STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Jp Morgan Chase Bank Na Institution TRUSTEE2010-2025 $17,955$153,112 1826

People by year

2025 · 1 person listed · 1 paid, $18K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE BANK NA Institution TRUSTEE2 $17,955-- $17,9551826
2024 · 1 person listed · 1 paid, $17K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE BANK NA Institution TRUSTEE2 $16,690-- $16,6901826
2023 · 1 person listed · 1 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE BANK NA Institution TRUSTEE2 $15,266-- $15,2661826
2022 · 1 person listed · 1 paid, $16K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE BANK NA Institution TRUSTEE2 $15,812-- $15,8121826
2021 · 1 person listed · 1 paid, $17K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE BANK NA Institution TRUSTEE2 $16,737-- $16,7371826
2020 · 1 person listed · 1 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE BANK NA Institution TRUSTEE2 $14,948-- $14,9481826
2019 · 1 person listed · 1 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE BANK NA Institution TRUSTEE2 $14,968-- $14,9681826
2018 · 1 person listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE BANK Institution TRUSTEE2 $11,813-- $11,8131826
2017 · 1 person listed · 1 paid, $10K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE BANK NA Institution TRUSTEE2 $9,843-- $9,8431826
2011 · 1 person listed · 1 paid, $10K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANKNA Institution TRUSTEE2 $9,760-$0 $9,7601826
2010 · 1 person listed · 1 paid, $9K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANKNA Institution TRUSTEE2 $9,320-$0 $9,3201826

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$71,862$65,726 $690,735$690,735 -- $17,955--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$51,496$59,851 $684,506$684,506 -- $16,690--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$59,459$58,946 $694,035$694,035 -- $15,266--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$18,054$64,236 $693,412$693,412 -- $15,812--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$61,721$55,436 $739,614$739,614 -- $16,737--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$42,502$57,603 $733,348$733,348 -- $14,948--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$70,718$57,159 $748,594$748,594 -- $14,968--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$48,483$53,826 $735,044$735,044 -- $11,813--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$59,121$48,396 $740,386$740,386 -- $9,843--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$49,225$64,454 $781,727$781,727 -- $9,760--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
LESTER SILLIMAN TRUSTILT22 $68,127$65,241 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
MARIAN E MIDDLETON CHARITABLE TRILT22 $68,517$58,484 TRUSTEE$15,662 Same NTEE code T22, revenue within 2x, same state
GEORGE MARQUIS TRAVERS JR FOUNDATIONILT22 $72,342$28,156 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
CINTA TRILT22 $72,164$52,921 TRUSTEE$4,614 Same NTEE code T22, revenue within 2x, same state
DONALD W COLLIER CHARITABLE TR II 122800ILT22 $69,290$136,541 Trustee$25,000 Same NTEE code T22, revenue within 2x, same state
BARBARA AND JERRY PEARLMAN FOUNDATION INCILT22 $74,625$15,252 President$0 Same NTEE code T22, revenue within 2x, same state
GREW BANCROFT FOUNDATION USA INCILT22 $68,395$53,872 BOARD MEMBER$1 Same NTEE code T22, revenue within 2x, same state
ANSAAR USA FOR RELIEF AND DEVELOPMENTILT22 $74,900$79,278 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
1963 FOUNDATION NFPILT22 $70,417$65,579 President$0 Same NTEE code T22, revenue within 2x, same state
EDELSON FOUNDATION INCILT22 $73,407$105,449 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
WEINBERGER FAMILY FOUNDATIONILT22 $72,805$74,401 CO-TREASURER$0 Same NTEE code T22, revenue within 2x, same state
CLEARY TEN BRINK FAMILY FOUNDATIONILT22 $72,731$204,082 PRESIDENT/SECRETARY$0 Same NTEE code T22, revenue within 2x, same state
HOWARD AND GERALDINE KNAACK FOUNDATION INCILT22 $76,593$103,428 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
MICHAEL J STEPHEN SR AND LUCILE G STEPHEN FAMILY FOUNDATIONILT22 $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 FNDNILT22 $73,878$66,314 President$0 Same NTEE code T22, revenue within 2x, same state
ORELL FARLEY FOUNDATIONILT22 $71,925$45,310 TRUSTEE$4,845 Same NTEE code T22, revenue within 2x, same state
AHLSTRAND FAMILY FOUNDATIONILT22 $71,794$62,075 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
SWEENEY CHARITABLE FOUNDATIONILT22 $71,737$96,367 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
CARMINE & PERCIVAL FOUNDATIONILT22 $71,513$187,178 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
ZB FOUNDATIONILT22 $70,718$17,045 PRESIDENT & TREASURER$0 Same NTEE code T22, revenue within 2x, same state
PATTERSON FAMILY FOUNDATIONILT22 $70,097$276,127 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
DORIS J BISHOP FOUNDATIONILT22 $69,446$97,007 TRUSTEE$8,651 Same NTEE code T22, revenue within 2x, same state
WILLIAM J CLANCY FOUNDATIONILT22 $68,193$85,323 TRUSTEE$6,000 Same NTEE code T22, revenue within 2x, same state
CHURCHILL FAMILY CHARITABLE FOUNDATIONILT22 $76,293$282,191 President$0 Same NTEE code T22, revenue within 2x, same state
ROBERT A MARILYN@ZIEVE FOUNDATIONTXT22 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JOHN G MARTIN FOUNDATION Private foundation$120,0002 12021–2022 OTIS PRESERVATION TRUST INC
JANE AND JACK FITZPATRICK TR Private foundation$98,0001 12021–2021 OTIS PRESERVATION TRUST INC
BERKSHIRE BANK FOUNDATION INC Private foundation$12,5001 12022–2022 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
LineAs describedTotalShare
Contributions, gifts, grants paid $46,817 71.2%
Pay: officers, directors, trustees $17,955 27.3%
Taxes $954 1.5%
Total$65,726100%

View the filing

2024 · Form 990PF · $59,851 spent · pay $16,690 · grants $41,487 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $41,487 69.3%
Pay: officers, directors, trustees $16,690 27.9%
Taxes $1,674 2.8%
Total$59,851100%

View the filing

2023 · Form 990PF · $58,946 spent · pay $15,266 · grants $43,044 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $43,044 73.0%
Pay: officers, directors, trustees $15,266 25.9%
Taxes $636 1.1%
Total$58,946100%

View the filing

2022 · Form 990PF · $64,236 spent · pay $15,812 · grants $46,843 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $46,843 72.9%
Pay: officers, directors, trustees $15,812 24.6%
Taxes $1,581 2.5%
Total$64,236100%

View the filing

2021 · Form 990PF · $55,436 spent · pay $16,737 · grants $37,868 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $37,868 68.3%
Pay: officers, directors, trustees $16,737 30.2%
Taxes $831 1.5%
Total$55,436100%

View the filing

2020 · Form 990PF · $57,603 spent · pay $14,948 · grants $41,369 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $41,369 71.8%
Pay: officers, directors, trustees $14,948 26.0%
Taxes $1,286 2.2%
Total$57,603100%

View the filing

2019 · Form 990PF · $57,159 spent · pay $14,968 · grants $41,369 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $41,369 72.4%
Pay: officers, directors, trustees $14,968 26.2%
Taxes $822 1.4%
Total$57,159100%

View the filing

2018 · Form 990PF · $53,826 spent · pay $11,813 · grants $40,556 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $40,556 75.3%
Pay: officers, directors, trustees $11,813 21.9%
Taxes $1,457 2.7%
Total$53,826100%

View the filing

2017 · Form 990PF · $48,396 spent · pay $9,843 · grants $38,072 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $38,072 78.7%
Pay: officers, directors, trustees $9,843 20.3%
Taxes $481 1.0%
Total$48,396100%

View the filing

2011 · Form 990PF · $64,454 spent · pay $9,760 · grants $53,380 · events $0
LineAs describedTotalShare
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$64,454100%

View the filing

2010 · Form 990PF · $86,092 spent · pay $9,320 · grants $71,174 · events $0
LineAs describedTotalShare
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$86,092100%

View the filing