Annabel Taylor Tr Uw XXXXX2001

Private foundation · Grantmaker Chicago, IL EIN: 39-6146785

Annabel Taylor Tr Uw XXXXX2001 is a private foundation focused on Medical Research, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $480K in total assets. In 2025, it awarded 5 grants totaling $33K. Net investment income was $37K.

Key facts about Annabel Taylor Tr Uw XXXXX2001

In short: Annabel Taylor Tr Uw XXXXX2001 gave $33K across 5 grants in 2025 (avg $7K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
39-6146785
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$33,360
Grants made (2025)
5
Average grant
$6,672
Median grant
$6,672
Total assets
$479,752
Primary geography
Wisconsin (60% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$480K

-0.1% YoY

Annual Giving

$33K

+13.1% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$7K

+13.1% YoY

Under IRS private-foundation payout rules, Annabel Taylor Tr Uw XXXXX2001 reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.

How Annabel Taylor Tr Uw XXXXX2001 gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

ChicagoHartlandMilwaukeePewaukeeBethesdaWaukesha

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K5 grants2019 5 grants2020 5 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

From 2019 to 2025, annual grant giving ranged from $28K (2020) to $33K (2025). In 2025 it made 5 grants totaling $33K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Cystic Fibrosis Foundation: $7KCystic Fibrosis Foundation$7KAmerican Cancer Society: $7KAmerican Cancer Society$7KNational Multiple Sclerosis Society: $7KNational Multiple SclerosisSociety$7KAmerican Heart Association: $7KAmerican Heart Association$7KMuscular Dystrophy Assn Inc: $7KMuscular Dystrophy Assn Inc$7K

The largest 2025 recipient was Cystic Fibrosis Foundation ($7K). Together the top 5 received $33K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cystic Fibrosis Foundation Bethesda, MDGeneral$6,672
American Cancer Society Pewaukee, WIGeneral$6,672
National Multiple Sclerosis Society Hartland, WIGeneral$6,672
American Heart Association Chicago, ILGeneral$6,672
Muscular Dystrophy Assn Inc Milwaukee, WIGeneral$6,672

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$479,752$480,172$494,117
Revenue$46,694$29,733$42,598
Expenses$47,169$42,904$41,974
Qualifying Distributions$37,677$33,451$34,147
Net Investment Income$37,323$21,095$33,689
Distributable Amount$39,701$37,312$33,035

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  3. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)

Leadership & Key People

Officers and directors from IRS filings

Annabel Taylor Tr Uw XXXXX2001's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2022

    2 hrs/week

    $12K (2022) → $13K (2025)

Former officers (1)
  • Former: JP Morgan Chase Bank N A (2019–2021) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

JP Morgan Chase Bank NA — Trustee: $13KJP Morgan Chase Bank NATrustee$13K

The highest reported compensation on the 2025 filing was $13K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Annabel Taylor Tr Uw XXXXX2001

How much does Annabel Taylor Tr Uw XXXXX2001 give each year?

Annabel Taylor Tr Uw XXXXX2001 gave $33K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 5 grants.

What is Annabel Taylor Tr Uw XXXXX2001's typical grant size?

Annabel Taylor Tr Uw XXXXX2001's median grant in 2025 was $6,672, and its average grant was $6,672, across 5 grants on its 2025 IRS Form 990-PF.

Where does Annabel Taylor Tr Uw XXXXX2001 give grants?

Annabel Taylor Tr Uw XXXXX2001 gives mostly in Wisconsin: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Maryland (20%) and Illinois (20%).

Does Annabel Taylor Tr Uw XXXXX2001 give general operating support?

Yes: 100% of Annabel Taylor Tr Uw XXXXX2001's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Annabel Taylor Tr Uw XXXXX2001's largest grantees?

Annabel Taylor Tr Uw XXXXX2001's largest 2025 grantees include Cystic Fibrosis Foundation ($6,672), American Cancer Society ($6,672) and National Multiple Sclerosis Society ($6,672), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is Annabel Taylor Tr Uw XXXXX2001?

Annabel Taylor Tr Uw XXXXX2001 reported $480K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Annabel Taylor Tr Uw XXXXX2001?

Annabel Taylor Tr Uw XXXXX2001 is a private foundation focused on Medical Research, based in Chicago, IL. It holds $480K in total assets as of 2025.

What is Annabel Taylor Tr Uw XXXXX2001's EIN?

Annabel Taylor Tr Uw XXXXX2001's EIN (Employer Identification Number) is 39-6146785. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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