George E ELY Unitrust XXXXX9003
George E ELY Unitrust XXXXX9003 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.9M in total assets. In 2025, it awarded 2 grants totaling $469K. Net investment income was $533K.
George E ELY Unitrust XXXXX9003 at a glance
In short: George E ELY Unitrust XXXXX9003 gave $469K across 2 grants in 2025 (avg $234K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $468,772
- +5.7% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $234,386
- -47.1% vs 2024
- Median grant
- $234,386
- Total assets
- $6,890,794
- +0.3% vs 2024
- Primary geography
- Texas (100% 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 George E ELY Unitrust XXXXX9003 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Rio Grande Childrens Home ($390K). Together the top 2 received $469K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $250–500K range: 3 grants of 6 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How George E ELY Unitrust XXXXX9003 gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $406K (2023) to $671K (2021). In 2025 it made 2 grants totaling $469K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rio Grande Childrens Home Mission, TX | General | $390,047 |
| Buckner International Financial Services Dallas, TX | General Support | $78,725 |
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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 | $6,890,794 | $592,194 | $569,497 | $468,772 | 2 | $501,894 | $533,283 | $460,953 |
| 2024 | $6,868,114 | $678,695 | $539,245 | $443,383 | 1 | $474,994 | $619,391 | $438,021 |
| 2023 | $6,758,337 | $374,153 | $497,572 | $405,956 | 1 | $434,852 | $280,977 | $405,201 |
| 2022 | $6,883,684 | $230,570 | $608,576 | $514,394 | 1 | $545,188 | $200,702 | $426,814 |
| 2021 | $7,260,270 | $603,817 | $771,442 | $671,019 | 1 | $705,223 | $542,783 | $480,992 |
| 2020 | $7,428,814 | $477,636 | $565,717 | $466,234 | 1 | — | $421,945 | $439,035 |
| 2019 | $7,517,158 | $611,672 | $488,997 | $426,861 | 1 | — | $566,939 | $428,535 |
Under IRS private-foundation payout rules, George E ELY Unitrust XXXXX9003 reported a distributable amount of $461K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
George E ELY Unitrust XXXXX9003'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
$78K (2020) → $89K (2025)
Former officers (1)
- Former: JP Morgan Chase Bank (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 $89K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about George E ELY Unitrust XXXXX9003
How much does George E ELY Unitrust XXXXX9003 give each year?
George E ELY Unitrust XXXXX9003 gave $469K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $443K across 1 grant.
How large is George E ELY Unitrust XXXXX9003?
George E ELY Unitrust XXXXX9003 reported $6.9M in total assets on its 2025 IRS Form 990-PF. It paid out $502K in qualifying distributions that year, against a required minimum of $461K (roughly 5% of its investment assets).
Where does George E ELY Unitrust XXXXX9003 operate?
George E ELY Unitrust XXXXX9003 has awarded grants in Texas.
What is George E ELY Unitrust XXXXX9003's EIN?
George E ELY Unitrust XXXXX9003's EIN (Employer Identification Number) is 74-6183496. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated 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 April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- 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)
Live grants for the work George E ELY Unitrust XXXXX9003 funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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