Notre Dame Academy Tr U W XXXXX5005
Notre Dame Academy Tr U W XXXXX5005 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $600K in total assets. In 2026, it awarded 1 grant totaling $38K. Net investment income was $21K.
Notre Dame Academy Tr U W XXXXX5005 at a glance
In short: Notre Dame Academy Tr U W XXXXX5005 gave $38K across 1 grant in 2026 (avg $38K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $37,915
- -47.3% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $37,915
- -47.3% vs 2025
- Median grant
- $37,915
- Total assets
- $600,321
- -3.6% vs 2025
- Primary geography
- Massachusetts (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Notre Dame Academy Tr U W XXXXX5005 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Notre Dame Academy ($38K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Notre Dame Academy Tr U W XXXXX5005 gives
- Giving held roughly steady from 2023 to 2026 (−6%). Method
- In 2026 it paid out 100% 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 2020 to 2026, annual grant giving ranged from $26K (2020) to $72K (2025). In 2026 it made 1 grant totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Notre Dame Academy Worcester, MA | General | $37,915 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $600,321 | $30,432 | $53,156 | $37,915 | 1 | $42,745 | $20,606 | $42,746 |
| 2025 | $623,042 | $50,722 | $86,993 | $71,892 | 1 | $76,584 | $40,900 | $40,502 |
| 2024 | $659,312 | $49,519 | $54,063 | $39,725 | 1 | $44,176 | $39,957 | $39,129 |
| 2023 | $663,862 | $47,377 | $55,717 | $40,534 | 1 | $45,219 | $37,610 | $38,950 |
| 2022 | $672,227 | $51,208 | $52,649 | $37,158 | 1 | $42,421 | $40,646 | $45,797 |
| 2021 | $673,784 | $37,059 | $51,479 | $34,978 | 1 | — | $26,932 | $41,930 |
| 2020 | $688,328 | $62,976 | $40,449 | $25,831 | 1 | — | $52,753 | $39,809 |
Under IRS private-foundation payout rules, Notre Dame Academy Tr U W XXXXX5005 reported a distributable amount of $43K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Notre Dame Academy Tr U W XXXXX5005's only listed officer is Jpmorgan Chase Bank NA, Trustee on every filing since 2024 (compensated).
Officers on the 2026 filing
Jpmorgan Chase Bank NA
Trustee
On filings since 2024
2 hrs/week
$13K (2024) → $15K (2026)
Former officers (3)
- Former: JP Morgan Chase Bank NA (2022–2023) — Trustee
- Former: Jpmorgan Chase Bank N A (2020–2021) — Trustee
- Former: Richard Bartholomae (2020) — Co-Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $15K, to JPMorgan Chase Bank NA (Trustee).
Frequently asked questions about Notre Dame Academy Tr U W XXXXX5005
How much does Notre Dame Academy Tr U W XXXXX5005 give each year?
Notre Dame Academy Tr U W XXXXX5005 gave $38K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $72K across 1 grant.
How large is Notre Dame Academy Tr U W XXXXX5005?
Notre Dame Academy Tr U W XXXXX5005 reported $600K in total assets on its 2026 IRS Form 990-PF. It paid out $43K in qualifying distributions that year, against a required minimum of $43K (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 Notre Dame Academy Tr U W XXXXX5005 operate?
Notre Dame Academy Tr U W XXXXX5005 has awarded grants in Massachusetts.
What is Notre Dame Academy Tr U W XXXXX5005's EIN?
Notre Dame Academy Tr U W XXXXX5005's EIN (Employer Identification Number) is 13-7002735. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 30, 2026)
- IRS filings on file for fiscal years 2020–2025
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