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Private foundation (trust)EIN 362429540Est. 1976-09

RETIREMENT RESEARCH FOUNDATION

CHICAGO, IL 606314170

Accepts unsolicited proposals

Total Assets

$140.7M

FY 2023

Annual Giving

$2.3M

FY 2023

Grants Made

232

FY 2023

Avg Grant

$10K

FY 2023

Grant Range

Typical

Deadlines

February 1, may 1, and august 1

Applications

Financial Snapshot

2023 filing

Total Revenue

$4.4M

Total Expenses

$10.0M

Qualifying Distributions

$8.5M

Distributable Amount

$6.8M

Min. Investment Return

$6.7M

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

3 years

Giving over time from 2020 to 2023. Peak $8.3M in 2022. Hover bars for details.

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

Top Recipients

236 grants

GRANTS PAID FOR GENERAL FUNDING
$14.4M
2 grants
MATCHING GIFTS PROGRAM
$497K
2 grants
MIAMI UNIVERSITY SCRIPPS GERONTOLOGY CENTER
$192K
3 grants
SAGE
$180K
4 grants
NATIONAL COUNCIL ON AGING INC
$175K
2 grants
HEALTH AND MEDICINE POLICY RESEARCH GROUP
$175K
2 grants
MASSACHUSETTS GENERAL HOSPITAL
$173K
2 grants
INNOVATION DEVELOPMENT INSTITUTE DBA MATTER CHICAGO
$160K
3 grants

Grant Size Distribution

235 grants

<$10K
97
grants
$10–50K
90
grants
$50–250K
45
grants
$250K–1M
1
grants
$1–5M
$5M+
2
grants

Geographic Focus

1 states

Illinois
$17.2M
100% of total

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