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George R Terry Ins Trust 02-0266452 05-04-64 is a private trust based in CHICAGO, IL. The foundation received its IRS ruling in 2015. The principal officer is Harris Trust & Sv Bk Ttee. It holds total assets of $2.2M. Annual income is reported at $463K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. Funding is distributed across 6 states, including Illinois, Ohio, Oklahoma. According to available records, George R Terry Ins Trust 02-0266452 05-04-64 has made 35 grants totaling $571K, with a median grant of $9K. The foundation has distributed between $133K and $304K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $304K distributed across 18 grants. Individual grants have ranged from $3K to $46K, with an average award of $16K. The foundation has supported 10 unique organizations. The foundation primarily supports organizations in Illinois, Ohio, Oklahoma, which account for 69% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$8K
Average Grant
$15K
Largest Grant
$40K
Based on 9 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
George R Terry Ins Trust 02-0266452 05-04-64 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 35 grants. Its grantmaking reaches organizations primarily in IL, OH, OK.
George R Terry Ins Trust 02-0266452 05-04-64 has distributed a total of $571K across 35 grants. The median grant size is $9K, with an average of $16K. Individual grants have ranged from $3K to $46K.
George R Terry Ins Trust 02-0266452 05-04-64 typically selects its grantees rather than accepting unsolicited proposals.
George R Terry Ins Trust 02-0266452 05-04-64 is headquartered in CHICAGO, IL. While based in IL, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bmo Bank N A | TRUSTEE | $26K | $0 | $26K |
Total Giving
$162K
Total Assets
$2.2M
Fair Market Value
$3M
Net Worth
$2.2M
Grants Paid
$134K
Contributions
N/A
Net Investment Income
$99K
Distribution Amount
$141K
Total Grants
35
Total Giving
$571K
Average Grant
$16K
Median Grant
$9K
Unique Recipients
10
Most Common Grant
$9K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Cancer SocietyGENERAL OPERATING PURPOSES | Oklahoma City, OK | $20K | 2023 |
| Nwu J L Kellogg Graduate SchoolGENERAL OPERATING PURPOSES | Evanston, IL | $40K | 2023 |
| University Of DaytonGENERAL OPERATING PURPOSES | Dayton, OH | $27K | 2023 |
| University Of CincinnatiGENERAL OPERATING PURPOSES | Cincinnati, OH | $21K | 2023 |
| Ball State UniversityGENERAL OPERATING PURPOSES | Muncie, IN | $11K | 2023 |
| Northwestern UniversityGENERAL OPERATING PURPOSES | Evanston, IL | $8K | 2023 |
| The Academy Of ManagementGENERAL OPERATING PURPOSES | Briarcliff Manor, NY | $3K | 2023 |
| The Salvation Army-Il DivisionGENERAL OPERATING PURPOSES | Hoffman Estates, IL | $3K | 2023 |
| Indiana UniversityGENERAL OPERATING PURPOSES | Bloomington, IN | $9K | 2022 |
| The Regents Of The Univ Of MichiganGENERAL OPERATING PURPOSES | Ann Arbor, MI | $8K | 2020 |