Edward Fein Charitable Trust XXXXX3004
Edward Fein Charitable Trust XXXXX3004 is a private foundation, based in Chicago, IL. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $188.4M in total assets. In 2025, it awarded 9 grants totaling $7.9M. Net investment income was $6.8M.
Edward Fein Charitable Trust XXXXX3004 at a glance
In short: Edward Fein Charitable Trust XXXXX3004 gave $7.9M across 9 grants in 2025 (avg $873K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,860,101
- +124.6% vs 2024
- Grants made (2025)
- 9
- +800.0% vs 2024
- Average grant
- $873,345
- -75.0% vs 2024
- Median grant
- $400,000
- Total assets
- $188,372,804
- +0.6% vs 2024
- Primary geography
- California (65% 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 Edward Fein Charitable Trust XXXXX3004 funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was University of California San Francisco Foundation ($5.0M). Together the top 9 received $7.9M.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $250–500K range: 4 grants of 10 (40%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Edward Fein Charitable Trust XXXXX3004 gives
- In 2025 it paid out 76% 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 2024 to 2025, annual grant giving ranged from $3.5M (2024) to $7.9M (2025). In 2025 it made 9 grants totaling $7.9M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of California San Francisco Foundation San Francisco, CA | General | $5,010,101 |
| Hillel International Washington, DC | General | $500,000 |
| Gainesville Jewish Student Foundation DBA Uf Hillel Gainesville, FL | General | $500,000 |
| The Jewish Education Project Manhattan, NY | General | $400,000 |
| Shalom Hartman Institute of North America Manhattan, NY | General | $400,000 |
| Mem Global Charlotte, NC | General | $400,000 |
| M2 the Institute for Experiential Jewish Education Manhattan, NY | General | $400,000 |
| Jewish Big Brothers Big Sisters of Greater Boston Waltham, MA | General | $125,000 |
| Jewish Big Brothers Big Sisters of Los Angeles Los Angeles, CA | General | $125,000 |
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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 | $188,372,804 | $9,950,606 | $8,859,569 | $7,860,101 | 9 | $8,284,998 | $6,778,383 | $10,933,614 |
| 2024 | $187,293,133 | $35,182,584 | $4,423,096 | $3,500,000 | 1 | $3,883,391 | $7,051,167 | $9,795,639 |
| 2023 | $159,277,486 | $160,955,346 | $208,939 | — | — | $74,551 | $1,436,753 | $2,022,404 |
Under IRS private-foundation payout rules, Edward Fein Charitable Trust XXXXX3004 reported a distributable amount of $10.9M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Edward Fein Charitable Trust XXXXX3004's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2023
2 hrs/week
$149K (2023) → $850K (2025)
Data from IRS Form 990 filings, 2023–2025. "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 $850K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Edward Fein Charitable Trust XXXXX3004
How much does Edward Fein Charitable Trust XXXXX3004 give each year?
Edward Fein Charitable Trust XXXXX3004 gave $7.9M across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.5M across 1 grant.
What is Edward Fein Charitable Trust XXXXX3004's typical grant size?
Edward Fein Charitable Trust XXXXX3004's median grant in 2025 was $400,000, and its average grant was $873,345, across 9 grants on its 2025 IRS Form 990-PF.
Where does Edward Fein Charitable Trust XXXXX3004 give grants?
Edward Fein Charitable Trust XXXXX3004 gives mostly in California: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (15%) and District of Columbia (6%). The most frequent recipient cities were Manhattan, NY (3 grants).
Does Edward Fein Charitable Trust XXXXX3004 give general operating support?
Yes: 100% of Edward Fein Charitable Trust XXXXX3004'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 Edward Fein Charitable Trust XXXXX3004's largest grantees?
Edward Fein Charitable Trust XXXXX3004's largest 2025 grantees include University of California San Francisco Foundation ($5,010,101), Hillel International ($500,000) and Gainesville Jewish Student Foundation DBA Uf Hillel ($500,000), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.
How large is Edward Fein Charitable Trust XXXXX3004?
Edward Fein Charitable Trust XXXXX3004 reported $188.4M in total assets on its 2025 IRS Form 990-PF. It paid out $8.3M in qualifying distributions that year, against a required minimum of $10.9M (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 Edward Fein Charitable Trust XXXXX3004's EIN?
Edward Fein Charitable Trust XXXXX3004's EIN (Employer Identification Number) is 36-7792987. IRS Form 990 filing data is available on this page for 2023–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 18, 2024)
- IRS filings on file for fiscal years 2023–2024
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