Jennie J Lewis Char Trust
Jennie J Lewis Char Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $428K in total assets. In 2025, it awarded 2 grants totaling $21K. Net investment income was $33K.
Jennie J Lewis Char Trust at a glance
In short: Jennie J Lewis Char Trust gave $21K across 2 grants in 2025 (avg $10K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,672
- +2.1% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $10,336
- +53.2% vs 2024
- Median grant
- $10,336
- Total assets
- $428,456
- +1.3% vs 2024
- Primary geography
- Missouri (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 Jennie J Lewis Char Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Boys & Girls Clubs ($14K). Together the top 2 received $21K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Jennie J Lewis Char Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $19K (2021) to $23K (2022). In 2025 it made 2 grants totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Clubs Sedalia, MO | Unrestricted General Fund | $14,000 |
| Sedalia Heritage Foundation Sedalia, MO | Security System | $6,672 |
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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 | $428,456 | $39,658 | $30,166 | $20,672 | 2 | $24,147 | $33,329 | $25,653 |
| 2024 | $422,775 | $16,600 | $28,933 | $20,240 | 3 | $23,448 | $9,854 | $23,757 |
| 2023 | $428,866 | $-8,823 | $31,076 | $20,600 | 3 | $23,707 | $4,205 | $22,653 |
| 2022 | $465,847 | $95,248 | $33,643 | $23,350 | 2 | $26,987 | $88,641 | $26,085 |
| 2021 | $454,552 | $33,812 | $28,075 | $18,800 | 2 | — | $28,214 | $25,059 |
Under IRS private-foundation payout rules, Jennie J Lewis Char Trust reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jennie J Lewis Char Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$7K (2021) → $7K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $7K, to Bank of America (Trustee).
Frequently asked questions about Jennie J Lewis Char Trust
How much does Jennie J Lewis Char Trust give each year?
Jennie J Lewis Char Trust gave $21K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 3 grants.
How large is Jennie J Lewis Char Trust?
Jennie J Lewis Char Trust reported $428K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $26K (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.
Where does Jennie J Lewis Char Trust operate?
Jennie J Lewis Char Trust has awarded grants in Missouri.
What is Jennie J Lewis Char Trust's EIN?
Jennie J Lewis Char Trust's EIN (Employer Identification Number) is 43-6026964. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 30, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 30, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 29, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 1, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 26, 2025)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Jennie J Lewis Char Trust's focus areas in our free grants database
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