Mary Foley Walsh Charitable Trust XXXXX5007

Private foundation · Grantmaker Chicago, IL EIN: 38-6840942

Mary Foley Walsh Charitable Trust XXXXX5007 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.7M in total assets. In 2026, it awarded 1 grant totaling $95K. Net investment income was $100K.

Key facts about Mary Foley Walsh Charitable Trust XXXXX5007

In short: Mary Foley Walsh Charitable Trust XXXXX5007 gave $95K across 1 grant in 2026 (avg $95K), mostly in New Jersey. Source: 2026 IRS Form 990-PF.

EIN
38-6840942
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$94,580
Grants made (2026)
1
Average grant
$94,580
Median grant
$94,580
Total assets
$1,734,742
Primary geography
New Jersey (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated October 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$1.7M

-0.6% YoY

Annual Giving

$95K

+14.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$95K

+14.8% YoY

Under IRS private-foundation payout rules, Mary Foley Walsh Charitable Trust XXXXX5007 reported a distributable amount of $120K for 2026 — the minimum it must pay out in qualifying distributions.

How Mary Foley Walsh Charitable Trust XXXXX5007 gives

  • Giving held roughly steady from 2023 to 2026 (+4%). Method
  • In 2026 it paid out 90% 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

2states

Share of the 2026 grant dollars on its one itemized grant.

Cities

HoustonPaterson

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2020 to 2026, annual grant giving ranged from $82K (2025) to $103K (2022). In 2026 it made 1 grant totaling $95K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2026

St Joseph's Health Foundation: $95KSt Joseph's Health Foundation$95K

The largest 2026 recipient was St Joseph's Health Foundation ($95K).

Grant Size Distribution

5 grants across all recorded years

<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Joseph's Health Foundation Paterson, NJGeneral Support$94,580

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$1,734,742$1,744,902$1,735,604
Revenue$118,694$127,279$70,669
Expenses$128,855$117,984$120,245
Qualifying Distributions$108,270$98,341$103,197
Net Investment Income$100,368$108,144$48,037
Distributable Amount$119,836$110,512$101,617

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 August 7, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 7, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS September 7, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 7, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS September 8, 2025)
  7. Added Form 990-PF for fiscal year 2026 (received by the IRS July 30, 2026)
  8. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Mary Foley Walsh Charitable Trust XXXXX5007's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).

Officers on the 2026 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2020

    2 hrs/week

    $27K (2020) → $32K (2026)

Former officers (1)
  • Former: Emanuel Melachrinos (2020–2024) — Co-Trustee

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

JP Morgan Chase Bank NA — Trustee: $32KJP Morgan Chase Bank NATrustee$32K

The highest reported compensation on the 2026 filing was $32K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Mary Foley Walsh Charitable Trust XXXXX5007

How much does Mary Foley Walsh Charitable Trust XXXXX5007 give each year?

Mary Foley Walsh Charitable Trust XXXXX5007 gave $95K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $82K across 1 grant.

How large is Mary Foley Walsh Charitable Trust XXXXX5007?

Mary Foley Walsh Charitable Trust XXXXX5007 reported $1.7M in total assets on its 2026 IRS Form 990-PF. It paid out $108K in qualifying distributions that year, against a required minimum of $120K (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 Mary Foley Walsh Charitable Trust XXXXX5007 operate?

Mary Foley Walsh Charitable Trust XXXXX5007 has awarded grants in New Jersey, Texas.

What is Mary Foley Walsh Charitable Trust XXXXX5007's EIN?

Mary Foley Walsh Charitable Trust XXXXX5007's EIN (Employer Identification Number) is 38-6840942. IRS Form 990 filing data is available on this page for 2020–2026.

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

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