Sunshine Ballard Trust FBO Memorial Wing

Private foundation · Grantmaker Chicago, IL EIN: 61-6023707

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

1state

Share of the 2026 grant dollars on its one itemized grant.

States

Cities

Berea

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

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

Berea College: $12KBerea College$12K

The largest 2026 recipient was Berea College ($12K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Berea College Berea, KYGeneral$11,895

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2021 2022 2023 2024 2025 2026
Metric202620252024
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

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS July 8, 2026)
  2. 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

JP Morgan Chase Bank NA — Trustee: $5KJP Morgan Chase Bank NATrustee$5K

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.

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