Charles Atkinson Charitable Trust XXXXX9009
Charles Atkinson Charitable Trust XXXXX9009 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $167K in total assets. In 2025, it awarded 4 grants totaling $7K. Net investment income was $7K.
Charles Atkinson Charitable Trust XXXXX9009 at a glance
In short: Charles Atkinson Charitable Trust XXXXX9009 gave $7K across 4 grants in 2025 (avg $2K), mostly in West Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,286
- +9.8% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $1,822
- +37.3% vs 2024
- Median grant
- $1,457
- Total assets
- $167,257
- -0.8% vs 2024
- Primary geography
- West Virginia (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 Charles Atkinson Charitable Trust XXXXX9009 funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Swaney Memorial Library Fund ($4K). Together the top 4 received $7K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Charles Atkinson Charitable Trust XXXXX9009 gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 96% 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
From 2020 to 2025, annual grant giving ranged from $7K (2024) to $7K (2022). In 2025 it made 4 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Swaney Memorial Library Fund New Cumberland, WV | General | $3,643 |
| City of New Cumberland Park Dept New Cumberland, WV | General | $1,457 |
| 4H Found of N Cumberland WV New Cumberland, WV | General | $1,457 |
| First Presbyterian Church of New Cumberland New Cumberland, WV | General | $729 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $167,257 | $9,454 | $10,856 | $7,286 | 4 | $8,348 | $7,056 | $8,712 |
| 2024 | $168,650 | $10,177 | $9,150 | $6,633 | 5 | $7,665 | $8,811 | $8,318 |
| 2023 | $165,505 | $9,734 | $7,900 | $6,850 | 4 | $7,795 | $9,679 | $7,579 |
| 2022 | $164,897 | $10,944 | $8,959 | $7,499 | 4 | $8,495 | $10,821 | $7,846 |
| 2021 | $162,279 | $18,024 | $8,060 | $6,731 | 4 | $7,796 | $17,947 | $8,562 |
| 2020 | $152,887 | $11,471 | $7,754 | $6,650 | 4 | — | $11,416 | $7,685 |
Under IRS private-foundation payout rules, Charles Atkinson Charitable Trust XXXXX9009 reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles Atkinson Charitable Trust XXXXX9009's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$875 (2020) → $3K (2025)
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $3K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Charles Atkinson Charitable Trust XXXXX9009
How much does Charles Atkinson Charitable Trust XXXXX9009 give each year?
Charles Atkinson Charitable Trust XXXXX9009 gave $7K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 5 grants.
What is Charles Atkinson Charitable Trust XXXXX9009's typical grant size?
Charles Atkinson Charitable Trust XXXXX9009's median grant in 2025 was $1,457, and its average grant was $1,822, across 4 grants on its 2025 IRS Form 990-PF.
Where does Charles Atkinson Charitable Trust XXXXX9009 give grants?
Charles Atkinson Charitable Trust XXXXX9009 gives mostly in West Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New Cumberland, WV (4 grants).
Does Charles Atkinson Charitable Trust XXXXX9009 give general operating support?
Yes: 100% of Charles Atkinson Charitable Trust XXXXX9009'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 Charles Atkinson Charitable Trust XXXXX9009?
Charles Atkinson Charitable Trust XXXXX9009 reported $167K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $9K (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 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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
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