Funder DirectoryNINA MAY BOZARTH TESTAMENTARY TRUST
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Private foundation (trust)EIN 376089825Est. 2022-02

NINA MAY BOZARTH TESTAMENTARY TRUST

CLAYTON, MO 631050156

Total Assets

$4.2M

FY 2023

Annual Giving

$178K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$30K

FY 2023

Grant Range

$20K–$49K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$170K

Total Expenses

$217K

Qualifying Distributions

$186K

Distributable Amount

$195K

Min. Investment Return

$197K

Undistributed Income

$188K

Payout rate 95%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.95%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $20K through median $20K to maximum $49K, 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 2019 to 2023. Peak $201K in 2021. Hover bars for details.

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

Top Recipients

24 grants

EUREKA COLLEGE
$201K
4 grants
CDF DBA CARLE CTR FOR PHILANTHROPY
$105K
2 grants
ADVOCATE CHARITABLE FOUNDATION
$96K
2 grants
CHILDREN'S HOME & AID SOCIETY
$81K
4 grants
YOUNG WOMEN'S CHRISTIAN ASSOCIATION
$81K
4 grants
MCLEAN COUNTY UNITED WAY FUND
$81K
4 grants
THE BABY FOLD
$81K
4 grants

Grant Size Distribution

24 grants

<$10K
$10–50K
22
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Illinois
$725K
100% of total

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