Marie B Mallory Trust Dated October 4 1989

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 2024. As of 2024, the organization holds $796K in total assets. In 2024, it awarded 1 grants totaling $38K. Net investment income was $37K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$796K

-1.5% YoY

Annual Giving

$38K

+25.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$38K

+25.0% YoY

Under IRS private-foundation payout rules, Marie B Mallory Trust Dated October 4 1989 reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.

About Marie B Mallory Trust Dated October 4 1989

Based on IRS filings

Marie B Mallory Trust Dated October 4 1989 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $796K in total assets. In 2024, it awarded 1 grants totaling $38K. Net investment income was $37K.

Ready to take the next step with Marie B Mallory Trust Dated October 4 1989?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Phoenix

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$28K$56K$84K$112K20202021202220232024
Metric202420232022
Total Assets$795,932$807,648$804,642
Revenue$42,164$47,889$42,417
Expenses$53,802$44,682$34,863
Qualifying Distributions$47,828$39,544$30,533
Net Investment Income$37,190$43,070$39,227
Distributable Amount$44,037$41,362$42,489

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$19K$28K$38K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

ARIZONA MEDICAL ASSOCIAT…$38K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Arizona Medical Association ($37,500).

RecipientPurposeAmount
ARIZONA MEDICAL ASSOCIATION PHOENIX, AZGENERAL SUPPORT$37,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NORTHERN TRUST COMPANYTRUSTEE$11K

From 2024 filing

NameTitleHoursCompensation
NORTHERN TRUST COMPANYTRUSTEE40$10,851

Frequently Asked Questions

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

As of 2024, Marie B Mallory Trust Dated October 4 1989 holds $796K in total assets with $42K in annual revenue. It awarded 1 grants totaling $38K in 2024.

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 size grants does Marie B Mallory Trust Dated October 4 1989 award?

In 2024, Marie B Mallory Trust Dated October 4 1989 awarded 1 grants totaling $38K — an average of about $38K per grant, based on its IRS Form 990 filings.

How much is Marie B Mallory Trust Dated October 4 1989 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marie B Mallory Trust Dated October 4 1989 reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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