve Academy$8,163,049212%

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About J W Ellsworth Endowment Trust

How much does J W Ellsworth Endowment Trust give?
J W Ellsworth Endowment Trust reported 1 grants totaling $5,331,150 in its FY2023 IRS filing. It funded between 1 and 1 organizations a year over FY2022 to FY2023.
What does J W Ellsworth Endowment Trust fund?
By grant dollars over FY2022 to FY2023, its largest causes are Education (100%).
Who are J W Ellsworth Endowment Trust's largest grantees?
By total granted over FY2022 to FY2023: Western Reserve Academy ($8.2M).
Does J W Ellsworth Endowment Trust fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Where is J W Ellsworth Endowment Trust based?
J W Ellsworth Endowment Trust is based in OH.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 1 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2024) is on record and reports no grant expense, so the figures above are from FY2023, the most recent year this funder made grants.

Source object · view filing

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