Imb Charitable Trust Ii is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DEERFIELD, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 1 grants totaling $267K. Net investment income was $44K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.9M
-8.1% YoY
Annual Giving
$267K
-5.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$267K
-5.6% YoY
About Imb Charitable Trust Ii
Based on IRS filings
Imb Charitable Trust Ii is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DEERFIELD, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 1 grants totaling $267K. Net investment income was $44K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,860,741 | $4,200,446 | $4,362,165 |
| Revenue | $52,737 | $253,238 | $286,615 |
| Expenses | $392,442 | $414,957 | $463,259 |
| Qualifying Distributions | $267,276 | $283,221 | $326,846 |
| Net Investment Income | $44,355 | $113,523 | $138,606 |
| Distributable Amount | $286,687 | $267,276 | $283,221 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JEFFREY A PRITIKIN | CO-Trustee | 10 | $28,000 |
| BENJAMIN D HOLLAND | CO-Trustee | 10 | $28,000 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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