John Roach Trust Fund XXXXX4003
The John Roach Trust Fund XXXXX4003 is a private foundation based in Chicago, Illinois. Its 2025 filing reports 14 grants totaling $479,430 to charitable organizations, including organizations in New York, Massachusetts, Pennsylvania, New Jersey, and Washington, DC.
John Roach Trust Fund XXXXX4003 at a glance
In short: John Roach Trust Fund XXXXX4003 gave $479K across 14 grants in 2025 (avg $34K), mostly in New York. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $479,430
- +9.0% vs 2024
- Grants made (2025)
- 14
- +0.0% vs 2024
- Average grant
- $34,245
- +9.0% vs 2024
- Median grant
- $34,245
- Total assets
- $8,329,664
- -1.8% vs 2024
- New grantees (estimate)
- 7% first-time grantees (1 of 14, 2025; small sample)
- Primary geography
- New York (71% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to John Roach Trust Fund XXXXX4003
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states on its 2024 IRS filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who John Roach Trust Fund XXXXX4003 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Williams College ($34K). Together the top 10 received $342K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 70 grants of 70 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars were distributed among recipients in New York (71%), Massachusetts (7%), Pennsylvania (7%), New Jersey (7%), and Washington, DC (7%).
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Is John Roach Trust Fund XXXXX4003 open to new grantees?
7%
first-time grantees, 2025
In 2025, 1 of 14 grantees (7%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $34K; repeat grants $34K. How we count
Medians: $34K first-time, $34K repeat.
- 93% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $440K (2024) to $497K (2022). In 2025 it made 14 grants totaling $479K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Williams College Williamstown, MA | General | $34,245 |
| Lighthouse International New York, NY | General | $34,245 |
| United Hospital Fund New York, NY | General | $34,245 |
| Fresh Air Fund New York, NY | General | $34,245 |
| The Servants of Relief for Incurable Cancer Hawthorne, NY | General | $34,245 |
| Visiting Nurse Assoc of New York New York, NY | General | $34,245 |
| Catholic Charities of the Archdiocese of New York New York, NY | General | $34,245 |
| Children's Aid Society Development Operations New York, NY | General | $34,245 |
| Federation of Protestant Welfare Agency New York, NY | General | $34,245 |
| The Salvation Army Carnegie, PA | General | $34,245 |
Ready to take the next step with John Roach Trust Fund XXXXX4003?
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 | $8,329,664 | $428,152 | $584,732 | $479,430 | 14 | $519,736 | $365,592 | $564,080 |
| 2024 | $8,486,242 | $-20,995 | $539,246 | $439,726 | 14 | $476,013 | $194,272 | $515,721 |
| 2023 | $9,041,365 | $562,498 | $592,155 | $492,758 | 14 | $527,701 | $503,304 | $474,664 |
| 2022 | $9,071,377 | $592,820 | $618,021 | $496,622 | 14 | $537,032 | $526,467 | $533,169 |
| 2021 | $9,096,604 | $839,366 | $553,542 | $453,850 | 14 | — | $778,983 | $534,296 |
Under IRS private-foundation payout rules, John Roach Trust Fund XXXXX4003 reported a distributable amount of $564K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 filing lists grants with the purpose “GENERAL.” Among its grantees, the Fresh Air Fund describes its mission as providing children from low-income New York City families with cultural, recreational, and educational experiences through camps, volunteer host families, and year-round academic programs. Lighthouse International describes its mission as providing services that inspire people who are visually impaired to attain their goals.
Grantmaking
In filing year 2025, the foundation made 14 grants totaling $479,430. Each grant was $34,245. Listed recipients include Williams College, Lighthouse International, United Hospital Fund, Fresh Air Fund, Visiting Nurse Association of New York, Catholic Charities of the Archdiocese, Children’s Aid Society Development Operations, The Salvation Army, The New York Times Neediest Cases, and Princeton University; each received $34,245.
Leadership & Key People
Officers and directors from IRS filings
John Roach Trust Fund XXXXX4003's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$95K (2021) → $102K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $102K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about John Roach Trust Fund XXXXX4003
How much does John Roach Trust Fund XXXXX4003 give each year?
John Roach Trust Fund XXXXX4003 gave $479K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $440K across 14 grants.
What is John Roach Trust Fund XXXXX4003's typical grant size?
John Roach Trust Fund XXXXX4003's median grant in 2025 was $34,245, and its average grant was $34,245, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from John Roach Trust Fund XXXXX4003 that year got $34K on average.
Where does John Roach Trust Fund XXXXX4003 give grants?
John Roach Trust Fund XXXXX4003 gives mostly in New York: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (7%) and Pennsylvania (7%). The most frequent recipient cities were New York, NY (9 grants).
Does John Roach Trust Fund XXXXX4003 give general operating support?
Yes: 100% of John Roach Trust Fund XXXXX4003's 2025 grants with a stated purpose (14 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are John Roach Trust Fund XXXXX4003's largest grantees?
John Roach Trust Fund XXXXX4003's largest 2025 grantees include Williams College ($34,245), Lighthouse International ($34,245) and United Hospital Fund ($34,245), according to its 2025 IRS Form 990-PF. Together they received 21% of its itemized 2025 grant dollars.
How large is John Roach Trust Fund XXXXX4003?
John Roach Trust Fund XXXXX4003 reported $8.3M in total assets on its 2025 IRS Form 990-PF. It paid out $520K in qualifying distributions that year, against a required minimum of $564K (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.
What does John Roach Trust Fund XXXXX4003 fund?
No mission statement for the foundation is provided. Its 2025 filing lists grants with the purpose “GENERAL.” See mission & focus areas ↑
How do I apply for a grant from John Roach Trust Fund XXXXX4003?
The foundation states on its 2024 IRS filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is John Roach Trust Fund XXXXX4003's EIN?
John Roach Trust Fund XXXXX4003's EIN (Employer Identification Number) is 13-6036787. IRS Form 990 filing data is available on this page for 2021–2025.
Does John Roach Trust Fund XXXXX4003 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 20, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 12, 2026)
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). John Roach Trust Fund XXXXX4003 funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/john-roach-trust-fund-xxxxx4003-morg_01b97bcd32974d56ba4eee4ab1831b81
BibTeX
@misc{grantable_136036787_2026,
author = {{Grantable}},
title = {{John Roach Trust Fund XXXXX4003 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/john-roach-trust-fund-xxxxx4003-morg_01b97bcd32974d56ba4eee4ab1831b81},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from John Roach Trust Fund XXXXX4003's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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