Fitch Gilbert Memorial Trust XXXXX4005

Private foundation · Grantmaker Chicago, IL EIN: 13-6038276

Fitch Gilbert Memorial Trust XXXXX4005 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 9 grants totaling $140K. Net investment income was $201K.

Fitch Gilbert Memorial Trust XXXXX4005 at a glance

In short: Fitch Gilbert Memorial Trust XXXXX4005 gave $140K across 9 grants in 2025 (avg $16K), mostly in New York. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$140,485
+8.4% vs 2024
Grants made (2025)
9
+12.5% vs 2024
Average grant
$15,609
-3.7% vs 2024
Median grant
$3,000
Total assets
$2,487,499
+0.9% vs 2024
Primary geography
New York (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 Fitch Gilbert Memorial Trust XXXXX4005 funds

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Episcopal Diocese of Albany: $106KEpiscopal Diocese of Albany$106KThe Diocese of Albany of the Protest: $12KThe Diocese of Albany of theProtest$12KChrist Church: $9KChrist Church$9KGilbertsville-Mount Upton CSD: $3KGilbertsville-Mount Upton CSD$3KThe Village Improvement Society of Gilbertsville: $3KThe Village ImprovementSociety of Gilbertsville$3KGilbertsville Free Library: $3KGilbertsville Free Library$3KBrookside Cemetry Assoc: $3KBrookside Cemetry Assoc$3KThe First Presbyterian Church: $1KThe First Presbyterian Church$1KThe Baptist Church: $500The Baptist Church$500

The largest 2025 recipient was Episcopal Diocese of Albany ($106K). Together the top 9 received $140K.

Grant Size Distribution

41 grants across all recorded years

36<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 36 grants of 41 (88%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 9 itemized grants.

States

Cities

GilbertsvilleGreenwichWatertownGrrenwich

How Fitch Gilbert Memorial Trust XXXXX4005 gives

  • Giving held roughly steady from 2022 to 2025 (−6%). Method
  • In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). 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$50K$100K$150K8 grants2019 8 grants2020 8 grants2021 8 grants2022 8 grants2023 8 grants2024 9 grants2025

From 2019 to 2025, annual grant giving ranged from $128K (2019) to $150K (2022). In 2025 it made 9 grants totaling $140K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Episcopal Diocese of Albany Grrenwich, NYGeneral$106,453
The Diocese of Albany of the Protest Greenwich, NYGeneral$11,532
Christ Church Gilbertsville, NYGeneral$9,000
Gilbertsville-Mount Upton CSD Gilbertsville, NYGeneral$3,000
The Village Improvement Society of Gilbertsville Gilbertsville, NYGeneral$3,000
Gilbertsville Free Library Gilbertsville, NYGeneral$3,000
Brookside Cemetry Assoc Watertown, NYGeneral$3,000
The First Presbyterian Church Gilbertsville, NYGeneral$1,000
The Baptist Church Gilbertsville, NYGeneral$500
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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$2,487,499$236,918$215,386$140,4859$176,455$200,908$169,415
2024$2,465,558$178,090$179,740$129,6498$150,794$150,779$161,630
2023$2,473,222$130,471$175,833$132,8548$149,462$90,789$146,257
2022$2,524,198$60,357$206,184$149,7008$169,614$63,928$152,768
2021$2,670,750$226,663$182,743$130,7338$149,979$194,666$168,946
2020$2,626,739$152,774$178,293$129,6138—$120,390$149,959
2019$2,652,759$143,824$185,590$128,2148—$113,909$147,748

Under IRS private-foundation payout rules, Fitch Gilbert Memorial Trust XXXXX4005 reported a distributable amount of $169K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Fitch Gilbert Memorial Trust XXXXX4005's only listed officer is JP Morgan Chase Bank NA, Trustee on filings since 2019 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2019

    2 hrs/week

    $39K (2019) → $43K (2025)

Former officers (2)
  • Former: Lynn M. Hoadley (2019–2023) — Co-Trustee
  • Former: JP Morgan Chase Bank N A (2020) — 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: $43KJP Morgan Chase Bank NATrustee$43K

The highest reported compensation on the 2025 filing was $43K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Fitch Gilbert Memorial Trust XXXXX4005

How much does Fitch Gilbert Memorial Trust XXXXX4005 give each year?

Fitch Gilbert Memorial Trust XXXXX4005 gave $140K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $130K across 8 grants.

What is Fitch Gilbert Memorial Trust XXXXX4005's typical grant size?

Fitch Gilbert Memorial Trust XXXXX4005's median grant in 2025 was $3,000, and its average grant was $15,609, across 9 grants on its 2025 IRS Form 990-PF.

Where does Fitch Gilbert Memorial Trust XXXXX4005 give grants?

Fitch Gilbert Memorial Trust XXXXX4005 gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Gilbertsville, NY (6 grants).

Does Fitch Gilbert Memorial Trust XXXXX4005 give general operating support?

Yes: 100% of Fitch Gilbert Memorial Trust XXXXX4005's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Fitch Gilbert Memorial Trust XXXXX4005's largest grantees?

Fitch Gilbert Memorial Trust XXXXX4005's largest 2025 grantees include Episcopal Diocese of Albany ($106,453), The Diocese of Albany of the Protest ($11,532) and Christ Church ($9,000), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.

How large is Fitch Gilbert Memorial Trust XXXXX4005?

Fitch Gilbert Memorial Trust XXXXX4005 reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $176K in qualifying distributions that year, against a required minimum of $169K (roughly 5% of its investment assets).

What is Fitch Gilbert Memorial Trust XXXXX4005's EIN?

Fitch Gilbert Memorial Trust XXXXX4005's EIN (Employer Identification Number) is 13-6038276. 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 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)

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

Figures come from Fitch Gilbert Memorial Trust XXXXX4005'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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