Sunshine Ballard Trust FBO Memorial Wing
Sunshine Ballard Trust FBO Memorial Wing is a private foundation focused on Arts, Culture & Humanities, based in Chicago, IL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $198K in total assets. In 2026, it awarded 1 grant totaling $12K. Net investment income was $16K.
Key facts about Sunshine Ballard Trust FBO Memorial Wing
In short: Sunshine Ballard Trust FBO Memorial Wing gave $12K across 1 grant in 2026 (avg $12K), mostly in Kentucky. Source: 2026 IRS Form 990-PF.
- EIN
- 61-6023707
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $11,895
- Grants made (2026)
- 1
- Average grant
- $11,895
- Median grant
- $11,895
- Total assets
- $197,590
- Primary geography
- Kentucky (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated October 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$198K
+1.3% YoY
Annual Giving
$12K
+8.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$12K
+8.1% YoY
Under IRS private-foundation payout rules, Sunshine Ballard Trust FBO Memorial Wing reported a distributable amount of $14K for 2026 — the minimum it must pay out in qualifying distributions.
How Sunshine Ballard Trust FBO Memorial Wing 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $11K (2024) to $12K (2023). In 2026 it made 1 grant totaling $12K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Berea College ($12K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Berea College Berea, KY | General | $11,895 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $197,590 | $195,093 | $195,569 |
| Revenue | $19,845 | $15,228 | $6,508 |
| Expenses | $17,348 | $16,024 | $15,403 |
| Qualifying Distributions | $13,433 | $12,497 | $11,934 |
| Net Investment Income | $16,208 | $11,669 | $3,472 |
| Distributable Amount | $14,103 | $13,387 | $12,351 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 8, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Sunshine Ballard Trust FBO Memorial Wing's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2022
2 hrs/week
$5K (2022) → $5K (2026)
Former officers (1)
- Former: JP Morgan Chase Bank N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "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 $5K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Sunshine Ballard Trust FBO Memorial Wing
How much does Sunshine Ballard Trust FBO Memorial Wing give each year?
Sunshine Ballard Trust FBO Memorial Wing gave $12K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $11K across 1 grant.
How large is Sunshine Ballard Trust FBO Memorial Wing?
Sunshine Ballard Trust FBO Memorial Wing reported $198K in total assets on its 2026 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $14K (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 Sunshine Ballard Trust FBO Memorial Wing?
Sunshine Ballard Trust FBO Memorial Wing is a private foundation focused on Arts, Culture & Humanities, based in Chicago, IL. It holds $198K in total assets as of 2026.
Where does Sunshine Ballard Trust FBO Memorial Wing operate?
Sunshine Ballard Trust FBO Memorial Wing has awarded grants in Kentucky.
What is Sunshine Ballard Trust FBO Memorial Wing's EIN?
Sunshine Ballard Trust FBO Memorial Wing's EIN (Employer Identification Number) is 61-6023707. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Sunshine Ballard Trust FBO Memorial Wing by hand.
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