Baylor Agerton Trust XXXXX8002

Private foundation · Grantmaker Chicago, IL EIN: 75-6020787

Baylor Agerton Trust XXXXX8002 is a private foundation, based in Chicago, IL. IRS filing data is available from 2021 through 2024. In 2024, it awarded 1 grant totaling $935K. Net investment income was $91K.

Key facts about Baylor Agerton Trust XXXXX8002

In short: Baylor Agerton Trust XXXXX8002 gave $935K across 1 grant in 2024 (avg $935K), mostly in Texas. Source: 2024 IRS Form 990-PF.

EIN
75-6020787
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$934,926
Grants made (2024)
1
Average grant
$934,926
Median grant
$934,926
Primary geography
Texas (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$935K

+1786.8% YoY

Grant Count

1

-75.0% YoY

Avg Grant Size

$935K

+7447.0% YoY

Under IRS private-foundation payout rules, Baylor Agerton Trust XXXXX8002 reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.

How Baylor Agerton Trust XXXXX8002 gives

  • Giving grew 2817% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Fort WorthFort Wort

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M4 grants2021 4 grants2022 4 grants2023 1 grant2024

From 2021 to 2024, annual grant giving ranged from $32K (2021) to $935K (2024). In 2024 it made 1 grant totaling $935K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

North Texas Community Foundation: $935KNorth Texas CommunityFoundation$935K

The largest 2024 recipient was North Texas Community Foundation ($935K).

Grant Size Distribution

13 grants across all recorded years

12<$50K$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 13 (92%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
North Texas Community Foundation Fort Worth, TXGeneral$934,926

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2021 2022 2023 2024
Metric202420232022
Total Assets—$856,147$885,630
Revenue$100,313$48,217$101,588
Expenses$955,449$77,712$64,781
Qualifying Distributions$946,268$57,922$45,575
Net Investment Income$91,132$30,178$83,408
Distributable Amount$22,861$48,180$57,428

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 2, 2021)
  2. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

Baylor Agerton Trust XXXXX8002's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).

Officers on the 2024 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2021

    2 hrs/week

    $16K (2021) → $9K (2024)

Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

JP Morgan Chase Bank NA — Trustee: $9KJP Morgan Chase Bank NATrustee$9K

The highest reported compensation on the 2024 filing was $9K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Baylor Agerton Trust XXXXX8002

How much does Baylor Agerton Trust XXXXX8002 give each year?

Baylor Agerton Trust XXXXX8002 gave $935K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $50K across 4 grants.

Where does Baylor Agerton Trust XXXXX8002 operate?

Baylor Agerton Trust XXXXX8002 has awarded grants in Texas.

How much is Baylor Agerton Trust XXXXX8002 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Baylor Agerton Trust XXXXX8002 reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Baylor Agerton Trust XXXXX8002's EIN?

Baylor Agerton Trust XXXXX8002's EIN (Employer Identification Number) is 75-6020787. IRS Form 990 filing data is available on this page for 2021–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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