Arrie & Estelle Bamberger Schol Trust
Arrie & Estelle Bamberger Schol Trust is a private foundation, based in Richardson, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 1 grant totaling $118K. Net investment income was $609K.
Arrie & Estelle Bamberger Schol Trust at a glance
In short: Arrie & Estelle Bamberger Schol Trust gave $118K across 1 grant in 2025 (avg $118K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $118,250
- +12.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $118,250
- +12.6% vs 2024
- Median grant
- $118,250
- Total assets
- $2,775,323
- +18.9% vs 2024
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Arrie & Estelle Bamberger Schol Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Univer of Ill at Chicago (College of Medicine) ($118K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Arrie & Estelle Bamberger Schol Trust gives
- Giving held roughly steady from 2022 to 2025 (−20%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $105K (2024) to $148K (2022). In 2025 it made 1 grant totaling $118K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Univer of Ill at Chicago (College of Medicine) Chicago, IL | Unrestricted General | $118,250 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,775,323 | $626,184 | $160,139 | $118,250 | 1 | $128,716 | $608,586 | $137,166 |
| 2024 | $2,333,644 | $101,100 | $154,785 | $105,000 | 1 | $129,196 | $62,407 | $132,084 |
| 2023 | $2,352,466 | $-37,440 | $170,268 | $115,000 | 1 | $129,137 | $27,752 | $125,417 |
| 2022 | $2,546,100 | $493,586 | $196,031 | $147,500 | 1 | $163,864 | $462,708 | $145,735 |
| 2021 | $2,478,803 | $216,558 | $150,778 | $110,000 | 1 | — | $191,307 | $139,021 |
Under IRS private-foundation payout rules, Arrie & Estelle Bamberger Schol Trust reported a distributable amount of $137K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Arrie & Estelle Bamberger Schol Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Bank Of America
Prior Trustee
Trustee → Prior Trustee, 2025
On filings since 2022
1 hr/week
$40K (2022) → $16K (2025)
American National Bank Of TX
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $16K, to Bank of America (Prior Trustee).
Frequently asked questions about Arrie & Estelle Bamberger Schol Trust
How much does Arrie & Estelle Bamberger Schol Trust give each year?
Arrie & Estelle Bamberger Schol Trust gave $118K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $105K across 1 grant.
How large is Arrie & Estelle Bamberger Schol Trust?
Arrie & Estelle Bamberger Schol Trust reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $129K in qualifying distributions that year, against a required minimum of $137K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Arrie & Estelle Bamberger Schol Trust operate?
Arrie & Estelle Bamberger Schol Trust has awarded grants in Illinois.
What is Arrie & Estelle Bamberger Schol Trust's EIN?
Arrie & Estelle Bamberger Schol Trust's EIN (Employer Identification Number) is 36-6122369. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 29, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 30, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 29, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 25, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 10, 2025)
- IRS filings on file for fiscal years 2021–2025
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