ROBERT & MARGARET NAUMAN IRREV TRUST 0503201 UA 03-29-81
Cite this
Plain text ROBERT & MARGARET NAUMAN IRREV TRUST 0503201 UA 03-29-81. Strategy Studio, nonprofit organization profile, tax years 2010–2025. https://strategystudio.org/org/866136294. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). ROBERT & MARGARET NAUMAN IRREV TRUST 0503201 UA 03-29-81 [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/866136294
MLA “ROBERT & MARGARET NAUMAN IRREV TRUST 0503201 UA 03-29-81.” Strategy Studio, tax years 2010–2025, https://strategystudio.org/org/866136294. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2010–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $72K · expenses $66K · assets $691K
- EIN
- 86-6136294
- Address
- 10 S DEARBORN IL1-0111, CHICAGO, IL 60603-2300
- NTEE code
- T22
- Subsection
- 501(c)(3)
- Ruling year
- 2001
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Jp Morgan Chase Bank Na Institution | TRUSTEE | 2010-2025 | $17,955 | $153,112 | 1826 |
People by year
2025 · 1 person listed · 1 paid, $18K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 2 | $17,955 | - | - | $17,955 | 1826 |
2024 · 1 person listed · 1 paid, $17K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 2 | $16,690 | - | - | $16,690 | 1826 |
2023 · 1 person listed · 1 paid, $15K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 2 | $15,266 | - | - | $15,266 | 1826 |
2022 · 1 person listed · 1 paid, $16K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 2 | $15,812 | - | - | $15,812 | 1826 |
2021 · 1 person listed · 1 paid, $17K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 2 | $16,737 | - | - | $16,737 | 1826 |
2020 · 1 person listed · 1 paid, $15K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 2 | $14,948 | - | - | $14,948 | 1826 |
2019 · 1 person listed · 1 paid, $15K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 2 | $14,968 | - | - | $14,968 | 1826 |
2018 · 1 person listed · 1 paid, $12K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK Institution | TRUSTEE | 2 | $11,813 | - | - | $11,813 | 1826 |
2017 · 1 person listed · 1 paid, $10K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 2 | $9,843 | - | - | $9,843 | 1826 |
2011 · 1 person listed · 1 paid, $10K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANKNA Institution | TRUSTEE | 2 | $9,760 | - | $0 | $9,760 | 1826 |
2010 · 1 person listed · 1 paid, $9K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANKNA Institution | TRUSTEE | 2 | $9,320 | - | $0 | $9,320 | 1826 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 13 grants to organizations · $47K
2024 · 12 grants to organizations · $41K
2023 · 12 grants to organizations · $43K
2022 · 12 grants to organizations · $47K
2021 · 12 grants to organizations · $38K
2020 · 12 grants to organizations · $41K
2019 · 13 grants to organizations · $41K
2018 · 12 grants to organizations · $41K
2017 · 12 grants to organizations · $38K
2011 · 12 grants to organizations · $53K
2010 · 12 grants to organizations · $71K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $71,862 | $65,726 | $690,735 | $690,735 | - | - | $17,955 | - | - |
| 2024 · Form 990PF | ||||||||
| $51,496 | $59,851 | $684,506 | $684,506 | - | - | $16,690 | - | - |
| 2023 · Form 990PF | ||||||||
| $59,459 | $58,946 | $694,035 | $694,035 | - | - | $15,266 | - | - |
| 2022 · Form 990PF | ||||||||
| $18,054 | $64,236 | $693,412 | $693,412 | - | - | $15,812 | - | - |
| 2021 · Form 990PF | ||||||||
| $61,721 | $55,436 | $739,614 | $739,614 | - | - | $16,737 | - | - |
| 2020 · Form 990PF | ||||||||
| $42,502 | $57,603 | $733,348 | $733,348 | - | - | $14,948 | - | - |
| 2019 · Form 990PF | ||||||||
| $70,718 | $57,159 | $748,594 | $748,594 | - | - | $14,968 | - | - |
| 2018 · Form 990PF | ||||||||
| $48,483 | $53,826 | $735,044 | $735,044 | - | - | $11,813 | - | - |
| 2017 · Form 990PF | ||||||||
| $59,121 | $48,396 | $740,386 | $740,386 | - | - | $9,843 | - | - |
| 2011 · Form 990PF | ||||||||
| $49,225 | $64,454 | $781,727 | $781,727 | - | - | $9,760 | - | - |
| 2010 · Form 990PF | ||||||||
| $20,403 | $86,092 | $796,864 | $796,864 | - | - | $9,320 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| LESTER SILLIMAN TRUST | IL | T22 | $68,127 | $65,241 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| MARIAN E MIDDLETON CHARITABLE TR | IL | T22 | $68,517 | $58,484 | TRUSTEE | $15,662 | Same NTEE code T22, revenue within 2x, same state |
| GEORGE MARQUIS TRAVERS JR FOUNDATION | IL | T22 | $72,342 | $28,156 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| CINTA TR | IL | T22 | $72,164 | $52,921 | TRUSTEE | $4,614 | Same NTEE code T22, revenue within 2x, same state |
| DONALD W COLLIER CHARITABLE TR II 122800 | IL | T22 | $69,290 | $136,541 | Trustee | $25,000 | Same NTEE code T22, revenue within 2x, same state |
| BARBARA AND JERRY PEARLMAN FOUNDATION INC | IL | T22 | $74,625 | $15,252 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| GREW BANCROFT FOUNDATION USA INC | IL | T22 | $68,395 | $53,872 | BOARD MEMBER | $1 | Same NTEE code T22, revenue within 2x, same state |
| ANSAAR USA FOR RELIEF AND DEVELOPMENT | IL | T22 | $74,900 | $79,278 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| 1963 FOUNDATION NFP | IL | T22 | $70,417 | $65,579 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| EDELSON FOUNDATION INC | IL | T22 | $73,407 | $105,449 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| WEINBERGER FAMILY FOUNDATION | IL | T22 | $72,805 | $74,401 | CO-TREASURER | $0 | Same NTEE code T22, revenue within 2x, same state |
| CLEARY TEN BRINK FAMILY FOUNDATION | IL | T22 | $72,731 | $204,082 | PRESIDENT/SECRETARY | $0 | Same NTEE code T22, revenue within 2x, same state |
| HOWARD AND GERALDINE KNAACK FOUNDATION INC | IL | T22 | $76,593 | $103,428 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| MICHAEL J STEPHEN SR AND LUCILE G STEPHEN FAMILY FOUNDATION | IL | T22 | $76,781 | $31,164 | DIR., CHAIR | $0 | Same NTEE code T22, revenue within 2x, same state |
| LOUISE CATHERINE SCHLICHENMAIER AND OTHON HENRY OCHSNER I FAM FNDN | IL | T22 | $73,878 | $66,314 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| ORELL FARLEY FOUNDATION | IL | T22 | $71,925 | $45,310 | TRUSTEE | $4,845 | Same NTEE code T22, revenue within 2x, same state |
| AHLSTRAND FAMILY FOUNDATION | IL | T22 | $71,794 | $62,075 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| SWEENEY CHARITABLE FOUNDATION | IL | T22 | $71,737 | $96,367 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| CARMINE & PERCIVAL FOUNDATION | IL | T22 | $71,513 | $187,178 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| ZB FOUNDATION | IL | T22 | $70,718 | $17,045 | PRESIDENT & TREASURER | $0 | Same NTEE code T22, revenue within 2x, same state |
| PATTERSON FAMILY FOUNDATION | IL | T22 | $70,097 | $276,127 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| DORIS J BISHOP FOUNDATION | IL | T22 | $69,446 | $97,007 | TRUSTEE | $8,651 | Same NTEE code T22, revenue within 2x, same state |
| WILLIAM J CLANCY FOUNDATION | IL | T22 | $68,193 | $85,323 | TRUSTEE | $6,000 | Same NTEE code T22, revenue within 2x, same state |
| CHURCHILL FAMILY CHARITABLE FOUNDATION | IL | T22 | $76,293 | $282,191 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| ROBERT A MARILYN@ZIEVE FOUNDATION | TX | T22 | $75,543 | $142,140 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| JOHN G MARTIN FOUNDATION | Private foundation | $120,000 | 2 | 1 | 2021–2022 | OTIS PRESERVATION TRUST INC |
| JANE AND JACK FITZPATRICK TR | Private foundation | $98,000 | 1 | 1 | 2021–2021 | OTIS PRESERVATION TRUST INC |
| BERKSHIRE BANK FOUNDATION INC | Private foundation | $12,500 | 1 | 1 | 2022–2022 | OTIS PRESERVATION TRUST INC |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $65,726 spent · pay $17,955 · grants $46,817 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $46,817 | 71.2% | |
| Pay: officers, directors, trustees | $17,955 | 27.3% | |
| Taxes | $954 | 1.5% | |
| Total | $65,726 | 100% |
2024 · Form 990PF · $59,851 spent · pay $16,690 · grants $41,487 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $41,487 | 69.3% | |
| Pay: officers, directors, trustees | $16,690 | 27.9% | |
| Taxes | $1,674 | 2.8% | |
| Total | $59,851 | 100% |
2023 · Form 990PF · $58,946 spent · pay $15,266 · grants $43,044 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $43,044 | 73.0% | |
| Pay: officers, directors, trustees | $15,266 | 25.9% | |
| Taxes | $636 | 1.1% | |
| Total | $58,946 | 100% |
2022 · Form 990PF · $64,236 spent · pay $15,812 · grants $46,843 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $46,843 | 72.9% | |
| Pay: officers, directors, trustees | $15,812 | 24.6% | |
| Taxes | $1,581 | 2.5% | |
| Total | $64,236 | 100% |
2021 · Form 990PF · $55,436 spent · pay $16,737 · grants $37,868 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $37,868 | 68.3% | |
| Pay: officers, directors, trustees | $16,737 | 30.2% | |
| Taxes | $831 | 1.5% | |
| Total | $55,436 | 100% |
2020 · Form 990PF · $57,603 spent · pay $14,948 · grants $41,369 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $41,369 | 71.8% | |
| Pay: officers, directors, trustees | $14,948 | 26.0% | |
| Taxes | $1,286 | 2.2% | |
| Total | $57,603 | 100% |
2019 · Form 990PF · $57,159 spent · pay $14,968 · grants $41,369 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $41,369 | 72.4% | |
| Pay: officers, directors, trustees | $14,968 | 26.2% | |
| Taxes | $822 | 1.4% | |
| Total | $57,159 | 100% |
2018 · Form 990PF · $53,826 spent · pay $11,813 · grants $40,556 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $40,556 | 75.3% | |
| Pay: officers, directors, trustees | $11,813 | 21.9% | |
| Taxes | $1,457 | 2.7% | |
| Total | $53,826 | 100% |
2017 · Form 990PF · $48,396 spent · pay $9,843 · grants $38,072 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $38,072 | 78.7% | |
| Pay: officers, directors, trustees | $9,843 | 20.3% | |
| Taxes | $481 | 1.0% | |
| Total | $48,396 | 100% |
2011 · Form 990PF · $64,454 spent · pay $9,760 · grants $53,380 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $53,380 | 82.8% | |
| Pay: officers, directors, trustees | $9,760 | 15.1% | |
| Fees: accounting | $825 | 1.3% | |
| Taxes | $489 | 0.8% | |
| Total | $64,454 | 100% |
2010 · Form 990PF · $86,092 spent · pay $9,320 · grants $71,174 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $71,174 | 82.7% | |
| Pay: officers, directors, trustees | $9,320 | 10.8% | |
| Taxes | $4,773 | 5.5% | |
| Fees: accounting | $825 | 1.0% | |
| Total | $86,092 | 100% |