Lillian J Wallace Tr Uw No 2 Xxxxx4006
EIN 616091458Total Given 2017–2023
$467K
6 grants · $67K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$75K
typical mid grants · $75K–$80K
grant size
50%
supporter · 2/4 multi-year
repeat
$1.9M
Assets (2023)
4
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $71K | $1.8M | $106K | 1 |
| 2018 | $76K | $1.6M | $103K | 1 |
| 2019 | N/A | $1.8M | $115K | N/A |
| 2020 | $74K | $1.9M | $85K | 1 |
| 2021 | $75K | $2.2M | $116K | 1 |
| 2022 | $89K | $1.7M | $48K | 1 |
| 2023 | $82K | $1.9M | $91K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$71K
25th Pctl
$75K
Median
$75K
Average
$78K
75th Pctl
$80K
Maximum
$89K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JA
Jp Morgan Chase Bank N a
Trustee
JC
Jp Morgan Chase
Trustee
JC
Jp Morgan Chase
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| American Heart Association | Dallas, TX | $89,196 | GENERAL | 2022 |
| American Heart Association | Dallas, TX | $81,577 | GENERAL | 2023 |
| American Heart Association | Saint Petersburg, FL | $75,915 | GENERAL | 2018 |
| American Heart Association | Dallas, TX | $75,004 | GENERAL | 2021 |
| American Heart Association | Dallas, TX | $74,417 | GENERAL | 2020 |
| American Heart Association | St Petersburg, FL | $70,747 | GENERAL | 2017 |