Alberty FBO Capital XXXXX1002

Private foundation · Grantmaker Chicago, IL EIN: 31-6096172

Alberty FBO Capital XXXXX1002 is a private foundation focused on Education, based in Chicago, IL. IRS filing data is available from 2019 through 2022. In 2022, it awarded 1 grant totaling $1.3M. Net investment income was $294K.

Key facts about Alberty FBO Capital XXXXX1002

In short: Alberty FBO Capital XXXXX1002 gave $1.3M across 1 grant in 2022 (avg $1.3M), mostly in Ohio. Source: 2022 IRS Form 990-PF.

EIN
31-6096172
Latest 990 filing
Form 990-PF, 2022
Annual giving (2022)
$1,299,623
Grants made (2022)
1
Average grant
$1,299,623
Median grant
$1,299,623
Primary geography
Ohio (100% of itemized 2022 grant dollars)

Data from IRS Form 990-PF, 2022; updated September 2026.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$1.3M

Grant Count

1

Avg Grant Size

$1.3M

Under IRS private-foundation payout rules, Alberty FBO Capital XXXXX1002 reported a distributable amount of $5K for 2022 — the minimum it must pay out in qualifying distributions.

How Alberty FBO Capital XXXXX1002 gives

  • In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2022 grant dollars on its one itemized grant.

States

Cities

Columbus

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M0 grants2019 0 grants2021 1 grant2022

In 2022 it made 1 grant totaling $1.3M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2022

Capital University: $1.3MCapital University$1.3M

The largest 2022 recipient was Capital University ($1.3M).

Grant Size Distribution

1 grant across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was in the $1–5M range: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Capital University Columbus, OHGeneral$1,299,623

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2019 2021 2022
Metric202220212019
Total Assets—$1,221,447$1,254,212
Revenue$300,608$74,475$70,388
Expenses$1,316,003$46,460$26,575
Qualifying Distributions$1,309,200——
Net Investment Income$294,079$57,996$60,661
Distributable Amount$4,720$71,709$72,197

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
  2. IRS filings on file for fiscal years 2019–2022

Leadership & Key People

Officers and directors from IRS filings

Alberty FBO Capital XXXXX1002's only listed officer is JP Morgan Chase Bank NA, Trustee on the 2022 filing (compensated).

Officers on the 2022 filing

  • JP Morgan Chase Bank NA

    Trustee

    New on the 2022 filing

    2 hrs/week

    $11K (2022)

Former officers (2)
  • Former: Jpmorgan Chase Bank NA (2021) — Trustee
  • Former: Jp Morgan Chase (2019) — Trustee

Data from IRS Form 990 filings, 2019–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2022 IRS filing

JP Morgan Chase Bank NA — Trustee: $11KJP Morgan Chase Bank NATrustee$11K

The highest reported compensation on the 2022 filing was $11K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Alberty FBO Capital XXXXX1002

How much does Alberty FBO Capital XXXXX1002 give each year?

Alberty FBO Capital XXXXX1002 gave $1.3M across 1 grant in 2022, according to its 2022 IRS Form 990-PF.

What is Alberty FBO Capital XXXXX1002?

Alberty FBO Capital XXXXX1002 is a private foundation focused on Education, based in Chicago, IL.

Where does Alberty FBO Capital XXXXX1002 operate?

Alberty FBO Capital XXXXX1002 has awarded grants in Ohio.

How much is Alberty FBO Capital XXXXX1002 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Alberty FBO Capital XXXXX1002 reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alberty FBO Capital XXXXX1002's EIN?

Alberty FBO Capital XXXXX1002's EIN (Employer Identification Number) is 31-6096172. IRS Form 990 filing data is available on this page for 2019–2022.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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