Donald H Wrork MD Charitable Tr Ta
Donald H Wrork MD Charitable Tr Ta is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 2 grants totaling $69K. Net investment income was $102K.
Donald H Wrork MD Charitable Tr Ta at a glance
In short: Donald H Wrork MD Charitable Tr Ta gave $69K across 2 grants in 2025 (avg $34K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $68,592
- +31.4% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $34,296
- +31.4% vs 2024
- Median grant
- $34,296
- Total assets
- $1,425,035
- +1.4% vs 2024
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Donald H Wrork MD Charitable Tr Ta funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Rock Valley College Foundation ($34K). Together the top 2 received $69K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Donald H Wrork MD Charitable Tr Ta gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 95% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $37K (2020) to $80K (2023). In 2025 it made 2 grants totaling $69K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rock Valley College Foundation Rockford, IL | Program Support | $34,296 |
| Crusaders Health Foundation Rockford, IL | Program Support | $34,296 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,425,035 | $111,882 | $91,616 | $68,592 | 2 | $78,320 | $101,636 | $82,693 |
| 2024 | $1,404,918 | $136,125 | $71,763 | $52,218 | 2 | $61,481 | $126,391 | $77,854 |
| 2023 | $1,336,784 | $45,713 | $98,570 | $80,330 | 2 | $89,033 | $33,679 | $73,132 |
| 2022 | $1,389,721 | $38,978 | $94,132 | $69,594 | 2 | $78,968 | $27,850 | $77,494 |
| 2021 | $1,444,223 | $977,623 | $56,625 | $38,100 | 2 | $47,148 | $198,507 | $78,642 |
| 2020 | $764,477 | $22,198 | $49,289 | $37,030 | 2 | — | $15,377 | $44,033 |
| 2019 | $791,395 | $31,421 | $49,138 | $37,196 | 2 | — | $25,440 | $42,855 |
Under IRS private-foundation payout rules, Donald H Wrork MD Charitable Tr Ta reported a distributable amount of $83K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Donald H Wrork MD Charitable Tr 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
$17K (2023) → $19K (2025)
Former officers (1)
- Former: BMO Harris Bank NA (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
The highest reported compensation on the 2025 filing was $19K, to BMO Bank N a (Trustee).
Frequently asked questions about Donald H Wrork MD Charitable Tr Ta
How much does Donald H Wrork MD Charitable Tr Ta give each year?
Donald H Wrork MD Charitable Tr Ta gave $69K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $52K across 2 grants.
How large is Donald H Wrork MD Charitable Tr Ta?
Donald H Wrork MD Charitable Tr Ta reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $78K in qualifying distributions that year, against a required minimum of $83K (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 Donald H Wrork MD Charitable Tr Ta operate?
Donald H Wrork MD Charitable Tr Ta has awarded grants in Illinois.
What is Donald H Wrork MD Charitable Tr Ta's EIN?
Donald H Wrork MD Charitable Tr Ta's EIN (Employer Identification Number) is 36-7164769. 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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2019–2024
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