Francis Neilson Tr Fund a XXXXX7000

Private foundation · Grantmaker Chicago, IL EIN: 36-6012471

Francis Neilson Tr Fund a XXXXX7000 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.2M in total assets. In 2025, it awarded 4 grants totaling $362K. Net investment income was $451K.

Francis Neilson Tr Fund a XXXXX7000 at a glance

In short: Francis Neilson Tr Fund a XXXXX7000 gave $362K across 4 grants in 2025 (avg $90K), mostly in New York. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$361,876
+10.4% vs 2024
Grants made (2025)
4
+0.0% vs 2024
Average grant
$90,469
+10.4% vs 2024
Median grant
$90,469
Total assets
$6,213,372
+0.9% vs 2024
Primary geography
New York (50% 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 Francis Neilson Tr Fund a XXXXX7000 funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Francis Neilson Trust: $121KFrancis Neilson Trust$121KRobert Schalkenbach Foundation: $121KRobert Schalkenbach Foundation$121KSt Francis Hospital & Sanatorium: $60KSt Francis Hospital &Sanatorium$60KRipon College: $60KRipon College$60K

The largest 2025 recipient was Francis Neilson Trust ($121K). Together the top 4 received $362K.

Grant Size Distribution

20 grants across all recorded years

<$50K10$50–100K10$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 10 grants of 20 (50%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

New YorkRiponRoslyn

How Francis Neilson Tr Fund a XXXXX7000 gives

  • Giving held roughly steady from 2022 to 2025 (+1%). Method
  • In 2025 it paid out 95% 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

$0$100K$200K$300K$400K4 grants2019 4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $328K (2024) to $362K (2025). In 2025 it made 4 grants totaling $362K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Francis Neilson Trust General$120,625
Robert Schalkenbach Foundation New York, NYGeneral$120,623
St Francis Hospital & Sanatorium Roslyn, NYGeneral$60,314
Ripon College Ripon, WIGeneral$60,314
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$6,213,372$508,657$453,823$361,8764$391,628$451,271$412,296
2024$6,158,442$435,907$416,060$327,8964$356,077$380,053$390,076
2023$6,169,316$320,505$441,012$359,8444$385,346$238,363$355,373
2022$6,290,778$158,139$444,029$359,8444$386,582$179,756$368,175
2021$6,578,299$580,009$426,733$332,7364$361,907$521,246$404,009
2020$6,425,449$441,244$407,851$333,5434—$389,193$359,844
2019$6,391,343$396,966$434,642$350,0164—$346,895$357,610

Under IRS private-foundation payout rules, Francis Neilson Tr Fund a XXXXX7000 reported a distributable amount of $412K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Francis Neilson Tr Fund a XXXXX7000's only listed officer is JP Morgan Chase Bank NA, Trustee on filings since 2019 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2019

    2 hrs/week

    $71K (2019) → $84K (2025)

Former officers (1)
  • Former: JP Morgan Chase Bank N A (2021) — 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: $84KJP Morgan Chase Bank NATrustee$84K

The highest reported compensation on the 2025 filing was $84K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Francis Neilson Tr Fund a XXXXX7000

How much does Francis Neilson Tr Fund a XXXXX7000 give each year?

Francis Neilson Tr Fund a XXXXX7000 gave $362K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $328K across 4 grants.

What is Francis Neilson Tr Fund a XXXXX7000's typical grant size?

Francis Neilson Tr Fund a XXXXX7000's median grant in 2025 was $90,469, and its average grant was $90,469, across 4 grants on its 2025 IRS Form 990-PF.

Where does Francis Neilson Tr Fund a XXXXX7000 give grants?

Francis Neilson Tr Fund a XXXXX7000 gives mostly in New York: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Wisconsin (17%).

Does Francis Neilson Tr Fund a XXXXX7000 give general operating support?

Yes: 100% of Francis Neilson Tr Fund a XXXXX7000's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Francis Neilson Tr Fund a XXXXX7000?

Francis Neilson Tr Fund a XXXXX7000 reported $6.2M in total assets on its 2025 IRS Form 990-PF. It paid out $392K in qualifying distributions that year, against a required minimum of $412K (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 Francis Neilson Tr Fund a XXXXX7000's EIN?

Francis Neilson Tr Fund a XXXXX7000's EIN (Employer Identification Number) is 36-6012471. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(8)

When this profile's IRS filing data changed on Grantable

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

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Francis Neilson Tr Fund a XXXXX7000's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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