Tw Edgar Jones #507 1020001863

HAMILTON, OH EIN: 37-6163989

Tw Edgar Jones #507 1020001863 is a private foundation, based in HAMILTON, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $370K in total assets. In 2024, it awarded 1 grants totaling $16K. Net investment income was $35K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$370K

+0.8% YoY

Annual Giving

$16K

-35.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$16K

-35.8% YoY

Under IRS private-foundation payout rules, Tw Edgar Jones #507 1020001863 reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

About Tw Edgar Jones #507 1020001863

Based on IRS filings

Ready to take the next step with Tw Edgar Jones #507 1020001863?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $70K (100%)

States

Illinois

Cities

Chicago

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$370,457	$367,344	$363,853
Revenue	$38,346	$37,352	$15,515
Expenses	$35,249	$33,860	$12,393
Qualifying Distributions	$31,189	$29,020	$8,866
Net Investment Income	$35,069	$34,060	$12,081
Distributable Amount	$20,474	$20,048	$20,625

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Illinois Children's Home & Aid ($16,119).

Recipient	Purpose	Amount
ILLINOIS CHILDREN'S HOME & AID CHICAGO, IL	GENERAL FUND	$16,119

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Tw Edgar Jones #507 1020001863?

As of 2024, Tw Edgar Jones #507 1020001863 holds $370K in total assets with $38K in annual revenue. It awarded 1 grants totaling $16K in 2024.

Where does Tw Edgar Jones #507 1020001863 operate?

Tw Edgar Jones #507 1020001863 has awarded grants in Illinois.

What size grants does Tw Edgar Jones #507 1020001863 award?

In 2024, Tw Edgar Jones #507 1020001863 awarded 1 grants totaling $16K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is Tw Edgar Jones #507 1020001863 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tw Edgar Jones #507 1020001863 reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tw Edgar Jones #507 1020001863's EIN?

Tw Edgar Jones #507 1020001863's EIN (Employer Identification Number) is 37-6163989. IRS Form 990 filing data is available on this page for 2020–2024.