//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Isabella M Sheldon Trust Ua 060848 is a private trust based in CHICAGO, IL. The foundation received its IRS ruling in 1986. The principal officer is Jp Morgan. It holds total assets of $26.2M. Annual income is reported at $8.1M. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. According to available records, Isabella M Sheldon Trust Ua 060848 has made 3 grants totaling $5.6M, with a median grant of $2M. Annual giving has grown from $1.6M in 2021 to $4M in 2022. Individual grants have ranged from $1.6M to $2M, with an average award of $1.9M. Grant recipients are concentrated in New York. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Isabella M Sheldon Trust Ua 060848 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in NY.
Isabella M Sheldon Trust Ua 060848 has distributed a total of $5.6M across 3 grants. The median grant size is $2M, with an average of $1.9M. Individual grants have ranged from $1.6M to $2M.
Isabella M Sheldon Trust Ua 060848 typically selects its grantees rather than accepting unsolicited proposals.
Isabella M Sheldon Trust Ua 060848 is headquartered in CHICAGO, IL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jp Morgan Chase Bank N A | Trustee | $176K | $0 | $176K |
Total Giving
$2M
Total Assets
$25.9M
Fair Market Value
$39.2M
Net Worth
$25.9M
Grants Paid
$1.8M
Contributions
N/A
Net Investment Income
$1.2M
Distribution Amount
$1.8M
Total: $23.6M
Total Grants
3
Total Giving
$5.6M
Average Grant
$1.9M
Median Grant
$2M
Unique Recipients
1
Most Common Grant
$2M
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ralph C Sheldon FoundationGENERAL | Jamestown, NY | $2M | 2022 |