IMB Charitable Trust II
IMB Charitable Trust II is a private foundation, 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 grant totaling $267K. Net investment income was $44K.
IMB Charitable Trust II at a glance
In short: IMB Charitable Trust II gave $267K across 1 grant in 2024 (avg $267K), mostly in Illinois. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $267,276
- -5.6% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $267,276
- -5.6% vs 2023
- Median grant
- $267,276
- Total assets
- $3,860,741
- -8.1% vs 2023
- Primary geography
- Illinois (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who IMB Charitable Trust II funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Jewish Federation Metropolitan Chicago ($267K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How IMB Charitable Trust II gives
- Giving held roughly steady from 2021 to 2024 (−8%). Method
- In 2024 it paid out 93% 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
From 2020 to 2024, annual grant giving ranged from $267K (2024) to $327K (2022). In 2024 it made 1 grant totaling $267K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation Metropolitan Chicago Chicago, IL | To Further the Charitable Goal of the Organization | $267,276 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,860,741 | $52,737 | $392,442 | $267,276 | 1 | $267,276 | $44,355 | $286,687 |
| 2023 | $4,200,446 | $253,238 | $414,957 | $283,221 | 1 | $283,221 | $113,523 | $267,276 |
| 2022 | $4,362,165 | $286,615 | $463,259 | $326,846 | 1 | $326,846 | $138,606 | $283,221 |
| 2021 | $4,538,809 | $282,099 | $433,423 | $289,629 | 1 | $289,629 | $125,458 | $326,846 |
| 2020 | $4,690,133 | $324,747 | $431,561 | $299,269 | 1 | — | $192,455 | $289,629 |
Under IRS private-foundation payout rules, IMB Charitable Trust II reported a distributable amount of $287K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
IMB Charitable Trust II's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.
Officers on the 2024 filing
Benjamin D. Holland
Co-Trustee
On filings since 2020
10 hrs/week
$26K (2020) → $28K (2024)
Jeffrey A. Pritikin
Co-Trustee
On filings since 2020
10 hrs/week
$26K (2020) → $28K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $28K, to Jeffrey a Pritikin (CO-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about IMB Charitable Trust II
How much does IMB Charitable Trust II give each year?
IMB Charitable Trust II gave $267K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $283K across 1 grant.
How large is IMB Charitable Trust II?
IMB Charitable Trust II reported $3.9M in total assets on its 2024 IRS Form 990-PF. It paid out $267K in qualifying distributions that year, against a required minimum of $287K (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.
Where does IMB Charitable Trust II operate?
IMB Charitable Trust II has awarded grants in Illinois.
What is IMB Charitable Trust II's EIN?
IMB Charitable Trust II's EIN (Employer Identification Number) is 47-6835591. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work IMB Charitable Trust II funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in IMB Charitable Trust II's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Leonard and Diane Sherman Family Foundation
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Sisyphus Supporting Foundation
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Seed the Dream Foundation
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Seed the Dream Foundation funds education, antisemitism prevention, Israel and Jewish peoplehood, women’s empowerment, crisis response and health, and social-impact ventures, mainly in the United States and Israel. In 2024, it made 152 grants totaling about $10.2 million, with a median grant of $18,000. It does not accept unsolicited requests; only invited eligible organizations may apply.
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The Herbert and Betty Bloom Foundation - Acct 2
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Assets
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I & G Charitable Foundation
Chicago, IL
In its final reported year, the Chicago-based foundation gave $118,586 in one grant for general purposes to the Jewish Federation of Metropolitan Chicago; earlier giving varied substantially. Its reported grants went to Illinois organizations, and it funds only preselected charities and does not accept unsolicited requests.
Assets
—
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Ring Family Supporting Foundation
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The Foundation was organized to foster, promote, support, develop, encourage and maintain the specific charitable, educational or religious purposes or function, or as authorized in the charter of the Jewish Federation of Metropolitan Chicago.
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More similar funders
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IMB Charitable Trust II down — hundreds of funders to go?