Samuel & Gertrude Weller Trust Xxxxx5001 is a private foundation focused on Health, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $274K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $16K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$274K
-0.8% YoY
Annual Giving
$15K
-4.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$15K
-4.4% YoY
Under IRS private-foundation payout rules, Samuel & Gertrude Weller Trust Xxxxx5001 reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.
About Samuel & Gertrude Weller Trust Xxxxx5001
Based on IRS filings
Samuel & Gertrude Weller Trust Xxxxx5001 is a private foundation focused on Health, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $274K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $16K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $274,433 | $276,674 | $284,604 |
| Revenue | $20,475 | $14,594 | $6,522 |
| Expenses | $22,025 | $21,958 | $24,343 |
| Qualifying Distributions | $16,911 | $17,407 | $19,121 |
| Net Investment Income | $15,511 | $8,587 | $6,199 |
| Distributable Amount | $18,235 | $16,724 | $17,517 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Southwest Mental Health Center ($14,871).
| Recipient | Purpose | Amount |
|---|---|---|
| SOUTHWEST MENTAL HEALTH CENTER SAN ANTONIO, TX | GENERAL | $14,871 |
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
Frequently Asked Questions
What is Samuel & Gertrude Weller Trust Xxxxx5001?
Samuel & Gertrude Weller Trust Xxxxx5001 is a private foundation focused on Health, based in CHICAGO, IL. It holds $274K in total assets as of 2024.
How large is Samuel & Gertrude Weller Trust Xxxxx5001?
As of 2024, Samuel & Gertrude Weller Trust Xxxxx5001 holds $274K in total assets with $20K in annual revenue. It awarded 1 grants totaling $15K in 2024.
Where does Samuel & Gertrude Weller Trust Xxxxx5001 operate?
Samuel & Gertrude Weller Trust Xxxxx5001 has awarded grants in Texas.
What size grants does Samuel & Gertrude Weller Trust Xxxxx5001 award?
In 2024, Samuel & Gertrude Weller Trust Xxxxx5001 awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Samuel & Gertrude Weller Trust Xxxxx5001 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Samuel & Gertrude Weller Trust Xxxxx5001 reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Samuel & Gertrude Weller Trust Xxxxx5001's EIN?
Samuel & Gertrude Weller Trust Xxxxx5001's EIN (Employer Identification Number) is 74-6034552. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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