Marion & Walter C Bateman Jr Memorial Fund

Public charity · Grantmaker Chicago, IL EIN: 95-4121321

To support the organizations listed in schedule a, part I

Key facts about Marion & Walter C Bateman Jr Memorial Fund

In short: Marion & Walter C Bateman Jr Memorial Fund gave $163K across 2 grants in 2025 (avg $82K), mostly in North Carolina. Source: 2025 IRS Form 990.

EIN
95-4121321
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$163,057
Grants made (2025)
2
Average grant
$81,529
Median grant
$81,529
Total assets
$5,344,891
Primary geography
North Carolina (50% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$5.3M

+0.1% YoY

Annual Giving

$163K

-14.3% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$82K

-14.3% YoY

How Marion & Walter C Bateman Jr Memorial Fund gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Marion & Walter C Bateman Jr Memorial Fund

Based on IRS filings

Marion & Walter C Bateman Jr Memorial Fund is a public charity, based in Chicago, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.3M in total assets. In 2025, it awarded 2 grants totaling $163K. Net investment income was $226K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

Chapel HillChino Hills

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2021 to 2025, annual grant giving ranged from $152K (2021) to $190K (2024). In 2025 it made 2 grants totaling $163K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

University of North Caroliina: $82KUniversity of North Caroliina$82KBoys Republic: $82KBoys Republic$82K

The largest 2025 recipient was University of North Caroliina ($82K). Together the top 2 received $163K.

Grant Size Distribution

10 grants across all recorded years

<$50K10$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of North Caroliina Chapel Hill, NCGeneral Support$81,529
Boys Republic Chino Hills, CAGeneral Support$81,528

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100K$200K$300K$400K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$5,344,891$5,340,916$5,397,467
Revenue$225,971$189,214$194,602
Expenses$221,388$246,157$209,032
Net Investment Income$225,971$189,214$194,602

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS June 7, 2022)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS June 12, 2023)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS June 3, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS May 2, 2025)
  5. Added Form 990 for fiscal year 2025 (received by the IRS May 8, 2026)
  6. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

Marion & Walter C Bateman Jr Memorial Fund's only listed officer is Northern Trust N A, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Northern Trust N A

    Trustee

    On filings since 2021

    $53K (2021) → $53K (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

Northern Trust N a — Trustee: $53KNorthern Trust N aTrustee$53K

The highest reported compensation on the 2025 filing was $53K, to Northern Trust N a (Trustee).

Frequently asked questions about Marion & Walter C Bateman Jr Memorial Fund

How much does Marion & Walter C Bateman Jr Memorial Fund give each year?

Marion & Walter C Bateman Jr Memorial Fund gave $163K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $190K across 2 grants.

How large is Marion & Walter C Bateman Jr Memorial Fund?

Marion & Walter C Bateman Jr Memorial Fund reported $5.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $226K.

Where does Marion & Walter C Bateman Jr Memorial Fund operate?

Marion & Walter C Bateman Jr Memorial Fund has awarded grants in California, North Carolina.

What is Marion & Walter C Bateman Jr Memorial Fund's EIN?

Marion & Walter C Bateman Jr Memorial Fund's EIN (Employer Identification Number) is 95-4121321. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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