Jerry L Andrew Article Iii Trust Fbo Mccf an

APPLETON, WI EIN: 86-6362201

Jerry L Andrew Article Iii Trust Fbo Mccf an is a private foundation, based in APPLETON, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 2 grants totaling $101K. Net investment income was $24K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

-8.3% YoY

Annual Giving

$101K

+269.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$50K

+269.3% YoY

Under IRS private-foundation payout rules, Jerry L Andrew Article Iii Trust Fbo Mccf an reported a distributable amount of $56K for 2024 — the minimum it must pay out in qualifying distributions.

About Jerry L Andrew Article Iii Trust Fbo Mccf an

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $174K (100%)

States

Ohio

Cities

Celina

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,052,349	$1,148,035	$1,162,267
Revenue	$28,493	$32,225	$-37,788
Expenses	$123,504	$45,869	$41,309
Qualifying Distributions	$102,906	$36,869	$32,500
Net Investment Income	$23,638	$27,530	$20,984
Distributable Amount	$56,469	$53,872	$56,041

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Celina Schools ($50,400), Mercer County Civic Foundation ($50,400).

Recipient	Purpose	Amount
CELINA SCHOOLS CELINA, OH	PROGRAM SUPPORT	$50,400
MERCER COUNTY CIVIC FOUNDATION CELINA, OH	PROGRAM SUPPORT	$50,400

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
THRIVENT TRUST COMPANY	TRUSTEE	1	$8,424

Frequently Asked Questions

How large is Jerry L Andrew Article Iii Trust Fbo Mccf an?

As of 2024, Jerry L Andrew Article Iii Trust Fbo Mccf an holds $1.1M in total assets with $28K in annual revenue. It awarded 2 grants totaling $101K in 2024.

Where does Jerry L Andrew Article Iii Trust Fbo Mccf an operate?

Jerry L Andrew Article Iii Trust Fbo Mccf an has awarded grants in Ohio.

What size grants does Jerry L Andrew Article Iii Trust Fbo Mccf an award?

In 2024, Jerry L Andrew Article Iii Trust Fbo Mccf an awarded 2 grants totaling $101K — an average of about $50K per grant, based on its IRS Form 990 filings.

How much is Jerry L Andrew Article Iii Trust Fbo Mccf an required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jerry L Andrew Article Iii Trust Fbo Mccf an reported a distributable amount of $56K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jerry L Andrew Article Iii Trust Fbo Mccf an's EIN?

Jerry L Andrew Article Iii Trust Fbo Mccf an's EIN (Employer Identification Number) is 86-6362201. IRS Form 990 filing data is available on this page for 2021–2024.