William Bartlett Xxxxx9004

CHICAGO, IL EIN: 35-6009334

William Bartlett Xxxxx9004 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 1 grants totaling $68K. Net investment income was $56K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

-2.1% YoY

Annual Giving

$68K

+10.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$68K

+10.2% YoY

Under IRS private-foundation payout rules, William Bartlett Xxxxx9004 reported a distributable amount of $85K for 2025 — the minimum it must pay out in qualifying distributions.

About William Bartlett Xxxxx9004

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $325K (100%)

States

Indiana

Cities

Bloomington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,008,945	$1,030,749	$1,055,709
Revenue	$70,684	$62,445	$84,888
Expenses	$92,488	$86,769	$91,966
Qualifying Distributions	$77,172	$69,902	$76,784
Net Investment Income	$55,684	$46,304	$69,905
Distributable Amount	$84,948	$76,161	$69,196

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Indiana University ($67,658).

Recipient	Purpose	Amount
INDIANA UNIVERSITY BLOOMINGTON, IN	GENERAL	$67,658

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
JP MORGAN CHASE BANK NA	TRUSTEE	2	$24,514

Frequently Asked Questions

How large is William Bartlett Xxxxx9004?

As of 2025, William Bartlett Xxxxx9004 holds $1.0M in total assets with $71K in annual revenue. It awarded 1 grants totaling $68K in 2025.

Where does William Bartlett Xxxxx9004 operate?

William Bartlett Xxxxx9004 has awarded grants in Indiana.

What size grants does William Bartlett Xxxxx9004 award?

In 2025, William Bartlett Xxxxx9004 awarded 1 grants totaling $68K — an average of about $68K per grant, based on its IRS Form 990 filings.

How much is William Bartlett Xxxxx9004 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, William Bartlett Xxxxx9004 reported a distributable amount of $85K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.