Sherwood & Janet R Blue Ed & Char Tr
Sherwood & Janet R Blue Ed & Char Tr is a private foundation focused on Arts and culture, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.5M in total assets. In 2025, it awarded 4 grants totaling $385K. Net investment income was $320K.
Sherwood & Janet R Blue Ed & Char Tr at a glance
In short: Sherwood & Janet R Blue Ed & Char Tr gave $385K across 4 grants in 2025 (avg $96K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $385,039
- +11.7% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $96,260
- +11.7% vs 2024
- Median grant
- $38,504
- Total assets
- $6,513,707
- -1.6% vs 2024
- Primary geography
- Indiana (100% 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 Sherwood & Janet R Blue Ed & Char Tr funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Foundation Chapter Theta Chi Fraternity Inc ($289K). Together the top 4 received $385K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 15 grants of 20 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Sherwood & Janet R Blue Ed & Char Tr gives
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 92% 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 2025, annual grant giving ranged from $313K (2020) to $385K (2025). In 2025 it made 4 grants totaling $385K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Foundation Chapter Theta Chi Fraternity Inc Carmel, IN | General | $288,779 |
| Meridian Street United Methodist Church Indianapolis, IN | General | $38,504 |
| Indiana University Foundation Bloomington, IN | General | $38,504 |
| University of Indianapolis Indianapolis, IN | General | $19,252 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,513,707 | $377,260 | $481,043 | $385,039 | 4 | $417,502 | $319,976 | $454,954 |
| 2024 | $6,617,487 | $433,924 | $435,327 | $344,824 | 4 | $374,356 | $375,008 | $414,572 |
| 2023 | $6,621,132 | $553,411 | $459,453 | $375,226 | 4 | $401,957 | $501,859 | $371,554 |
| 2022 | $6,527,172 | $536,387 | $468,734 | $375,074 | 4 | $404,511 | $479,104 | $404,662 |
| 2021 | $6,459,524 | $731,511 | $420,503 | $320,754 | 4 | — | $676,836 | $404,237 |
| 2020 | $6,148,532 | $535,854 | $382,528 | $312,728 | 4 | — | $492,203 | $344,445 |
Under IRS private-foundation payout rules, Sherwood & Janet R Blue Ed & Char Tr reported a distributable amount of $455K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sherwood & Janet R Blue Ed & Char Tr's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2023
2 hrs/week
$74K (2023) → $90K (2025)
Former officers (1)
- Former: Jpmorgan Chase Bank NA (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $90K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Sherwood & Janet R Blue Ed & Char Tr
How much does Sherwood & Janet R Blue Ed & Char Tr give each year?
Sherwood & Janet R Blue Ed & Char Tr gave $385K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $345K across 4 grants.
What is Sherwood & Janet R Blue Ed & Char Tr's typical grant size?
Sherwood & Janet R Blue Ed & Char Tr's median grant in 2025 was $38,504, and its average grant was $96,260, across 4 grants on its 2025 IRS Form 990-PF.
Where does Sherwood & Janet R Blue Ed & Char Tr give grants?
Sherwood & Janet R Blue Ed & Char Tr gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Indianapolis, IN (2 grants).
Does Sherwood & Janet R Blue Ed & Char Tr give general operating support?
Yes: 100% of Sherwood & Janet R Blue Ed & Char Tr's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Sherwood & Janet R Blue Ed & Char Tr?
Sherwood & Janet R Blue Ed & Char Tr reported $6.5M in total assets on its 2025 IRS Form 990-PF. It paid out $418K in qualifying distributions that year, against a required minimum of $455K (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 Sherwood & Janet R Blue Ed & Char Tr?
Sherwood & Janet R Blue Ed & Char Tr is a private foundation focused on Arts and culture, based in Chicago, IL. It holds $6.5M in total assets as of 2025.
What is Sherwood & Janet R Blue Ed & Char Tr's EIN?
Sherwood & Janet R Blue Ed & Char Tr's EIN (Employer Identification Number) is 30-6141987. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 8, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 5, 2026)
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