Olivia A Herbert Trust Fbo Gertrude Herbert 122737

Chicago, IL
Tax-exempt since July 1972
EIN: 13-6050727

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$103,375

Expenses

$56,969

Net Income

$46,406

Net Assets

$530,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,211	25.4%
Sales of Assets	$77,164	74.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,086	73.9%
Compensation of Officers*	$19,400	34.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$530,778
Total Liabilities	$0
Net Assets	$530,778

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$16,294	$0
Rufus K Griscom (Co Trustee)	$1,553	$0
Eric M Stroud (Co Trustee)	$1,553	$0

990-PF

Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$82,092

Expenses

$59,861

Net Income

$22,231

Net Assets

$484,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,207	29.5%
Sales of Assets	$57,885	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,998	76.8%
Compensation of Officers*	$19,926	33.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$484,325
Total Liabilities	$0
Net Assets	$484,325

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$15,862	$0
Eric M Stroud (Co Trustee)	$2,773	$0
Rufus K Griscom (Co Trustee)	$1,291	$0

990-PF

Filed on April 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$25,597

Expenses

$59,819

Net Income

-$34,222

Net Assets

$462,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,760	81.1%
Sales of Assets	$4,765	18.6%
Other Income	$72	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,657	79.7%
Compensation of Officers*	$17,800	29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$462,196
Total Liabilities	$0
Net Assets	$462,196

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$16,515	$0
Rufus K Griscom (Co Trustee)	$1,285	$0

990-PF

Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$22,974

Expenses

$53,817

Net Income

-$30,843

Net Assets

$496,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,368	88.7%
Sales of Assets	$2,505	10.9%
Other Income	$101	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,371	76.9%
Compensation of Officers*	$18,084	33.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$496,488
Total Liabilities	$0
Net Assets	$496,488

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$16,904	$0
Rufus K Griscom Esq (Co Trustee)	$1,180	$0

990-PF

Filed on April 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$39,396

Expenses

$47,519

Net Income

-$8,123

Net Assets

$527,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,756	52.7%
Sales of Assets	$18,250	46.3%
Other Income	$390	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,926	73.5%
Compensation of Officers*	$18,439	38.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$527,223
Total Liabilities	$1
Net Assets	$527,222

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$15,848	$0
Dr Joanne H Stroud Bilby (Co Trustee)	$1,296	$0
Rufus K Griscom Esq (Co Trustee)	$1,295	$0

990-PF

Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$61,967

Expenses

$67,461

Net Income

-$5,494

Net Assets

$534,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,807	38.4%
Sales of Assets	$38,160	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,432	79.2%
Compensation of Officers*	$17,889	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$534,766
Total Liabilities	$1
Net Assets	$534,765

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$15,203	$0
Dr Joanne H Stroud (Co Trustee)	$1,343	$0
Rufus K Griscom Esq (Co Trustee)	$1,343	$0

990-PF

Filed on June 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$81,896

Expenses

$46,962

Net Income

$34,934

Net Assets

$540,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,623	28.8%
Sales of Assets	$58,273	71.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,109	72.6%
Compensation of Officers*	$19,916	42.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$540,395
Total Liabilities	$0
Net Assets	$540,395

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$14,534	$0
Dr Joanne H Stroud (Co Trustee)	$3,919	$0
Rufus K Griscom Esq (Co Trustee)	$1,463	$0

990-PF

Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$20,023

Expenses

$55,950

Net Income

-$35,927

Net Assets

$552,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,672	> 100%
Sales of Assets	$0
Other Income	$173	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,044	84.1%
Compensation of Officers*	$14,642	26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$552,313
Total Liabilities	$0
Net Assets	$552,313

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$30,891

Expenses

$56,942

Net Income

-$26,051

Net Assets

$588,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,803	77.1%
Sales of Assets	$6,428	20.8%
Other Income	$660	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,607	78.3%
Compensation of Officers*	$14,845	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$588,273
Total Liabilities	$0
Net Assets	$588,273

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$46,155

Expenses

$47,119

Net Income

-$964

Net Assets

$614,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,763	51.5%
Sales of Assets	$21,310	46.2%
Other Income	$1,082	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,341	77.1%
Compensation of Officers*	$14,210	30.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$614,509
Total Liabilities	$0
Net Assets	$614,509

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$47,435

Expenses

$61,985

Net Income

-$14,550

Net Assets

$615,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,696	54.2%
Sales of Assets	$20,132	42.4%
Other Income	$1,607	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,371	68.4%
Compensation of Officers*	$19,606	31.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$615,473
Total Liabilities	$0
Net Assets	$615,473

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$92,082

Expenses

$49,556

Net Income

$42,526

Net Assets

$631,140

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$24,612	26.7%
Sales of Assets	$67,465	73.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,116	74.9%
Compensation of Officers*	$13,791	27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$631,140
Total Liabilities	$0
Net Assets	$631,140

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated April 20, 2026

Olivia A Herbert Trust Fbo Gertrude Herbert 122737

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001