Marion & Walter C Bateman Jr Memorial Fund
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
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- 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
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.
Here's the math on researching Marion & Walter C Bateman Jr Memorial Fund by hand.
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