Frances S Jordan Charitable Trust XXXXX1009

Private foundation · Grantmaker Chicago, IL EIN: 35-6652684

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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.

Your AI grants department

Ready to take the next step with Frances S Jordan Charitable Trust XXXXX1009?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

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

3states

Share of 2025 grant dollars across all 10 itemized grants.

Cities

IndianapolisBloomingtonOklahoma CityRushvilleSt PetersburgTampa

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K10 grants2019 10 grants2020 10 grants2021 10 grants2022 10 grants2023 10 grants2024 10 grants2025

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

American Heart Association: $28KAmerican Heart Association$28KIndiana Masonic Home Fdn Inc: $28KIndiana Masonic Home Fdn Inc$28KShriners Hospital for Children: $28KShriners Hospital for Children$28KAmerican Cancer Society Probate and Trust Management: $7KAmerican Cancer SocietyProbate and Trust Management$7KButler University Business Office: $7KButler University BusinessOffice$7KCrossroads Rehabilitation Center: $7KCrossroads RehabilitationCenter$7KHumane Society of Indianapolis: $7KHumane Society of Indianapolis$7KRiley Hospital for Children General Counsel: $7KRiley Hospital for ChildrenGeneral Counsel$7KIndpls Zoo & Zoological Society: $7KIndpls Zoo & ZoologicalSociety$7KRushville Dar Chapter: $7KRushville Dar Chapter$7K

The largest 2025 recipient was American Heart Association ($28K). Together the top 10 received $134K.

Grant Size Distribution

50 grants across all recorded years

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

The most common grant size was under $50K: 50 grants of 50 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Heart Association St Petersburg, FLGeneral$28,302
Indiana Masonic Home Fdn Inc Indianapolis, INGeneral$28,302
Shriners Hospital for Children Tampa, FLGeneral$28,302
American Cancer Society Probate and Trust Management Oklahoma City, OKGeneral$7,075
Butler University Business Office Indianapolis, INGeneral$7,075
Crossroads Rehabilitation Center Indianapolis, INGeneral$7,075
Humane Society of Indianapolis Indianapolis, INGeneral$7,075
Riley Hospital for Children General Counsel Bloomington, INGeneral$7,075
Indpls Zoo & Zoological Society Indianapolis, INGeneral$7,075
Rushville Dar Chapter Rushville, INGeneral$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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  6. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  8. 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

JP Morgan Chase Bank NA — Trustee: $44KJP Morgan Chase Bank NATrustee$44K

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.

Your AI grants department

Here's the math on researching Frances S Jordan Charitable Trust XXXXX1009 by hand.

Explore Open Grants

Browse active grant opportunities in Frances S Jordan Charitable Trust XXXXX1009's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Duke Energy Foundation

Charlotte, NC

The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.

Assets

$1.9M

Grants

41

Total Given

$25.6M

Walter C Doebling Trust B XXX-XX-XXXX

Evansville, IN

Philanthropy, Voluntarism & Grantmaking

Assets

$796K

Grants

4

Total Given

$39K

Enterprise Holdings Foundation

Saint Louis, MO

The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.

Assets

$594.3M

Grants

1

Total Given

$101.4M

Lilly Endowment Inc

Indianapolis, IN

Lilly Endowment funds community development, education and youth, and religion, with priority given to Indianapolis and Indiana and some national support, especially for religion. Its 2025 grants had a median of $100,000, though awards varied widely; for community development requests, it suggests starting with a brief preliminary letter.

Assets

$105.9B

Grants

2,285

Total Given

$3.9B

The Janus Henderson Foundation

Denver, CO

Assets

$3.7M

Grants

336

Total Given

$1.4M

The Chicago Community Trust

Chicago, IL

The Chicago Community Trust funds eligible nonprofits working to narrow the wealth gap and meet urgent needs, with priorities including economic mobility, education, jobs, homeownership, and community development in metropolitan Chicago and Cook County. Its 2025 grants had a median of $26,500, though amounts varied widely; the profile does not state whether it accepts unsolicited requests.

Assets

$7.1B

Grants

4,316

Total Given

$1.2B

The Allstate Foundation

Northbrook, IL

The Allstate Foundation funds youth empowerment, efforts to prevent and address relationship abuse, nonprofit leadership, and related economic opportunity and equity work. Its 2024 grants ranged from $250 to $2 million, with a median of $1,000, and awards must support work in the United States. It accepts proposals from organizations beyond a preselected list; proposals are reviewed as received.

Assets

$89.3M

Grants

2,010

Total Given

$38.0M

Elks National Foundation Inc

Chicago, IL

The Elks National Foundation funds scholarships, youth programs, veterans’ services, and charitable projects through Elks Lodges and state associations across the United States. Its 2026 grants had a median size of $10,000, though awards varied widely; the profile describes application routes for specific Lodge and scholarship programs but does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$954.1M

Grants

1,536

Total Given

$36.5M

John D and Catherine T Macarthur Foundation

Chicago, IL

The MacArthur Foundation funds work advancing a more just, verdant, and peaceful world, including climate solutions, criminal justice, journalism, technology, and Chicago. In 2024, its grants had a median of $160,000, though awards ranged widely; it generally does not accept unsolicited requests, with possible exceptions for specific open calls or proposals that meet program guidelines.

Assets

$9.3B

Grants

1,086

Total Given

$356.1M

Arie and Ida Crown Memorial

Chicago, IL

Arie and Ida Crown Memorial supports education, the environment, health and human services, gun violence prevention, homelessness prevention, and Jewish community and Israel initiatives, with a strong focus on Chicago and giving across the U.S. and internationally. In 2024, its grants ranged from $500 to $3 million, with a median of $55,000. It uses an invitation-only process and does not accept unsolicited requests.

Assets

$1.4B

Grants

897

Total Given

$115.2M

More Funders in Illinois

Frances S Jordan Charitable Trust XXXXX1009 down — hundreds of funders to go?

Want AI to do this for you?