Leo Adler Trust
The Leo Adler Trust is a private foundation located in Chicago, Illinois. Its 2024 filing describes scholarships for worthy students who graduated from high schools in Baker County, Oregon, and grants to tax-exempt organizations in the Baker County area.
Leo Adler Trust at a glance
In short: Leo Adler Trust gave $1.1M across 200 grants in 2025 (avg $6K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,108,410
- +24.5% vs 2024
- Grants made (2025)
- 200
- -11.9% vs 2024
- Average grant
- $5,542
- +41.3% vs 2024
- Median grant
- $3,500
- Total assets
- $25,260,159
- +24.7% vs 2024
- Primary geography
- Oregon (77% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Leo Adler Trust
- How to Apply
-
The filing lists contacting Leo Adler Trust; forms and materials are available upon request. The stated restrictions are scholarships for worthy graduates of Baker County high schools and grants to tax-exempt organizations in the Baker County area.
- Review Cycle
- Not applicable, according to the 2024 filing.
- Deadline
- Not applicable, according to the 2024 filing.
- Contact
Application contact: Leo Adler Trust
Mailing address: 947 Sw Broadway, Portland, OR 97205
Phone: (503) 471-4913
Email: trustportland@firstrepublic.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Leo Adler Trust funds
How this funder distributes its grants
Grant Size Distribution
836 grants across all recorded years
The most common grant size was under $50K: 827 grants of 836 (99%).
Geographic Focus
Where this funder awards grants
In 2025, 77% of grant dollars went to recipients in Oregon, 10% to Idaho, 3% each to Washington and Utah, and 2% to Montana. The filing’s stated grant restriction refers to tax-exempt organizations in the Baker County, Oregon, area.
Grant Distribution by State
Share of 2025 grant dollars across all 200 itemized grants.
States
Cities
How Leo Adler Trust gives
- Giving grew 25% from 2022 to 2025. Method
- In 2025 it paid out 86% 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 2021 to 2025, annual grant giving ranged from $804K (2023) to $1.2M (2021). In 2025 it made 200 grants totaling $1.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 50 grants to individuals Recipients not named | — | $648,435 |
Ready to take the next step with Leo Adler Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $25,260,159 | $5,970,450 | $1,278,870 | $1,108,410 | 200 | $1,126,015 | $5,737,100 | $1,311,762 |
| 2024 | $20,248,672 | $690,657 | $1,118,686 | $890,094 | 227 | $912,953 | $465,183 | $1,205,341 |
| 2023 | $20,655,360 | $196,083 | $1,061,058 | $804,370 | 134 | $827,803 | $217,072 | $1,093,412 |
| 2022 | $21,520,325 | $901,456 | $1,275,646 | $889,774 | 116 | $916,714 | $550,436 | $1,179,085 |
| 2021 | $21,898,124 | $4,868,997 | $1,588,810 | $1,167,210 | 159 | — | $4,342,444 | $1,216,857 |
Under IRS private-foundation payout rules, Leo Adler Trust reported a distributable amount of $1.3M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Grantmaking
In filing year 2025, the trust made 200 grants totaling $1,108,410. Grants ranged from $150 to $76,835, with a median of $3,500. Among the largest were $76,835 to Baker City Fire Department for general support; $50,000 each to an individual recipient and The Oregon Community Foundation for general support; and $40,000 each to City Golf Club, an individual recipient Outdoor Recreation As, and Friends of Baker Heritage Museum, all for general support.
The trust’s 2024 filing states that it does not restrict giving to preselected organizations. It lists contact with the trust and materials available upon request. The filing also describes awards as scholarships for worthy students who graduated from high schools in Baker County, Oregon, and grants to tax-exempt organizations in the Baker County area.
Leadership & Key People
Leadership team and compensation from IRS filings
JP Morgan Chase Bank NA is listed as trustee on the 2025 filing.
Leo Adler Trust's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2024
40 hrs/week
$95K (2024) → $64K (2025)
Former officers (2)
- Former: First Republic Trust Company (2021–2023) — Trustee
- Former: US Bank Former (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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
The highest reported compensation on the 2025 filing was $64K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Leo Adler Trust
How much does Leo Adler Trust give each year?
Leo Adler Trust gave $1.1M across 200 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $890K across 227 grants.
What is Leo Adler Trust's typical grant size?
Leo Adler Trust's median grant in 2025 was $3,500, and its average grant was $5,542, across 200 grants on its 2025 IRS Form 990-PF.
Where does Leo Adler Trust give grants?
Leo Adler Trust gives mostly in Oregon: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Idaho (10%).
Does Leo Adler Trust give general operating support?
Yes: 100% of Leo Adler Trust's 2025 grants with a stated purpose (200 of 200) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Leo Adler Trust?
Leo Adler Trust reported $25.3M in total assets on its 2025 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $1.3M (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.
How do I apply for a grant from Leo Adler Trust?
The filing lists contacting Leo Adler Trust; forms and materials are available upon request. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Leo Adler Trust's EIN?
Leo Adler Trust's EIN (Employer Identification Number) is 93-6289087. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 3, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 4, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2022–2024
Explore Open Grants
Browse active grant opportunities in Leo Adler Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
WF & Blanche E West Educational & Coffman JF
Chehalis, WA
The foundation primarily funds scholarships at colleges and universities, with most 2025 grant dollars going to recipients in Washington and smaller amounts to organizations in other states. It awarded $179,667 across 44 grants in 2025; grants ranged from $667 to $41,000, with a median of $1,000. It does not accept unsolicited funding requests and gives only to preselected organizations.
Assets
$3.3M
Grants
44
Total Given
$180K
Eminger Stewart Foundation Uma
Eagan, MN
The Eminger Stewart Foundation Uma funds scholarships for Grant County, Oregon, residents attending colleges, universities, or other higher-education institutions. Its 2026 grants ranged from $6,000 to $36,000, with a median of about $10,153; applicants are directed to request materials from U.S. Bank, so unsolicited requests are not explicitly addressed.
Assets
$4.6M
Grants
22
Total Given
$272K
Wayne C Stewart Foundation Uma
Eagan, MN
The foundation primarily funds college and university scholarships, with 2026 grants ranging from $10,153 to $101,530 (median $10,153); awards are restricted to Grant County, Oregon residents, though recipient institutions are in several states. The filing directs applicants to contact Linda Thomas Bush for application materials and deadlines; it does not state whether unsolicited requests are accepted.
Assets
$6.8M
Grants
24
Total Given
$477K
West Scholarship Fnd
Eagan, MN
The foundation funds scholarships for graduates of high schools in Klamath County, Oregon, with no restrictions based on race, religion, or sex. In 2025, its 43 grants ranged from $667 to $35,626, with a median of $2,200; applicants are directed to contact Jamie M. Fabian for application materials, so unsolicited requests are not specified.
Assets
$3.4M
Grants
43
Total Given
$182K
Walter E & Helen W Bruckert
Eagan, MN
The foundation funds scholarships for deserving high school graduates, with awards to colleges and universities primarily in Oregon and Washington. In 2025, grants ranged from $1,000 to $12,000, with a median of $2,500. The filing directs applicants to contact US Bank Co. Corey DiGiacinto for application materials and deadlines; recipients are selected by an independent scholarship committee.
Assets
$1.8M
Grants
21
Total Given
$93K
More similar funders
More Funders in Illinois
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Leo Adler Trust'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.
Leo Adler Trust down — hundreds of funders to go?