Tapscott Charitable Trust XXXXX9002
Tapscott Charitable Trust XXXXX9002 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $304K in total assets. In 2025, it awarded 5 grants totaling $16K. Net investment income was $10K.
Key facts about Tapscott Charitable Trust XXXXX9002
In short: Tapscott Charitable Trust XXXXX9002 gave $16K across 5 grants in 2025 (avg $3K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- EIN
- 61-6106179
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $16,075
- Grants made (2025)
- 5
- Average grant
- $3,215
- Median grant
- $2,733
- Total assets
- $303,557
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$304K
-2.8% YoY
Annual Giving
$16K
+2.7% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$3K
+2.7% YoY
Under IRS private-foundation payout rules, Tapscott Charitable Trust XXXXX9002 reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
How Tapscott Charitable Trust XXXXX9002 gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 83% 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 all 5 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| FAMILY Y OF OWENSBORO Owensboro, KY | GENERAL | $6,108 |
| KENTUCKY WESLEYAN COLLEGE Owensboro, KY | GENERAL | $4,662 |
| FIRST CHRISTIAN CHURCH Owensboro, KY | GENERAL | $2,733 |
| CITY OF OWENSBORO Owensboro, KY | GENERAL | $1,286 |
| JUNIOR ACHIEVEMENT OF OWENSBORO Owensboro, KY | GENERAL | $1,286 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $303,557 | $312,148 | $318,563 |
| Revenue | $15,864 | $17,146 | $16,315 |
| Expenses | $24,453 | $23,564 | $23,503 |
| Qualifying Distributions | $18,572 | $17,917 | $18,449 |
| Net Investment Income | $10,150 | $11,725 | $11,371 |
| Distributable Amount | $22,405 | $20,353 | $18,457 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 7, 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)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Tapscott Charitable Trust XXXXX9002's only listed officer is JP Morgan Chase Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2021 filing
JP Morgan Chase Bank N A
Trustee
On filings since 2020
2 hrs/week
$7K (2020) → $8K (2021)
Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
Frequently asked questions about Tapscott Charitable Trust XXXXX9002
How much does Tapscott Charitable Trust XXXXX9002 give each year?
Tapscott Charitable Trust XXXXX9002 gave $16K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 5 grants.
What is Tapscott Charitable Trust XXXXX9002's typical grant size?
Tapscott Charitable Trust XXXXX9002's median grant in 2025 was $2,733, and its average grant was $3,215, across 5 grants on its 2025 IRS Form 990-PF.
Where does Tapscott Charitable Trust XXXXX9002 give grants?
Tapscott Charitable Trust XXXXX9002 gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Owensboro, KY (5 grants).
Does Tapscott Charitable Trust XXXXX9002 give general operating support?
Yes: 100% of Tapscott Charitable Trust XXXXX9002's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Tapscott Charitable Trust XXXXX9002's largest grantees?
Tapscott Charitable Trust XXXXX9002's largest 2025 grantees include Family Y of Owensboro ($6,108), Kentucky Wesleyan College ($4,662) and First Christian Church ($2,733), according to its 2025 IRS Form 990-PF. Together they received 84% of its itemized 2025 grant dollars.
How large is Tapscott Charitable Trust XXXXX9002?
Tapscott Charitable Trust XXXXX9002 reported $304K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
What is Tapscott Charitable Trust XXXXX9002's EIN?
Tapscott Charitable Trust XXXXX9002's EIN (Employer Identification Number) is 61-6106179. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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