Julia E Mullen Charitable Trust Xxxxx3009
EIN 526988424Total Given 2020–2023
$440K
12 grants · $110K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$38K
typical mid grants · $35K–$40K
grant size
100%
deep partner · 3/3 multi-year
repeat
$2.9M
Assets (2023)
3
Distinct Recipients
About
The New Jersey Office of the Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of this trust is New Jersey, it does not solicit contributions from the public and therefore it does not meet the registration requirements of the State of New Jersey. As a result, the Trust does not furnish a copy of its Form 990-PF to the State.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $89K | $2.8M | $137K | 3 |
| 2021 | $109K | $3.2M | $179K | 3 |
| 2022 | $125K | $2.5M | $83K | 3 |
| 2023 | $118K | $2.9M | $151K | 3 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$30K
25th Pctl
$35K
Median
$38K
Average
$37K
75th Pctl
$40K
Maximum
$42K
Geographic Distribution
Officers & Directors
MO
Marcia Ostfeld
Co-Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
MO
Marcia Ostfeld
Co-Trustee
JN
Jp Morgan Chase Bank Na
Trustee
MO
Marcia Ostfeld
Co-Trustee
MO
Marcia Ostfeld
Co-Trustee
JA
Jp Morgan Chase Bank N a
Trustee
Grants Awarded (12 total)
| Purpose | ||||
|---|---|---|---|---|
| The American Cancer Society | Oklahoma City, OK | $41,582 | GENERAL | 2022 |
| The American Red Cross of | Washington, DC | $41,582 | GENERAL | 2022 |
| The Salvation Army | West Nyack, NY | $41,582 | GENERAL | 2022 |
| The American Cancer Society | Oklahoma City, OK | $39,292 | GENERAL | 2023 |
| The American Red Cross of | Washington, DC | $39,292 | GENERAL | 2023 |
| The Salvation Army | West Nyack, NY | $39,292 | GENERAL | 2023 |
| The American Cancer Society | Oklahoma City, OK | $36,320 | GENERAL | 2021 |
| The American Red Cross of | Washington, DC | $36,320 | GENERAL | 2021 |
| The Salvation Army | West Nyack, NY | $36,320 | GENERAL | 2021 |
| The American Cancer Society | Oklahoma City, OK | $29,511 | GENERAL | 2020 |
| The American Red Cross of | Washington, DC | $29,511 | GENERAL | 2020 |
| The Salvation Army | West Nyack, NY | $29,511 | GENERAL | 2020 |