Marion & Walter C Bateman Jr Memorial Fund
To support the organizations listed in schedule a, part I
Marion & Walter C Bateman Jr Memorial Fund at a glance
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.
- Annual giving (2025)
- $163,057
- -14.3% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $81,529
- -14.3% vs 2024
- Median grant
- $81,529
- Total assets
- $5,344,891
- +0.1% vs 2024
- Primary geography
- North Carolina (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Marion & Walter C Bateman Jr Memorial Fund funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
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
The most common grant size was in the $50–100K range: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $152K (2021) to $190K (2024). In 2025 it made 2 grants totaling $163K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of North Caroliina Chapel Hill, NC | General Support | $81,529 |
| Boys Republic Chino Hills, CA | General Support | $81,528 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $5,344,891 | $225,971 | $221,388 | $163,057 | 2 | $225,971 |
| 2024 | $5,340,916 | $189,214 | $246,157 | $190,320 | 2 | $189,214 |
| 2023 | $5,397,467 | $194,602 | $209,032 | $155,436 | 2 | $194,602 |
| 2022 | $5,413,054 | $227,293 | $230,745 | $175,714 | 2 | $227,293 |
| 2021 | $5,416,504 | $324,749 | $221,824 | $152,476 | 2 | $324,749 |
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.
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
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS June 7, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS June 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS June 3, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2021–2024
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Figures come from Marion & Walter C Bateman Jr Memorial Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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