Orval and Lillian Shore Trust XXXXX2004

Private foundation · Grantmaker Chicago, IL EIN: 16-6548441

Orval and Lillian Shore Trust XXXXX2004 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $980K in total assets. In 2025, it awarded 5 grants totaling $57K. Net investment income was $80K.

Orval and Lillian Shore Trust XXXXX2004 at a glance

In short: Orval and Lillian Shore Trust XXXXX2004 gave $57K across 5 grants in 2025 (avg $11K), mostly in Texas. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$56,880
+9.4% vs 2024
Grants made (2025)
5
+0.0% vs 2024
Average grant
$11,376
+9.4% vs 2024
Median grant
$5,668
Total assets
$979,867
+1.5% vs 2024
Primary geography
Texas (95% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who Orval and Lillian Shore Trust XXXXX2004 funds

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

First Christian Church: $32KFirst Christian Church$32KJuliette Fowler Homes Inc: $11KJuliette Fowler Homes Inc$11KTexas Lions League for Children Inc: $6KTexas Lions League forChildren Inc$6KChristian Women's Fellowship of First Christian Church: $5KChristian Women's Fellowshipof First Christian Church$5KShriners Hospital for Children: $3KShriners Hospital for Children$3K

The largest 2025 recipient was First Christian Church ($32K). Together the top 5 received $57K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 5 itemized grants.

States

Cities

Mineral WellsDallasKerrvilleTampa

How Orval and Lillian Shore Trust XXXXX2004 gives

  • Giving held roughly steady from 2022 to 2025 (−3%). Method
  • In 2025 it paid out 95% 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

$0$20K$40K$60K5 grants2019 5 grants2020 5 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

From 2019 to 2025, annual grant giving ranged from $52K (2024) to $59K (2022). In 2025 it made 5 grants totaling $57K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
First Christian Church Mineral Wells, TXGeneral Support$32,181
Juliette Fowler Homes Inc Dallas, TXProgram Support$11,335
Texas Lions League for Children Inc Kerrville, TXProgram Support$5,668
Christian Women's Fellowship of First Christian Church Mineral Wells, TXProgram Support$4,862
Shriners Hospital for Children Tampa, FLProgram Support$2,834
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$979,867$97,288$82,702$56,8805$64,505$80,198$67,802
2024$964,986$74,470$76,817$51,9835$59,232$57,689$63,924
2023$967,174$52,238$76,918$54,5835$61,143$35,657$58,543
2022$991,858$24,373$83,706$58,9145$65,682$13,537$61,353
2021$1,051,384$100,342$78,394$52,2085$59,736$82,855$66,441
2020$1,029,051$77,139$75,398$52,5265—$61,212$58,974
2019$1,027,482$69,067$77,536$54,3165—$53,097$59,159

Under IRS private-foundation payout rules, Orval and Lillian Shore Trust XXXXX2004 reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Orval and Lillian Shore Trust XXXXX2004'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

    $21K (2021) → $21K (2025)

Former officers (1)
  • Former: Jp Morgan Chase (2019–2020) — 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

JP Morgan Chase Bank NA — Trustee: $21KJP Morgan Chase Bank NATrustee$21K

The highest reported compensation on the 2025 filing was $21K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Orval and Lillian Shore Trust XXXXX2004

How much does Orval and Lillian Shore Trust XXXXX2004 give each year?

Orval and Lillian Shore Trust XXXXX2004 gave $57K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $52K across 5 grants.

What is Orval and Lillian Shore Trust XXXXX2004's typical grant size?

Orval and Lillian Shore Trust XXXXX2004's median grant in 2025 was $5,668, and its average grant was $11,376, across 5 grants on its 2025 IRS Form 990-PF.

Where does Orval and Lillian Shore Trust XXXXX2004 give grants?

Orval and Lillian Shore Trust XXXXX2004 gives mostly in Texas: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Mineral Wells, TX (2 grants).

Does Orval and Lillian Shore Trust XXXXX2004 give general operating support?

Yes: 20% of Orval and Lillian Shore Trust XXXXX2004's 2025 grants with a stated purpose (1 of 5) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Program Support" (4 grants).

Who are Orval and Lillian Shore Trust XXXXX2004's largest grantees?

Orval and Lillian Shore Trust XXXXX2004's largest 2025 grantees include First Christian Church ($32,181), Juliette Fowler Homes Inc ($11,335) and Texas Lions League for Children Inc ($5,668), according to its 2025 IRS Form 990-PF. Together they received 86% of its itemized 2025 grant dollars.

How large is Orval and Lillian Shore Trust XXXXX2004?

Orval and Lillian Shore Trust XXXXX2004 reported $980K in total assets on its 2025 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $68K (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 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 2019–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  6. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  7. Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Orval and Lillian Shore Trust XXXXX2004'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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