The Klauer Foundation Trust XXXXX5009
The Klauer Foundation Trust XXXXX5009 is a private foundation based in Chicago, Illinois. Its 2024 filing reports grants to organizations including educational institutions, health foundations, and community organizations.
Key facts about The Klauer Foundation Trust XXXXX5009
In short: The Klauer Foundation Trust XXXXX5009 gave $173K across 54 grants in 2024 (avg $3K), mostly in Iowa. 0% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 36-6013118
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $172,900
- Grants made (2024)
- 54
- Average grant
- $3,202
- Median grant
- $1,000
- New grantees (estimate)
- 0% first-time grantees (0 of 54, 2024)
- Total assets
- $2,630,039
- Primary geography
- Iowa (86% of itemized 2024 grant dollars)
- How to apply
- The filing directs applicants to JPMorgan Chase Bank NA and lists an online grants form and materials. Full details ↓
- Deadline
- None listed.
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
-2.0% YoY
Annual Giving
$173K
+0.0% YoY
Grant Count
54
+0.0% YoY
Avg Grant Size
$3K
+0.0% YoY
Under IRS private-foundation payout rules, The Klauer Foundation Trust XXXXX5009 reported a distributable amount of $190K for 2024 — the minimum it must pay out in qualifying distributions.
Is The Klauer Foundation Trust XXXXX5009 open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 54 grantees (0%) were first-time recipients. How we count
- 100% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+4%). Method
- In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants include support for educational institutions such as the University of Dubuque and Loras College. The University of Dubuque describes its work as offering undergraduate, graduate, and theological seminary degrees and other educational opportunities, while Loras College describes itself as a Catholic liberal arts college focused on developing active learners, reflective thinkers, ethical decision makers, and responsible contributors.
The foundation also supported health organizations. Dubuque Mercy Health Foundation describes its role as supporting a compassionate healing presence in its communities. Finley Health Foundation says it provides financial support to Finley Hospital and the Dubuque Visiting Nurse Association. Greater Dubuque Development Corporation describes its work as serving local businesses and developing workforce solutions and sustainable innovation.
Grantmaking
In 2024, the foundation reported 54 grants totaling $172,900. Grants ranged from $400 to $26,000, with a median of $1,000. Listed grant purposes were “GENERAL.” Among the largest grants were $26,000 to United Way of Dubuque, $20,000 to The Couse Foundation, $11,000 to Community Foundation of (Dubuque), and $10,000 each to the University of Dubuque, Clarke University, Loras College, and Holy Family Catholic Schools.
Review Cycle
None listed.
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Geographic Focus
Where this funder awards grants
The foundation is based in Chicago, Illinois. Its 2024 grant dollars went to recipients in Iowa (86%), New Mexico (12%), and Illinois (3%), as reported in the filing.
Grant Distribution by State
Share of 2024 grant dollars across all 54 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $146K (2020) to $173K (2024). In 2024 it made 54 grants totaling $173K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was United Way of Dubuque ($26K). Together the top 10 received $116K.
Grant Size Distribution
259 grants across all recorded years
The most common grant size was under $50K: 259 grants of 259 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Way of Dubuque Dubuque, IA | General | $26,000 |
| The Couse Foundation Taos, NM | General | $20,000 |
| Community Foundation of Greater Dubuque Dubuque, IA | General | $11,000 |
| University of Dubuque Dubuque, IA | General | $10,000 |
| Clarke University Dubuque, IA | General | $10,000 |
| Loras College Dubuque, IA | General | $10,000 |
| Holy Family Catholic Schools Dubuque, IA | General | $10,000 |
| Dubuque Mercy Health Foundation Dubuque, IA | General | $7,500 |
| Finley Health Foundation Dubuque, IA | General | $6,000 |
| Illinois State University Normal, IL | General | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants reported | Grant total |
|---|---|---|
| 2024 | 54 | $172,900 |
| 2023 | 54 | $172,900 |
| 2022 | 52 | $150,900 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,630,039 | $2,682,461 | $2,739,130 |
| Revenue | $175,155 | $162,105 | $70,995 |
| Expenses | $223,621 | $218,240 | $202,037 |
| Qualifying Distributions | $190,415 | $190,415 | $168,347 |
| Net Investment Income | $144,737 | $128,952 | $57,103 |
| Distributable Amount | $189,635 | $168,878 | $172,960 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 8, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Klauer Foundation Trust XXXXX5009's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2024 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$42K (2020) → $46K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $46K, to JP Morgan Chase Bank NA (Trustee).
Contact
Application contact: Jpmorgan Chase Bank Na
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Frequently asked questions about The Klauer Foundation Trust XXXXX5009
How much does The Klauer Foundation Trust XXXXX5009 give each year?
The Klauer Foundation Trust XXXXX5009 gave $173K across 54 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $173K across 54 grants.
What is The Klauer Foundation Trust XXXXX5009's typical grant size?
The Klauer Foundation Trust XXXXX5009's median grant in 2024 was $1,000, and its average grant was $3,202, across 54 grants on its 2024 IRS Form 990-PF.
Where does The Klauer Foundation Trust XXXXX5009 give grants?
The Klauer Foundation Trust XXXXX5009 gives mostly in Iowa: 86% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New Mexico (12%). The most frequent recipient cities were Dubuque, IA (47 grants).
Does The Klauer Foundation Trust XXXXX5009 give general operating support?
Yes: 100% of The Klauer Foundation Trust XXXXX5009's 2024 grants with a stated purpose (54 of 54) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Klauer Foundation Trust XXXXX5009's largest grantees?
The Klauer Foundation Trust XXXXX5009's largest 2024 grantees include United Way of Dubuque ($26,000), The Couse Foundation ($20,000) and Community Foundation of Greater Dubuque ($11,000), according to its 2024 IRS Form 990-PF. Together they received 33% of its itemized 2024 grant dollars.
How large is The Klauer Foundation Trust XXXXX5009?
The Klauer Foundation Trust XXXXX5009 reported $2.6M in total assets on its 2024 IRS Form 990-PF. It paid out $190K in qualifying distributions that year, against a required minimum of $190K (roughly 5% of its investment assets).
What does The Klauer Foundation Trust XXXXX5009 fund?
No mission statement for the foundation is provided. Its 2024 grants include support for educational institutions such as the University of Dubuque and Loras College. See mission & focus areas ↑
How do I apply for a grant from The Klauer Foundation Trust XXXXX5009?
The filing directs applicants to JPMorgan Chase Bank NA and lists an online grants form and materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Klauer Foundation Trust XXXXX5009's EIN?
The Klauer Foundation Trust XXXXX5009's EIN (Employer Identification Number) is 36-6013118. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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