Marie B Mallory Trust Dated October 4 1989

Private foundation · Grantmaker Chicago, IL EIN: 86-6200715

Marie B Mallory Trust Dated October 4 1989 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $796K in total assets. In 2025, it awarded 1 grant totaling $30K. Net investment income was $45K.

Key facts about Marie B Mallory Trust Dated October 4 1989

In short: Marie B Mallory Trust Dated October 4 1989 gave $30K across 1 grant in 2025 (avg $30K), mostly in Arizona. Source: 2025 IRS Form 990-PF.

EIN
86-6200715
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$30,000
Grants made (2025)
1
Average grant
$30,000
Median grant
$30,000
Total assets
$795,884
Primary geography
Arizona (100% 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

$796K

-0.0% YoY

Annual Giving

$30K

-20.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$30K

-20.0% YoY

Under IRS private-foundation payout rules, Marie B Mallory Trust Dated October 4 1989 reported a distributable amount of $46K for 2025 — the minimum it must pay out in qualifying distributions.

How Marie B Mallory Trust Dated October 4 1989 gives

  • Giving grew 33% from 2022 to 2025. Method
  • In 2025 it paid out 85% 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

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Phoenix

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $23K (2022) to $38K (2024). In 2025 it made 1 grant totaling $30K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Arizona Medical Association: $30KArizona Medical Association$30K

The largest 2025 recipient was Arizona Medical Association ($30K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Arizona Medical Association Phoenix, AZGeneral Support$30,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$795,884$795,932$807,648
Revenue$48,528$42,164$47,889
Expenses$48,885$53,802$44,682
Qualifying Distributions$39,056$47,828$39,544
Net Investment Income$44,826$37,190$43,070
Distributable Amount$46,022$44,037$41,362

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 3, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 31, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)

Leadership & Key People

Officers and directors from IRS filings

Marie B Mallory Trust Dated October 4 1989's only listed officer is Northern Trust Company, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Northern Trust Company

    Trustee

    On filings since 2020

    40 hrs/week

    $11K (2020) → $11K (2025)

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

Northern Trust Company — Trustee: $11KNorthern Trust CompanyTrustee$11K

The highest reported compensation on the 2025 filing was $11K, to Northern Trust Company (Trustee).

Frequently asked questions about Marie B Mallory Trust Dated October 4 1989

How much does Marie B Mallory Trust Dated October 4 1989 give each year?

Marie B Mallory Trust Dated October 4 1989 gave $30K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $38K across 1 grant.

How large is Marie B Mallory Trust Dated October 4 1989?

Marie B Mallory Trust Dated October 4 1989 reported $796K in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $46K (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.

Where does Marie B Mallory Trust Dated October 4 1989 operate?

Marie B Mallory Trust Dated October 4 1989 has awarded grants in Arizona.

What is Marie B Mallory Trust Dated October 4 1989's EIN?

Marie B Mallory Trust Dated October 4 1989's EIN (Employer Identification Number) is 86-6200715. 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.

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