Sheila E Allen Char Remainder Trust XXXXX4009
Sheila E Allen Char Remainder Trust XXXXX4009 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.6M in total assets. In 2026, it awarded 4 grants totaling $107K. Net investment income was $140K.
Sheila E Allen Char Remainder Trust XXXXX4009 at a glance
In short: Sheila E Allen Char Remainder Trust XXXXX4009 gave $107K across 4 grants in 2026 (avg $27K), mostly in Texas. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $106,660
- +15.0% vs 2025
- Grants made (2026)
- 4
- +0.0% vs 2025
- Average grant
- $26,665
- +15.0% vs 2025
- Median grant
- $21,332
- Total assets
- $1,622,901
- +1.0% vs 2025
- Primary geography
- Texas (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Sheila E Allen Char Remainder Trust XXXXX4009 funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was The University of Texas System Office of External Relations ($53K). Together the top 4 received $107K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 19 grants of 21 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
How Sheila E Allen Char Remainder Trust XXXXX4009 gives
- Giving held roughly steady from 2023 to 2026 (+4%). Method
- In 2026 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
From 2020 to 2026, annual grant giving ranged from $85K (2022) to $107K (2026). In 2026 it made 4 grants totaling $107K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The University of Texas System Office of External Relations Austin, TX | General | $53,330 |
| W I Cook Foundation Cory Rhoades Fort Worth, TX | General | $21,332 |
| Harris Methodist Health Foundation DIR of Fin and Gift Planning Arlington, TX | General | $21,332 |
| First United Methodist Church Fort Worth, TX | General | $10,666 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,622,901 | $160,269 | $144,363 | $106,660 | 4 | $121,279 | $139,790 | $128,101 |
| 2025 | $1,606,985 | $143,186 | $126,532 | $92,787 | 4 | $106,273 | $123,785 | $120,146 |
| 2024 | $1,590,132 | $81,722 | $122,209 | $92,410 | 4 | $104,076 | $60,322 | $104,454 |
| 2023 | $1,632,984 | $77,160 | $136,596 | $102,760 | 4 | $114,453 | $58,940 | $104,103 |
| 2022 | $1,692,416 | $216,025 | $119,910 | $85,086 | 5 | $98,245 | $196,116 | $115,919 |
| 2021 | $1,596,302 | $127,223 | $116,529 | $87,350 | 4 | — | $110,240 | $97,685 |
| 2020 | $1,585,609 | $147,790 | $116,032 | $87,350 | 4 | — | $130,828 | $96,641 |
Under IRS private-foundation payout rules, Sheila E Allen Char Remainder Trust XXXXX4009 reported a distributable amount of $128K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sheila E Allen Char Remainder Trust XXXXX4009's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$27K (2020) → $35K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $35K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Sheila E Allen Char Remainder Trust XXXXX4009
How much does Sheila E Allen Char Remainder Trust XXXXX4009 give each year?
Sheila E Allen Char Remainder Trust XXXXX4009 gave $107K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $93K across 4 grants.
What is Sheila E Allen Char Remainder Trust XXXXX4009's typical grant size?
Sheila E Allen Char Remainder Trust XXXXX4009's median grant in 2026 was $21,332, and its average grant was $26,665, across 4 grants on its 2026 IRS Form 990-PF.
Where does Sheila E Allen Char Remainder Trust XXXXX4009 give grants?
Sheila E Allen Char Remainder Trust XXXXX4009 gives mostly in Texas: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fort Worth, TX (2 grants).
Does Sheila E Allen Char Remainder Trust XXXXX4009 give general operating support?
Yes: 100% of Sheila E Allen Char Remainder Trust XXXXX4009's 2026 grants with a stated purpose (4 of 4) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Sheila E Allen Char Remainder Trust XXXXX4009?
Sheila E Allen Char Remainder Trust XXXXX4009 reported $1.6M in total assets on its 2026 IRS Form 990-PF. It paid out $121K in qualifying distributions that year, against a required minimum of $128K (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 Sheila E Allen Char Remainder Trust XXXXX4009's EIN?
Sheila E Allen Char Remainder Trust XXXXX4009's EIN (Employer Identification Number) is 75-6424358. IRS Form 990 filing data is available on this page for 2020–2026.
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
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 9, 2025)
- Updated Form 990-PF for fiscal year 2026 (received by the IRS June 5, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 10, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 4, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 6, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 5, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 5, 2024)
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