Barnitz W O XXXXX8002

Private foundation · Grantmaker Chicago, IL EIN: 31-6020690

Barnitz W O XXXXX8002 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $636K in total assets. In 2025, it awarded 4 grants totaling $40K. Net investment income was $56K.

Barnitz W O XXXXX8002 at a glance

In short: Barnitz W O XXXXX8002 gave $40K across 4 grants in 2025 (avg $10K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$39,844
+10.4% vs 2024
Grants made (2025)
4
+0.0% vs 2024
Average grant
$9,961
+10.4% vs 2024
Median grant
$10,957
Total assets
$635,759
+2.3% vs 2024
Primary geography
Ohio (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who Barnitz W O XXXXX8002 funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Great Miami Valley YMCA: $11KGreat Miami Valley YMCA$11KFirst Presbyterian Church: $11KFirst Presbyterian Church$11KAtrium Medical Center Foundation: $11KAtrium Medical CenterFoundation$11KSt Luke Presbyterian Church: $7KSt Luke Presbyterian Church$7K

The largest 2025 recipient was Great Miami Valley YMCA ($11K). Together the top 4 received $40K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

States

Cities

MiddletownHamilton

How Barnitz W O XXXXX8002 gives

  • Giving held roughly steady from 2022 to 2025 (−3%). Method
  • In 2025 it paid out 94% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K4 grants2019 4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $36K (2020) to $53K (2019). In 2025 it made 4 grants totaling $40K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Great Miami Valley YMCA Hamilton, OHGeneral$10,957
First Presbyterian Church Middletown, OHGeneral$10,957
Atrium Medical Center Foundation Middletown, OHGeneral$10,957
St Luke Presbyterian Church Middletown, OHGeneral$6,973
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$635,759$56,195$41,878$39,8444$40,327$55,516$43,027
2024$621,351$45,296$38,419$36,0764$36,872$44,141$40,640
2023$615,958$29,759$39,157$37,2184$37,991$25,556$36,850
2022$626,642$18,634$44,174$41,1384$41,953$22,836$38,032
2021$652,356$53,039$37,880$35,9534$36,460$52,172$41,645
2020$637,034$37,659$37,251$35,7164—$36,742$36,562
2019$636,722$40,939$54,862$52,5784—$40,098$36,281

Under IRS private-foundation payout rules, Barnitz W O XXXXX8002 reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Barnitz W O XXXXX8002'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

    $1K (2022) → $678 (2025)

Former officers (2)
  • Former: JP Morgan Chase Bank N A (2020–2021) — Trustee
  • Former: Jp Morgan Chase (2019) — 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: $678JP Morgan Chase Bank NATrustee$678

The highest reported compensation on the 2025 filing was $678, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Barnitz W O XXXXX8002

How much does Barnitz W O XXXXX8002 give each year?

Barnitz W O XXXXX8002 gave $40K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $36K across 4 grants.

What is Barnitz W O XXXXX8002's typical grant size?

Barnitz W O XXXXX8002's median grant in 2025 was $10,957, and its average grant was $9,961, across 4 grants on its 2025 IRS Form 990-PF.

Where does Barnitz W O XXXXX8002 give grants?

Barnitz W O XXXXX8002 gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Middletown, OH (3 grants).

Does Barnitz W O XXXXX8002 give general operating support?

Yes: 100% of Barnitz W O XXXXX8002's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Barnitz W O XXXXX8002?

Barnitz W O XXXXX8002 reported $636K in total assets on its 2025 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $43K (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 Barnitz W O XXXXX8002's EIN?

Barnitz W O XXXXX8002's EIN (Employer Identification Number) is 31-6020690. 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.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

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

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Barnitz W O XXXXX8002's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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