Nell V Bailey Charitable Trust XXXXX2001

Private foundation · Grantmaker Chicago, IL EIN: 75-6013985

Nell V Bailey Charitable Trust XXXXX2001 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grant totaling $499K. Net investment income was $42K.

Key facts about Nell V Bailey Charitable Trust XXXXX2001

In short: Nell V Bailey Charitable Trust XXXXX2001 gave $499K across 1 grant in 2024 (avg $499K), mostly in Texas. Source: 2024 IRS Form 990-PF.

EIN
75-6013985
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$499,394
Grants made (2024)
1
Average grant
$499,394
Median grant
$499,394
Primary geography
Texas (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$499K

+1920.1% YoY

Grant Count

1

-75.0% YoY

Avg Grant Size

$499K

+7980.5% YoY

Under IRS private-foundation payout rules, Nell V Bailey Charitable Trust XXXXX2001 reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

How Nell V Bailey Charitable Trust XXXXX2001 gives

  • Giving grew 2141% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Fort Worth

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K3 grants2020 3 grants2021 3 grants2022 4 grants2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $21K (2020) to $499K (2024). In 2024 it made 1 grant totaling $499K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

North Texas Community Foundation: $499KNorth Texas CommunityFoundation$499K

The largest 2024 recipient was North Texas Community Foundation ($499K).

Grant Size Distribution

14 grants across all recorded years

13<$50K$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 14 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
North Texas Community Foundation Fort Worth, TXGeneral$499,394

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024
Metric202420232022
Total Assets—$464,853$484,218
Revenue$46,060$17,135$37,082
Expenses$510,496$36,503$34,097
Qualifying Distributions$506,508$29,526$26,809
Net Investment Income$41,959$10,889$29,885
Distributable Amount$16,766$24,788$29,223

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 7, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 4, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 8, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 7, 2023)
  5. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Nell V Bailey Charitable Trust XXXXX2001's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).

Officers on the 2024 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2020

    2 hrs/week

    $10K (2020) → $6K (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

JP Morgan Chase Bank NA — Trustee: $6KJP Morgan Chase Bank NATrustee$6K

The highest reported compensation on the 2024 filing was $6K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Nell V Bailey Charitable Trust XXXXX2001

How much does Nell V Bailey Charitable Trust XXXXX2001 give each year?

Nell V Bailey Charitable Trust XXXXX2001 gave $499K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $25K across 4 grants.

Where does Nell V Bailey Charitable Trust XXXXX2001 operate?

Nell V Bailey Charitable Trust XXXXX2001 has awarded grants in Texas.

How much is Nell V Bailey Charitable Trust XXXXX2001 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Nell V Bailey Charitable Trust XXXXX2001 reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Nell V Bailey Charitable Trust XXXXX2001's EIN?

Nell V Bailey Charitable Trust XXXXX2001's EIN (Employer Identification Number) is 75-6013985. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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