Anderson Lloyd & Roxie Char Test Tr

CHICAGO, IL EIN: 73-6254994

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

1states

States

Cities

El RenoUnion City

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$889K$2M$3M$4M20202021202220232024
Metric202420232022
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

$0$713K$1M$2M$3M3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

FIRST BAPTIST CHURCH OF …$495KUNION CITY UNITED METHOD…$248KFIRST BAPTIST CHURCH OF …$248K

Grant Size Distribution

15 grants across all recorded years

2<$50K5$50–100K4$100–250K1$250–500K2$500K–1M1$1–5M$5M+

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

BMO BANK N ATRUSTEE$36K

From 2024 filing

NameTitleHoursCompensation
BMO BANK N ATRUSTEE1$35,902

Subject Areas

Focus areas based on grantmaking activity

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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