Thomas Lyle Williams Trust XXXXX4009

Private foundation · Grantmaker Chicago, IL EIN: 36-6731140

Thomas Lyle Williams Trust XXXXX4009 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grant totaling $61K. Net investment income was $70K.

Key facts about Thomas Lyle Williams Trust XXXXX4009

In short: Thomas Lyle Williams Trust XXXXX4009 gave $61K across 1 grant in 2025 (avg $61K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.

EIN
36-6731140
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$61,460
Grants made (2025)
1
Average grant
$61,460
Median grant
$61,460
Total assets
$1,066,295
Primary geography
District of Columbia (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

$1.1M

-0.0% YoY

Annual Giving

$61K

+10.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$61K

+10.4% YoY

Under IRS private-foundation payout rules, Thomas Lyle Williams Trust XXXXX4009 reported a distributable amount of $72K for 2025 — the minimum it must pay out in qualifying distributions.

How Thomas Lyle Williams Trust XXXXX4009 gives

  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 96% 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

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Washington

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $56K (2024) to $65K (2022). In 2025 it made 1 grant totaling $61K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

American Humane Association: $61KAmerican Humane Association$61K

The largest 2025 recipient was American Humane Association ($61K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Humane Association Washington, DCGeneral$61,460

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,066,295$1,066,351$1,085,964
Revenue$84,545$59,868$80,889
Expenses$84,602$79,182$79,751
Qualifying Distributions$69,573$63,339$66,241
Net Investment Income$69,905$44,944$62,174
Distributable Amount$72,230$69,148$62,680

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 9, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 2, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 7, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 6, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Thomas Lyle Williams Trust XXXXX4009's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2020

    2 hrs/week

    $18K (2020) → $23K (2025)

Former officers (1)
  • Former: Jpmorgan Chase Bank NA (2019) — Trustee

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

JP Morgan Chase Bank NA — Trustee: $23KJP Morgan Chase Bank NATrustee$23K

The highest reported compensation on the 2025 filing was $23K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Thomas Lyle Williams Trust XXXXX4009

How much does Thomas Lyle Williams Trust XXXXX4009 give each year?

Thomas Lyle Williams Trust XXXXX4009 gave $61K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $56K across 1 grant.

How large is Thomas Lyle Williams Trust XXXXX4009?

Thomas Lyle Williams Trust XXXXX4009 reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $72K (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 Thomas Lyle Williams Trust XXXXX4009 operate?

Thomas Lyle Williams Trust XXXXX4009 has awarded grants in District of Columbia.

What is Thomas Lyle Williams Trust XXXXX4009's EIN?

Thomas Lyle Williams Trust XXXXX4009's EIN (Employer Identification Number) is 36-6731140. 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.

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