Courtney a Kleman Xxxxx3005
EIN 366014992
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). This foundation may have filed its
final return or ceased operations — verify before investing time in an application.
Total Given 2017–2023
$329K
24 grants · $47K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$13K
typical small grants · $13K–$14K
grant size
100%
deep partner · 4/4 multi-year
repeat
$1.3M
Assets (2023)
4
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $49K | $1.2M | $73K | 4 |
| 2018 | $51K | $1.0M | $76K | 4 |
| 2020 | $51K | $1.3M | $64K | 4 |
| 2021 | $51K | $1.4M | $79K | 4 |
| 2022 | $73K | $1.1M | $31K | 4 |
| 2023 | $55K | $1.3M | $71K | 4 |
Grant Size Distribution
Based on 24 grants on record
Minimum
$12K
25th Pctl
$13K
Median
$13K
Average
$14K
75th Pctl
$14K
Maximum
$28K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
Grants Awarded (24 total)
| Purpose | ||||
|---|---|---|---|---|
| University of Chicago | Chicago, IL | $27,729 | GENERAL | 2022 |
| Northwestern Medical | Chicago, IL | $14,924 | GENERAL | 2022 |
| Rush Presbyterian- St Lukes | Chicago, IL | $14,924 | GENERAL | 2022 |
| Presence Health | Chicago, IL | $14,924 | GENERAL | 2022 |
| University of Chicago | Chicago, IL | $13,644 | GENERAL | 2023 |
| Northwestern Medical | Chicago, IL | $13,644 | GENERAL | 2023 |
| Rush Presbyterian- St Lukes | Chicago, IL | $13,644 | GENERAL | 2023 |
| Presence Health | Chicago, IL | $13,644 | GENERAL | 2023 |
| University of Chicago | Chicago, IL | $12,843 | GENERAL | 2021 |
| Northwestern Medical | Chicago, IL | $12,843 | GENERAL | 2021 |
| Rush Presbyterian- St Lukes | Chicago, IL | $12,843 | GENERAL | 2021 |
| Presence Health | Chicago, IL | $12,843 | GENERAL | 2021 |
| University of Chicago | Chicago, IL | $12,805 | GENERAL | 2020 |
| Northwestern Medical | Chicago, IL | $12,805 | GENERAL | 2020 |
| Rush Presbyterian- St Lukes | Chicago, IL | $12,805 | GENERAL | 2020 |
| Presence Health | Chicago, IL | $12,805 | GENERAL | 2020 |
| Northwestern Medical | Chicago, IL | $12,758 | GENERAL | 2018 |
| Rush Presbyterian- St Lukes | Chicago, IL | $12,758 | GENERAL | 2018 |
| University of Chicago | Chicago, IL | $12,758 | GENERAL | 2018 |
| Presence Health | Chicago, IL | $12,758 | GENERAL | 2018 |
| Northwestern Medical | Chicago, IL | $12,142 | GENERAL | 2017 |
| Rush Presbyterian- St Lukes | Chicago, IL | $12,142 | GENERAL | 2017 |
| University of Chicago | Chicago, IL | $12,142 | GENERAL | 2017 |
| Presence Health | Chicago, IL | $12,142 | GENERAL | 2017 |