George R Terry Ins Tr 02-0266452 05-04-64 is located in Chicago, IL. The organization was established in 2015. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. George R Terry Ins Tr 02-0266452 05-04-64 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, George R Terry Ins Tr 02-0266452 05-04-64 generated $114.2k in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (2.1%) each year. All expenses for the organization totaled $161.5k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (0.3%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, George R Terry Ins Tr 02-0266452 05-04-64 has awarded 43 individual grants totaling $687,063. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $75,519 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $37,587 |
| Capital Gain Net Income | $37,587 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,132 |
| Total Revenue | $114,238 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $26,420 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,062 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $15 |
| Total operating and administrative expenses | $27,497 |
| Contributions, gifts, grants paid | $134,025 |
| Total expenses and disbursements | $161,522 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $173,411 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,993,991 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,167,402 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Over the last fiscal year, George R Terry Ins Tr 02-0266452 05-04-64 has awarded $134,025 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN CANCER SOCIETY PURPOSE: GENERAL OPERATING PURPOSES | $19,977 |
UNIVERSITY OF DAYTON PURPOSE: GENERAL OPERATING PURPOSES | $27,480 |
THE ACADEMY OF MANAGEMENT PURPOSE: GENERAL OPERATING PURPOSES | $3,330 |
UNIVERSITY OF CINCINNATI PURPOSE: GENERAL OPERATING PURPOSES | $21,309 |
BALL STATE UNIVERSITY PURPOSE: GENERAL OPERATING PURPOSES | $10,654 |
NWU J L KELLOGG GRADUATE SCHOOL PURPOSE: GENERAL OPERATING PURPOSES | $39,954 |