TW Iva Dagley FBO Charitable XXXXX0005
TW Iva Dagley FBO Charitable XXXXX0005 is a private foundation focused on Philanthropy, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $538K in total assets. In 2025, it awarded 4 grants totaling $37K. Net investment income was $56K.
TW Iva Dagley FBO Charitable XXXXX0005 at a glance
In short: TW Iva Dagley FBO Charitable XXXXX0005 gave $37K across 4 grants in 2025 (avg $9K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $37,431
- +15.6% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $9,358
- +44.5% vs 2024
- Median grant
- $4,679
- Total assets
- $538,281
- +2.6% vs 2024
- Primary geography
- Kentucky (93% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who TW Iva Dagley FBO Charitable XXXXX0005 funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Transylvania University ($26K). Together the top 4 received $37K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How TW Iva Dagley FBO Charitable XXXXX0005 gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $30K (2020) to $37K (2025). In 2025 it made 4 grants totaling $37K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Transylvania University Lexington, KY | General | $25,573 |
| Christ Church Lexington, KY | General | $6,858 |
| American Cancer Society Inc Hagerstown, MD | General | $2,500 |
| Lexington Humane Society Lexington, KY | General | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $538,281 | $66,247 | $52,703 | $37,431 | 4 | $42,376 | $55,997 | $44,307 |
| 2024 | $524,536 | $31,639 | $47,738 | $32,380 | 5 | $36,957 | $21,776 | $42,007 |
| 2023 | $541,516 | $47,924 | $46,305 | $33,351 | 5 | $37,383 | $37,855 | $36,413 |
| 2022 | $539,862 | $15,634 | $50,793 | $36,563 | 5 | $40,756 | $9,540 | $37,543 |
| 2021 | $575,076 | $50,997 | $45,557 | $30,891 | 5 | $35,505 | $40,849 | $41,177 |
| 2020 | $569,652 | $33,230 | $43,545 | $30,403 | 5 | — | $24,736 | $34,774 |
| 2019 | $580,108 | $47,555 | $44,336 | $30,728 | 5 | — | $39,061 | $34,264 |
Under IRS private-foundation payout rules, TW Iva Dagley FBO Charitable XXXXX0005 reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
TW Iva Dagley FBO Charitable XXXXX0005's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2019
2 hrs/week
$12K (2019) → $15K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $15K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about TW Iva Dagley FBO Charitable XXXXX0005
How much does TW Iva Dagley FBO Charitable XXXXX0005 give each year?
TW Iva Dagley FBO Charitable XXXXX0005 gave $37K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 5 grants.
What is TW Iva Dagley FBO Charitable XXXXX0005's typical grant size?
TW Iva Dagley FBO Charitable XXXXX0005's median grant in 2025 was $4,679, and its average grant was $9,358, across 4 grants on its 2025 IRS Form 990-PF.
Where does TW Iva Dagley FBO Charitable XXXXX0005 give grants?
TW Iva Dagley FBO Charitable XXXXX0005 gives mostly in Kentucky: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (7%). The most frequent recipient cities were Lexington, KY (3 grants).
Does TW Iva Dagley FBO Charitable XXXXX0005 give general operating support?
Yes: 100% of TW Iva Dagley FBO Charitable XXXXX0005's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is TW Iva Dagley FBO Charitable XXXXX0005?
TW Iva Dagley FBO Charitable XXXXX0005 reported $538K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is TW Iva Dagley FBO Charitable XXXXX0005?
TW Iva Dagley FBO Charitable XXXXX0005 is a private foundation focused on Philanthropy, based in Chicago, IL. It holds $538K in total assets as of 2025.
What is TW Iva Dagley FBO Charitable XXXXX0005's EIN?
TW Iva Dagley FBO Charitable XXXXX0005's EIN (Employer Identification Number) is 61-6133881. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
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