Wade McNeill Exempt Unitrust XXXXX8003

Private foundation · Grantmaker Chicago, IL EIN: 76-6131644

Wade McNeill Exempt Unitrust XXXXX8003 is a private foundation, based in Chicago, IL. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $21.8M in total assets. In 2024, it awarded 3 grants totaling $32K. Net investment income was $988K.

Wade McNeill Exempt Unitrust XXXXX8003 at a glance

In short: Wade McNeill Exempt Unitrust XXXXX8003 gave $32K across 3 grants in 2024 (avg $11K), mostly in Texas. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$32,184
Grants made (2024)
3
Average grant
$10,728
Median grant
$10,728
Total assets
$21,800,927
+4.1% vs 2023
Primary geography
Texas (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026.

Who Wade McNeill Exempt Unitrust XXXXX8003 funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

First Baptist Church of Richmond: $11KFirst Baptist Church ofRichmond$11KFort Bend History Association: $11KFort Bend History Association$11KOakbend Medical Center: $11KOakbend Medical Center$11K

The largest 2024 recipient was First Baptist Church of Richmond ($11K). Together the top 3 received $32K.

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 3 itemized grants.

States

Cities

Richmond

How Wade McNeill Exempt Unitrust XXXXX8003 gives

  • In 2024 it paid out 8% 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

$0$10K$20K$30K$40K0 grants2023 3 grants2024

In 2024 it made 3 grants totaling $32K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
First Baptist Church of Richmond Richmond, TXGeneral$10,728
Fort Bend History Association Richmond, TXGeneral$10,728
Oakbend Medical Center Richmond, TXGeneral$10,728
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$21,800,927$1,445,207$480,561$32,1843$222,338$988,157$2,830,514
2023$20,934,656$53,523,442$28,383———$44,392$32,184

Under IRS private-foundation payout rules, Wade McNeill Exempt Unitrust XXXXX8003 reported a distributable amount of $2.8M for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Wade McNeill Exempt Unitrust XXXXX8003's only listed officer is JP Morgan Chase Bank NA, Trustee on the 2024 filing (compensated).

Officers on the 2024 filing

  • JP Morgan Chase Bank NA

    Trustee

    New on the 2024 filing

    2 hrs/week

    $258K (2024)

Former officers (1)
  • Former: JP Morgan Chase Bank N A (2023) — Trustee

Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

JP Morgan Chase Bank NA — Trustee: $258KJP Morgan Chase Bank NATrustee$258K

The highest reported compensation on the 2024 filing was $258K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Wade McNeill Exempt Unitrust XXXXX8003

How much does Wade McNeill Exempt Unitrust XXXXX8003 give each year?

Wade McNeill Exempt Unitrust XXXXX8003 gave $32K across 3 grants in 2024, according to its 2024 IRS Form 990-PF.

What is Wade McNeill Exempt Unitrust XXXXX8003's typical grant size?

Wade McNeill Exempt Unitrust XXXXX8003's median grant in 2024 was $10,728, and its average grant was $10,728, across 3 grants on its 2024 IRS Form 990-PF.

Where does Wade McNeill Exempt Unitrust XXXXX8003 give grants?

Wade McNeill Exempt Unitrust XXXXX8003 gives mostly in Texas: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Richmond, TX (3 grants).

Does Wade McNeill Exempt Unitrust XXXXX8003 give general operating support?

Yes: 100% of Wade McNeill Exempt Unitrust XXXXX8003's 2024 grants with a stated purpose (3 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is Wade McNeill Exempt Unitrust XXXXX8003?

Wade McNeill Exempt Unitrust XXXXX8003 reported $21.8M in total assets on its 2024 IRS Form 990-PF. It paid out $222K in qualifying distributions that year, against a required minimum of $2.8M (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 Wade McNeill Exempt Unitrust XXXXX8003's EIN?

Wade McNeill Exempt Unitrust XXXXX8003's EIN (Employer Identification Number) is 76-6131644. IRS Form 990 filing data is available on this page for 2023–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2023–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Wade McNeill Exempt Unitrust XXXXX8003's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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