Alfred & Lillie Dunlavey Char Trust Xxxxx2009

CHICAGO, IL EIN: 81-6122222

Alfred & Lillie Dunlavey Char Trust Xxxxx2009 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $305K in total assets. In 2024, it awarded 4 grants totaling $16K. Net investment income was $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$305K

-1.4% YoY

Annual Giving

$16K

-3.3% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$4K

+20.8% YoY

Under IRS private-foundation payout rules, Alfred & Lillie Dunlavey Char Trust Xxxxx2009 reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.

About Alfred & Lillie Dunlavey Char Trust Xxxxx2009

Based on IRS filings

Alfred & Lillie Dunlavey Char Trust Xxxxx2009 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $305K in total assets. In 2024, it awarded 4 grants totaling $16K. Net investment income was $16K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AkronMingo JunctionRichmondSteubenvilleToledoWashingtonWintersville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$9K$19K$28K$37K20202021202220232024
Metric202420232022
Total Assets$305,472$309,913$301,399
Revenue$23,935$34,067$15,542
Expenses$28,345$25,554$21,406
Qualifying Distributions$20,205$20,067$15,392
Net Investment Income$16,402$28,104$9,941
Distributable Amount$22,103$19,499$20,478

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$13K$17K5 grants20205 grants20213 grants20225 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

AXESSPOINTE COMMUNITY HE…$6KVILLAGE OF NEW ALEXANDRIA$5KCENTRAL CATHOLIC HIGH SC…$5KROSS TOWNSHIP$1K

Grant Size Distribution

22 grants across all recorded years

22<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Alfred & Lillie Dunlavey Char Trust Xxxxx2009

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Axesspointe Community Healthcenters Inc ($5,546), Village of New Alexandria ($5,350), Central Catholic High School ($4,500).

RecipientPurposeAmount
AXESSPOINTE COMMUNITY HEALTHCENTERS INC AKRON, OHGENERAL$5,546
CENTRAL CATHOLIC HIGH SCHOOL TOLEDO, OHGENERAL$4,500
VILLAGE OF NEW ALEXANDRIA MINGO JUNCTION, OHGENERAL$5,350
ROSS TOWNSHIP RICHMOND, OHGENERAL$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JP MORGAN CHASE BANK…TRUSTEE$9K

From 2024 filing

NameTitleHoursCompensation
JP MORGAN CHASE BANK N ATRUSTEE2$9,021

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Alfred & Lillie Dunlavey Char Trust Xxxxx2009?

Alfred & Lillie Dunlavey Char Trust Xxxxx2009 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $305K in total assets as of 2024.

How large is Alfred & Lillie Dunlavey Char Trust Xxxxx2009?

As of 2024, Alfred & Lillie Dunlavey Char Trust Xxxxx2009 holds $305K in total assets with $24K in annual revenue. It awarded 4 grants totaling $16K in 2024.

Where does Alfred & Lillie Dunlavey Char Trust Xxxxx2009 operate?

Alfred & Lillie Dunlavey Char Trust Xxxxx2009 has awarded grants in District of Columbia, Ohio.

What size grants does Alfred & Lillie Dunlavey Char Trust Xxxxx2009 award?

In 2024, Alfred & Lillie Dunlavey Char Trust Xxxxx2009 awarded 4 grants totaling $16K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Alfred & Lillie Dunlavey Char Trust Xxxxx2009 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alfred & Lillie Dunlavey Char Trust Xxxxx2009 reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alfred & Lillie Dunlavey Char Trust Xxxxx2009's EIN?

Alfred & Lillie Dunlavey Char Trust Xxxxx2009's EIN (Employer Identification Number) is 81-6122222. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Alfred & Lillie Dunlavey Char Trust Xxxxx2009's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

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