Charles Atkinson Charitable Trust Xxxxx9009

CHICAGO, IL EIN: 31-6396223

Charles Atkinson Charitable Trust Xxxxx9009 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $169K in total assets. In 2024, it awarded 5 grants totaling $7K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$169K

+1.9% YoY

Annual Giving

$7K

-3.2% YoY

Grant Count

+25.0% YoY

Avg Grant Size

$1K

-22.5% YoY

Under IRS private-foundation payout rules, Charles Atkinson Charitable Trust Xxxxx9009 reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles Atkinson Charitable Trust Xxxxx9009

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

West Virginia $34K (100%)

States

West Virginia

Cities

New Cumberland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$168,650	$165,505	$164,897
Revenue	$10,177	$9,734	$10,944
Expenses	$9,150	$7,900	$8,959
Qualifying Distributions	$7,665	$7,795	$8,495
Net Investment Income	$8,811	$9,679	$10,821
Distributable Amount	$8,318	$7,579	$7,846

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

21 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Swaney Memorial Library Fund ($3,317), 4h Found of N Cumberland Wv ($1,327), City of New Cumberland ($663).

Recipient	Purpose	Amount
CITY OF NEW CUMBERLAND NEW CUMBERLAND, WV	GENERAL	$663
SWANEY MEMORIAL LIBRARY FUND NEW CUMBERLAND, WV	GENERAL	$3,317
N CUMBERLAND BOARD COMM HOUSE NEW CUMBERLAND, WV	GENERAL	$663
FIRST PRESBYTERIAN CHURCH NEW CUMBERLAND, WV	GENERAL	$663
4H FOUND OF N CUMBERLAND WV NEW CUMBERLAND, WV	GENERAL	$1,327

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Charles Atkinson Charitable Trust Xxxxx9009?

As of 2024, Charles Atkinson Charitable Trust Xxxxx9009 holds $169K in total assets with $10K in annual revenue. It awarded 5 grants totaling $7K in 2024.

Where does Charles Atkinson Charitable Trust Xxxxx9009 operate?

Charles Atkinson Charitable Trust Xxxxx9009 has awarded grants in West Virginia.

What size grants does Charles Atkinson Charitable Trust Xxxxx9009 award?

In 2024, Charles Atkinson Charitable Trust Xxxxx9009 awarded 5 grants totaling $7K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Charles Atkinson Charitable Trust Xxxxx9009 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles Atkinson Charitable Trust Xxxxx9009 reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles Atkinson Charitable Trust Xxxxx9009's EIN?

Charles Atkinson Charitable Trust Xxxxx9009's EIN (Employer Identification Number) is 31-6396223. IRS Form 990 filing data is available on this page for 2020–2024.