Leo W Dunlap Testamentary Trust

NEWARK, OH EIN: 31-6325807

Leo W Dunlap Testamentary Trust is a private foundation, based in NEWARK, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $8.2M in total assets. In 2024, it awarded 1 grants totaling $470K. Net investment income was $166K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.2M

+104.0% YoY

Annual Giving

$470K

+18.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$470K

+18.2% YoY

Under IRS private-foundation payout rules, Leo W Dunlap Testamentary Trust reported a distributable amount of $233K for 2024 — the minimum it must pay out in qualifying distributions.

About Leo W Dunlap Testamentary Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $1.6M (100%)

States

Ohio

Cities

Columbus

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$8,218,354	$4,029,254	$4,387,006
Revenue	$513,161	$138,958	$3,868,002
Expenses	$544,971	$516,710	$771,884
Qualifying Distributions	$470,305	$397,767	$617,939
Net Investment Income	$166,224	$53,168	—
Distributable Amount	$233,431	$219,448	$156,196

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

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ohio State University College of ($470,305).

Recipient	Purpose	Amount
OHIO STATE UNIVERSITY COLLEGE OF COLUMBUS, OH	EDUCATIONAL	$470,305

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LINDA K WEILER	TRUSTEE	—	—

Frequently Asked Questions

How large is Leo W Dunlap Testamentary Trust?

As of 2024, Leo W Dunlap Testamentary Trust holds $8.2M in total assets with $513K in annual revenue. It awarded 1 grants totaling $470K in 2024.

Where does Leo W Dunlap Testamentary Trust operate?

Leo W Dunlap Testamentary Trust has awarded grants in Ohio.

What size grants does Leo W Dunlap Testamentary Trust award?

In 2024, Leo W Dunlap Testamentary Trust awarded 1 grants totaling $470K — an average of about $470K per grant, based on its IRS Form 990 filings.

How much is Leo W Dunlap Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Leo W Dunlap Testamentary Trust reported a distributable amount of $233K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Leo W Dunlap Testamentary Trust's EIN?

Leo W Dunlap Testamentary Trust's EIN (Employer Identification Number) is 31-6325807. IRS Form 990 filing data is available on this page for 2021–2024.