Funder DirectoryCHARITABLE TRUST FBO IRA AND LEONORE
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Private foundation (trust)EIN 956932392Est. 1992-03

CHARITABLE TRUST FBO IRA AND LEONORE

SAN FRANCISCO, CA 941053703

Total Assets

$6.9M

FY 2024

Annual Giving

$337K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$337K

FY 2024

Grant Range

$337K–$337K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$970K

Total Expenses

$1.1M

Qualifying Distributions

$380K

Distributable Amount

$337K

Min. Investment Return

$340K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $337K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

4 grants

JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO
$652K
4 grants

Grant Size Distribution

4 grants

<$10K
$10–50K
$50–250K
3
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

1 states

California
$652K
100% of total

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