Grace E & Helen Mcilvried Trust

CHICAGO, IL EIN: 95-6544891

Grace E & Helen Mcilvried Trust is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $239K in total assets. In 2024, it awarded 1 grants totaling $18K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$239K

-5.4% YoY

Annual Giving

$18K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$18K

+0.0% YoY

Under IRS private-foundation payout rules, Grace E & Helen Mcilvried Trust reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.

About Grace E & Helen Mcilvried Trust

Based on IRS filings

Grace E & Helen Mcilvried Trust is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $239K in total assets. In 2024, it awarded 1 grants totaling $18K. Net investment income was $8K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Pomona

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$14K$21K$28K20202021202220232024
Metric202420232022
Total Assets$238,753$252,439$261,549
Revenue$10,389$15,042$18,813
Expenses$24,072$24,068$25,380
Qualifying Distributions$21,700$19,792$19,533
Net Investment Income$8,056$10,898$17,347
Distributable Amount$15,435$14,921$16,256

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$9K$14K$18K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

PILGRIM CONGREGATIONAL$18K

Grant Size Distribution

5 grants across all recorded years

5<$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 Pilgrim Congregational ($17,606).

RecipientPurposeAmount
PILGRIM CONGREGATIONAL POMONA, CAGENERAL$17,606

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NORTHERN TRUST COMPANYTRUSTEE$4K

From 2024 filing

NameTitleHoursCompensation
NORTHERN TRUST COMPANYTRUSTEE40$3,772

Frequently Asked Questions

How large is Grace E & Helen Mcilvried Trust?

As of 2024, Grace E & Helen Mcilvried Trust holds $239K in total assets with $10K in annual revenue. It awarded 1 grants totaling $18K in 2024.

Where does Grace E & Helen Mcilvried Trust operate?

Grace E & Helen Mcilvried Trust has awarded grants in California.

What size grants does Grace E & Helen Mcilvried Trust award?

In 2024, Grace E & Helen Mcilvried Trust awarded 1 grants totaling $18K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Grace E & Helen Mcilvried Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Grace E & Helen Mcilvried Trust reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Grace E & Helen Mcilvried Trust's EIN?

Grace E & Helen Mcilvried Trust's EIN (Employer Identification Number) is 95-6544891. IRS Form 990 filing data is available on this page for 2020–2024.

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

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