Edward G Bustin Charitable Trust XXXXX5007

Private foundation · Grantmaker Chicago, IL EIN: 75-6528726

Edward G Bustin Charitable Trust XXXXX5007 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $523K in total assets. In 2025, it awarded 1 grant totaling $36K. Net investment income was $41K.

Key facts about Edward G Bustin Charitable Trust XXXXX5007

In short: Edward G Bustin Charitable Trust XXXXX5007 gave $36K across 1 grant in 2025 (avg $36K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
75-6528726
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$35,683
Grants made (2025)
1
Average grant
$35,683
Median grant
$35,683
Total assets
$522,668
Primary geography
New York (100% 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

$523K

+0.3% YoY

Annual Giving

$36K

+14.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$36K

+14.4% YoY

Under IRS private-foundation payout rules, Edward G Bustin Charitable Trust XXXXX5007 reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.

How Edward G Bustin Charitable Trust XXXXX5007 gives

  • Giving held roughly steady from 2022 to 2025 (+1%). Method
  • In 2025 it paid out 93% 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

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Elmira

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $29K (2020) to $36K (2025). In 2025 it made 1 grant totaling $36K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Elmira College: $36KElmira College$36K

The largest 2025 recipient was Elmira College ($36K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Elmira College Elmira, NYGeneral$35,683

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$522,668$521,126$517,091
Revenue$52,652$54,700$46,275
Expenses$51,147$46,394$44,935
Qualifying Distributions$40,559$35,677$36,241
Net Investment Income$40,695$31,133$36,425
Distributable Amount$43,539$40,177$35,110

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Edward G Bustin Charitable Trust XXXXX5007'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

    $13K (2022) → $15K (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: $15KJP Morgan Chase Bank NATrustee$15K

The highest reported compensation on the 2025 filing was $15K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Edward G Bustin Charitable Trust XXXXX5007

How much does Edward G Bustin Charitable Trust XXXXX5007 give each year?

Edward G Bustin Charitable Trust XXXXX5007 gave $36K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $31K across 1 grant.

How large is Edward G Bustin Charitable Trust XXXXX5007?

Edward G Bustin Charitable Trust XXXXX5007 reported $523K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $44K (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.

Where does Edward G Bustin Charitable Trust XXXXX5007 operate?

Edward G Bustin Charitable Trust XXXXX5007 has awarded grants in New York.

What is Edward G Bustin Charitable Trust XXXXX5007's EIN?

Edward G Bustin Charitable Trust XXXXX5007's EIN (Employer Identification Number) is 75-6528726. 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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