Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001
Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $110K in total assets. In 2025, it awarded 1 grant totaling $40K. Net investment income was $40K.
Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001 at a glance
In short: Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001 gave $40K across 1 grant in 2025 (avg $40K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $40,015
- -8.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $40,015
- -8.1% vs 2024
- Median grant
- $40,015
- Total assets
- $110,460
- -4.8% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Community Foundation of Boone CO ($40K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001 gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 97% 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 2019 to 2025, annual grant giving ranged from $36K (2023) to $44K (2024). In 2025 it made 1 grant totaling $40K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foundation of Boone CO Zionsville, IN | General | $40,015 |
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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 | $110,460 | $50,653 | $56,181 | $40,015 | 1 | $45,274 | $40,398 | $46,543 |
| 2024 | $115,991 | $54,715 | $61,956 | $43,521 | 1 | $48,480 | $41,749 | $44,305 |
| 2023 | $123,272 | $46,783 | $51,061 | $35,533 | 1 | $40,410 | $36,338 | $43,185 |
| 2022 | $127,552 | $47,027 | $57,897 | $40,357 | 1 | $44,702 | $34,307 | $39,317 |
| 2021 | $138,422 | $54,851 | $54,657 | $40,553 | 1 | — | $45,977 | $35,830 |
| 2020 | $138,234 | $48,899 | $55,966 | $43,303 | 1 | — | $40,194 | $34,918 |
| 2019 | $145,300 | $53,461 | $58,211 | $42,651 | 1 | — | $43,537 | $33,888 |
Under IRS private-foundation payout rules, Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001 reported a distributable amount of $47K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$12K (2020) → $15K (2025)
Former officers (1)
- Former: Jp Morgan Chase (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $15K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001
How much does Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001 give each year?
Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001 gave $40K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $44K across 1 grant.
How large is Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001?
Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001 reported $110K in total assets on its 2025 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $47K (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.
Where does Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001 operate?
Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001 has awarded grants in Indiana.
What is Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001's EIN?
Succ Tr Uw Wm L Higgins-Avelena FD XXXXX1001's EIN (Employer Identification Number) is 35-6009209. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 6, 2026)
- IRS filings on file for fiscal years 2019–2025
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