Sheila E Allen Char Remainder Trust Xxxxx4009

CHICAGO, IL EIN: 75-6424358

Sheila E Allen Char Remainder Trust Xxxxx4009 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 4 grants totaling $93K. Net investment income was $124K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.6M

+1.1% YoY

Annual Giving

$93K

+0.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$23K

+0.4% YoY

Under IRS private-foundation payout rules, Sheila E Allen Char Remainder Trust Xxxxx4009 reported a distributable amount of $120K for 2025 — the minimum it must pay out in qualifying distributions.

About Sheila E Allen Char Remainder Trust Xxxxx4009

Based on IRS filings

Ready to take the next step with Sheila E Allen Char Remainder Trust Xxxxx4009?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $460K (100%)

States

Texas

Cities

ArlingtonAustinFort Worth

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,606,985	$1,590,132	$1,632,984
Revenue	$143,186	$81,722	$77,160
Expenses	$126,532	$122,209	$136,596
Qualifying Distributions	$106,273	$104,076	$114,453
Net Investment Income	$123,785	$60,322	$58,940
Distributable Amount	$120,146	$104,454	$104,103

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Grant Size Distribution

21 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include The University of Texas System ($46,394), W I Cook Foundation ($18,557), Harris Methodist Health Foundation ($18,557).

Recipient	Purpose	Amount
THE UNIVERSITY OF TEXAS SYSTEM AUSTIN, TX	GENERAL	$46,394
FIRST UNITED METHODIST CHURCH FORT WORTH, TX	GENERAL	$9,279
W I COOK FOUNDATION FORT WORTH, TX	GENERAL	$18,557
HARRIS METHODIST HEALTH FOUNDATION ARLINGTON, TX	GENERAL	$18,557

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Sheila E Allen Char Remainder Trust Xxxxx4009?

As of 2025, Sheila E Allen Char Remainder Trust Xxxxx4009 holds $1.6M in total assets with $143K in annual revenue. It awarded 4 grants totaling $93K in 2025.

Where does Sheila E Allen Char Remainder Trust Xxxxx4009 operate?

Sheila E Allen Char Remainder Trust Xxxxx4009 has awarded grants in Texas.

What size grants does Sheila E Allen Char Remainder Trust Xxxxx4009 award?

In 2025, Sheila E Allen Char Remainder Trust Xxxxx4009 awarded 4 grants totaling $93K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Sheila E Allen Char Remainder Trust Xxxxx4009 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Sheila E Allen Char Remainder Trust Xxxxx4009 reported a distributable amount of $120K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2025.