Dean C Zutes Charitable Trust Xxxxx4007

CHICAGO, IL EIN: 16-6533527

Dean C Zutes Charitable Trust Xxxxx4007 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 13 grants totaling $355K. Net investment income was $253K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.3M

-2.7% YoY

Annual Giving

$355K

-5.5% YoY

Grant Count

13

-7.1% YoY

Avg Grant Size

$27K

+1.8% YoY

Under IRS private-foundation payout rules, Dean C Zutes Charitable Trust Xxxxx4007 reported a distributable amount of $409K for 2024 — the minimum it must pay out in qualifying distributions.

About Dean C Zutes Charitable Trust Xxxxx4007

Based on IRS filings

Dean C Zutes Charitable Trust Xxxxx4007 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 13 grants totaling $355K. Net investment income was $253K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

IthacaMendonNew YorkOklahomaPhiladelphiaRochesterWebster

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$141K$282K$424K$565K20202021202220232024
Metric202420232022
Total Assets$5,342,440$5,488,794$5,557,125
Revenue$309,794$389,662$229,833
Expenses$454,603$452,151$513,461
Qualifying Distributions$392,732$400,291$416,406
Net Investment Income$253,195$327,673$161,805
Distributable Amount$408,602$379,805$404,706

Giving Over Time

Total grant dollars and number of grants per year

$0$97K$193K$290K$387K14 grants202015 grants202114 grants202214 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ROCHESTER INST OF TECHNO…$90KUNIVERSITY OF ROCHESTER$90KHIGHLAND HOSPITAL FOUNDA…$90KGREEK AMERICAN FARM SCHOOL$21KHELLENIC ORTHODOX CHURCH$18KAHEPA ROCHESTER FOUNDATI…$14KCAMP GOOD DAYS AND SPECI…$7KSCHEIE EYE INSTITUTETTEE…$7KCORNELL UNIVERSITY OFFIC…$4KSENECA WATERWAYS COUNCIL…$4K

Grant Size Distribution

70 grants across all recorded years

55<$50K15$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Rochester Inst of Technology ($89,530), University of Rochester ($89,530), Highland Hospital Foundation ($89,530).

RecipientPurposeAmount
CORNELL UNIVERSITY OFFICE OF ITHACA, NYGENERAL$3,581
SENECA WATERWAYS COUNCIL INC BSA ROCHESTER, NYGENERAL$3,581
ROCHESTER INST OF TECHNOLOGY ROCHESTER, NYGRANT RONALD BITTNER SCHOOL$89,530
UNIVERSITY OF ROCHESTER ROCHESTER, NYGRANT; ALZHEIMERS RESEARCH$89,530
HELLENIC ORTHODOX CHURCH ROCHESTER, NYGRANT: BUILDING MAINTENENCE$17,906
ROCHESTER MUSEUM & SCIENCE CENTER ROCHESTER, NYGRANT: STRASENBURGH$3,581
RONALD MCDONALD HOUSE CHARITIES ROCHESTER, NYGENERAL$3,581
AHEPA ROCHESTER FOUNDATION INC WEBSTER, NYGRANT: AWARD TWO$14,325
CAMP GOOD DAYS AND SPECIAL TIMES MENDON, NYGENERAL$7,162
HIGHLAND HOSPITAL FOUNDATION ROCHESTER, NYGRANT: BOARD OF TRUSTEES$89,530

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JP MORGAN CHASE BANK…trustee$78K

From 2024 filing

NameTitleHoursCompensation
JP MORGAN CHASE BANK N Atrustee2$77,613

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Dean C Zutes Charitable Trust Xxxxx4007?

Dean C Zutes Charitable Trust Xxxxx4007 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $5.3M in total assets as of 2024.

How large is Dean C Zutes Charitable Trust Xxxxx4007?

As of 2024, Dean C Zutes Charitable Trust Xxxxx4007 holds $5.3M in total assets with $310K in annual revenue. It awarded 13 grants totaling $355K in 2024.

Where does Dean C Zutes Charitable Trust Xxxxx4007 operate?

Dean C Zutes Charitable Trust Xxxxx4007 has awarded grants in New York, Oklahoma, Pennsylvania.

What size grants does Dean C Zutes Charitable Trust Xxxxx4007 award?

In 2024, Dean C Zutes Charitable Trust Xxxxx4007 awarded 13 grants totaling $355K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Dean C Zutes Charitable Trust Xxxxx4007 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Dean C Zutes Charitable Trust Xxxxx4007 reported a distributable amount of $409K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Dean C Zutes Charitable Trust Xxxxx4007's EIN?

Dean C Zutes Charitable Trust Xxxxx4007's EIN (Employer Identification Number) is 16-6533527. IRS Form 990 filing data is available on this page for 2020–2024.

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

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