Funder DirectorySHEILA E ALLEN CHAR REMAINDER TRUST XXXXX4009
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Private foundation (trust)EIN 756424358Est. 1999-02

SHEILA E ALLEN CHAR REMAINDER TRUST XXXXX4009

CHICAGO, IL 60603

Total Assets

$2.6M

FY 2024

Annual Giving

$93K

FY 2024

Grants Made

4

FY 2024

Avg Grant

$23K

FY 2024

Grant Range

$9K–$46K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$143K

Total Expenses

$127K

Qualifying Distributions

$106K

Distributable Amount

$120K

Min. Investment Return

$122K

Undistributed Income

$107K

Payout rate 88%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.88%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $9K through median $19K to maximum $46K, 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 2018 to 2024. Peak $103K in 2022. Hover bars for details.

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

Top Recipients

25 grants

THE UNIVERSITY OF TEXAS SYSTEM
$268K
7 grants
W I COOK FOUNDATION
$107K
6 grants
HARRIS METHODIST HEALTH FOUNDATION
$69K
4 grants
FIRST UNITED METHODIST CHURCH
$60K
6 grants
HARRIS METHODIST HEALTH FDN
$33K
2 grants

Grant Size Distribution

25 grants

<$10K
4
grants
$10–50K
20
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Texas
$536K
100% of total

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SHEILA E ALLEN CHAR REMAINDER TRUST XXXXX4009 — Grants, Financials & Contact | Grantivo