Jimmie Ullery Charitable Trust Xxxxx7004
Jimmie Ullery Charitable Trust Xxxxx7004 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $308K in total assets. In 2025, it awarded 3 grants totaling $18K. Net investment income was $15K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$308K
-2.4% YoY
Annual Giving
$18K
-3.2% YoY
Grant Count
3
-40.0% YoY
Avg Grant Size
$6K
+61.3% YoY
Under IRS private-foundation payout rules, Jimmie Ullery Charitable Trust Xxxxx7004 reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
About Jimmie Ullery Charitable Trust Xxxxx7004
Based on IRS filings
Jimmie Ullery Charitable Trust Xxxxx7004 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $308K in total assets. In 2025, it awarded 3 grants totaling $18K. Net investment income was $15K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $308,111 | $315,538 | $324,858 |
| Revenue | $20,543 | $19,236 | $17,121 |
| Expenses | $28,012 | $28,045 | $30,184 |
| Qualifying Distributions | $21,984 | $22,127 | $23,960 |
| Net Investment Income | $14,713 | $12,841 | $11,298 |
| Distributable Amount | $24,666 | $21,516 | $22,155 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Zachary Rivers ($10,647), Laura Jeon ($5,323), Faith Wambugu ($2,282).
| Recipient | Purpose | Amount |
|---|---|---|
| ZACHARY RIVERS AUSTIN, TX | SCHOLARSHIP | $10,647 |
| LAURA JEON DECATUR, GA | SCHOLARSHIP | $5,323 |
| FAITH WAMBUGU Tulsa, OK | SCHOLARSHIP | $2,282 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
No officer/director data available.
Frequently Asked Questions
How large is Jimmie Ullery Charitable Trust Xxxxx7004?
As of 2025, Jimmie Ullery Charitable Trust Xxxxx7004 holds $308K in total assets with $21K in annual revenue. It awarded 3 grants totaling $18K in 2025.
Where does Jimmie Ullery Charitable Trust Xxxxx7004 operate?
Jimmie Ullery Charitable Trust Xxxxx7004 has awarded grants in California, Georgia, Iowa, Massachusetts, North Carolina, New Jersey, Oklahoma, Pennsylvania, Texas, Virginia.
What size grants does Jimmie Ullery Charitable Trust Xxxxx7004 award?
In 2025, Jimmie Ullery Charitable Trust Xxxxx7004 awarded 3 grants totaling $18K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Jimmie Ullery Charitable Trust Xxxxx7004 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Jimmie Ullery Charitable Trust Xxxxx7004 reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jimmie Ullery Charitable Trust Xxxxx7004's EIN?
Jimmie Ullery Charitable Trust Xxxxx7004's EIN (Employer Identification Number) is 73-6142334. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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