Tr Uw for Our Lady Perpetl Help Xxxxx4009

CHICAGO, IL EIN: 13-6046790

Tr Uw for Our Lady Perpetl Help Xxxxx4009 is a private foundation focused on Human services, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 2 grants totaling $89K. Net investment income was $150K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

+2.2% YoY

Annual Giving

$89K

-0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$45K

-0.0% YoY

Under IRS private-foundation payout rules, Tr Uw for Our Lady Perpetl Help Xxxxx4009 reported a distributable amount of $136K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Uw for Our Lady Perpetl Help Xxxxx4009

Based on IRS filings

Focus Areas

Human services

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $450K (100%)

States

New Jersey

Cities

Bernardsville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,931,748	$1,890,384	$1,889,656
Revenue	$174,112	$124,356	$53,112
Expenses	$130,097	$123,382	$129,371
Qualifying Distributions	$104,201	$102,361	$102,864
Net Investment Income	$150,442	$98,197	$36,528
Distributable Amount	$135,721	$117,318	$118,740

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Peapack Gladstone ($44,519), Our Lady of Perpetual Help ($44,519).

Recipient	Purpose	Amount
PEAPACK GLADSTONE Bernardsville, NJ	GENERAL	$44,519
OUR LADY OF PERPETUAL HELP BERNARDSVILLE, NJ	GENERAL	$44,519

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Human services

Frequently Asked Questions

What is Tr Uw for Our Lady Perpetl Help Xxxxx4009?

Tr Uw for Our Lady Perpetl Help Xxxxx4009 is a private foundation focused on Human services, based in CHICAGO, IL. It holds $1.9M in total assets as of 2024.

How large is Tr Uw for Our Lady Perpetl Help Xxxxx4009?

As of 2024, Tr Uw for Our Lady Perpetl Help Xxxxx4009 holds $1.9M in total assets with $174K in annual revenue. It awarded 2 grants totaling $89K in 2024.

Where does Tr Uw for Our Lady Perpetl Help Xxxxx4009 operate?

Tr Uw for Our Lady Perpetl Help Xxxxx4009 has awarded grants in New Jersey.

What size grants does Tr Uw for Our Lady Perpetl Help Xxxxx4009 award?

In 2024, Tr Uw for Our Lady Perpetl Help Xxxxx4009 awarded 2 grants totaling $89K — an average of about $45K per grant, based on its IRS Form 990 filings.

How much is Tr Uw for Our Lady Perpetl Help Xxxxx4009 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw for Our Lady Perpetl Help Xxxxx4009 reported a distributable amount of $136K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tr Uw for Our Lady Perpetl Help Xxxxx4009's EIN?

Tr Uw for Our Lady Perpetl Help Xxxxx4009's EIN (Employer Identification Number) is 13-6046790. IRS Form 990 filing data is available on this page for 2020–2024.