Julia E Mullen Charitable Trust Xxxxx3009
Julia E Mullen Charitable Trust Xxxxx3009 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 3 grants totaling $112K. Net investment income was $114K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
-1.1% YoY
Annual Giving
$112K
-4.7% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$37K
-4.7% YoY
About Julia E Mullen Charitable Trust Xxxxx3009
Based on IRS filings
Julia E Mullen Charitable Trust Xxxxx3009 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 3 grants totaling $112K. Net investment income was $114K.
Ready to take the next step with Julia E Mullen Charitable Trust Xxxxx3009?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,023,039 | $2,045,491 | $2,053,041 |
| Revenue | $139,513 | $151,465 | $83,181 |
| Expenses | $158,908 | $158,936 | $166,395 |
| Qualifying Distributions | $131,326 | $135,367 | $140,481 |
| Net Investment Income | $114,377 | $112,921 | $49,942 |
| Distributable Amount | $149,140 | $129,808 | $133,610 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARCIA OSTFELD | CO-TRUSTEE | 1 | $1,886 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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