Terry George R Ins Tr 5-4-64
Total Given 2018–2023
$687K
43 grants · $115K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$9K
typical small grants · $8K–$22K
grant size
82%
deep partner · 9/11 multi-year
repeat
$3.5M
Assets · 2021
11
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
3124615154
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $132K | $2.8M | $130K | 8 |
| 2020 | $133K | $3.3M | $63K | 9 |
| 2021 | $136K | $3.5M | $144K | 9 |
| 2022 | $152K | $2.8M | $41K | 9 |
| 2023 | $134K | $3.0M | $114K | 8 |
Grant Size Distribution
Based on 43 grants on record
Minimum
$3K
25th Pctl
$8K
Median
$9K
Average
$16K
75th Pctl
$22K
Maximum
$46K
Geographic Distribution
Officers & Directors
BA
Bmo Bank N a
Trustee
BA
Bmo Harris Bank N a
4 yrs
Trustee
BA
Bmo Harris Bank N a
4 yrs
Trustee
BA
Bmo Harris Bank N a
4 yrs
Trustee
BA
Bmo Harris Bank N a
4 yrs
Trustee
Grants Awarded (43 total)
| Purpose | ||||
|---|---|---|---|---|
| Nwu J L Kellogg Graduate School | Evanston, IL | $45,624 | GENERAL OPERATING PURPOSES | 2022 |
| University of Cincinnati | Cincinnati, OH | $40,925 | GENERAL OPERATING PURPOSES | 2018 |
| Nwu J L Kellogg Graduate School | Evanston, IL | $40,773 | GENERAL OPERATING PURPOSES | 2021 |
| Nwu J L Kellogg Graduate School | Evanston, IL | $39,954 | GENERAL OPERATING PURPOSES | 2023 |
| Nwu J L Kellogg Graduate School | Evanston, IL | $39,922 | GENERAL OPERATING PURPOSES | 2020 |
| Nwu J L Kellogg Graduate School | Evanston, IL | $27,724 | GENERAL OPERATING PURPOSES | 2018 |
| University of Dayton | Dayton, OH | $27,480 | GENERAL OPERATING PURPOSES | 2023 |
| University of Dayton | Dayton, OH | $24,333 | GENERAL OPERATING PURPOSES | 2022 |
| University of Cincinnati | Cincinnati, OH | $24,333 | GENERAL OPERATING PURPOSES | 2022 |
| American Cancer Society | Oklahoma City, OK | $22,812 | GENERAL OPERATING PURPOSES | 2022 |
| University of Dayton | Dayton, OH | $21,746 | GENERAL OPERATING PURPOSES | 2021 |
| University of Cincinnati | Cincinnati, OH | $21,746 | GENERAL OPERATING PURPOSES | 2021 |
| University of Cincinnati | Cincinnati, OH | $21,309 | GENERAL OPERATING PURPOSES | 2023 |
| University of Dayton | Dayton, OH | $21,269 | GENERAL OPERATING PURPOSES | 2020 |
| University of Cincinnati | Cincinnati, OH | $21,269 | GENERAL OPERATING PURPOSES | 2020 |
| University of Dayton | Dayton, OH | $21,123 | GENERAL OPERATING PURPOSES | 2018 |
| American Cancer Society | Oklahoma City, OK | $20,387 | GENERAL OPERATING PURPOSES | 2021 |
| American Cancer Society | Oklahoma City, OK | $19,977 | GENERAL OPERATING PURPOSES | 2023 |
| American Cancer Society | Oklahoma City, OK | $19,961 | GENERAL OPERATING PURPOSES | 2020 |
| American Cancer Society | Oklahoma City, OK | $19,803 | GENERAL OPERATING PURPOSES | 2018 |
| Ball State University | Muncie, IN | $10,654 | GENERAL OPERATING PURPOSES | 2023 |
| Indiana University | Bloomington, IN | $9,125 | GENERAL OPERATING PURPOSES | 2022 |
| Ball State University | Muncie, IN | $9,125 | GENERAL OPERATING PURPOSES | 2022 |
| Northwestern University | Evanston, IL | $9,125 | GENERAL OPERATING PURPOSES | 2022 |
| Indiana University | Bloomington, IN | $8,155 | GENERAL OPERATING PURPOSES | 2021 |