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

-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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $1.7M (97%)

Pennsylvania $35K (2%)

Oklahoma $14K (1%)

States

New York Oklahoma Pennsylvania

Cities

IthacaMendonNew YorkOklahomaPhiladelphiaRochesterWebster

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

70 grants across all recorded years

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).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JP MORGAN CHASE BANK N A	trustee	2	$77,613

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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.