William Bartlett Xxxxx9004
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
1
+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
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.
Ready to take the next step with William Bartlett Xxxxx9004?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
What is William Bartlett Xxxxx9004's EIN?
William Bartlett Xxxxx9004's EIN (Employer Identification Number) is 35-6009334. IRS Form 990 filing data is available on this page for 2019–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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