Bethesda-by-the-Sea Et Al Tr XXXXX0007
Bethesda-by-the-Sea Et Al Tr XXXXX0007 is a private foundation focused on religion, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 9 grants totaling $199K. Net investment income was $133K.
Bethesda-by-the-Sea Et Al Tr XXXXX0007 at a glance
In short: Bethesda-by-the-Sea Et Al Tr XXXXX0007 gave $199K across 9 grants in 2025 (avg $22K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $198,581
- +11.9% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $22,065
- +11.9% vs 2024
- Median grant
- $19,858
- Total assets
- $2,924,431
- -2.7% vs 2024
- Primary geography
- New York (90% 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 Bethesda-by-the-Sea Et Al Tr XXXXX0007 funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was United Methodist Church ($40K). Together the top 9 received $199K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Bethesda-by-the-Sea Et Al Tr XXXXX0007 gives
- Giving grew 44% from 2022 to 2025. Method
- In 2025 it paid out 90% 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 2020 to 2025, annual grant giving ranged from $121K (2023) to $199K (2025). In 2025 it made 9 grants totaling $199K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Methodist Church Lyons, NY | General | $39,717 |
| St Joseph the Worker Parish Ontario, NY | General | $19,858 |
| St John's of Lattingtown Locust Valley, NY | General | $19,858 |
| The Reformed Church of Locust Valley Locust Valley, NY | General | $19,858 |
| The Church of St John & STPAUL Mount Vernon, NY | General | $19,858 |
| Religious Society of Friends Glen Cove, NY | General | $19,858 |
| St John's Lutheran Church Lyons, NY | General | $19,858 |
| Bethesda-by-the-Sea Palm Beach, FL | General | $19,858 |
| First Evangelical Lutheran Church Lyons, NY | General | $19,858 |
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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 | $2,924,431 | $165,650 | $250,277 | $198,581 | 9 | $216,358 | $133,099 | $240,102 |
| 2024 | $3,006,569 | $167,166 | $231,869 | $177,540 | 9 | $195,290 | $130,950 | $216,336 |
| 2023 | $3,076,024 | $195,803 | $172,265 | $120,780 | 9 | $138,530 | $163,231 | $202,199 |
| 2022 | $3,045,576 | $171,685 | $194,534 | $138,200 | 9 | $155,950 | $137,222 | $219,274 |
| 2021 | $3,068,430 | $221,853 | $187,761 | $138,200 | 9 | — | $190,566 | $206,013 |
| 2020 | $3,034,341 | $73,261 | $189,496 | $138,200 | 9 | — | $58,850 | $181,963 |
Under IRS private-foundation payout rules, Bethesda-by-the-Sea Et Al Tr XXXXX0007 reported a distributable amount of $240K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bethesda-by-the-Sea Et Al Tr XXXXX0007's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$45K (2020) → $50K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $50K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Bethesda-by-the-Sea Et Al Tr XXXXX0007
How much does Bethesda-by-the-Sea Et Al Tr XXXXX0007 give each year?
Bethesda-by-the-Sea Et Al Tr XXXXX0007 gave $199K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $178K across 9 grants.
What is Bethesda-by-the-Sea Et Al Tr XXXXX0007's typical grant size?
Bethesda-by-the-Sea Et Al Tr XXXXX0007's median grant in 2025 was $19,858, and its average grant was $22,065, across 9 grants on its 2025 IRS Form 990-PF.
Where does Bethesda-by-the-Sea Et Al Tr XXXXX0007 give grants?
Bethesda-by-the-Sea Et Al Tr XXXXX0007 gives mostly in New York: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (10%). The most frequent recipient cities were Lyons, NY (3 grants) and Locust Valley, NY (2 grants).
Does Bethesda-by-the-Sea Et Al Tr XXXXX0007 give general operating support?
Yes: 100% of Bethesda-by-the-Sea Et Al Tr XXXXX0007's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bethesda-by-the-Sea Et Al Tr XXXXX0007's largest grantees?
Bethesda-by-the-Sea Et Al Tr XXXXX0007's largest 2025 grantees include United Methodist Church ($39,717), St Joseph the Worker Parish ($19,858) and St John's of Lattingtown ($19,858), according to its 2025 IRS Form 990-PF. Together they received 40% of its itemized 2025 grant dollars.
How large is Bethesda-by-the-Sea Et Al Tr XXXXX0007?
Bethesda-by-the-Sea Et Al Tr XXXXX0007 reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $216K in qualifying distributions that year, against a required minimum of $240K (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.
What is Bethesda-by-the-Sea Et Al Tr XXXXX0007?
Bethesda-by-the-Sea Et Al Tr XXXXX0007 is a private foundation focused on religion, based in Chicago, IL. It holds $2.9M in total assets as of 2025.
What is Bethesda-by-the-Sea Et Al Tr XXXXX0007's EIN?
Bethesda-by-the-Sea Et Al Tr XXXXX0007's EIN (Employer Identification Number) is 13-6038172. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 7, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 6, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 4, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 6, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS December 8, 2025)
- IRS filings on file for fiscal years 2020–2025
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