H Chase Stone Trust B XXXXX5009
H Chase Stone Trust B XXXXX5009 is a private foundation focused on Community Improvement & Capacity Building, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.0M in total assets. In 2025, it awarded 9 grants totaling $190K. Net investment income was $250K.
Key facts about H Chase Stone Trust B XXXXX5009
In short: H Chase Stone Trust B XXXXX5009 gave $190K across 9 grants in 2025 (avg $21K), mostly in Colorado. Source: 2025 IRS Form 990-PF.
- EIN
- 84-6066113
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $190,458
- Grants made (2025)
- 9
- Average grant
- $21,162
- Median grant
- $18,000
- Total assets
- $2,970,846
- Primary geography
- Colorado (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.0M
+1.0% YoY
Annual Giving
$190K
+15.3% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$21K
+15.3% YoY
Under IRS private-foundation payout rules, H Chase Stone Trust B XXXXX5009 reported a distributable amount of $231K for 2025 — the minimum it must pay out in qualifying distributions.
How H Chase Stone Trust B XXXXX5009 gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 94% 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.
Open Grants
1 open opportunity from H Chase Stone Trust B XXXXX5009
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $160K (2020) to $200K (2022). In 2025 it made 9 grants totaling $190K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was National Museum of World Warii Aviation ($55K). Together the top 9 received $190K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 34 grants of 38 (89%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Museum of World Warii Aviation Colorado Springs, CO | General | $55,000 |
| Colorado Springs Conservatory Colorado Springs, CO | General | $25,000 |
| Colorado Springs Pioneers Museum Colorado Springs, CO | General | $20,000 |
| Colorado Springs Philharmonic Colorado Springs, CO | General | $20,000 |
| Art Song Colorado Highlands Ranch, CO | General Operations | $18,000 |
| Concrete Couch Manitou Springs, CO | General | $15,000 |
| Colorado Springs Youth Symphony Association Colorado Springs, CO | General | $15,000 |
| Youth Documentary Academy Colorado Springs, CO | General Operations | $12,458 |
| Manitou Art Theater Colorado Springs, CO | General | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,970,846 | $2,940,438 | $2,950,347 |
| Revenue | $284,689 | $224,602 | $221,586 |
| Expenses | $254,660 | $230,007 | $224,849 |
| Qualifying Distributions | $217,345 | $191,462 | $193,410 |
| Net Investment Income | $250,101 | $190,292 | $183,784 |
| Distributable Amount | $231,482 | $216,729 | $190,375 |
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 2022 (received by the IRS May 1, 2023)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
H Chase Stone Trust B XXXXX5009's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2019
2 hrs/week
$52K (2019) → $59K (2025)
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 $59K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about H Chase Stone Trust B XXXXX5009
How much does H Chase Stone Trust B XXXXX5009 give each year?
H Chase Stone Trust B XXXXX5009 gave $190K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $165K across 9 grants.
What is H Chase Stone Trust B XXXXX5009's typical grant size?
H Chase Stone Trust B XXXXX5009's median grant in 2025 was $18,000, and its average grant was $21,162, across 9 grants on its 2025 IRS Form 990-PF.
Where does H Chase Stone Trust B XXXXX5009 give grants?
H Chase Stone Trust B XXXXX5009 gives mostly in Colorado: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Colorado Springs, CO (7 grants).
Does H Chase Stone Trust B XXXXX5009 give general operating support?
Yes: 100% of H Chase Stone Trust B XXXXX5009's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are H Chase Stone Trust B XXXXX5009's largest grantees?
H Chase Stone Trust B XXXXX5009's largest 2025 grantees include National Museum of World Warii Aviation ($55,000), Colorado Springs Conservatory ($25,000) and Colorado Springs Pioneers Museum ($20,000), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.
How large is H Chase Stone Trust B XXXXX5009?
H Chase Stone Trust B XXXXX5009 reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $217K in qualifying distributions that year, against a required minimum of $231K (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 H Chase Stone Trust B XXXXX5009?
H Chase Stone Trust B XXXXX5009 is a private foundation focused on Community Improvement & Capacity Building, based in Chicago, IL. It holds $3.0M in total assets as of 2025.
What is H Chase Stone Trust B XXXXX5009's EIN?
H Chase Stone Trust B XXXXX5009's EIN (Employer Identification Number) is 84-6066113. 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.
Here's the math on researching H Chase Stone Trust B XXXXX5009 by hand.
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