O Natalie Proctor Revocable Trust XXXXX8003
O Natalie Proctor Revocable Trust XXXXX8003 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.2M in total assets. In 2026, it awarded 2 grants totaling $69K. Net investment income was $90K.
O Natalie Proctor Revocable Trust XXXXX8003 at a glance
In short: O Natalie Proctor Revocable Trust XXXXX8003 gave $69K across 2 grants in 2026 (avg $35K), mostly in Florida. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $69,258
- +9.0% vs 2025
- Grants made (2026)
- 2
- +0.0% vs 2025
- Average grant
- $34,629
- +9.0% vs 2025
- Median grant
- $34,629
- Total assets
- $1,173,870
- +0.9% vs 2025
- Primary geography
- Florida (50% 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 O Natalie Proctor Revocable Trust XXXXX8003 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was Shriners Hospitals for Children ($35K). 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 2026 grant dollars across all 2 itemized grants.
Cities
How O Natalie Proctor Revocable Trust XXXXX8003 gives
- Giving held roughly steady from 2023 to 2026 (−4%). Method
- In 2026 it paid out 96% 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 $62K (2024) to $72K (2023). In 2026 it made 2 grants totaling $69K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospitals for Children Orlando, FL | General | $34,629 |
| Friends of the Orphans Chicago, IL | General | $34,629 |
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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 | $1,173,870 | $105,229 | $95,028 | $69,258 | 2 | $78,495 | $90,229 | $81,988 |
| 2025 | $1,163,667 | $82,127 | $87,325 | $63,548 | 2 | $72,325 | $67,093 | $78,034 |
| 2024 | $1,168,864 | $28,089 | $85,521 | $62,026 | 2 | $69,983 | $24,006 | $71,505 |
| 2023 | $1,227,942 | $65,568 | $95,593 | $71,980 | 2 | $79,845 | $50,481 | $69,892 |
| 2022 | $1,257,967 | $88,074 | $91,325 | $64,556 | 2 | $73,679 | $72,289 | $81,102 |
| 2021 | $1,261,359 | $112,387 | $87,738 | $63,396 | 2 | — | $97,071 | $72,738 |
| 2020 | $1,236,923 | $94,294 | $87,257 | $63,766 | 2 | — | $78,999 | $71,461 |
Under IRS private-foundation payout rules, O Natalie Proctor Revocable Trust XXXXX8003 reported a distributable amount of $82K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
O Natalie Proctor Revocable Trust XXXXX8003's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$23K (2021) → $24K (2026)
Former officers (1)
- Former: JP Morgan Chase Bank N A (2020) — 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 $24K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about O Natalie Proctor Revocable Trust XXXXX8003
How much does O Natalie Proctor Revocable Trust XXXXX8003 give each year?
O Natalie Proctor Revocable Trust XXXXX8003 gave $69K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $64K across 2 grants.
How large is O Natalie Proctor Revocable Trust XXXXX8003?
O Natalie Proctor Revocable Trust XXXXX8003 reported $1.2M in total assets on its 2026 IRS Form 990-PF. It paid out $78K in qualifying distributions that year, against a required minimum of $82K (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 O Natalie Proctor Revocable Trust XXXXX8003 operate?
O Natalie Proctor Revocable Trust XXXXX8003 has awarded grants in Florida, Illinois.
What is O Natalie Proctor Revocable Trust XXXXX8003's EIN?
O Natalie Proctor Revocable Trust XXXXX8003's EIN (Employer Identification Number) is 86-6216569. 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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