Helen Mowrey Trust XXXXX9000

Private foundation · Grantmaker Chicago, IL EIN: 35-6297927

Helen Mowrey Trust XXXXX9000 is a private foundation, based in Chicago, IL. IRS filing data is available for 2020. In 2020, it awarded 5 grants totaling $262K. Net investment income was $35K.

Helen Mowrey Trust XXXXX9000 at a glance

In short: Helen Mowrey Trust XXXXX9000 gave $262K across 5 grants in 2020 (avg $52K), mostly in Indiana. Source: 2020 IRS Form 990-PF.

Annual giving (2020)
$261,780
Grants made (2020)
5
Average grant
$52,356
Median grant
$62,808
Primary geography
Indiana (100% of itemized 2020 grant dollars)
Latest 990 filing
Form 990-PF, 2020 View filing

Data from IRS Form 990-PF, 2020; updated September 2026.

Who Helen Mowrey Trust XXXXX9000 funds

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2020

Otterbein Franklin Senior Life: $126KOtterbein Franklin Senior Life$126KPurdue University: $65KPurdue University$65KIndiana University Herron School of Art: $63KIndiana University HerronSchool of Art$63KFranklin United Methodist Community: $5KFranklin United MethodistCommunity$5KHerron School of Art: $3KHerron School of Art$3K

The largest 2020 recipient was Otterbein Franklin Senior Life ($126K). Together the top 5 received $262K.

Grant Size Distribution

5 grants across all recorded years

2<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 5 (40%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2020 grant dollars across all 5 itemized grants.

States

Cities

FranklinBloomingtonIndianapolisWest Lafayette

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K5 grants2020

In 2020 it made 5 grants totaling $262K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Otterbein Franklin Senior Life Franklin, INGeneral$125,616
Purdue University West Lafayette, INGeneral$65,445
Indiana University Herron School of Art Bloomington, INGeneral$62,808
Franklin United Methodist Community Franklin, INGeneral$5,274
Herron School of Art Indianapolis, INGeneral$2,637
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearRevenueExpensesGrants paidGrantsNet Investment IncomeDistributable Amount
2020$34,899$266,713$261,7805$34,791$11,035

Under IRS private-foundation payout rules, Helen Mowrey Trust XXXXX9000 reported a distributable amount of $11K for 2020 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Helen Mowrey Trust XXXXX9000's only listed officer is JP Morgan Chase Bank NA, Trustee on the 2020 filing (compensated).

Officers on the 2020 filing

  • JP Morgan Chase Bank NA

    Trustee

    New on the 2020 filing

    2 hrs/week

    $1K (2020)

Data from IRS Form 990 filings, 2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2020 IRS filing

JP Morgan Chase Bank NA — Trustee: $1KJP Morgan Chase Bank NATrustee$1K

The highest reported compensation on the 2020 filing was $1K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Helen Mowrey Trust XXXXX9000

How much does Helen Mowrey Trust XXXXX9000 give each year?

Helen Mowrey Trust XXXXX9000 gave $262K across 5 grants in 2020, according to its 2020 IRS Form 990-PF.

What is Helen Mowrey Trust XXXXX9000's typical grant size?

Helen Mowrey Trust XXXXX9000's median grant in 2020 was $62,808, and its average grant was $52,356, across 5 grants on its 2020 IRS Form 990-PF.

Where does Helen Mowrey Trust XXXXX9000 give grants?

Helen Mowrey Trust XXXXX9000 gives mostly in Indiana: 100% of the grant dollars itemized on its 2020 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Franklin, IN (2 grants).

Does Helen Mowrey Trust XXXXX9000 give general operating support?

Yes: 100% of Helen Mowrey Trust XXXXX9000's 2020 grants with a stated purpose (5 of 5) were for general or operating support, per its 2020 IRS Form 990-PF.

Who are Helen Mowrey Trust XXXXX9000's largest grantees?

Helen Mowrey Trust XXXXX9000's largest 2020 grantees include Otterbein Franklin Senior Life ($125,616), Purdue University ($65,445) and Indiana University Herron School of Art ($62,808), according to its 2020 IRS Form 990-PF. Together they received 97% of its itemized 2020 grant dollars.

How much is Helen Mowrey Trust XXXXX9000 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Helen Mowrey Trust XXXXX9000 reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen Mowrey Trust XXXXX9000's EIN?

Helen Mowrey Trust XXXXX9000's EIN (Employer Identification Number) is 35-6297927. IRS Form 990 filing data is available on this page for 2020.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal year 2020

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

Figures come from Helen Mowrey Trust XXXXX9000'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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