Julia E Mullen Charitable Trust XXXXX3009
Julia E Mullen Charitable Trust XXXXX3009 is a private foundation focused on Health, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 3 grants totaling $130K. Net investment income was $187K.
Key facts about Julia E Mullen Charitable Trust XXXXX3009
In short: Julia E Mullen Charitable Trust XXXXX3009 gave $130K across 3 grants in 2025 (avg $43K), top state Oklahoma. Source: 2025 IRS Form 990-PF.
- EIN
- 52-6988424
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $130,131
- Grants made (2025)
- 3
- Average grant
- $43,377
- Median grant
- $43,377
- Total assets
- $2,057,452
- Primary geography
- Oklahoma (33% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.1M
+1.7% YoY
Annual Giving
$130K
+15.9% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$43K
+15.9% YoY
Under IRS private-foundation payout rules, Julia E Mullen Charitable Trust XXXXX3009 reported a distributable amount of $158K for 2025 — the minimum it must pay out in qualifying distributions.
How Julia E Mullen Charitable Trust XXXXX3009 gives
- Giving held roughly steady from 2022 to 2025 (+4%). 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $89K (2020) to $130K (2025). In 2025 it made 3 grants totaling $130K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was The American Cancer Society ($43K). Together the top 3 received $130K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The American Cancer Society Oklahoma City, OK | General | $43,377 |
| The American Red Cross of Washington, DC | General | $43,377 |
| The Salvation Army West Nyack, NY | General | $43,377 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,057,452 | $2,023,039 | $2,045,491 |
| Revenue | $211,149 | $139,513 | $151,465 |
| Expenses | $177,024 | $158,908 | $158,936 |
| Qualifying Distributions | $151,500 | $131,326 | $135,367 |
| Net Investment Income | $187,227 | $114,377 | $112,921 |
| Distributable Amount | $158,471 | $149,140 | $129,808 |
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 January 27, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 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)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Leadership & Key People
Officers and directors from IRS filings
Julia E Mullen Charitable Trust XXXXX3009 is led by Marcia Ostfeld, Co-Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Marcia Ostfeld
Co-Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (2025)
Former officers (1)
- Former: JP Morgan Chase Bank N A (2020) — 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 $2K, to Marcia Ostfeld (Co-Trustee).
Frequently asked questions about Julia E Mullen Charitable Trust XXXXX3009
How much does Julia E Mullen Charitable Trust XXXXX3009 give each year?
Julia E Mullen Charitable Trust XXXXX3009 gave $130K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $112K across 3 grants.
What is Julia E Mullen Charitable Trust XXXXX3009's typical grant size?
Julia E Mullen Charitable Trust XXXXX3009's median grant in 2025 was $43,377, and its average grant was $43,377, across 3 grants on its 2025 IRS Form 990-PF.
Where does Julia E Mullen Charitable Trust XXXXX3009 give grants?
Julia E Mullen Charitable Trust XXXXX3009's top state is Oklahoma, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were District of Columbia (33%) and New York (33%).
Does Julia E Mullen Charitable Trust XXXXX3009 give general operating support?
Yes: 100% of Julia E Mullen Charitable Trust XXXXX3009's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Julia E Mullen Charitable Trust XXXXX3009?
Julia E Mullen Charitable Trust XXXXX3009 reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $152K in qualifying distributions that year, against a required minimum of $158K (roughly 5% of its investment assets).
What is Julia E Mullen Charitable Trust XXXXX3009?
Julia E Mullen Charitable Trust XXXXX3009 is a private foundation focused on Health, based in Chicago, IL. It holds $2.1M in total assets as of 2025.
What is Julia E Mullen Charitable Trust XXXXX3009's EIN?
Julia E Mullen Charitable Trust XXXXX3009's EIN (Employer Identification Number) is 52-6988424. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Julia E Mullen Charitable Trust XXXXX3009 by hand.
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