Lillian J Wallace Tr Uw No 2 Xxxxx4006

CHICAGO, IL EIN: 61-6091458

Lillian J Wallace Tr Uw No 2 Xxxxx4006 is a private foundation focused on Health, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $79K. Net investment income was $87K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-0.5% YoY

Annual Giving

$79K

-2.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$79K

-2.9% YoY

Under IRS private-foundation payout rules, Lillian J Wallace Tr Uw No 2 Xxxxx4006 reported a distributable amount of $101K for 2024 — the minimum it must pay out in qualifying distributions.

About Lillian J Wallace Tr Uw No 2 Xxxxx4006

Based on IRS filings

Focus Areas

Health Diseases and conditions

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $399K (100%)

States

Texas

Cities

Dallas

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,311,273	$1,318,149	$1,334,471
Revenue	$103,898	$91,254	$48,375
Expenses	$108,716	$107,636	$117,635
Qualifying Distributions	$90,543	$91,536	$99,554
Net Investment Income	$87,293	$72,510	$32,101
Distributable Amount	$101,348	$89,149	$91,935

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Heart Association ($79,190).

Recipient	Purpose	Amount
AMERICAN HEART ASSOCIATION DALLAS, TX	GENERAL	$79,190

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Health Diseases and conditions

Frequently Asked Questions

What is Lillian J Wallace Tr Uw No 2 Xxxxx4006?

Lillian J Wallace Tr Uw No 2 Xxxxx4006 is a private foundation focused on Health, based in CHICAGO, IL. It holds $1.3M in total assets as of 2024.

How large is Lillian J Wallace Tr Uw No 2 Xxxxx4006?

As of 2024, Lillian J Wallace Tr Uw No 2 Xxxxx4006 holds $1.3M in total assets with $104K in annual revenue. It awarded 1 grants totaling $79K in 2024.

Where does Lillian J Wallace Tr Uw No 2 Xxxxx4006 operate?

Lillian J Wallace Tr Uw No 2 Xxxxx4006 has awarded grants in Texas.

What size grants does Lillian J Wallace Tr Uw No 2 Xxxxx4006 award?

In 2024, Lillian J Wallace Tr Uw No 2 Xxxxx4006 awarded 1 grants totaling $79K — an average of about $79K per grant, based on its IRS Form 990 filings.

How much is Lillian J Wallace Tr Uw No 2 Xxxxx4006 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lillian J Wallace Tr Uw No 2 Xxxxx4006 reported a distributable amount of $101K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lillian J Wallace Tr Uw No 2 Xxxxx4006's EIN?

Lillian J Wallace Tr Uw No 2 Xxxxx4006's EIN (Employer Identification Number) is 61-6091458. IRS Form 990 filing data is available on this page for 2020–2024.