Aldeensummerwood Ta

Private foundation · Grantmaker Chicago, IL EIN: 36-6845895

Aldeensummerwood Ta is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $231K in total assets. In 2025, it awarded 1 grant totaling $11K. Net investment income was $16K.

Key facts about Aldeensummerwood Ta

In short: Aldeensummerwood Ta gave $11K across 1 grant in 2025 (avg $11K), mostly in Illinois. Source: 2025 IRS Form 990-PF.

EIN
36-6845895
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,926
Grants made (2025)
1
Average grant
$10,926
Median grant
$10,926
Total assets
$230,698
Primary geography
Illinois (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$231K

+1.2% YoY

Annual Giving

$11K

+23.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$11K

+23.6% YoY

Under IRS private-foundation payout rules, Aldeensummerwood Ta reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.

How Aldeensummerwood Ta gives

  • Giving held roughly steady from 2022 to 2025 (−4%). Method
  • In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

Rockford

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $9K (2024) to $11K (2022). In 2025 it made 1 grant totaling $11K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

First Evangelical Free Church: $11KFirst Evangelical Free Church$11K

The largest 2025 recipient was First Evangelical Free Church ($11K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
First Evangelical Free Church Rockford, ILProgram Support$10,926

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$230,698$227,972$220,425
Revenue$17,574$20,090$14,076
Expenses$14,771$12,455$15,196
Qualifying Distributions$12,635$10,476$12,235
Net Investment Income$15,795$18,394$11,046
Distributable Amount$13,218$12,560$11,692

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Aldeensummerwood Ta's only listed officer is BMO Bank N A, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • BMO Bank N A

    Trustee

    On filings since 2023

    1 hr/week

    $6K (2023) → $3K (2025)

Former officers (1)
  • Former: BMO Harris Bank N A (2019–2022) — Trustee

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

BMO Bank N a — Trustee: $3KBMO Bank N aTrustee$3K

The highest reported compensation on the 2025 filing was $3K, to BMO Bank N a (Trustee).

Frequently asked questions about Aldeensummerwood Ta

How much does Aldeensummerwood Ta give each year?

Aldeensummerwood Ta gave $11K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 1 grant.

How large is Aldeensummerwood Ta?

Aldeensummerwood Ta reported $231K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Aldeensummerwood Ta operate?

Aldeensummerwood Ta has awarded grants in Illinois.

What is Aldeensummerwood Ta's EIN?

Aldeensummerwood Ta's EIN (Employer Identification Number) is 36-6845895. IRS Form 990 filing data is available on this page for 2019–2025.

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

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