Arthur & Nanette Avery Trust Xxxxx4006

CHICAGO, IL EIN: 35-7012038

Arthur & Nanette Avery Trust Xxxxx4006 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $983K in total assets. In 2024, it awarded 1 grants totaling $52K. Net investment income was $50K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$983K

-1.2% YoY

Annual Giving

$52K

-4.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$52K

-4.2% YoY

Under IRS private-foundation payout rules, Arthur & Nanette Avery Trust Xxxxx4006 reported a distributable amount of $64K for 2024 — the minimum it must pay out in qualifying distributions.

About Arthur & Nanette Avery Trust Xxxxx4006

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $272K (100%)

States

Indiana

Cities

Lafayette

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$983,324	$995,615	$1,012,766
Revenue	$63,401	$57,828	$21,968
Expenses	$73,236	$72,763	$82,438
Qualifying Distributions	$58,900	$60,449	$67,660
Net Investment Income	$49,835	$40,141	$25,052
Distributable Amount	$64,080	$58,166	$60,905

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lafayette Urban Ministry ($51,729).

Recipient	Purpose	Amount
LAFAYETTE URBAN MINISTRY LAFAYETTE, IN	GENERAL	$51,729

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Arthur & Nanette Avery Trust Xxxxx4006?

Arthur & Nanette Avery Trust Xxxxx4006 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $983K in total assets as of 2024.

How large is Arthur & Nanette Avery Trust Xxxxx4006?

As of 2024, Arthur & Nanette Avery Trust Xxxxx4006 holds $983K in total assets with $63K in annual revenue. It awarded 1 grants totaling $52K in 2024.

Where does Arthur & Nanette Avery Trust Xxxxx4006 operate?

Arthur & Nanette Avery Trust Xxxxx4006 has awarded grants in Indiana.

What size grants does Arthur & Nanette Avery Trust Xxxxx4006 award?

In 2024, Arthur & Nanette Avery Trust Xxxxx4006 awarded 1 grants totaling $52K — an average of about $52K per grant, based on its IRS Form 990 filings.

How much is Arthur & Nanette Avery Trust Xxxxx4006 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Arthur & Nanette Avery Trust Xxxxx4006 reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Arthur & Nanette Avery Trust Xxxxx4006's EIN?

Arthur & Nanette Avery Trust Xxxxx4006's EIN (Employer Identification Number) is 35-7012038. IRS Form 990 filing data is available on this page for 2019–2024.