Funder DirectorySHERWOOD & JANET R BLUE ED & CHAR TR
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EIN 306141987

SHERWOOD & JANET R BLUE ED & CHAR TR

CHICAGO, IL 60603

Total Assets

$9.2M

FY 2023

Annual Giving

$345K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$86K

FY 2023

Grant Range

$17K–$259K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$434K

Total Expenses

$435K

Qualifying Distributions

$374K

Distributable Amount

$415K

Min. Investment Return

$420K

Undistributed Income

$385K

Payout rate 90%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.90%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $17K through median $34K to maximum $259K, 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 2019 to 2023. Peak $375K in 2022. Hover bars for details.

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

Top Recipients

20 grants

FOUNDATION CHAPTER THETA CHI
$1.3M
5 grants
INDIANA UNIVERSITY FOUNDATION
$173K
5 grants
MERIDIAN STREET UNITED
$173K
5 grants
UNIVERSITY OF INDIANAPOLIS
$86K
5 grants

Grant Size Distribution

20 grants

<$10K
$10–50K
15
grants
$50–250K
2
grants
$250K–1M
3
grants
$1–5M
$5M+

Geographic Focus

1 states

Indiana
$1.7M
100% of total

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SHERWOOD & JANET R BLUE ED & CHAR TR — Grants, Financials & Contact | Grantivo