Olivia Herbert Tr Fbo St Georges Prot

CHICAGO, IL EIN: 13-6050701

Olivia Herbert Tr Fbo St Georges Prot is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $683K in total assets. In 2024, it awarded 3 grants totaling $53K. Net investment income was $209K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$683K

+26.5% YoY

Annual Giving

$53K

-21.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$18K

-21.6% YoY

Under IRS private-foundation payout rules, Olivia Herbert Tr Fbo St Georges Prot reported a distributable amount of $67K for 2024 — the minimum it must pay out in qualifying distributions.

About Olivia Herbert Tr Fbo St Georges Prot

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $202K (78%)

Ohio $58K (22%)

States

New Jersey Ohio

Cities

ClevelandSpotswoodTrenton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$682,775	$539,746	$564,867
Revenue	$224,217	$59,318	$36,454
Expenses	$80,832	$94,294	$85,392
Qualifying Distributions	$64,478	$76,801	$67,993
Net Investment Income	$208,694	$41,976	$19,494
Distributable Amount	$66,630	$72,160	$66,267

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Trustees of Church Property ($26,591), University Hospital ($13,296), St Peter's Episcopal Church ($13,296).

Recipient	Purpose	Amount
UNIVERSITY HOSPITAL CLEVELAND, OH	GENERAL	$13,296
TRUSTEES OF CHURCH PROPERTY TRENTON, NJ	GENERAL	$26,591
ST PETER'S EPISCOPAL CHURCH SPOTSWOOD, NJ	GENERAL	$13,296

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
RUFUS K GRISCOM	CO-TRUSTEE	1	$1,929
ERIC M STROUD	CO-TRUSTEE	1	$1,929

Frequently Asked Questions

How large is Olivia Herbert Tr Fbo St Georges Prot?

As of 2024, Olivia Herbert Tr Fbo St Georges Prot holds $683K in total assets with $224K in annual revenue. It awarded 3 grants totaling $53K in 2024.

Where does Olivia Herbert Tr Fbo St Georges Prot operate?

Olivia Herbert Tr Fbo St Georges Prot has awarded grants in New Jersey, Ohio.

What size grants does Olivia Herbert Tr Fbo St Georges Prot award?

In 2024, Olivia Herbert Tr Fbo St Georges Prot awarded 3 grants totaling $53K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Olivia Herbert Tr Fbo St Georges Prot required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Olivia Herbert Tr Fbo St Georges Prot reported a distributable amount of $67K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Olivia Herbert Tr Fbo St Georges Prot's EIN?

Olivia Herbert Tr Fbo St Georges Prot's EIN (Employer Identification Number) is 13-6050701. IRS Form 990 filing data is available on this page for 2020–2024.