Alfred & Lillie Dunlavey Char Trust XXXXX2009
Alfred & Lillie Dunlavey Char Trust XXXXX2009 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $304K in total assets. In 2025, it awarded 4 grants totaling $18K. Net investment income was $21K.
Key facts about Alfred & Lillie Dunlavey Char Trust XXXXX2009
In short: Alfred & Lillie Dunlavey Char Trust XXXXX2009 gave $18K across 4 grants in 2025 (avg $5K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- EIN
- 81-6122222
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $18,294
- Grants made (2025)
- 4
- Average grant
- $4,574
- Median grant
- $3,500
- Total assets
- $304,454
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$304K
-0.3% YoY
Annual Giving
$18K
+11.6% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$5K
+11.6% YoY
Under IRS private-foundation payout rules, Alfred & Lillie Dunlavey Char Trust XXXXX2009 reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
How Alfred & Lillie Dunlavey Char Trust XXXXX2009 gives
- Giving grew 54% from 2022 to 2025. Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Open Grants
1 open opportunity from Alfred & Lillie Dunlavey Char Trust XXXXX2009
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $12K (2022) to $18K (2025). In 2025 it made 4 grants totaling $18K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Friendship Park - Jefferson County ($10K). Together the top 4 received $18K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Friendship Park - Jefferson County Steubenville, OH | General | $10,000 |
| Franciscan University of Steubenville, OH | General | $3,500 |
| Central Catholic High School Toledo, OH | General | $3,500 |
| Apostolate for Family Consecration Bloomingdale, OH | General | $1,294 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $304,454 | $305,472 | $309,913 |
| Revenue | $26,824 | $23,935 | $34,067 |
| Expenses | $27,845 | $28,345 | $25,554 |
| Qualifying Distributions | $21,992 | $20,205 | $20,067 |
| Net Investment Income | $21,034 | $16,402 | $28,104 |
| Distributable Amount | $23,657 | $22,103 | $19,499 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 2, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Alfred & Lillie Dunlavey Char Trust XXXXX2009's only listed officer is JP Morgan Chase Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank N A
Trustee
On filings since 2020
2 hrs/week
$8K (2020) → $9K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $9K, to JP Morgan Chase Bank N a (Trustee).
Frequently asked questions about Alfred & Lillie Dunlavey Char Trust XXXXX2009
How much does Alfred & Lillie Dunlavey Char Trust XXXXX2009 give each year?
Alfred & Lillie Dunlavey Char Trust XXXXX2009 gave $18K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 4 grants.
What is Alfred & Lillie Dunlavey Char Trust XXXXX2009's typical grant size?
Alfred & Lillie Dunlavey Char Trust XXXXX2009's median grant in 2025 was $3,500, and its average grant was $4,574, across 4 grants on its 2025 IRS Form 990-PF.
Where does Alfred & Lillie Dunlavey Char Trust XXXXX2009 give grants?
Alfred & Lillie Dunlavey Char Trust XXXXX2009 gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Steubenville, OH (2 grants).
Does Alfred & Lillie Dunlavey Char Trust XXXXX2009 give general operating support?
Yes: 100% of Alfred & Lillie Dunlavey Char Trust XXXXX2009's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Alfred & Lillie Dunlavey Char Trust XXXXX2009?
Alfred & Lillie Dunlavey Char Trust XXXXX2009 reported $304K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Alfred & Lillie Dunlavey Char Trust XXXXX2009 by hand.
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