Succ Tr Uw Wm L Higgins-avelena Fd Xxxxx1001

Foundation · Grantmaker 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

+0.0% YoY

Avg Grant Size

$44K

+22.5% YoY

Under IRS private-foundation payout rules, Succ Tr Uw Wm L Higgins-avelena Fd Xxxxx1001 reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.

About Succ Tr Uw Wm L Higgins-avelena Fd Xxxxx1001

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $203K (100%)

States

Indiana

Cities

Zionsville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

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 Community Foundation of Boone Co ($43,521).

Recipient	Purpose	Amount
COMMUNITY FOUNDATION OF BOONE CO ZIONSVILLE, IN	GENERAL	$43,521

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JP MORGAN CHASE BANK NA	TRUSTEE	2	$14,959

Frequently Asked Questions

How large is Succ Tr Uw Wm L Higgins-avelena Fd Xxxxx1001?

As of 2024, Succ Tr Uw Wm L Higgins-avelena Fd Xxxxx1001 holds $116K in total assets with $55K in annual revenue. It awarded 1 grants totaling $44K in 2024.

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 size grants does Succ Tr Uw Wm L Higgins-avelena Fd Xxxxx1001 award?

In 2024, Succ Tr Uw Wm L Higgins-avelena Fd Xxxxx1001 awarded 1 grants totaling $44K — an average of about $44K per grant, based on its IRS Form 990 filings.

How much is Succ Tr Uw Wm L Higgins-avelena Fd Xxxxx1001 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Succ Tr Uw Wm L Higgins-avelena Fd Xxxxx1001 reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2019–2024.