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.
Key facts about Loretta a Wells Nursing Scholarship Tr
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.
- EIN
- 39-6364734
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $77,987
- Grants made (2025)
- 1
- Average grant
- $77,987
- Median grant
- $77,987
- Total assets
- $1,348,996
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
+0.4% YoY
Annual Giving
$78K
+10.9% YoY
Grant Count
1
-97.7% YoY
Avg Grant Size
$78K
+4780.8% YoY
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.
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.
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–Green Bay, 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 “PLEASE SEE ATTACHED” 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–Green Bay, which received $985.
Ready to take the next step with Loretta a Wells Nursing Scholarship Tr?
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–Green Bay, is in Green Bay, Wisconsin.
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $77,987 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant sum | Grant count |
|---|---|---|---|---|---|
| 2025 | $1,348,996 | $115,187 | $110,170 | $77,987 | 1 |
| 2024 | $1,343,959 | $66,286 | $102,405 | $70,305 | 44 |
| 2023 | $1,381,041 | $101,083 | $109,453 | $79,694 | 41 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,348,996 | $1,343,959 | $1,381,041 |
| Revenue | $115,187 | $66,286 | $101,083 |
| Expenses | $110,170 | $102,405 | $109,453 |
| Qualifying Distributions | $93,410 | $84,226 | $92,365 |
| Net Investment Income | $98,591 | $48,274 | $82,494 |
| Distributable Amount | $101,353 | $91,908 | $82,977 |
Data update history
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)
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).
Contact
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
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. Among its 2024 grantees was the University of Wisconsin–Green Bay, whose foundation says it furthers the university’s mission by developing opportunities for students, including funding student scholarships. 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–Green Bay, is in Green Bay, 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.
Here's the math on researching Loretta a Wells Nursing Scholarship Tr by hand.
Explore Open Grants
Browse active grant opportunities in Loretta a Wells Nursing Scholarship Tr's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Leonard Rydell Foundation
Grand Forks, ND
The Leonard Rydell Foundation funds educational scholarships, giving grants to colleges and universities in multiple states, with 2025 recipients concentrated in Minnesota, North Dakota, South Dakota, Arizona, and Illinois. Its 2025 grants ranged from $2,000 to $6,000, though the filing states a maximum award of $2,000. The filing names an application form and contact but does not say whether unsolicited requests are accepted.
Assets
$1.7M
Grants
23
Total Given
$54K
Bay Area Workforce Development Board Inc
Green Bay, WI
The Bay Area Workforce Development Board, inc., consisting of selected community representatives, develops a skilled workforce by strategically allocating and coordinating resources to address community needs by working through others for the benefit of all.
Assets
$777K
Grants
8
Total Given
$1.9M
Herb Kohl Educational Foundation Inc
Milwaukee, WI
The foundation funds educational excellence in Wisconsin, including student scholarships and awards for teachers, principals, schools, and classrooms; its 2025 grants ranged from $290 to $15,000, with a median of $6,000. It directs applicants to its program applications for application details; whether it accepts unsolicited requests is not stated.
Assets
$14K
Grants
425
Total Given
$2.1M
Catherine E Apple & Myrl S Apple Family
Green Bay, WI
The foundation supports Wisconsin organizations, including scholarships, youth programs, health and treatment services, mentoring, hospice care, and cultural and environmental work. Its 2025 grants ranged from $500 to $30,000, with a median of $2,000; it gives only to preselected charities and does not accept unsolicited requests.
Assets
$1.6M
Grants
19
Total Given
$100K
Bay Care Clinic Foundation Ltd
Green Bay, WI
Bay Care Clinic Foundation supports community health and wellness, mental health, and healthcare or global health scholarships, primarily serving northeastern Wisconsin through eligible organizations in counties served by BayCare Clinic. In 2024 it made 77 grants ranging from $100 to $37,988, with a median award of $1,000. It accepts applications year-round and reviews them quarterly.
Assets
$915K
Grants
77
Total Given
$207K
Bingham Family Charitable Trust
Eagan, MN
Assets
$3.4M
Grants
8
Total Given
$204K
Achieving the Dream Inc
Silver Spring, MD
Achieving the Dream funds community colleges and college-related organizations for institutional transformation and student-success work, including implementation grants. Its 2025 grants ranged from $7,500 to $120,000, with a median of $25,000, and went to recipients across multiple states and Washington, DC; the profile does not state whether it accepts unsolicited requests.
Assets
$46.3M
Grants
12
Total Given
$363K
Culver's Foundation Inc
Prairie Du Sac, WI
The foundation funds community needs, youth and families, local initiatives, and scholarships for Culver’s team members, with a strong local focus in Wisconsin and grants also reaching other states. In 2024, grants ranged from $2,500 to $250,000, with a median of $10,000. It accepts applications through an online process and does not restrict giving to preselected organizations.
Assets
$8.1M
Grants
83
Total Given
$1.3M
The Tonee Bowsher Foundation Inc
Marinette, WI
Assets
$42K
Grants
2
Total Given
$10K
Robert and Betty Meyer Family Foundation
Green Bay, WI
The Robert and Betty Meyer Family Foundation supports a varied range of Wisconsin organizations, including arts and culture, gardens, veterans, disability services, health and family services, and programs for children and young people. In 2025, it awarded 12 grants totaling $110,000, ranging from $1,500 to $50,000, with a median of $4,000. Its 2024 filing says it does not limit giving to preselected organizations, accepts any form, and lists no application deadline.
Assets
$1.2M
Grants
12
Total Given
$110K
Wisys Technology Foundation Inc
Madison, WI
WiSys funds early-stage university research, prototype development, technology commercialization, and entrepreneurship, primarily supporting faculty, staff, students, and alumni at Universities of Wisconsin. Its 2025 grants had a median award of about $25,700 (ranging from $10,095 to $134,728), and all reported grant dollars went to Wisconsin recipients.
Assets
$3.2M
Grants
12
Total Given
$479K
K C Stock Foundation Inc
Green Bay, WI
K C Stock Foundation supports health, recreation, youth services, domestic-abuse support, and community development, including capital projects and operating costs. Its 2024 grants ranged from $750 to $250,000, with a median of $10,000; nearly all funding went to Wisconsin, with a small share going to Minnesota. The profile does not state whether it accepts unsolicited requests.
Assets
$21.7M
Grants
63
Total Given
$1.3M
More Funders in Illinois
Loretta a Wells Nursing Scholarship Tr down — hundreds of funders to go?