Funder DirectoryJAMES & LENA HALSEY EDUCATIONAL TRUST 1037
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Private foundation (trust)EIN 367139856Est. 1996-12

JAMES & LENA HALSEY EDUCATIONAL TRUST 1037

CANTON, IL 61520

Accepts unsolicited proposals

Total Assets

$814K

FY 2023

Annual Giving

$48K

FY 2023

Grants Made

16

FY 2023

Avg Grant

$3K

FY 2023

Grant Range

$2K–$5K

Typical

Deadlines

04/1/2020

Applications

Programs & Activities

Program 1

Trust awards scholarships to individuals

Focus Areas

Education

Financial Snapshot

2023 filing

Total Revenue

$27K

Total Expenses

$55K

Qualifying Distributions

$48K

Distributable Amount

$39K

Min. Investment Return

$39K

Undistributed Income

$31K

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.

Grant Range

16 grants

Grant sizes from minimum $2K through median $3K to maximum $5K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $48K in 2023. Hover bars for details.

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

Top Recipients

47 grants

Brittany Hootman
$13K
4 grants
Trinity Heddon
$13K
4 grants
Kiana Jackson
$10K
3 grants
Claire Mason
$10K
3 grants
Claire Wheelwright
$10K
3 grants
Marylin Gibson
$10K
4 grants
Alexandra Chamberlin
$10K
3 grants
Eric Hedden
$7K
2 grants

Grant Size Distribution

47 grants

<$10K
47
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Illinois
$147K
100% of total

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JAMES & LENA HALSEY EDUCATIONAL TRUST 1037 — Grants, Financials & Contact | Grantivo