Harper Carrie M Trust XXXXX0002
Harper Carrie M Trust XXXXX0002 is a private foundation based in Chicago, Illinois. Its 2025 filing lists scholarships for graduates of East Liverpool High School as an award restriction.
Key facts about Harper Carrie M Trust XXXXX0002
In short: Harper Carrie M Trust XXXXX0002 gave $72K across 19 grants in 2025 (avg $4K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- EIN
- 34-6582259
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $72,000
- Grants made (2025)
- 19
- Average grant
- $3,789
- Median grant
- $3,240
- Total assets
- $1,108,020
- Primary geography
- Ohio (80% of itemized 2025 grant dollars)
- How to apply
- The filing lists JP Morgan Chase Bank N A as the contact and names the online grants portal as the application material. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.1M
+3.0% YoY
Annual Giving
$72K
-10.9% YoY
Grant Count
19
-13.6% YoY
Avg Grant Size
$4K
+3.2% YoY
Under IRS private-foundation payout rules, Harper Carrie M Trust XXXXX0002 reported a distributable amount of $96K for 2025 — the minimum it must pay out in qualifying distributions.
How Harper Carrie M Trust XXXXX0002 gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 87% 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.
Grantmaking
In 2025, the trust gave 19 grants totaling $72,000. Grants ranged from $3,240 to $4,400, with a median grant of $3,240. The listed awards were scholarships to individual recipients.
The filing states that the foundation does not restrict giving to preselected organizations. Its scholarship awards are restricted to graduates of East Liverpool High School.
How to Apply
The filing lists JP Morgan Chase Bank N A as the contact and names the online grants portal as the application material.
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Geographic Focus
Where this funder awards grants
In 2025, grant dollars went to recipients in Ohio (80%), Pennsylvania (14%), and Indiana (6%).
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $63K (2020) to $81K (2024). In 2025 it made 19 grants totaling $72K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
101 grants across all recorded years
The most common grant size was under $50K: 101 grants of 101 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 19 individual scholarships Recipients not named | — | $72,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,108,020 | $116,859 | $97,694 | $72,000 (19) |
| 2024 | $1,075,893 | $79,813 | $106,461 | $80,800 (22) |
| 2023 | $1,089,359 | $106,781 | $101,883 | $74,646 (20) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,108,020 | $1,075,893 | $1,089,359 |
| Revenue | $116,859 | $79,813 | $106,781 |
| Expenses | $97,694 | $106,461 | $101,883 |
| Qualifying Distributions | $83,079 | $91,157 | $86,199 |
| Net Investment Income | $102,860 | $66,710 | $88,706 |
| Distributable Amount | $96,018 | $91,149 | $85,704 |
Data update history
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)
Leadership & Key People
Leadership team and compensation from IRS filings
JP Morgan Chase Bank NA is listed as trustee on the 2025 filing.
Harper Carrie M Trust XXXXX0002'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
$27K (2022) → $24K (2025)
Former officers (1)
- Former: Jpmorgan Chase Bank NA (2020–2021) — Trustee
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 $24K, to JP Morgan Chase Bank NA (Trustee).
Contact
Application contact: Jp Morgan Chase Bank N A
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Frequently asked questions about Harper Carrie M Trust XXXXX0002
How much does Harper Carrie M Trust XXXXX0002 give each year?
Harper Carrie M Trust XXXXX0002 gave $72K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $81K across 22 grants.
What is Harper Carrie M Trust XXXXX0002's typical grant size?
Harper Carrie M Trust XXXXX0002's median grant in 2025 was $3,240, and its average grant was $3,789, across 19 grants on its 2025 IRS Form 990-PF.
Where does Harper Carrie M Trust XXXXX0002 give grants?
Harper Carrie M Trust XXXXX0002 gives mostly in Ohio: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Pennsylvania (14%) and Indiana (6%).
Does Harper Carrie M Trust XXXXX0002 give general operating support?
Not in 2025: none of the 19 grants with a stated purpose on Harper Carrie M Trust XXXXX0002's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (19 grants).
How large is Harper Carrie M Trust XXXXX0002?
Harper Carrie M Trust XXXXX0002 reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $96K (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.
How do I apply for a grant from Harper Carrie M Trust XXXXX0002?
The filing lists JP Morgan Chase Bank N A as the contact and names the online grants portal as the application material. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Harper Carrie M Trust XXXXX0002's EIN?
Harper Carrie M Trust XXXXX0002's EIN (Employer Identification Number) is 34-6582259. 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. Research dossier generated October 2026.
Here's the math on researching Harper Carrie M Trust XXXXX0002 by hand.
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