Orval and Lillian Shore Trust Xxxxx2004

CHICAGO, IL EIN: 16-6548441

Orval and Lillian Shore Trust Xxxxx2004 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $965K in total assets. In 2024, it awarded 5 grants totaling $52K. Net investment income was $58K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$965K

-0.2% YoY

Annual Giving

$52K

-4.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

-4.8% YoY

Under IRS private-foundation payout rules, Orval and Lillian Shore Trust Xxxxx2004 reported a distributable amount of $64K for 2024 — the minimum it must pay out in qualifying distributions.

About Orval and Lillian Shore Trust Xxxxx2004

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $257K (95%)

Florida $14K (5%)

States

Florida Texas

Cities

DallasKerrvilleMineral WellsTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$964,986	$967,174	$991,858
Revenue	$74,470	$52,238	$24,373
Expenses	$76,817	$76,918	$83,706
Qualifying Distributions	$59,232	$61,143	$65,682
Net Investment Income	$57,689	$35,657	$13,537
Distributable Amount	$63,924	$58,543	$61,353

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Christian Church ($31,190), Juliette Fowler Homes Inc ($10,397), Texas Lions League for Children Inc ($5,198).

Recipient	Purpose	Amount
SHRINERS HOSPITAL FOR CHILDREN TAMPA, FL	PROGRAM SUPPORT	$2,599
JULIETTE FOWLER HOMES INC DALLAS, TX	PROGRAM SUPPORT	$10,397
TEXAS LIONS LEAGUE FOR CHILDREN INC KERRVILLE, TX	PROGRAM SUPPORT	$5,198
CHRISTIAN WOMEN'S FELLOWSHIP MINERAL WELLS, TX	GENERAL SUPPORT	$2,599
FIRST CHRISTIAN CHURCH MINERAL WELLS, TX	GENERAL SUPPORT	$31,190

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Orval and Lillian Shore Trust Xxxxx2004?

Orval and Lillian Shore Trust Xxxxx2004 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $965K in total assets as of 2024.

How large is Orval and Lillian Shore Trust Xxxxx2004?

As of 2024, Orval and Lillian Shore Trust Xxxxx2004 holds $965K in total assets with $74K in annual revenue. It awarded 5 grants totaling $52K in 2024.

Where does Orval and Lillian Shore Trust Xxxxx2004 operate?

Orval and Lillian Shore Trust Xxxxx2004 has awarded grants in Florida, Texas.

What size grants does Orval and Lillian Shore Trust Xxxxx2004 award?

In 2024, Orval and Lillian Shore Trust Xxxxx2004 awarded 5 grants totaling $52K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Orval and Lillian Shore Trust Xxxxx2004 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Orval and Lillian Shore Trust Xxxxx2004 reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Orval and Lillian Shore Trust Xxxxx2004's EIN?

Orval and Lillian Shore Trust Xxxxx2004's EIN (Employer Identification Number) is 16-6548441. IRS Form 990 filing data is available on this page for 2020–2024.