Funder DirectoryJEPHSON EDUCATIONAL TRUST #2 XXXXX1004
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Private foundation (trust)EIN 136777236Est. 1980-08

JEPHSON EDUCATIONAL TRUST #2 XXXXX1004

CHICAGO, IL 60603

Total Assets

$12.2M

FY 2023

Annual Giving

$458K

FY 2023

Grants Made

34

FY 2023

Avg Grant

$13K

FY 2023

Grant Range

$5K–$100K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$305K

Total Expenses

$626K

Qualifying Distributions

$535K

Distributable Amount

$566K

Min. Investment Return

$569K

Undistributed Income

$487K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

34 grants

Grant sizes from minimum $5K through median $10K to maximum $100K, 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

6 years

Giving over time from 2017 to 2023. Peak $503K in 2022. Hover bars for details.

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

Top Recipients

228 grants

Cazenovia College
$345K
4 grants
Metropolitan Opera Association
$180K
6 grants
New York Philharmonic- Symphony Society
$120K
6 grants
Boston Conservatory
$105K
4 grants
American Composers Orchestra Inc
$105K
6 grants
Long Trail School Inc
$105K
6 grants
KEUKA COLLEGE
$100K
1 grant
Bach Choir of Bethlehem
$90K
6 grants

Grant Size Distribution

228 grants

<$10K
154
grants
$10–50K
70
grants
$50–250K
4
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

11 states

New York
$1.8M
62% of total
Massachusetts
$284K
10% of total
Vermont
$228K
8% of total
Pennsylvania
$150K
5% of total
New Jersey
$120K
4% of total
Kentucky
$105K
4% of total
Michigan
$90K
3% of total
Wisconsin
$40K
1% of total
Maryland
$30K
1% of total
North Carolina
$25K
1% of total

+1 more states

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JEPHSON EDUCATIONAL TRUST #2 XXXXX1004 — Grants, Financials & Contact | Grantivo