Charitable Trust Fbo Ira and Leonore

Foundation · Grantmaker SAN FRANCISCO, CA EIN: 95-6932392

Charitable Trust Fbo Ira and Leonore is a private foundation, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 1 grants totaling $337K. Net investment income was $206K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.5M

-1.4% YoY

Annual Giving

$337K

+236.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$337K

+236.9% YoY

Under IRS private-foundation payout rules, Charitable Trust Fbo Ira and Leonore reported a distributable amount of $337K for 2024 — the minimum it must pay out in qualifying distributions.

About Charitable Trust Fbo Ira and Leonore

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $752K (100%)

States

California

Cities

San Francisco

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,521,366	$4,584,877	$4,391,505
Revenue	$969,549	$1,114,242	$1,181,019
Expenses	$1,143,378	$941,872	$962,622
Qualifying Distributions	$380,125	$100,000	$140,000
Net Investment Income	$206,296	$318,370	$358,397
Distributable Amount	$336,924	$349,472	$332,601

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 Jewish Community Federation of San Francisco ($336,925).

Recipient	Purpose	Amount
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO SAN FRANCISCO, CA	TO SUPPORT DESIGNATED PHILANTHROPIC FUND FOR ARTISTIC ORGANIZATIONS,EDUCATION FOR CHILDREN IN ARTS & CERTAIN MEDICAL FACILITIES	$336,925

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JEAN STRUNSKY	CO-TRUSTEE	15	$112,500

Frequently Asked Questions

How large is Charitable Trust Fbo Ira and Leonore?

As of 2024, Charitable Trust Fbo Ira and Leonore holds $4.5M in total assets with $970K in annual revenue. It awarded 1 grants totaling $337K in 2024.

Where does Charitable Trust Fbo Ira and Leonore operate?

Charitable Trust Fbo Ira and Leonore has awarded grants in California.

What size grants does Charitable Trust Fbo Ira and Leonore award?

In 2024, Charitable Trust Fbo Ira and Leonore awarded 1 grants totaling $337K — an average of about $337K per grant, based on its IRS Form 990 filings.

How much is Charitable Trust Fbo Ira and Leonore required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charitable Trust Fbo Ira and Leonore reported a distributable amount of $337K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charitable Trust Fbo Ira and Leonore's EIN?

Charitable Trust Fbo Ira and Leonore's EIN (Employer Identification Number) is 95-6932392. IRS Form 990 filing data is available on this page for 2020–2024.