Terry George R Ins Tr 5-4-64

CHICAGO, IL EIN: 36-6710419

Terry George R Ins Tr 5-4-64 is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. In 2024, it awarded 8 grants totaling $129K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$129K

-3.5% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$16K

-3.5% YoY

About Terry George R Ins Tr 5-4-64

Based on IRS filings

Terry George R Ins Tr 5-4-64 is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. In 2024, it awarded 8 grants totaling $129K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

ANN ARBORBLOOMINGTONBRIARCLIFF MANORCINCINNATIDAYTONDaytonEVANSTONHOFFMAN ESTATESMUNCIEOKLAHOMA CITY

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$38K$76K$114K$152K8 grants20199 grants20209 grants20219 grants20228 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

UNIVERSITY OF CINCINNATI$39KNWU J L KELLOGG GRADUATE…$27KUNIVERSITY OF DAYTON$20KAMERICAN CANCER SOCIETY$19KINDIANA UNIVERSITY$9KBALL STATE UNIVERSITY$8KTHE ACADEMY OF MANAGEMENT$3KTHE SALVATION ARMY-IL DI…$3K

Grant Size Distribution

43 grants across all recorded years

43<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Cincinnati ($39,430), Nwu J L Kellogg Graduate School ($26,711), University of Dayton ($20,351).

RecipientPurposeAmount
AMERICAN CANCER SOCIETY OKLAHOMA CITY, OKGENERAL OPERATING PURPOSES$19,079
THE ACADEMY OF MANAGEMENT BRIARCLIFF MANOR, NYGENERAL OPERATING PURPOSES$3,180
UNIVERSITY OF DAYTON DAYTON, OHGENERAL OPERATING PURPOSES$20,351
UNIVERSITY OF CINCINNATI CINCINNATI, OHGENERAL OPERATING PURPOSES$39,430
INDIANA UNIVERSITY BLOOMINGTON, INGENERAL OPERATING PURPOSES$9,431
BALL STATE UNIVERSITY MUNCIE, INGENERAL OPERATING PURPOSES$7,991
NWU J L KELLOGG GRADUATE SCHOOL EVANSTON, ILGENERAL OPERATING PURPOSES$26,711
THE SALVATION ARMY-IL DIVISION HOFFMAN ESTATES, ILGENERAL OPERATING PURPOSES$3,180

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BMO BANK N ATRUSTEE$29K

From 2024 filing

NameTitleHoursCompensation
BMO BANK N ATRUSTEE1$29,107

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Terry George R Ins Tr 5-4-64?

Terry George R Ins Tr 5-4-64 is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds — in total assets as of 2024.

Where does Terry George R Ins Tr 5-4-64 operate?

Terry George R Ins Tr 5-4-64 has awarded grants in Illinois, Indiana, Michigan, New York, Ohio, Oklahoma.

What size grants does Terry George R Ins Tr 5-4-64 award?

In 2024, Terry George R Ins Tr 5-4-64 awarded 8 grants totaling $129K — an average of about $16K per grant, based on its IRS Form 990 filings.

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 2019–2024.

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

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