Charles Knox Irr Trust

PENNINGTON, NJ EIN: 37-6491254

Charles Knox Irr Trust is a private foundation, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 4 grants totaling $103K. Net investment income was $90K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.4M

-3.9% YoY

Annual Giving

$103K

-5.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$26K

-5.7% YoY

Under IRS private-foundation payout rules, Charles Knox Irr Trust reported a distributable amount of $134K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles Knox Irr Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $403K (75%)

Georgia $134K (25%)

States

California Georgia

Cities

AtlantaIrvineLos Angeles

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,427,325	$2,525,217	$2,720,651
Revenue	$103,828	$-24,105	$-102,408
Expenses	$136,886	$139,316	$162,337
Qualifying Distributions	$122,131	$125,726	$132,117
Net Investment Income	$89,655	$40,699	$31,706
Distributable Amount	$133,660	$119,525	$127,068

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

21 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Emory University ($25,698), University of Sourthern California ($25,698), Regents Of The University Of California ($25,698).

Recipient	Purpose	Amount
EMORY UNIVERSITY ATLANTA, GA	GENERAL OPERATING	$25,698
UNIVERSITY OF SOURTHERN CALIFORNIA LOS ANGELES, CA	GENERAL OPERATING	$25,698
Regents Of The University Of California IRVINE, CA	GENERAL OPERATING	$25,698
REGENTS UNIV OF CALIFORNIA LOS ANGELES LOS ANGELES, CA	GENERAL OPERATING	$25,698

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	2	$31,860

Frequently Asked Questions

How large is Charles Knox Irr Trust?

As of 2024, Charles Knox Irr Trust holds $2.4M in total assets with $104K in annual revenue. It awarded 4 grants totaling $103K in 2024.

Where does Charles Knox Irr Trust operate?

Charles Knox Irr Trust has awarded grants in California, Georgia.

What size grants does Charles Knox Irr Trust award?

In 2024, Charles Knox Irr Trust awarded 4 grants totaling $103K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is Charles Knox Irr Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles Knox Irr Trust reported a distributable amount of $134K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.