Succ Tr Ua Adelle Kagan Char
EIN 366979675Total Given 2018–2024
$130K
6 grants · $19K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$20K
typical small grants · $20K–$24K
grant size
100%
deep partner · 3/3 multi-year
repeat
$445K
Assets (2024)
3
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 400-0439
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $20K | $376K | $18K | 1 |
| 2020 | $20K | $449K | $14K | 1 |
| 2021 | $25K | $479K | $40K | 1 |
| 2022 | $25K | $383K | $7K | 1 |
| 2023 | $20K | $416K | $22K | 1 |
| 2024 | $20K | $445K | $43K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$20K
25th Pctl
$20K
Median
$20K
Average
$22K
75th Pctl
$24K
Maximum
$25K
Geographic Distribution
Officers & Directors
FA
Fifth Third Bank N a
5 yrs
Trustee
FA
Fifth Third Bank N a
5 yrs
Trustee
FA
Fifth Third Bank N a
5 yrs
Trustee
FA
Fifth Third Bank N a
5 yrs
Trustee
FA
Fifth Third Bank N a
5 yrs
Trustee
FB
Fifth Third Bank
Trustee
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| Jewish Federation of Metropolitan | Chicago, IL | $25,000 | SCHOLARSHIP | 2021 |
| Jewish Federation of Metropolitan | Chicago, IL | $25,000 | SCHOLARSHIP | 2022 |
| Jewish Federation of Metr Chicago | Chicago, IL | $20,000 | SUPPORT GENERAL FUND | 2020 |
| Jewish Federation of Metro Chicago | Chicago, IL | $20,000 | SCHOLARSHIP | 2023 |
| Jewish Federation of Metro Chicago | Chicago, IL | $20,000 | SCHOLARSHIP | 2024 |
| Jewish Federation of Metr Chicago | Chicago, IL | $19,737 | SUPPORT GENERAL FUND | 2018 |