William Fife Trust No 1 XXXXX2004

Private foundation · Grantmaker Chicago, IL EIN: 75-6025735

William Fife Trust No 1 XXXXX2004 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $114K. Net investment income was $134K.

Key facts about William Fife Trust No 1 XXXXX2004

In short: William Fife Trust No 1 XXXXX2004 gave $114K across 1 grant in 2025 (avg $114K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.

EIN
75-6025735
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$113,534
Grants made (2025)
1
Average grant
$113,534
Median grant
$113,534
Total assets
$1,243,411
Primary geography
Tennessee (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

$1.2M

+0.8% YoY

Annual Giving

$114K

+81.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$114K

+81.8% YoY

Under IRS private-foundation payout rules, William Fife Trust No 1 XXXXX2004 reported a distributable amount of $100K for 2025 — the minimum it must pay out in qualifying distributions.

How William Fife Trust No 1 XXXXX2004 gives

  • Giving held roughly steady from 2022 to 2025 (+19%). Method
  • In 2025 it paid out 123% of its IRS minimum distribution (the 5% rule). 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.

States

Cities

Knoxville

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2019 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $26K (2021) to $114K (2025). In 2025 it made 1 grant totaling $114K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

The Tau Beta Pi Association: $114KThe Tau Beta Pi Association$114K

The largest 2025 recipient was The Tau Beta Pi Association ($114K).

Grant Size Distribution

5 grants across all recorded years

1<$50K3$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Tau Beta Pi Association Knoxville, TNGeneral$113,534

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,243,411$1,233,035$1,242,565
Revenue$158,813$85,478$93,185
Expenses$149,357$93,235$112,124
Qualifying Distributions$123,708$71,407$87,914
Net Investment Income$133,777$65,108$86,249
Distributable Amount$100,468$88,322$80,487

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS December 9, 2019)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

William Fife Trust No 1 XXXXX2004'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

    $20K (2019) → $24K (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

JP Morgan Chase Bank NA — Trustee: $24KJP Morgan Chase Bank NATrustee$24K

The highest reported compensation on the 2025 filing was $24K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about William Fife Trust No 1 XXXXX2004

How much does William Fife Trust No 1 XXXXX2004 give each year?

William Fife Trust No 1 XXXXX2004 gave $114K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $62K across 1 grant.

How large is William Fife Trust No 1 XXXXX2004?

William Fife Trust No 1 XXXXX2004 reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $124K in qualifying distributions that year, against a required minimum of $100K (roughly 5% of its investment assets).

Where does William Fife Trust No 1 XXXXX2004 operate?

William Fife Trust No 1 XXXXX2004 has awarded grants in Tennessee.

What is William Fife Trust No 1 XXXXX2004's EIN?

William Fife Trust No 1 XXXXX2004's EIN (Employer Identification Number) is 75-6025735. 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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