William B Pollock II & Kathryn Challis

Private foundation · Grantmaker Chicago, IL EIN: 34-6514079

WILLIAM B POLLOCK II & KATHRYN CHALLIS is a private foundation based in Chicago, Illinois. Its 2025 filing reports 13 grants totaling $161,500, all to recipients in Ohio.

Key facts about William B Pollock II & Kathryn Challis

In short: William B Pollock II & Kathryn Challis gave $162K across 13 grants in 2025 (avg $12K), mostly in Ohio. 23% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
34-6514079
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$161,500
Grants made (2025)
13
Average grant
$12,423
Median grant
$10,000
New grantees (estimate)
23% first-time grantees (3 of 13, 2025)
Total assets
$3,076,076
Primary geography
Ohio (100% of itemized 2025 grant dollars)
How to apply
Contact JPMorgan Chase Bank NA. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.1M

+1.7% YoY

Annual Giving

$162K

+11.4% YoY

Grant Count

13

-18.8% YoY

Avg Grant Size

$12K

+37.1% YoY

Under IRS private-foundation payout rules, William B Pollock II & Kathryn Challis reported a distributable amount of $186K for 2025 — the minimum it must pay out in qualifying distributions.

Is William B Pollock II & Kathryn Challis open to new grantees?

23%

first-time grantees, 2025

In 2025, 3 of 13 grantees (23%) were first-time recipients. First grants averaged $13K; repeat grants $12K. How we count

Medians: $10K first-time, $10K repeat.

  • 69% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+1%). Method
  • In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants went to organizations whose stated work includes youth financial and decision-making education, leadership development, reproductive and sexual health, services for children with autism and developmental delays, and community and faith-based activities. These are descriptions of the grantees’ work, not stated priorities of the foundation.

For example, Junior Achievement of Mahoning Valley says it provides experiential learning programs to help young people develop decision-making, problem-solving, financial management, and social responsibility skills. Potential Development Program says it provides individualized education and family support for children with autism and developmental delays. YWCA Mahoning Valley describes its mission as eliminating racism, empowering women, and promoting peace, justice, freedom, and dignity.

Grantmaking

In filing year 2025, the foundation reported 13 grants totaling $161,500. Grant amounts ranged from $2,500 to $34,000, with a median grant of $10,000. Notable awards included $34,000 to Youngstown State University, $25,000 each to Stambaugh Auditorium and United Way of Youngstown, and $10,000 each to Leadership Mahoning Valley, Junior Achievement of Mahoning Valley, and Planned Parenthood of Greater Ohio. The filing lists the grants’ purposes as “general,” except for a $5,000 grant to LIT Youngstown, listed as “general operating.”

Review Cycle

. It identifies JPMorgan Chase Bank NA as the application contact and says awards are granted to qualified recipients as determined by the trustees.

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Geographic Focus

Where this funder awards grants

All grant dollars reported for 2025 went to recipients in Ohio. The listed recipients include organizations in Youngstown and other Ohio communities.

Grant Distribution by State

2states

Share of all 13 itemized 2025 grant dollars.

States

Cities

YoungstownColumbusGirardAustintown

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K10 grants202013 grants202112 grants20229 grants202316 grants202413 grants2025

From 2020 to 2025, annual grant giving ranged from $137K (2021) to $162K (2025). In 2025 it made 13 grants totaling $162K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Youngstown State University: $34KYoungstown State University$34KStambaugh Auditorium: $25KStambaugh Auditorium$25KUnited Way of Youngstown: $25KUnited Way of Youngstown$25KLeadership Mahoning Valley Inc: $10KLeadership Mahoning Valley Inc$10KJunior Achievement of Mahoning Valley: $10KJunior Achievement of MahoningValley$10KAmerican Red Cross: $10KAmerican Red Cross$10KPlanned Parenthood of Greater Ohio: $10KPlanned Parenthood of GreaterOhio$10KFirst Presbyterian Church Youngstown: $10KFirst Presbyterian ChurchYoungstown$10KSt Johns Episcopal Church: $10KSt Johns Episcopal Church$10KYWCA Mahoning Valley: $5KYWCA Mahoning Valley$5K

The largest 2025 recipient was Youngstown State University ($34K). Together the top 10 received $149K.

Grant Size Distribution

63 grants across all recorded years

62<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 62 grants of 63 (98%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Youngstown State University Youngstown, OHGeneral$34,000
Stambaugh Auditorium Youngstown, OHGeneral$25,000
United Way of Youngstown Youngstown, OHGeneral$25,000
Leadership Mahoning Valley Inc Youngstown, OHGeneral$10,000
Junior Achievement of Mahoning Valley Girard, OHGeneral$10,000
American Red Cross Austintown, OHGeneral$10,000
Planned Parenthood of Greater Ohio Columbus, OHGeneral$10,000
First Presbyterian Church Youngstown Youngstown, OHGeneral$10,000
St Johns Episcopal Church Youngstown, OHGeneral$10,000
YWCA Mahoning Valley Youngstown, OHGeneral$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $3,076,076 $253,634 $203,107 $161,500
2024 $3,025,327 $240,897 $184,866 $145,000
2023 $2,982,279 $192,798 $178,890 $145,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K202020212022202320242025
Metric202520242023
Total Assets$3,076,076$3,025,327$2,982,279
Revenue$253,634$240,897$192,798
Expenses$203,107$184,866$178,890
Qualifying Distributions$176,642$159,549$158,606
Net Investment Income$231,060$218,888$157,399
Distributable Amount$185,854$176,769$158,311

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists JPMorgan Chase Bank NA as trustee, and Franklin S Bennett Jr and Patricia Pollock Antich as co-trustees.

William B Pollock II & Kathryn Challis's 2025 filing lists 3 officers; 2 of 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Franklin S. Bennett Jr.

    Co - Trustee

    On filings since 2020

    1 hr/week

    $8K (2020) → $9K (2025)

  • Patricia Pollock Antich

    Co - Trustee

    On filings since 2020

    1 hr/week

    $8K (2020) → $0 (2025)

  • JP Morgan Chase Bank N A

    Trustee

    On filings since 2023

    2 hrs/week

    $24K (2023) → $27K (2025)

Data from IRS Form 990 filings, 2020–2025. "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 N a — Trustee: $27KJP Morgan Chase Bank N aTrustee$27KFranklin S Bennett Jr — Co - Trustee: $9KFranklin S Bennett JrCo - Trustee$9K

The highest reported compensation on the 2025 filing was $27K, to JP Morgan Chase Bank N a (Trustee). 2 officers or directors reported compensation on that filing.

Contact

Application contact: Jpmorgan Chase Bank Na
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Email: www.jpmorgan.com/onlinegrants

Frequently asked questions about William B Pollock II & Kathryn Challis

How much does William B Pollock II & Kathryn Challis give each year?

William B Pollock II & Kathryn Challis gave $162K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $145K across 16 grants.

What is William B Pollock II & Kathryn Challis's typical grant size?

William B Pollock II & Kathryn Challis's median grant in 2025 was $10,000, and its average grant was $12,423, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from William B Pollock II & Kathryn Challis that year got $13K on average.

Where does William B Pollock II & Kathryn Challis give grants?

William B Pollock II & Kathryn Challis 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 Youngstown, OH (10 grants).

Does William B Pollock II & Kathryn Challis give general operating support?

Yes: 100% of William B Pollock II & Kathryn Challis's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are William B Pollock II & Kathryn Challis's largest grantees?

William B Pollock II & Kathryn Challis's largest 2025 grantees include Youngstown State University ($34,000), Stambaugh Auditorium ($25,000) and United Way of Youngstown ($25,000), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.

How large is William B Pollock II & Kathryn Challis?

William B Pollock II & Kathryn Challis reported $3.1M in total assets on its 2025 IRS Form 990-PF. It paid out $177K in qualifying distributions that year, against a required minimum of $186K (roughly 5% of its investment assets).

What does William B Pollock II & Kathryn Challis fund?

No mission statement for the foundation is provided. See mission & focus areas ↑

How do I apply for a grant from William B Pollock II & Kathryn Challis?

Contact JPMorgan Chase Bank NA. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is William B Pollock II & Kathryn Challis's EIN?

William B Pollock II & Kathryn Challis's EIN (Employer Identification Number) is 34-6514079. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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