Norwottock Charitable Trust

CHICAGO, IL EIN: 04-6561597

Norwottock Charitable Trust is a private family foundation based in Chicago, Illinois. Established in 1986 in Massachusetts, the organization operates as a grantmaking foundation focused on supporting nonprofit work across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$310K

+390.6% YoY

Annual Giving

$67K

-28.0% YoY

Grant Count

52

-22.4% YoY

Avg Grant Size

$1K

-7.2% YoY

Under IRS private-foundation payout rules, Norwottock Charitable Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding interests include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Science and STEM Education
  • Arts

Grantmaking

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Geographic Focus

Where this funder awards grants

The foundation primarily supports organizations in:

  • Illinois
  • Massachusetts
  • New York

Grant Distribution by State

13states
+5 more states

Cities

AmherstArlingtonBarabooBostonBozemanBrooklynCambridgeChicagoChicahoDeer ParkDune AcresGlenviewGoshenIndianapolisJupiterLake ForestLeadvilleMadisonMaltaMettawa

Financial History

Multi-year comparison from IRS filings

Total Assets: $309,971

Total Giving (2024): $67,025

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$88K$176K$264K$352K20202021202220232024
Metric202420232022
Total Assets$309,971$63,187$114,113
Revenue$320,286$50,222$101,920
Expenses$73,496$101,146$133,264
Qualifying Distributions$72,290$98,178$131,670
Net Investment Income$319,052$42,254$98,314
Distributable Amount$13,632$7,254$11,187

Giving Over Time

Total grant dollars and number of grants per year

$0$51K$102K$153K$204K72 grants202071 grants202165 grants202267 grants202352 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

HIGH CONCEPT LABORATORIES$18KUNIVERSITY OF CHICAGO$10KMADISON COMMUNITY MONTES…$5KPRESIDENT & FELLOWS HARV…$5KALFRED NOBEL DUAL LANGUA…$4KPEGGY NOTEBAERT MUSEUM$3KHARVARD COLLEGE FUND$2KART INSTITUTE OF CHICAGO$1KALLIANCE FOR THE GREAT L…$1KBETTER GOVERNMENT ASSOCN$1K

Grant Size Distribution

250 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include High Concept Laboratories ($18,000), University of Chicago ($10,000), Madison Community Montessori ($5,000).

RecipientPurposeAmount
122 E 66TH ST FOUNDATION NY, NYUNRESTRICTED$250
ALFRED NOBEL DUAL LANGUAGE SCHOOL CHICAGO, ILUNRESTRICTED$4,000
ALLIANCE FOR THE GREAT LAKES CHICAGO, ILUNRESTRICTED$1,000
ALZHEIMERS ASSOCIATION CHICAGO, ILUNRESTRICTED$150
AMERICAN ACADEMY OF ARTS AND SCIENC CAMBRIDGE, MAUNRESTRICTED$150
AMERICAN PROSPECT WASHINGTON, DCUNRESTRICTED$500
ART INSTITUTE OF CHICAGO CHICAGO, ILUNRESTRICTED$1,100
BETTER GOVERNMENT ASSOCN CHICAGO, ILUNRESTRICTED$1,000
CENTER FOR NEIGHBORHOOD TECHNOLOGY CHICAGO, ILUNRESTRICTED$250
CHICAGO HISTORY MUSEUM CHICAGO, ILUNRESTRICTED$250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ADELE SMITH SIMMONSTRUSTEE
ERICA S SIMMONSTRUSTEE

Contact Information

Address: 2440 N Lakeview Ave # 15a, Chicago, IL 60614-2872

Phone: 773-404-5566

EIN: 04-6561597

Frequently Asked Questions

What does Norwottock Charitable Trust fund?

The foundation's primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Science and STEM Education • Arts

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

**Grant Amounts:** Typical awards range from $50 to $24,000. **Annual Giving:** The foundation distributed $67,025 in grants based on its most recent IRS Form 990 filing (2024). **Grant Opportunities:** Currently has 0 live grant opportunities listed.

Where does Norwottock Charitable Trust make grants?

The foundation primarily supports organizations in: • Illinois • Massachusetts • New York

What size grants does Norwottock Charitable Trust award?

In 2024, Norwottock Charitable Trust awarded 52 grants totaling $67K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Norwottock Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Norwottock Charitable Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

Explore Open Grants

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Related Funders

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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