Joseph L Briggs Trust XXXXX0003

Private foundation · Grantmaker Chicago, IL EIN: 16-6108736

Joseph L Briggs Trust XXXXX0003 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $943K in total assets. In 2025, it awarded 4 grants totaling $64K. Net investment income was $45K.

Key facts about Joseph L Briggs Trust XXXXX0003

In short: Joseph L Briggs Trust XXXXX0003 gave $64K across 4 grants in 2025 (avg $16K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
16-6108736
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$64,455
Grants made (2025)
4
Average grant
$16,114
Median grant
$21,285
Total assets
$943,366
Primary geography
New York (67% 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

$943K

-2.9% YoY

Annual Giving

$64K

+11.1% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$16K

+11.1% YoY

Under IRS private-foundation payout rules, Joseph L Briggs Trust XXXXX0003 reported a distributable amount of $80K for 2025 — the minimum it must pay out in qualifying distributions.

How Joseph L Briggs Trust XXXXX0003 gives

  • Giving held roughly steady from 2022 to 2025 (+13%). Method
  • In 2025 it paid out 92% 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

2states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

New YorkOklahoma CityRochesterBuffalo

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K5 grants2020 5 grants2021 5 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $57K (2022) to $82K (2023). In 2025 it made 4 grants totaling $64K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

American Cancer Society-Eastern: $21KAmerican CancerSociety-Eastern$21KNational Multiple Sclerosis Society: $21KNational Multiple SclerosisSociety$21KMarch of Dimes Foundation: $21KMarch of Dimes Foundation$21KAsbury First United Methodist Church: $600Asbury First United MethodistChurch$600

The largest 2025 recipient was American Cancer Society-Eastern ($21K). Together the top 4 received $64K.

Grant Size Distribution

22 grants across all recorded years

22<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 22 grants of 22 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Cancer Society-Eastern Oklahoma City, OKGeneral$21,285
National Multiple Sclerosis Society New York, NYGeneral$21,285
March of Dimes Foundation White Plains, NYGeneral$21,285
Asbury First United Methodist Church Rochester, NYGeneral$600

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$943,366$971,361$998,866
Revenue$60,362$57,703$88,642
Expenses$88,358$83,562$105,248
Qualifying Distributions$73,248$66,449$90,248
Net Investment Income$45,362$41,028$74,058
Distributable Amount$79,592$72,302$82,425

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Joseph L Briggs Trust XXXXX0003'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

    $42K (2021) → $24K (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

JP Morgan Chase Bank NA — Trustee: $24KJP Morgan Chase Bank NATrustee$24K

The highest reported compensation on the 2025 filing was $24K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Joseph L Briggs Trust XXXXX0003

How much does Joseph L Briggs Trust XXXXX0003 give each year?

Joseph L Briggs Trust XXXXX0003 gave $64K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $58K across 4 grants.

What is Joseph L Briggs Trust XXXXX0003's typical grant size?

Joseph L Briggs Trust XXXXX0003's median grant in 2025 was $21,285, and its average grant was $16,114, across 4 grants on its 2025 IRS Form 990-PF.

Where does Joseph L Briggs Trust XXXXX0003 give grants?

Joseph L Briggs Trust XXXXX0003 gives mostly in New York: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Oklahoma (33%).

Does Joseph L Briggs Trust XXXXX0003 give general operating support?

Yes: 100% of Joseph L Briggs Trust XXXXX0003'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 Joseph L Briggs Trust XXXXX0003?

Joseph L Briggs Trust XXXXX0003 reported $943K in total assets on its 2025 IRS Form 990-PF. It paid out $73K in qualifying distributions that year, against a required minimum of $80K (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 Joseph L Briggs Trust XXXXX0003's EIN?

Joseph L Briggs Trust XXXXX0003's EIN (Employer Identification Number) is 16-6108736. 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.

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