Marian E Middleton Charitable Trust XXXXX5006
Marian E Middleton Charitable Trust XXXXX5006 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $714K in total assets. In 2025, it awarded 7 grants totaling $42K. Net investment income was $58K.
Marian E Middleton Charitable Trust XXXXX5006 at a glance
In short: Marian E Middleton Charitable Trust XXXXX5006 gave $42K across 7 grants in 2025 (avg $6K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $41,736
- +11.5% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $5,962
- +11.5% vs 2024
- Median grant
- $5,891
- Total assets
- $714,019
- +1.5% vs 2024
- Primary geography
- Indiana (85% 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 Marian E Middleton Charitable Trust XXXXX5006 funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was New Albany High School ($6K). Together the top 7 received $42K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Marian E Middleton Charitable Trust XXXXX5006 gives
- Giving held roughly steady from 2022 to 2025 (+3%). 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $37K (2024) to $42K (2025). In 2025 it made 7 grants totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Albany High School New Albany, IN | General | $6,142 |
| Lexington Cemetery Association Lexington, KY | General | $6,142 |
| Scott County Public Library Scottsburg, IN | General | $5,891 |
| First Presbyterian Church Scottsburg, IN | General | $5,891 |
| Lexington Presbyterian Church Lexington, IN | General | $5,890 |
| Scott County Historical Society Scottsburg, IN | General | $5,890 |
| Lexington Volunteer Fire Department Lexington, IN | General | $5,890 |
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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 | $714,019 | $68,517 | $58,484 | $41,736 | 7 | $47,222 | $58,021 | $49,148 |
| 2024 | $703,361 | $50,365 | $53,443 | $37,418 | 7 | $42,637 | $39,993 | $46,449 |
| 2023 | $708,219 | $40,519 | $53,767 | $38,800 | 7 | $43,504 | $24,525 | $42,125 |
| 2022 | $723,074 | $25,509 | $59,930 | $40,504 | 7 | $45,445 | $17,965 | $43,739 |
| 2021 | $757,698 | $62,159 | $58,808 | $38,978 | 7 | $44,458 | $51,491 | $48,559 |
| 2020 | $754,223 | $60,778 | $55,535 | $38,840 | 7 | — | $50,405 | $43,150 |
Under IRS private-foundation payout rules, Marian E Middleton Charitable Trust XXXXX5006 reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marian E Middleton Charitable Trust XXXXX5006'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
12 hrs/week
$16K (2021) → $16K (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 $16K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Marian E Middleton Charitable Trust XXXXX5006
How much does Marian E Middleton Charitable Trust XXXXX5006 give each year?
Marian E Middleton Charitable Trust XXXXX5006 gave $42K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $37K across 7 grants.
What is Marian E Middleton Charitable Trust XXXXX5006's typical grant size?
Marian E Middleton Charitable Trust XXXXX5006's median grant in 2025 was $5,891, and its average grant was $5,962, across 7 grants on its 2025 IRS Form 990-PF.
Where does Marian E Middleton Charitable Trust XXXXX5006 give grants?
Marian E Middleton Charitable Trust XXXXX5006 gives mostly in Indiana: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Kentucky (15%). The most frequent recipient cities were Scottsburg, IN (3 grants) and Lexington, IN (2 grants).
Does Marian E Middleton Charitable Trust XXXXX5006 give general operating support?
Yes: 100% of Marian E Middleton Charitable Trust XXXXX5006'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 Marian E Middleton Charitable Trust XXXXX5006's largest grantees?
Marian E Middleton Charitable Trust XXXXX5006's largest 2025 grantees include New Albany High School ($6,142), Lexington Cemetery Association ($6,142) and Scott County Public Library ($5,891), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is Marian E Middleton Charitable Trust XXXXX5006?
Marian E Middleton Charitable Trust XXXXX5006 reported $714K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $49K (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 Marian E Middleton Charitable Trust XXXXX5006's EIN?
Marian E Middleton Charitable Trust XXXXX5006's EIN (Employer Identification Number) is 30-6257244. 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.
Data update history
(3)
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)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Marian E Middleton Charitable Trust XXXXX5006 funds
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