Henry Gund Tr XXXXX4008

Private foundation · Grantmaker Chicago, IL EIN: 36-6150313

Henry Gund Tr XXXXX4008 is a private foundation focused on Education, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $478K in total assets. In 2025, it awarded 1 grant totaling $21K. Net investment income was $19K.

Henry Gund Tr XXXXX4008 at a glance

In short: Henry Gund Tr XXXXX4008 gave $21K across 1 grant in 2025 (avg $21K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$20,896
+9.2% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$20,896
+9.2% vs 2024
Median grant
$20,896
Total assets
$477,792
-1.1% vs 2024
Primary geography
Kentucky (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 Henry Gund Tr XXXXX4008 funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Berea College: $21KBerea College$21K

The largest 2025 recipient was Berea College ($21K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Berea

How Henry Gund Tr XXXXX4008 gives

  • Giving held roughly steady from 2022 to 2025 (−3%). Method
  • In 2025 it paid out 95% 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$10K$20K$30K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $19K (2024) to $22K (2022). In 2025 it made 1 grant totaling $21K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Berea College Berea, KYGeneral$20,896
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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$477,792$24,279$29,543$20,8961$23,680$19,001$24,842
2024$483,036$36,723$25,240$19,1271$21,759$33,534$23,528
2023$465,489$25,138$22,336$19,6481$22,093$25,011$21,572
2022$466,201$29,442$25,545$21,6071$24,255$29,100$22,296
2021$460,463$49,982$22,977$19,3341$22,102$49,792$24,375
2020$435,118$31,295$22,169$19,4011—$31,145$21,840
2019$424,946$18,564$23,831$21,0581—$18,442$21,826

Under IRS private-foundation payout rules, Henry Gund Tr XXXXX4008 reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Henry Gund Tr XXXXX4008's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2019

    2 hrs/week

    $2K (2019) → $8K (2025)

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: $8KJP Morgan Chase Bank NATrustee$8K

The highest reported compensation on the 2025 filing was $8K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Henry Gund Tr XXXXX4008

How much does Henry Gund Tr XXXXX4008 give each year?

Henry Gund Tr XXXXX4008 gave $21K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 1 grant.

How large is Henry Gund Tr XXXXX4008?

Henry Gund Tr XXXXX4008 reported $478K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $25K (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 Henry Gund Tr XXXXX4008?

Henry Gund Tr XXXXX4008 is a private foundation focused on Education, based in Chicago, IL. It holds $478K in total assets as of 2025.

Where does Henry Gund Tr XXXXX4008 operate?

Henry Gund Tr XXXXX4008 has awarded grants in Kentucky.

What is Henry Gund Tr XXXXX4008's EIN?

Henry Gund Tr XXXXX4008's EIN (Employer Identification Number) is 36-6150313. 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

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  8. IRS filings on file for fiscal years 2019–2024

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

Figures come from Henry Gund Tr XXXXX4008'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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