Funder DirectoryJOSEPH & TERRI GUGENHEIM CHARITABLE
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Private foundation (trust)EIN 465290034Est. 2014-07

JOSEPH & TERRI GUGENHEIM CHARITABLE

HOUSTON, TX 770274029

Accepts unsolicited proposals

Total Assets

$7.2M

FY 2023

Annual Giving

$230K

FY 2023

Grants Made

5

FY 2023

Avg Grant

$46K

FY 2023

Grant Range

$25K–$80K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Z99

Financial Snapshot

2023 filing

Total Revenue

$319K

Total Expenses

$244K

Qualifying Distributions

$232K

Distributable Amount

$336K

Min. Investment Return

$340K

Payout rate 69%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.69%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $25K through median $50K to maximum $80K, 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

5 years

Giving over time from 2018 to 2023. Peak $520K in 2021. Hover bars for details.

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

Top Recipients

22 grants

NORTHWESTERN UNIVERSITY
$1.2M
5 grants
NEIGHBORS IN ACTION
$313K
5 grants
STAR OF HOPE
$193K
4 grants
LITERACY NOW
$100K
4 grants
WORKFAITH
$75K
3 grants
MAKING IT BETTER
$25K
1 grant

Grant Size Distribution

22 grants

<$10K
$10–50K
11
grants
$50–250K
8
grants
$250K–1M
3
grants
$1–5M
$5M+

Geographic Focus

2 states

Illinois
$1.2M
63% of total
Texas
$706K
37% of total

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JOSEPH & TERRI GUGENHEIM CHARITABLE — Grants, Financials & Contact | Grantivo