Terry George R Ins Tr 5-4-64
Terry George R Ins Tr 5-4-64 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 8 grants totaling $141K. Net investment income was $168K.
Terry George R Ins Tr 5-4-64 at a glance
In short: Terry George R Ins Tr 5-4-64 gave $141K across 8 grants in 2025 (avg $18K), top state Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $141,053
- +9.0% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $17,632
- +9.0% vs 2024
- Median grant
- $14,811
- Total assets
- $2,159,110
- +0.2% vs 2024
- Primary geography
- Ohio (47% 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 Terry George R Ins Tr 5-4-64 funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was University of Cincinnati ($44K). Together the top 8 received $141K.
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 42 grants of 42 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Terry George R Ins Tr 5-4-64 gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 96% 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 $129K (2024) to $152K (2022). In 2025 it made 8 grants totaling $141K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Cincinnati Cincinnati, OH | General Operating Purposes | $43,727 |
| NWU J L Kellogg Graduate School Evanston, IL | General Operating Purposes | $29,621 |
| University of Dayton Dayton, OH | General Operating Purposes | $22,569 |
| American Cancer Society Oklahoma City, OK | General Operating Purposes | $21,158 |
| University of Texas Austin, TX | General Operating Purposes | $8,463 |
| Ball State University Muncie, IN | General Operating Purposes | $8,463 |
| The Academy of Management Briarcliff Manor, NY | General Operating Purposes | $3,526 |
| The Salvation Army-IL Division Hoffman Estates, IL | General Operating Purposes | $3,526 |
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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 | $2,159,110 | $187,993 | $182,078 | $141,053 | 8 | $160,217 | $168,442 | $166,346 |
| 2024 | $2,153,890 | $148,206 | $161,576 | $129,353 | 8 | $144,036 | $132,813 | $157,894 |
| 2023 | $2,167,402 | $114,238 | $161,522 | $134,025 | 8 | $147,250 | $99,454 | $141,265 |
| 2022 | $2,215,648 | $41,183 | $183,352 | $152,081 | 9 | $166,009 | $44,631 | $147,111 |
| 2021 | $2,358,503 | $143,875 | $171,828 | $135,913 | 9 | $153,195 | $125,836 | $169,363 |
| 2020 | $2,386,034 | $63,189 | $162,359 | $133,027 | 9 | — | $57,739 | $149,743 |
| 2019 | $2,485,084 | $116,363 | $161,845 | $132,038 | 8 | — | $101,010 | $147,526 |
Under IRS private-foundation payout rules, Terry George R Ins Tr 5-4-64 reported a distributable amount of $166K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Terry George R Ins Tr 5-4-64's only listed officer is BMO Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
BMO Bank N A
Trustee
On filings since 2023
1 hr/week
$26K (2023) → $38K (2025)
Former officers (1)
- Former: BMO Harris Bank N A (2019–2022) — 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 $38K, to BMO Bank N a (Trustee).
Frequently asked questions about Terry George R Ins Tr 5-4-64
How much does Terry George R Ins Tr 5-4-64 give each year?
Terry George R Ins Tr 5-4-64 gave $141K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $129K across 8 grants.
What is Terry George R Ins Tr 5-4-64's typical grant size?
Terry George R Ins Tr 5-4-64's median grant in 2025 was $14,811, and its average grant was $17,632, across 8 grants on its 2025 IRS Form 990-PF.
Where does Terry George R Ins Tr 5-4-64 give grants?
Terry George R Ins Tr 5-4-64's top state is Ohio, with 47% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Illinois (23%) and Oklahoma (15%).
Does Terry George R Ins Tr 5-4-64 give general operating support?
Yes: 100% of Terry George R Ins Tr 5-4-64's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Terry George R Ins Tr 5-4-64's largest grantees?
Terry George R Ins Tr 5-4-64's largest 2025 grantees include University of Cincinnati ($43,727), NWU J L Kellogg Graduate School ($29,621) and University of Dayton ($22,569), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.
How large is Terry George R Ins Tr 5-4-64?
Terry George R Ins Tr 5-4-64 reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $160K in qualifying distributions that year, against a required minimum of $166K (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.
What is Terry George R Ins Tr 5-4-64's EIN?
Terry George R Ins Tr 5-4-64's EIN (Employer Identification Number) is 36-6710419. 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 May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2019–2024
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