Margaret a Findeiss Tr B XXXXX1001

Private foundation · Grantmaker Chicago, IL EIN: 31-6113258

Margaret a Findeiss Tr B XXXXX1001 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 7 grants totaling $106K. Net investment income was $147K.

Key facts about Margaret a Findeiss Tr B XXXXX1001

In short: Margaret a Findeiss Tr B XXXXX1001 gave $106K across 7 grants in 2025 (avg $15K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

EIN
31-6113258
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$105,623
Grants made (2025)
7
Average grant
$15,089
Median grant
$15,089
Total assets
$1,966,484
Primary geography
Ohio (86% 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

$2.0M

+1.3% YoY

Annual Giving

$106K

+10.5% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$15K

+10.5% YoY

Under IRS private-foundation payout rules, Margaret a Findeiss Tr B XXXXX1001 reported a distributable amount of $125K for 2025 — the minimum it must pay out in qualifying distributions.

How Margaret a Findeiss Tr B XXXXX1001 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

2states

Share of 2025 grant dollars across all 7 itemized grants.

States

Cities

ZanesvilleDaytonLebanonNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K7 grants2020 7 grants2021 7 grants2022 7 grants2023 7 grants2024 7 grants2025

From 2020 to 2025, annual grant giving ranged from $96K (2024) to $110K (2022). In 2025 it made 7 grants totaling $106K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Otterbein Homes: $15KOtterbein Homes$15KUnited Theological Seminary: $15KUnited Theological Seminary$15KUnited Way: $15KUnited Way$15KHelen Purcell Home: $15KHelen Purcell Home$15KZanesville Art Center: $15KZanesville Art Center$15KFaith United Methodist Church: $15KFaith United Methodist Church$15KGeneral Board of Global Minist: $15KGeneral Board of Global Minist$15K

The largest 2025 recipient was Otterbein Homes ($15K). Together the top 7 received $106K.

Grant Size Distribution

35 grants across all recorded years

35<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 35 grants of 35 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Otterbein Homes Lebanon, OHGeneral$15,089
United Theological Seminary Dayton, OHGeneral$15,089
United Way Zanesville, OHGeneral$15,089
Helen Purcell Home Zanesville, OHGeneral$15,089
Zanesville Art Center Zanesville, OHGeneral$15,089
Faith United Methodist Church Zanesville, OHGeneral$15,089
General Board of Global Minist New York, NYGeneral$15,089

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,966,484$1,941,470$1,934,981
Revenue$166,726$145,667$114,940
Expenses$141,985$129,754$129,395
Qualifying Distributions$119,786$109,041$111,862
Net Investment Income$146,830$126,649$87,115
Distributable Amount$125,038$119,076$107,804

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Margaret a Findeiss Tr B XXXXX1001'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

    $33K (2021) → $33K (2025)

Former officers (1)
  • Former: JP Morgan Chase Bank SA (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

JP Morgan Chase Bank NA — Trustee: $33KJP Morgan Chase Bank NATrustee$33K

The highest reported compensation on the 2025 filing was $33K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Margaret a Findeiss Tr B XXXXX1001

How much does Margaret a Findeiss Tr B XXXXX1001 give each year?

Margaret a Findeiss Tr B XXXXX1001 gave $106K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $96K across 7 grants.

What is Margaret a Findeiss Tr B XXXXX1001's typical grant size?

Margaret a Findeiss Tr B XXXXX1001's median grant in 2025 was $15,089, and its average grant was $15,089, across 7 grants on its 2025 IRS Form 990-PF.

Where does Margaret a Findeiss Tr B XXXXX1001 give grants?

Margaret a Findeiss Tr B XXXXX1001 gives mostly in Ohio: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (14%). The most frequent recipient cities were Zanesville, OH (4 grants).

Does Margaret a Findeiss Tr B XXXXX1001 give general operating support?

Yes: 100% of Margaret a Findeiss Tr B XXXXX1001's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Margaret a Findeiss Tr B XXXXX1001's largest grantees?

Margaret a Findeiss Tr B XXXXX1001's largest 2025 grantees include Otterbein Homes ($15,089), United Theological Seminary ($15,089) and United Way ($15,089), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.

How large is Margaret a Findeiss Tr B XXXXX1001?

Margaret a Findeiss Tr B XXXXX1001 reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $120K in qualifying distributions that year, against a required minimum of $125K (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 Margaret a Findeiss Tr B XXXXX1001's EIN?

Margaret a Findeiss Tr B XXXXX1001's EIN (Employer Identification Number) is 31-6113258. 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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