Robert H and Elizabeth M Bolton Endowment Tr

CHICAGO, IL EIN: 72-6122901

Robert H and Elizabeth M Bolton Endowment Tr is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $979K in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $60K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$979K

-0.2% YoY

Annual Giving

$50K

-3.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$50K

-3.8% YoY

Under IRS private-foundation payout rules, Robert H and Elizabeth M Bolton Endowment Tr reported a distributable amount of $60K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert H and Elizabeth M Bolton Endowment Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Louisiana $259K (100%)

States

Louisiana

Cities

Alexandria

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$979,019	$981,051	$984,093
Revenue	$73,074	$66,278	$15,666
Expenses	$70,326	$69,524	$76,432
Qualifying Distributions	$56,466	$57,769	$62,388
Net Investment Income	$60,250	$49,128	$23,634
Distributable Amount	$60,191	$54,852	$57,707

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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Emmanuel Baptist Church ($49,676).

Recipient	Purpose	Amount
EMMANUEL BAPTIST CHURCH ALEXANDRIA, LA	GENERAL	$49,676

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Robert H and Elizabeth M Bolton Endowment Tr?

As of 2024, Robert H and Elizabeth M Bolton Endowment Tr holds $979K in total assets with $73K in annual revenue. It awarded 1 grants totaling $50K in 2024.

Where does Robert H and Elizabeth M Bolton Endowment Tr operate?

Robert H and Elizabeth M Bolton Endowment Tr has awarded grants in Louisiana.

What size grants does Robert H and Elizabeth M Bolton Endowment Tr award?

In 2024, Robert H and Elizabeth M Bolton Endowment Tr awarded 1 grants totaling $50K — an average of about $50K per grant, based on its IRS Form 990 filings.

How much is Robert H and Elizabeth M Bolton Endowment Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert H and Elizabeth M Bolton Endowment Tr reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert H and Elizabeth M Bolton Endowment Tr's EIN?

Robert H and Elizabeth M Bolton Endowment Tr's EIN (Employer Identification Number) is 72-6122901. IRS Form 990 filing data is available on this page for 2020–2024.