The Barnitz Fund Uw of Ella K Barnitz
The Barnitz Fund Uw of Ella K Barnitz is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 9 grants totaling $92K. Net investment income was $83K.
Key facts about The Barnitz Fund Uw of Ella K Barnitz
In short: The Barnitz Fund Uw of Ella K Barnitz gave $92K across 9 grants in 2025 (avg $10K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- EIN
- 31-6020687
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $91,876
- Grants made (2025)
- 9
- Average grant
- $10,208
- Median grant
- $5,000
- Total assets
- $1,387,667
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
-0.9% YoY
Annual Giving
$92K
+31.7% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$10K
+31.7% YoY
Under IRS private-foundation payout rules, The Barnitz Fund Uw of Ella K Barnitz reported a distributable amount of $111K for 2025 — the minimum it must pay out in qualifying distributions.
How The Barnitz Fund Uw of Ella K Barnitz gives
- Giving grew 23% from 2022 to 2025. Method
- In 2025 it paid out 97% 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.
Open Grants
1 open opportunity from The Barnitz Fund Uw of Ella K Barnitz
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $70K (2024) to $92K (2025). In 2025 it made 9 grants totaling $92K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Atrium Medical Center Foundation ($30K). Together the top 9 received $92K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Atrium Medical Center Foundation Middletown, OH | General | $30,000 |
| Holly Family Parish of St Vincent De Paul Conference Middletown, OH | General | $20,000 |
| First Presbyterian Church Middletown, OH | General | $18,438 |
| Junior Achievement of Middletown Area Inc Middletown, OH | General | $11,438 |
| Safe Haven Farms Inc Middletown, OH | General | $5,000 |
| Middletown Area Neediest Youth Lebanon, OH | General | $5,000 |
| Middletown Civic Chorus Middletown, OH | General | $1,000 |
| Middletown City High Schools Middletown, OH | General | $500 |
| Edgewood High School Trenton, OH | General | $500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,387,667 | $1,399,817 | $1,395,499 |
| Revenue | $104,985 | $110,596 | $62,034 |
| Expenses | $132,275 | $103,029 | $109,631 |
| Qualifying Distributions | $108,533 | $84,728 | $89,622 |
| Net Investment Income | $83,322 | $92,878 | $35,884 |
| Distributable Amount | $111,465 | $91,851 | $85,761 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
Leadership & Key People
Officers and directors from IRS filings
The Barnitz Fund Uw of Ella K Barnitz's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2019
2 hrs/week
$28K (2019) → $30K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $30K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about The Barnitz Fund Uw of Ella K Barnitz
How much does The Barnitz Fund Uw of Ella K Barnitz give each year?
The Barnitz Fund Uw of Ella K Barnitz gave $92K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 9 grants.
What is The Barnitz Fund Uw of Ella K Barnitz's typical grant size?
The Barnitz Fund Uw of Ella K Barnitz's median grant in 2025 was $5,000, and its average grant was $10,208, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Barnitz Fund Uw of Ella K Barnitz give grants?
The Barnitz Fund Uw of Ella K Barnitz gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Middletown, OH (7 grants).
Does The Barnitz Fund Uw of Ella K Barnitz give general operating support?
Yes: 100% of The Barnitz Fund Uw of Ella K Barnitz's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Barnitz Fund Uw of Ella K Barnitz's largest grantees?
The Barnitz Fund Uw of Ella K Barnitz's largest 2025 grantees include Atrium Medical Center Foundation ($30,000), Holly Family Parish of St Vincent De Paul Conference ($20,000) and First Presbyterian Church ($18,438), according to its 2025 IRS Form 990-PF. Together they received 74% of its itemized 2025 grant dollars.
How large is The Barnitz Fund Uw of Ella K Barnitz?
The Barnitz Fund Uw of Ella K Barnitz reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $109K in qualifying distributions that year, against a required minimum of $111K (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.
What is The Barnitz Fund Uw of Ella K Barnitz's EIN?
The Barnitz Fund Uw of Ella K Barnitz's EIN (Employer Identification Number) is 31-6020687. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Barnitz Fund Uw of Ella K Barnitz by hand.
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