Albert D Banta Tr Xxxxx2003

CHICAGO, IL EIN: 72-6018786

Albert D Banta Tr Xxxxx2003 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 3 grants totaling $108K. Net investment income was $76K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

-3.4% YoY

Annual Giving

$108K

+42.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$36K

+42.2% YoY

Under IRS private-foundation payout rules, Albert D Banta Tr Xxxxx2003 reported a distributable amount of $135K for 2024 — the minimum it must pay out in qualifying distributions.

About Albert D Banta Tr Xxxxx2003

Based on IRS filings

Ready to take the next step with Albert D Banta Tr Xxxxx2003?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $271K (67%)

Tennessee $135K (33%)

States

Tennessee Texas

Cities

College StationMemphisSherman

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,585,742	$1,641,961	$1,262,864
Revenue	$102,788	$518,625	$43,092
Expenses	$152,095	$139,286	$113,540
Qualifying Distributions	$118,668	$85,209	$81,496
Net Investment Income	$75,910	$467,151	$49,237
Distributable Amount	$134,953	$117,308	$85,035

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Rhodes College ($36,047), Texas a & M University ($36,047), Austin College ($36,047).

Recipient	Purpose	Amount
RHODES COLLEGE MEMPHIS, TN	GENERAL	$36,047
TEXAS A & M UNIVERSITY COLLEGE STATION, TX	GENERAL	$36,047
AUSTIN COLLEGE SHERMAN, TX	GENERAL	$36,047

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Albert D Banta Tr Xxxxx2003?

As of 2024, Albert D Banta Tr Xxxxx2003 holds $1.6M in total assets with $103K in annual revenue. It awarded 3 grants totaling $108K in 2024.

Where does Albert D Banta Tr Xxxxx2003 operate?

Albert D Banta Tr Xxxxx2003 has awarded grants in Tennessee, Texas.

What size grants does Albert D Banta Tr Xxxxx2003 award?

In 2024, Albert D Banta Tr Xxxxx2003 awarded 3 grants totaling $108K — an average of about $36K per grant, based on its IRS Form 990 filings.

How much is Albert D Banta Tr Xxxxx2003 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Albert D Banta Tr Xxxxx2003 reported a distributable amount of $135K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.