Norwottock Charitable Trust

Private foundation · Grantmaker Chicago, IL EIN: 04-6561597

Norwottock Charitable Trust is a private foundation based in Chicago, Illinois. It makes grants to charitable organizations; its 2025 filing reports 50 grants totaling $38,319.

Norwottock Charitable Trust at a glance

In short: Norwottock Charitable Trust gave $38K across 50 grants in 2025 (avg $766.38), mostly in Illinois. 12% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$38,319
-42.8% vs 2024
Grants made (2025)
50
-3.8% vs 2024
Average grant
$766
-40.5% vs 2024
Median grant
$300
Total assets
$344,054
+11.0% vs 2024
New grantees (estimate)
12% first-time grantees (6 of 50, 2025)
Primary geography
Illinois (54% 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 Norwottock Charitable Trust

Accepts unsolicited proposals
No
How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 2440 North Lakeview Avenue 15A, Chicago, IL 60614
Phone: (773) 404-5566

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Norwottock Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

High Concept Laboratories: $10KHigh Concept Laboratories$10KMadison Community Montessori: $5KMadison Community Montessori$5KPresident & Fellows Harvard College: $5KPresident & Fellows HarvardCollege$5KAlliance for the Great Lakes: $1KAlliance for the Great Lakes$1KCystic Fibrosis Foundation: $1KCystic Fibrosis Foundation$1KHarvard College Fund: $1KHarvard College Fund$1KWorld Business Chicago: $1KWorld Business Chicago$1KCenter for American Progress: $750Center for American Progress$750Chicago Foundation for Women: $680Chicago Foundation for Women$680Womens Global Education Project: $604Womens Global EducationProject$604

The largest 2025 recipient was High Concept Laboratories ($10K). Together the top 10 received $26K.

Grant Size Distribution

305 grants across all recorded years

305<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 305 grants of 305 (100%).

Geographic Focus

Where this funder awards grants

In 2025, recipients in Illinois received 54% of grant dollars, followed by Massachusetts (17%), Wisconsin (14%), Washington, DC (5%), and Maryland (3%).

Grant Distribution by State

13states

Share of 2025 grant dollars across all 50 itemized grants.

Cities

ChicagoWashingtonNew YorkCambridgeBostonSan FranciscoAmherstArlingtonDune AcresMichigan CityNYOak ParkOaklandTucsonBarabooLake ForestMadisonValparaisoLeadvilleRiverwoods

Is Norwottock Charitable Trust open to new grantees?

12%

first-time grantees, 2025

In 2025, 6 of 50 grantees (12%) were first-time recipients. First grants averaged $433; repeat grants $812. How we count

Medians: $375 first-time, $300 repeat.

  • 72% of 2025 grantees were also funded in 2024. Method
  • Giving fell 70% from 2022 to 2025. Method
  • In 2025 it paid out 227% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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

$0$100K$200K$300K72 grants2020 71 grants2021 65 grants2022 67 grants2023 52 grants2024 50 grants2025

From 2020 to 2025, annual grant giving ranged from $38K (2025) to $204K (2020). In 2025 it made 50 grants totaling $38K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
High Concept Laboratories Chicago, ILUnrestricted$10,000
Madison Community Montessori Middleton, WIUnrestricted$5,000
President & Fellows Harvard College Cambridge, MAUnrestricted$5,000
Alliance for the Great Lakes Chicago, ILUnrestricted$1,000
Cystic Fibrosis Foundation North Bethesda, MDUnrestricted$1,000
Harvard College Fund Cambridge, MAUnrestricted$1,000
World Business Chicago Chicago, ILUnrestricted$1,000
Center for American Progress Washington, DCUnrestricted$750
Chicago Foundation for Women Chicago, ILUnrestricted$680
Womens Global Education Project Oak Park, ILUnrestricted$604
Your AI grants department

Ready to take the next step with Norwottock Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$344,054$78,305$44,225$38,31950$38,319$56,185$16,850
2024$309,971$320,286$73,496$67,02552$72,290$319,052$13,632
2023$63,187$50,222$101,146$93,06367$98,178$42,254$7,254
2022$114,113$101,920$133,264$126,54065$131,670$98,314$11,187
2021$145,452$84,286$126,934$114,78071$119,530$77,131$14,044
2020$188,098$240,974$213,086$204,33572—$225,494$8,120

Under IRS private-foundation payout rules, Norwottock Charitable Trust reported a distributable amount of $17K 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 trust is provided. Its 2025 grants went to organizations working in areas including arts, education, environmental conservation, economic development, policy, and support for women and girls. These are examples of grantee work, not stated funding priorities of the trust. High Concept Laboratories describes its work as providing accessible artist residencies and strengthening the creative sector; Madison Community Montessori says it respects children and their natural joy of discovery. The Alliance for the Great Lakes works to protect, conserve, and restore the Great Lakes. World Business Chicago says it works to drive inclusive economic growth and job creation. The Center for American Progress describes itself as a policy institute, and the Chicago Foundation for Women says it addresses challenges facing women and girls.

Grantmaking

In 2025, the trust reported 50 grants totaling $38,319. Grants ranged from $60 to $10,000, with a median of $300. The largest awards included $10,000 to High Concept Laboratories, $5,000 each to Madison Community Montessori and President & Fellows Harvard College, and $1,000 each to Alliance for the Great Lakes, Cystic Fibrosis Foundation, Harvard College Fund, and World Business Chicago.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Adele Smith Simmons and Erica S Simmons as trustees.

Norwottock Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Adele Smith Simmons

    Trustee

    On filings since 2020

    No compensation reported

  • Erica S. Simmons

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Norwottock Charitable Trust

How much does Norwottock Charitable Trust give each year?

Norwottock Charitable Trust gave $38K across 50 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $67K across 52 grants.

What is Norwottock Charitable Trust's typical grant size?

Norwottock Charitable Trust's median grant in 2025 was $300, and its average grant was $766, across 50 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Norwottock Charitable Trust that year got $433 on average.

Where does Norwottock Charitable Trust give grants?

Norwottock Charitable Trust gives mostly in Illinois: 54% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (17%) and Wisconsin (14%). The most frequent recipient cities were Chicago, IL (25 grants), Cambridge, MA (3 grants), Washington, DC (3 grants) and NY, NY (2 grants).

Does Norwottock Charitable Trust give general operating support?

Yes: 100% of Norwottock Charitable Trust's 2025 grants with a stated purpose (50 of 50) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Norwottock Charitable Trust's largest grantees?

Norwottock Charitable Trust's largest 2025 grantees include High Concept Laboratories ($10,000), Madison Community Montessori ($5,000) and President & Fellows Harvard College ($5,000), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.

How large is Norwottock Charitable Trust?

Norwottock Charitable Trust reported $344K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).

What does Norwottock Charitable Trust fund?

No mission statement for the trust is provided. Its 2025 grants went to organizations working in areas including arts, education, environmental conservation, economic development, policy, and support for women and girls. These are examples of grantee work, not stated funding priorities of the trust. See mission & focus areas ↑

How do I apply for a grant from Norwottock Charitable Trust?

The foundation states 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 Norwottock Charitable Trust's EIN?

Norwottock Charitable Trust's EIN (Employer Identification Number) is 04-6561597. IRS Form 990 filing data is available on this page for 2020–2025.

Does Norwottock Charitable Trust 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

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS August 6, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Explore Open Grants

Browse active grant opportunities in Norwottock Charitable Trust's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Illinois

John D and Catherine T Macarthur Foundation

Chicago, IL

The MacArthur Foundation funds work advancing a more just, verdant, and peaceful world, including climate solutions, criminal justice, journalism, technology, and Chicago. In 2024, its grants had a median of $160,000, though awards ranged widely; it generally does not accept unsolicited requests, with possible exceptions for specific open calls or proposals that meet program guidelines.

Assets

$9.3B

Grants

1,086

Total Given

$356.1M

The Chicago Community Trust

Chicago, IL

The Chicago Community Trust funds eligible nonprofits working to narrow the wealth gap and meet urgent needs, with priorities including economic mobility, education, jobs, homeownership, and community development in metropolitan Chicago and Cook County. Its 2025 grants had a median of $26,500, though amounts varied widely; the profile does not state whether it accepts unsolicited requests.

Assets

$7.1B

Grants

4,316

Total Given

$1.2B

Silicon Valley Community Foundation

Mountain View, CA

Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.

Philanthropy, Voluntarism & Grantmaking

Assets

$12.3B

Grants

3,576

Total Given

$3.2B

The Ford Foundation

New York, NY

The Ford Foundation funds organizations and initiatives working to reduce inequality and advance social justice, including work on civic engagement, civil rights, climate justice, disability rights, and technology and society. In 2024, its grants ranged from $45 to $15 million, with a median of $100,000, supporting work in the U.S. and internationally. It says most grants are identified by the foundation and it does not accept unsolicited proposals by mail, email, or phone; limited opportunities may be offered separately.

Philanthropy, Voluntarism & Grantmaking

Assets

$17.5B

Grants

4,007

Total Given

$844.7M

The Allstate Foundation

Northbrook, IL

The Allstate Foundation funds youth empowerment, efforts to prevent and address relationship abuse, nonprofit leadership, and related economic opportunity and equity work. Its 2024 grants ranged from $250 to $2 million, with a median of $1,000, and awards must support work in the United States. It accepts proposals from organizations beyond a preselected list; proposals are reviewed as received.

Assets

$89.3M

Grants

2,010

Total Given

$38.0M

Elks National Foundation Inc

Chicago, IL

The Elks National Foundation funds scholarships, youth programs, veterans’ services, and charitable projects through Elks Lodges and state associations across the United States. Its 2026 grants had a median size of $10,000, though awards varied widely; the profile describes application routes for specific Lodge and scholarship programs but does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$954.1M

Grants

1,536

Total Given

$36.5M

More similar funders

More Funders in Illinois

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Norwottock Charitable Trust'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.

Norwottock Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?