Frances S Jordan Charitable Trust XXXXX1009
Frances S Jordan Charitable Trust XXXXX1009 is a private foundation based in Chicago, Illinois. Its 2025 filing reports grants to charitable organizations in Indiana, Florida, and Oklahoma, including hospitals, a university, a rehabilitation center, an animal welfare organization, and other organizations.
Key facts about Frances S Jordan Charitable Trust XXXXX1009
In short: Frances S Jordan Charitable Trust XXXXX1009 gave $134K across 10 grants in 2025 (avg $13K), mostly in Indiana. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 35-6652684
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $134,431
- Grants made (2025)
- 10
- Average grant
- $13,443
- Median grant
- $7,075
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025; small sample)
- Total assets
- $2,246,373
- Primary geography
- Indiana (53% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
+1.3% YoY
Annual Giving
$134K
-0.3% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$13K
-0.3% YoY
Under IRS private-foundation payout rules, Frances S Jordan Charitable Trust XXXXX1009 reported a distributable amount of $178K for 2025 — the minimum it must pay out in qualifying distributions.
Is Frances S Jordan Charitable Trust XXXXX1009 open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations including healthcare providers, Butler University, Easterseals Crossroads, IndyHumane, and the Indianapolis Zoo. Easterseals Crossroads describes its mission as changing how the world defines and views disability through positive differences in people’s lives. IndyHumane says its mission is to improve animal welfare in central Indiana, including addressing pet overpopulation and supporting the well-being of animals in its care.
Grantmaking
In 2025, the foundation gave $134,431 through 10 grants. Grants ranged from $7,075 to $28,302, with a median of $7,075. Notable grants included $28,302 each to the American Heart Association in St. Petersburg, Florida; Indiana Masonic Home Foundation in Indianapolis; and Shriners Hospital for Children in Tampa, Florida. Easterseals Crossroads and IndyHumane each received $7,075.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Frances S Jordan Charitable Trust XXXXX1009?
Geographic Focus
Where this funder awards grants
The 2025 grants went to recipients in Indiana (53% of grant dollars), Florida (42%), and Oklahoma (5%).
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $112K (2019) to $137K (2022). In 2025 it made 10 grants totaling $134K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was American Heart Association ($28K). Together the top 10 received $134K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 50 grants of 50 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Heart Association St Petersburg, FL | General | $28,302 |
| Indiana Masonic Home Fdn Inc Indianapolis, IN | General | $28,302 |
| Shriners Hospital for Children Tampa, FL | General | $28,302 |
| American Cancer Society Probate and Trust Management Oklahoma City, OK | General | $7,075 |
| Butler University Business Office Indianapolis, IN | General | $7,075 |
| Crossroads Rehabilitation Center Indianapolis, IN | General | $7,075 |
| Humane Society of Indianapolis Indianapolis, IN | General | $7,075 |
| Riley Hospital for Children General Counsel Bloomington, IN | General | $7,075 |
| Indpls Zoo & Zoological Society Indianapolis, IN | General | $7,075 |
| Rushville Dar Chapter Rushville, IN | General | $7,075 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $2,246,373 | $209,528 | $179,993 | $134,431 |
| 2024 | $2,216,739 | $128,897 | $183,147 | $134,827 |
| 2023 | $2,279,592 | $221,889 | $175,337 | $134,827 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,246,373 | $2,216,739 | $2,279,592 |
| Revenue | $209,528 | $128,897 | $221,889 |
| Expenses | $179,993 | $183,147 | $175,337 |
| Qualifying Distributions | $151,056 | $151,452 | $151,049 |
| Net Investment Income | $180,736 | $101,873 | $192,760 |
| Distributable Amount | $178,485 | $166,692 | $145,299 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Frances S Jordan Charitable Trust XXXXX1009'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
$35K (2020) → $44K (2025)
Former officers (1)
- Former: JP Morgan Chase Bank N A (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $44K, to JP Morgan Chase Bank NA (Trustee).
Contact
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Frequently asked questions about Frances S Jordan Charitable Trust XXXXX1009
How much does Frances S Jordan Charitable Trust XXXXX1009 give each year?
Frances S Jordan Charitable Trust XXXXX1009 gave $134K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $135K across 10 grants.
What is Frances S Jordan Charitable Trust XXXXX1009's typical grant size?
Frances S Jordan Charitable Trust XXXXX1009's median grant in 2025 was $7,075, and its average grant was $13,443, across 10 grants on its 2025 IRS Form 990-PF.
Where does Frances S Jordan Charitable Trust XXXXX1009 give grants?
Frances S Jordan Charitable Trust XXXXX1009 gives mostly in Indiana: 53% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (42%) and Oklahoma (5%). The most frequent recipient cities were Indianapolis, IN (5 grants).
Does Frances S Jordan Charitable Trust XXXXX1009 give general operating support?
Yes: 100% of Frances S Jordan Charitable Trust XXXXX1009's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Frances S Jordan Charitable Trust XXXXX1009's largest grantees?
Frances S Jordan Charitable Trust XXXXX1009's largest 2025 grantees include American Heart Association ($28,302), Indiana Masonic Home Fdn Inc ($28,302) and Shriners Hospital for Children ($28,302), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is Frances S Jordan Charitable Trust XXXXX1009?
Frances S Jordan Charitable Trust XXXXX1009 reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $151K in qualifying distributions that year, against a required minimum of $178K (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 does Frances S Jordan Charitable Trust XXXXX1009 fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations including healthcare providers, Butler University, Easterseals Crossroads, IndyHumane, and the Indianapolis Zoo. See mission & focus areas ↑
How do I apply for a grant from Frances S Jordan Charitable Trust XXXXX1009?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Frances S Jordan Charitable Trust XXXXX1009 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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