Courtney a Kleman XXXXX3005

Private foundation · Grantmaker Chicago, IL EIN: 36-6014992

Courtney a Kleman XXXXX3005 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $889K in total assets. In 2025, it awarded 3 grants totaling $60K. Net investment income was $84K.

Courtney a Kleman XXXXX3005 at a glance

In short: Courtney a Kleman XXXXX3005 gave $60K across 3 grants in 2025 (avg $20K), mostly in Illinois. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$60,027
+13.8% vs 2024
Grants made (2025)
3
-25.0% vs 2024
Average grant
$20,009
+51.7% vs 2024
Median grant
$20,009
Total assets
$889,424
+1.8% vs 2024
Primary geography
Illinois (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who Courtney a Kleman XXXXX3005 funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Rush University Medical Center: $20KRush University Medical Center$20KUniversity of Chicago: $20KUniversity of Chicago$20KNorthwestern Medical Facility: $20KNorthwestern Medical Facility$20K

The largest 2025 recipient was Rush University Medical Center ($20K). Together the top 3 received $60K.

Grant Size Distribution

19 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 19 grants of 19 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

Chicago

How Courtney a Kleman XXXXX3005 gives

  • Giving held roughly steady from 2022 to 2025 (−17%). Method
  • In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K4 grants2019 4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $51K (2020) to $73K (2022). In 2025 it made 3 grants totaling $60K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Rush University Medical Center Chicago, ILGeneral$20,009
University of Chicago Chicago, ILGeneral$20,009
Northwestern Medical Facility Chicago, ILGeneral$20,009
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$889,424$99,478$83,848$60,0273$68,122$84,293$72,146
2024$873,652$62,138$75,989$52,7684$60,305$47,777$67,565
2023$888,897$70,997$74,042$54,5764$61,208$56,333$59,398
2022$891,832$30,865$93,746$72,5014$79,388$17,565$74,269
2021$941,961$78,509$73,786$51,3724$58,812$64,318$67,136
2020$937,252$64,148$68,638$51,2204—$52,693$57,350
2019$941,989$78,972$71,343$52,4124—$67,853$56,967

Under IRS private-foundation payout rules, Courtney a Kleman XXXXX3005 reported a distributable amount of $72K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Courtney a Kleman XXXXX3005's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2020

    2 hrs/week

    $17K (2020) → $23K (2025)

Former officers (1)
  • Former: Jpm Morgan Chase (2019) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

JP Morgan Chase Bank NA — Trustee: $23KJP Morgan Chase Bank NATrustee$23K

The highest reported compensation on the 2025 filing was $23K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Courtney a Kleman XXXXX3005

How much does Courtney a Kleman XXXXX3005 give each year?

Courtney a Kleman XXXXX3005 gave $60K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $53K across 4 grants.

What is Courtney a Kleman XXXXX3005's typical grant size?

Courtney a Kleman XXXXX3005's median grant in 2025 was $20,009, and its average grant was $20,009, across 3 grants on its 2025 IRS Form 990-PF.

Where does Courtney a Kleman XXXXX3005 give grants?

Courtney a Kleman XXXXX3005 gives mostly in Illinois: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Chicago, IL (3 grants).

Does Courtney a Kleman XXXXX3005 give general operating support?

Yes: 100% of Courtney a Kleman XXXXX3005's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Courtney a Kleman XXXXX3005?

Courtney a Kleman XXXXX3005 reported $889K in total assets on its 2025 IRS Form 990-PF. It paid out $68K in qualifying distributions that year, against a required minimum of $72K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Courtney a Kleman XXXXX3005's EIN?

Courtney a Kleman XXXXX3005's EIN (Employer Identification Number) is 36-6014992. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  3. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 19, 2024)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Courtney a Kleman XXXXX3005's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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