Funder DirectoryTERRY GEORGE R INS TR 5-4-64
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Private foundation (trust)EIN 366710419Est. 2015-03

TERRY GEORGE R INS TR 5-4-64

CHICAGO, IL 606945672

Total Assets

$3.0M

FY 2023

Annual Giving

$134K

FY 2023

Grants Made

8

FY 2023

Avg Grant

$17K

FY 2023

Grant Range

$3K–$40K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$114K

Total Expenses

$162K

Qualifying Distributions

$147K

Distributable Amount

$141K

Min. Investment Return

$143K

Undistributed Income

$127K

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.

Grant Range

8 grants

Grant sizes from minimum $3K through median $15K to maximum $40K, 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 $152K in 2022. Hover bars for details.

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

Top Recipients

43 grants

NWU J L KELLOGG GRADUATE SCHOOL
$194K
5 grants
University of Cincinnati
$130K
5 grants
University of Dayton
$116K
5 grants
AMERICAN CANCER SOCIETY
$103K
5 grants
Ball State University
$44K
5 grants
NORTHWESTERN UNIVERSITY
$33K
4 grants
INDIANA UNIVERSITY
$17K
2 grants
The Academy of Management
$17K
5 grants

Grant Size Distribution

43 grants

<$10K
22
grants
$10–50K
21
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Ohio
$246K
36% of total
Illinois
$244K
36% of total
Oklahoma
$103K
15% of total
Indiana
$61K
9% of total
New York
$17K
2% of total
Michigan
$8K
1% of total
Texas
$8K
1% of total

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TERRY GEORGE R INS TR 5-4-64 — Grants, Financials & Contact | Grantivo