Holley Berton E Ta XXXXX7005
Holley Berton E Ta XXXXX7005 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 6 grants totaling $232K. Net investment income was $242K.
Holley Berton E Ta XXXXX7005 at a glance
In short: Holley Berton E Ta XXXXX7005 gave $232K across 6 grants in 2025 (avg $39K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $231,570
- +13.7% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $38,595
- +13.7% vs 2024
- Median grant
- $38,595
- Total assets
- $3,695,944
- -0.4% vs 2024
- Primary geography
- New Jersey (83% 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 Holley Berton E Ta XXXXX7005 funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Webster Presbyterian Church ($39K). Together the top 6 received $232K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Holley Berton E Ta XXXXX7005 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 2019 to 2025, annual grant giving ranged from $204K (2024) to $238K (2022). In 2025 it made 6 grants totaling $232K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Webster Presbyterian Church Webster, NY | General | $38,595 |
| Princeton Theological Seminary Princeton, NJ | General | $38,595 |
| Morris Center YMCA Cedar Knolls, NJ | General | $38,595 |
| First Presbyterian Church Boonton, NJ | General | $38,595 |
| Lakeland Hills YMCA Mountain Lakes, NJ | General | $38,595 |
| Morristown Mem Hospital Health Fdn Morristown, NJ | General | $38,595 |
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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 | $3,695,944 | $273,173 | $288,557 | $231,570 | 6 | $256,198 | $241,630 | $267,390 |
| 2024 | $3,711,261 | $67,930 | $261,003 | $203,700 | 6 | $222,142 | $125,310 | $250,008 |
| 2023 | $3,923,520 | $246,153 | $264,466 | $212,280 | 6 | $230,459 | $191,226 | $221,881 |
| 2022 | $3,941,601 | $97,658 | $297,774 | $238,398 | 6 | $257,155 | $109,148 | $231,038 |
| 2021 | $4,142,827 | $381,143 | $269,127 | $208,896 | 6 | $227,793 | $332,097 | $257,297 |
| 2020 | $4,030,634 | $306,410 | $263,639 | $206,532 | 6 | — | $271,932 | $227,001 |
| 2019 | $3,988,452 | $292,002 | $313,931 | $212,196 | 6 | — | $254,196 | $224,493 |
Under IRS private-foundation payout rules, Holley Berton E Ta XXXXX7005 reported a distributable amount of $267K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Holley Berton E Ta XXXXX7005's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2019
2 hrs/week
$50K (2019) → $54K (2025)
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
The highest reported compensation on the 2025 filing was $54K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Holley Berton E Ta XXXXX7005
How much does Holley Berton E Ta XXXXX7005 give each year?
Holley Berton E Ta XXXXX7005 gave $232K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $204K across 6 grants.
What is Holley Berton E Ta XXXXX7005's typical grant size?
Holley Berton E Ta XXXXX7005's median grant in 2025 was $38,595, and its average grant was $38,595, across 6 grants on its 2025 IRS Form 990-PF.
Where does Holley Berton E Ta XXXXX7005 give grants?
Holley Berton E Ta XXXXX7005 gives mostly in New Jersey: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (17%).
Does Holley Berton E Ta XXXXX7005 give general operating support?
Yes: 100% of Holley Berton E Ta XXXXX7005's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Holley Berton E Ta XXXXX7005's largest grantees?
Holley Berton E Ta XXXXX7005's largest 2025 grantees include Webster Presbyterian Church ($38,595), Princeton Theological Seminary ($38,595) and Morris Center YMCA ($38,595), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Holley Berton E Ta XXXXX7005?
Holley Berton E Ta XXXXX7005 reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $256K in qualifying distributions that year, against a required minimum of $267K (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 Holley Berton E Ta XXXXX7005's EIN?
Holley Berton E Ta XXXXX7005's EIN (Employer Identification Number) is 22-6149370. 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
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Holley Berton E Ta XXXXX7005 funds
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