Funke Alice Jean Trust Dated 1-31-64

CHICAGO, IL EIN: 82-0671393

Funke Alice Jean Trust Dated 1-31-64 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $862K in total assets. In 2023, it awarded 1 grants totaling $44K. Net investment income was $21K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$862K

-3.4% YoY

Annual Giving

$44K

+29.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$44K

+29.7% YoY

Under IRS private-foundation payout rules, Funke Alice Jean Trust Dated 1-31-64 reported a distributable amount of $54K for 2023 — the minimum it must pay out in qualifying distributions.

About Funke Alice Jean Trust Dated 1-31-64

Based on IRS filings

Funke Alice Jean Trust Dated 1-31-64 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $862K in total assets. In 2023, it awarded 1 grants totaling $44K. Net investment income was $21K.

Ready to take the next step with Funke Alice Jean Trust Dated 1-31-64?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Watervliet

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$40K$79K$119K$159K2020202120222023
Metric202320222021
Total Assets$862,208$892,985$910,862
Revenue$30,643$37,607$144,328
Expenses$61,507$55,644$60,013
Qualifying Distributions$52,677$43,336$49,077
Net Investment Income$20,715$27,741$134,695
Distributable Amount$53,726$53,450$56,028

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$22K$33K$44K1 grants20201 grants20211 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

LAKELAND COMMUNITY HOSPI…$44K

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Lakeland Community Hospital ($44,220).

RecipientPurposeAmount
LAKELAND COMMUNITY HOSPITAL Watervliet, MIGENERAL SUPPORT$44,220

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

BMO BANK N ATRUSTEE$16K

From 2023 filing

NameTitleHoursCompensation
BMO BANK N ATRUSTEE1$16,384

Frequently Asked Questions

How large is Funke Alice Jean Trust Dated 1-31-64?

As of 2023, Funke Alice Jean Trust Dated 1-31-64 holds $862K in total assets with $31K in annual revenue. It awarded 1 grants totaling $44K in 2023.

Where does Funke Alice Jean Trust Dated 1-31-64 operate?

Funke Alice Jean Trust Dated 1-31-64 has awarded grants in Michigan.

What size grants does Funke Alice Jean Trust Dated 1-31-64 award?

In 2023, Funke Alice Jean Trust Dated 1-31-64 awarded 1 grants totaling $44K — an average of about $44K per grant, based on its IRS Form 990 filings.

How much is Funke Alice Jean Trust Dated 1-31-64 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Funke Alice Jean Trust Dated 1-31-64 reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Funke Alice Jean Trust Dated 1-31-64's EIN?

Funke Alice Jean Trust Dated 1-31-64's EIN (Employer Identification Number) is 82-0671393. IRS Form 990 filing data is available on this page for 2020–2023.

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

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