The Brock Family Foundation the Northern
The Brock Family Foundation the Northern is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $574K in total assets. In 2025, it awarded 4 grants totaling $70K. Net investment income was $48K.
The Brock Family Foundation the Northern at a glance
In short: The Brock Family Foundation the Northern gave $70K across 4 grants in 2025 (avg $18K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $70,000
- +16.7% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $17,500
- +16.7% vs 2024
- Median grant
- $15,000
- Total assets
- $573,552
- -3.8% vs 2024
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Brock Family Foundation the Northern funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Lake Forest College ($25K). Together the top 4 received $70K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 16 grants of 16 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How The Brock Family Foundation the Northern gives
- Giving grew 56% from 2022 to 2025. Method
- In 2025 it paid out 222% of its IRS minimum distribution (the 5% rule). 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 2025, annual grant giving ranged from $20K (2020) to $70K (2025). In 2025 it made 4 grants totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lake Forest College Lake Forest, IL | General Support | $25,000 |
| St Chrysostoms Chicago, IL | General Support | $15,000 |
| Lincoln Park Zoo Chicago, IL | General Support | $15,000 |
| Start Early Chicago, IL | General Support | $15,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $573,552 | $50,794 | $73,823 | $70,000 | 4 | $72,336 | $47,725 | $32,632 |
| 2024 | $596,385 | $22,516 | $68,630 | $60,000 | 4 | $61,265 | $18,576 | $32,992 |
| 2023 | $642,497 | $147,401 | $35,362 | $30,000 | 2 | $32,917 | $144,238 | $28,902 |
| 2022 | $530,456 | $6,009 | $51,513 | $45,000 | 3 | $48,012 | $12,264 | $31,521 |
| 2021 | $575,960 | $47,376 | $56,493 | $50,000 | 3 | $53,215 | $45,241 | $35,705 |
| 2020 | $585,078 | $65,738 | $25,273 | $20,000 | 2 | — | $61,946 | $31,208 |
Under IRS private-foundation payout rules, The Brock Family Foundation the Northern reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Brock Family Foundation the Northern's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Aaron Fershee
Trustee
On filings since 2020
1 hr/week
No compensation reported
Amy Pope Brock
Trustee
On filings since 2020
1 hr/week
No compensation reported
Noelle Brock
Trustee
On filings since 2020
1 hr/week
No compensation reported
R. Clayton Brock
Trustee
On filings since 2020
1 hr/week
No compensation reported
Whitney Fershee
Trustee
On filings since 2020
1 hr/week
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 The Brock Family Foundation the Northern
How much does The Brock Family Foundation the Northern give each year?
The Brock Family Foundation the Northern gave $70K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 4 grants.
What is The Brock Family Foundation the Northern's typical grant size?
The Brock Family Foundation the Northern's median grant in 2025 was $15,000, and its average grant was $17,500, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Brock Family Foundation the Northern give grants?
The Brock Family Foundation the Northern gives mostly in Illinois: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Chicago, IL (3 grants).
Does The Brock Family Foundation the Northern give general operating support?
Yes: 100% of The Brock Family Foundation the Northern's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Brock Family Foundation the Northern?
The Brock Family Foundation the Northern reported $574K in total assets on its 2025 IRS Form 990-PF. It paid out $72K in qualifying distributions that year, against a required minimum of $33K (roughly 5% of its investment assets).
What is The Brock Family Foundation the Northern's EIN?
The Brock Family Foundation the Northern's EIN (Employer Identification Number) is 36-7333409. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
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