Loretta a Wells Nursing Scholarship Tr
Loretta a Wells Nursing Scholarship Tr is a private foundation based in Chicago, Illinois. Its 2025 filing lists a scholarship grant, and its name identifies a nursing scholarship.
Loretta a Wells Nursing Scholarship Tr at a glance
In short: Loretta a Wells Nursing Scholarship Tr gave $78K across 1 grant in 2025 (avg $78K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $77,987
- +10.9% vs 2024
- Grants made (2025)
- 1
- -97.7% vs 2024
- Average grant
- $77,987
- +4780.8% vs 2024
- Median grant
- $77,987
- Total assets
- $1,348,996
- +0.4% vs 2024
- Primary geography
- Wisconsin (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.
How to apply to Loretta a Wells Nursing Scholarship Tr
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Loretta a Wells Nursing Scholarship Tr funds
How this funder distributes its grants
Grant Size Distribution
163 grants across all recorded years
The most common grant size was under $50K: 162 grants of 163 (99%).
Geographic Focus
Where this funder awards grants
All reported grant dollars in 2025 went to recipients in Wisconsin. The identified 2024 recipient, the University of Wisconsin–an individual recipient, is in an individual recipient, Wisconsin.
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Loretta a Wells Nursing Scholarship Tr gives
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 92% 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 2019 to 2025, annual grant giving ranged from $69K (2021) to $80K (2023). In 2025 it made 1 grant totaling $78K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $77,987 |
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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 | $1,348,996 | $115,187 | $110,170 | $77,987 | 1 | $93,410 | $98,591 | $101,353 |
| 2024 | $1,343,959 | $66,286 | $102,405 | $70,305 | 44 | $84,226 | $48,274 | $91,908 |
| 2023 | $1,381,041 | $101,083 | $109,453 | $79,694 | 41 | $92,365 | $82,494 | $82,977 |
| 2022 | $1,389,417 | $103,562 | $109,529 | $75,441 | 37 | $89,868 | $86,480 | $94,123 |
| 2021 | $1,395,384 | $163,599 | $102,205 | $68,758 | 40 | — | $147,070 | $88,991 |
| 2020 | $1,333,989 | $130,097 | $95,066 | $69,216 | 35 | — | $113,872 | $77,600 |
| 2019 | $1,298,945 | $133,898 | $100,030 | $73,732 | 34 | — | $119,127 | $78,262 |
Under IRS private-foundation payout rules, Loretta a Wells Nursing Scholarship Tr reported a distributable amount of $101K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is available. The 2025 grant’s stated purpose was scholarship. Among its 2024 grantees was the University of Wisconsin–an individual recipient, whose foundation says it furthers the university’s mission by developing opportunities for students, including funding student scholarships.
Grantmaking
In 2025, the foundation reported one grant totaling $77,987; the grant was listed as “an individual recipient” in Wisconsin, with scholarship as its purpose. In 2024, it reported 44 grants totaling $70,305. One identified recipient that year was the University of Wisconsin–an individual recipient, which received $985. Its 2025 filing, the latest on this page, reports 1 grant totaling $77,987.
Leadership & Key People
Officers and directors from IRS filings
Loretta a Wells Nursing Scholarship Tr's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$29K (2021) → $32K (2025)
Former officers (2)
- Former: JP Morgan Chase Bank N A (2020) — Trustee
- Former: Jp Morgan Chase (2019) — Trustee
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 $32K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Loretta a Wells Nursing Scholarship Tr
How much does Loretta a Wells Nursing Scholarship Tr give each year?
Loretta a Wells Nursing Scholarship Tr gave $78K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 44 grants.
How large is Loretta a Wells Nursing Scholarship Tr?
Loretta a Wells Nursing Scholarship Tr reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $93K in qualifying distributions that year, against a required minimum of $101K (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 does Loretta a Wells Nursing Scholarship Tr fund?
No mission statement is available. The 2025 grant’s stated purpose was scholarship. See mission & focus areas ↑
How do I apply for a grant from Loretta a Wells Nursing Scholarship Tr?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Loretta a Wells Nursing Scholarship Tr make grants?
All reported grant dollars in 2025 went to recipients in Wisconsin. The identified 2024 recipient, the University of Wisconsin–an individual recipient, is in an individual recipient, Wisconsin.
What is Loretta a Wells Nursing Scholarship Tr's EIN?
Loretta a Wells Nursing Scholarship Tr's EIN (Employer Identification Number) is 39-6364734. IRS Form 990 filing data is available on this page for 2019–2025.
Does Loretta a Wells Nursing Scholarship Tr accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Loretta a Wells Nursing Scholarship Tr'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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