Anderson Lloyd & Roxie Char Test Tr is a private foundation focused on Religion Related, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 3 grants totaling $991K. Net investment income was $629K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.4M
-9.7% YoY
Annual Giving
$991K
-65.2% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$330K
-65.2% YoY
About Anderson Lloyd & Roxie Char Test Tr
Based on IRS filings
Anderson Lloyd & Roxie Char Test Tr is a private foundation focused on Religion Related, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 3 grants totaling $991K. Net investment income was $629K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,375,575 | $3,738,693 | $5,653,516 |
| Revenue | $761,269 | $1,121,896 | $3,231,857 |
| Expenses | $1,146,170 | $3,098,853 | $724,437 |
| Qualifying Distributions | $1,008,887 | $2,868,845 | $251,961 |
| Net Investment Income | $628,763 | $945,253 | $2,768,749 |
| Distributable Amount | $274,865 | $358,452 | $612,681 |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BMO BANK N A | TRUSTEE | 1 | $35,902 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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