Tr Uw Mary J Proctor XXXXX4008

Private foundation · Grantmaker Chicago, IL EIN: 35-6009070

Tr Uw Mary J Proctor XXXXX4008 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $500K in total assets. In 2025, it awarded 5 grants totaling $32K. Net investment income was $37K.

Key facts about Tr Uw Mary J Proctor XXXXX4008

In short: Tr Uw Mary J Proctor XXXXX4008 gave $32K across 5 grants in 2025 (avg $6K), mostly in Indiana. Source: 2025 IRS Form 990-PF.

EIN
35-6009070
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$32,000
Grants made (2025)
5
Average grant
$6,400
Median grant
$5,000
Total assets
$499,515
Primary geography
Indiana (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$500K

-0.3% YoY

Annual Giving

$32K

+12.9% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$6K

+12.9% YoY

Under IRS private-foundation payout rules, Tr Uw Mary J Proctor XXXXX4008 reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.

How Tr Uw Mary J Proctor XXXXX4008 gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 94% 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.

Open Grants

1 open opportunity from Tr Uw Mary J Proctor XXXXX4008

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

IndianapolisBrewtonCarmel

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2019 3 grants2020 3 grants2021 3 grants2022 4 grants2023 5 grants2024 5 grants2025

From 2019 to 2025, annual grant giving ranged from $28K (2020) to $48K (2023). In 2025 it made 5 grants totaling $32K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Indianapolis Childrens Choir Incorporated: $9KIndianapolis Childrens ChoirIncorporated$9KJunior Achievement of Central Indiana: $9KJunior Achievement of CentralIndiana$9KRonald McDonald House Charities of Central Indiana Inc: $5KRonald McDonald HouseCharities of Central Indiana…$5KAssistance League of Indianapolis Northbrook Center: $5KAssistance League ofIndianapolis Northbrook Center$5KIndiana Center for Prevention of Youth Abuse and Suicide: $4KIndiana Center for Preventionof Youth Abuse and Suicide$4K

The largest 2025 recipient was Indianapolis Childrens Choir Incorporated ($9K). Together the top 5 received $32K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Indianapolis Childrens Choir Incorporated Indianapolis, INGeneral$9,000
Junior Achievement of Central Indiana Indianapolis, INGeneral$9,000
Ronald McDonald House Charities of Central Indiana Inc Indianapolis, INGeneral$5,000
Assistance League of Indianapolis Northbrook Center Indianapolis, INGeneral$5,000
Indiana Center for Prevention of Youth Abuse and Suicide Carmel, INGeneral$4,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$499,515$501,190$510,853
Revenue$45,988$34,440$48,668
Expenses$47,666$44,001$61,433
Qualifying Distributions$38,125$34,020$53,106
Net Investment Income$36,597$25,168$39,634
Distributable Amount$40,413$37,607$50,955

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 6, 2026)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 4, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 7, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 5, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
  7. Updated Form 990-PF for fiscal year 2019 (received by the IRS February 7, 2020)

Leadership & Key People

Officers and directors from IRS filings

Tr Uw Mary J Proctor XXXXX4008's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2022

    2 hrs/week

    $14K (2022) → $16K (2025)

Former officers (1)
  • Former: JP Morgan Chase Bank N A (2019–2021) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

JP Morgan Chase Bank NA — Trustee: $16KJP Morgan Chase Bank NATrustee$16K

The highest reported compensation on the 2025 filing was $16K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Tr Uw Mary J Proctor XXXXX4008

How much does Tr Uw Mary J Proctor XXXXX4008 give each year?

Tr Uw Mary J Proctor XXXXX4008 gave $32K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 5 grants.

What is Tr Uw Mary J Proctor XXXXX4008's typical grant size?

Tr Uw Mary J Proctor XXXXX4008's median grant in 2025 was $5,000, and its average grant was $6,400, across 5 grants on its 2025 IRS Form 990-PF.

Where does Tr Uw Mary J Proctor XXXXX4008 give grants?

Tr Uw Mary J Proctor XXXXX4008 gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Indianapolis, IN (4 grants).

Does Tr Uw Mary J Proctor XXXXX4008 give general operating support?

Yes: 100% of Tr Uw Mary J Proctor XXXXX4008's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Tr Uw Mary J Proctor XXXXX4008's largest grantees?

Tr Uw Mary J Proctor XXXXX4008's largest 2025 grantees include Indianapolis Childrens Choir Incorporated ($9,000), Junior Achievement of Central Indiana ($9,000) and Ronald McDonald House Charities of Central Indiana Inc ($5,000), according to its 2025 IRS Form 990-PF. Together they received 72% of its itemized 2025 grant dollars.

How large is Tr Uw Mary J Proctor XXXXX4008?

Tr Uw Mary J Proctor XXXXX4008 reported $500K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $40K (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.

What is Tr Uw Mary J Proctor XXXXX4008's EIN?

Tr Uw Mary J Proctor XXXXX4008's EIN (Employer Identification Number) is 35-6009070. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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