Frances S Jordan Charitable Trust Xxxxx1009

CHICAGO, IL EIN: 35-6652684

Frances S Jordan Charitable Trust Xxxxx1009 is a private foundation focused on Medical Research, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 10 grants totaling $135K. Net investment income was $102K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

-2.8% YoY

Annual Giving

$135K

+0.0% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$13K

+0.0% YoY

Under IRS private-foundation payout rules, Frances S Jordan Charitable Trust Xxxxx1009 reported a distributable amount of $167K for 2024 — the minimum it must pay out in qualifying distributions.

About Frances S Jordan Charitable Trust Xxxxx1009

Based on IRS filings

Frances S Jordan Charitable Trust Xxxxx1009 is a private foundation focused on Medical Research, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 10 grants totaling $135K. Net investment income was $102K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BloomingtonIndianapolisOklahoma CityRushvilleSt PetersburgTampa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$61K$122K$183K$244K201920202021202220232024
Metric202420232022
Total Assets$2,216,739$2,279,592$2,233,045
Revenue$128,897$221,889$69,417
Expenses$183,147$175,337$180,891
Qualifying Distributions$151,452$151,049$152,692
Net Investment Income$101,873$192,760$49,377
Distributable Amount$166,692$145,299$150,085

Giving Over Time

Total grant dollars and number of grants per year

$0$34K$68K$102K$137K10 grants201910 grants202010 grants202110 grants202210 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

AMERICAN HEART ASSOCIATION$28KINDIANA MASONIC HOME FDN…$28KSHRINERS HOSPITAL FOR CH…$28KAMERICAN CANCER SOCIETY$7KBUTLER UNIVERSITY BUSINE…$7KCROSSROADS REHABILITATIO…$7KHUMANE SOCIETY OF INDIAN…$7KRILEY HOSPITAL FOR CHILD…$7KINDPLS ZOO & ZOOLOGICAL …$7KRUSHVILLE DAR CHAPTER$7K

Grant Size Distribution

50 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Heart Association ($28,385), Indiana Masonic Home Fdn Inc ($28,385), Shriners Hospital for Children ($28,385).

RecipientPurposeAmount
AMERICAN CANCER SOCIETY OKLAHOMA CITY, OKGENERAL$7,096
AMERICAN HEART ASSOCIATION ST PETERSBURG, FLGENERAL$28,385
BUTLER UNIVERSITY BUSINESS OFFICE INDIANAPOLIS, INGENERAL$7,096
CROSSROADS REHABILITATION CENTER INDIANAPOLIS, INGENERAL$7,096
HUMANE SOCIETY OF INDIANAPOLIS INDIANAPOLIS, INGENERAL$7,096
RILEY HOSPITAL FOR CHILDREN BLOOMINGTON, INGENERAL$7,096
INDIANA MASONIC HOME FDN INC INDIANAPOLIS, INGENERAL$28,385
SHRINERS HOSPITAL FOR CHILDREN TAMPA, FLGENERAL$28,385
INDPLS ZOO & ZOOLOGICAL SOCIETY INDIANAPOLIS, INGENERAL$7,096
RUSHVILLE DAR CHAPTER RUSHVILLE, INGENERAL$7,096

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Frances S Jordan Charitable Trust Xxxxx1009?

Frances S Jordan Charitable Trust Xxxxx1009 is a private foundation focused on Medical Research, based in CHICAGO, IL. It holds $2.2M in total assets as of 2024.

How large is Frances S Jordan Charitable Trust Xxxxx1009?

As of 2024, Frances S Jordan Charitable Trust Xxxxx1009 holds $2.2M in total assets with $129K in annual revenue. It awarded 10 grants totaling $135K in 2024.

Where does Frances S Jordan Charitable Trust Xxxxx1009 operate?

Frances S Jordan Charitable Trust Xxxxx1009 has awarded grants in Florida, Indiana, Oklahoma.

What size grants does Frances S Jordan Charitable Trust Xxxxx1009 award?

In 2024, Frances S Jordan Charitable Trust Xxxxx1009 awarded 10 grants totaling $135K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is Frances S Jordan Charitable Trust Xxxxx1009 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Frances S Jordan Charitable Trust Xxxxx1009 reported a distributable amount of $167K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Frances S Jordan Charitable Trust Xxxxx1009's EIN?

Frances S Jordan Charitable Trust Xxxxx1009's EIN (Employer Identification Number) is 35-6652684. IRS Form 990 filing data is available on this page for 2019–2024.

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

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