The Klauer Foundation Trust XXXXX5009

Private foundation · Grantmaker Chicago, IL EIN: 36-6013118

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.

The Klauer Foundation Trust XXXXX5009 at a glance

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.

Annual giving (2024)
$172,900
+0.0% vs 2023
Grants made (2024)
54
+0.0% vs 2023
Average grant
$3,202
+0.0% vs 2023
Median grant
$1,000
Total assets
$2,630,039
-2.0% vs 2023
New grantees (estimate)
0% first-time grantees (0 of 54, 2024)
Primary geography
Iowa (86% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to The Klauer Foundation Trust XXXXX5009

How to Apply

The filing directs applicants to JPMorgan Chase Bank NA and lists an online grants form and materials. Award restrictions are per the trust instrument. The filing states that the foundation does not restrict giving to preselected organizations.

Review Cycle
None listed.
Deadline
None listed.
Contact

Application contact: Jpmorgan Chase Bank Na
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who The Klauer Foundation Trust XXXXX5009 funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

United Way of Dubuque: $26KUnited Way of Dubuque$26KThe Couse Foundation: $20KThe Couse Foundation$20KCommunity Foundation of Greater Dubuque: $11KCommunity Foundation ofGreater Dubuque$11KUniversity of Dubuque: $10KUniversity of Dubuque$10KClarke University: $10KClarke University$10KLoras College: $10KLoras College$10KHoly Family Catholic Schools: $10KHoly Family Catholic Schools$10KDubuque Mercy Health Foundation: $8KDubuque Mercy HealthFoundation$8KFinley Health Foundation: $6KFinley Health Foundation$6KIllinois State University: $5KIllinois State University$5K

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

259<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 259 grants of 259 (100%).

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

3states

Share of 2024 grant dollars across all 54 itemized grants.

Cities

DubuqueDes MoinesEpworthIowa CityNormalNotre DameSherrillTaosWauwatosa

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K49 grants2020 50 grants2021 52 grants2022 54 grants2023 54 grants2024

From 2020 to 2024, annual grant giving ranged from $146K (2020) to $173K (2024). In 2024 it made 54 grants totaling $173K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
United Way of Dubuque Dubuque, IAGeneral$26,000
The Couse Foundation Taos, NMGeneral$20,000
Community Foundation of Greater Dubuque Dubuque, IAGeneral$11,000
University of Dubuque Dubuque, IAGeneral$10,000
Clarke University Dubuque, IAGeneral$10,000
Loras College Dubuque, IAGeneral$10,000
Holy Family Catholic Schools Dubuque, IAGeneral$10,000
Dubuque Mercy Health Foundation Dubuque, IAGeneral$7,500
Finley Health Foundation Dubuque, IAGeneral$6,000
Illinois State University Normal, ILGeneral$5,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$2,630,039$175,155$223,621$172,90054$190,415$144,737$189,635
2023$2,682,461$162,105$218,240$172,90054$190,415$128,952$168,878
2022$2,739,130$70,995$202,037$150,90052$168,347$57,103$172,960
2021$2,870,135$246,650$214,819$166,30050$183,815$214,414$189,769
2020$2,837,752$87,780$189,959$146,30049—$60,151$161,845

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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.

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

JP Morgan Chase Bank NA — Trustee: $46KJP Morgan Chase Bank NATrustee$46K

The highest reported compensation on the 2024 filing was $46K, to JP Morgan Chase Bank NA (Trustee).

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.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 4, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS September 7, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 6, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 8, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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Heartland Charitable Trust

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Heartland Charitable Trust makes donor-advised grants to 501(c)(3) organizations across varied fields, including arts, education, health, historic preservation, and youth and family services; past recipients were in Iowa, Wisconsin, and Texas. In 2021 it awarded 28 grants totaling $748,849, with examples ranging from $7,450 to $87,700; it reported no grants in 2022 or 2023. The profile does not state whether it accepts unsolicited requests.

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Total Given

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Cite this profile

Grantable. (2026). The Klauer Foundation Trust XXXXX5009 funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/the-klauer-foundation-trust-xxxxx5009-morg_27a41cb4299d4e5281df0b9a30a8041c

BibTeX
@misc{grantable_366013118_2026,
  author       = {{Grantable}},
  title        = {{The Klauer Foundation Trust XXXXX5009 funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/the-klauer-foundation-trust-xxxxx5009-morg_27a41cb4299d4e5281df0b9a30a8041c},
  note         = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}

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Figures come from The Klauer Foundation Trust XXXXX5009's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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