Kate M Marsh Charitable Trust XXXXX6008
Kate M Marsh Charitable Trust XXXXX6008 is a private foundation focused on Education, based in Chicago, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 2 grants totaling $75K. Net investment income was $48K.
Kate M Marsh Charitable Trust XXXXX6008 at a glance
In short: Kate M Marsh Charitable Trust XXXXX6008 gave $75K across 2 grants in 2025 (avg $37K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $74,802
- +8.1% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $37,401
- +8.1% vs 2024
- Median grant
- $37,401
- Total assets
- $1,189,734
- -3.5% vs 2024
- Primary geography
- New York (100% 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 Kate M Marsh Charitable Trust XXXXX6008 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was St Paul's Episcopal Church ($50K). Together the top 2 received $75K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 8 grants of 10 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Kate M Marsh Charitable Trust XXXXX6008 gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 91% 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 2021 to 2025, annual grant giving ranged from $66K (2021) to $78K (2023). In 2025 it made 2 grants totaling $75K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Paul's Episcopal Church Holley, NY | General | $49,868 |
| Community Free Library Holley, NY | General | $24,934 |
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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 | $1,189,734 | $33,023 | $76,604 | $74,802 | 2 | $75,478 | $47,833 | $82,785 |
| 2024 | $1,233,313 | $62,178 | $72,531 | $69,204 | 2 | $69,863 | $58,813 | $75,461 |
| 2023 | $1,249,928 | $80,610 | $79,116 | $77,548 | 2 | $78,015 | $79,593 | $69,671 |
| 2022 | $1,248,435 | $52,568 | $80,125 | $76,511 | 2 | $77,088 | $51,492 | $78,125 |
| 2021 | $1,276,131 | $97,841 | $68,625 | $66,198 | 2 | — | $96,735 | $77,199 |
Under IRS private-foundation payout rules, Kate M Marsh Charitable Trust XXXXX6008 reported a distributable amount of $83K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Kate M Marsh Charitable Trust XXXXX6008's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$1K (2021) → $1K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $1K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Kate M Marsh Charitable Trust XXXXX6008
How much does Kate M Marsh Charitable Trust XXXXX6008 give each year?
Kate M Marsh Charitable Trust XXXXX6008 gave $75K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $69K across 2 grants.
How large is Kate M Marsh Charitable Trust XXXXX6008?
Kate M Marsh Charitable Trust XXXXX6008 reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $75K in qualifying distributions that year, against a required minimum of $83K (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 Kate M Marsh Charitable Trust XXXXX6008?
Kate M Marsh Charitable Trust XXXXX6008 is a private foundation focused on Education, based in Chicago, IL. It holds $1.2M in total assets as of 2025.
Where does Kate M Marsh Charitable Trust XXXXX6008 operate?
Kate M Marsh Charitable Trust XXXXX6008 has awarded grants in New York.
What is Kate M Marsh Charitable Trust XXXXX6008's EIN?
Kate M Marsh Charitable Trust XXXXX6008's EIN (Employer Identification Number) is 16-6168614. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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