Succ Tr Uw Wm L Higgins-avelena Fd Xxxxx1001

CHICAGO, IL EIN: 35-6009209

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 2024. As of 2024, the organization holds $116K in total assets. In 2024, it awarded 1 grants totaling $44K. Net investment income was $42K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$116K

-5.9% YoY

Annual Giving

$44K

+22.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$44K

+22.5% YoY

About Succ Tr Uw Wm L Higgins-avelena Fd Xxxxx1001

Based on IRS filings

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 2024. As of 2024, the organization holds $116K in total assets. In 2024, it awarded 1 grants totaling $44K. Net investment income was $42K.

Ready to take the next step with Succ Tr Uw Wm L Higgins-avelena Fd Xxxxx1001?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Zionsville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$17K$34K$51K$68K201920202021202220232024
Metric202420232022
Total Assets$115,991$123,272$127,552
Revenue$54,715$46,783$47,027
Expenses$61,956$51,061$57,897
Qualifying Distributions$48,480$40,410$44,702
Net Investment Income$41,749$36,338$34,307
Distributable Amount$44,305$43,185$39,317

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$22K$33K$44K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

COMMUNITY FOUNDATION OF …$44K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JP MORGAN CHASE BANK…TRUSTEE$15K

From 2024 filing

NameTitleHoursCompensation
JP MORGAN CHASE BANK NATRUSTEE2$14,959

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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