Robert Allerton Trust Under Will Dated April 15 1964

Chicago, IL
Tax-exempt since Aug. 1989
EIN: 36-6118219

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.19M (2024)

Expenses

$2.77M (2024)

Total Assets

$36.8M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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

$3,191,231

Expenses

$2,771,428

Net Income

$419,803

Net Assets

$36,838,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,181,032	37.0%
Sales of Assets	$2,010,199	63.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,466,091	89.0%
Compensation of Officers*	$218,256	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,838,523
Total Liabilities	$0
Net Assets	$36,838,523

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$218,256	$0
David Hilliard (Co Trustee)	$0	$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

$1,754,649

Expenses

$2,745,232

Net Income

-$990,583

Net Assets

$36,409,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,069,775	61.0%
Sales of Assets	$684,874	39.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,500,659	91.1%
Compensation of Officers*	$214,665	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,409,522
Total Liabilities	$0
Net Assets	$36,409,522

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$214,665	$0
David Hilliard (Co Trustee)	$0	$0

990-PF

Filed on April 22, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,823,000

Expenses

$2,826,886

Net Income

-$1,003,886

Net Assets

$37,401,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$875,686	48.0%
Sales of Assets	$947,314	52.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,571,604	91.0%
Compensation of Officers*	$205,524	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,401,921
Total Liabilities	$0
Net Assets	$37,401,921

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$205,524	$0
David Hilliard (Co Trustee)	$0	$0

990-PF

Filed on May 1, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$3,836,329

Expenses

$2,605,670

Net Income

$1,230,659

Net Assets

$38,402,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,016,558	26.5%
Sales of Assets	$2,819,771	73.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,327,835	89.3%
Compensation of Officers*	$200,962	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,402,099
Total Liabilities	$0
Net Assets	$38,402,099

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$200,962	$0
David Hilliard (Co Trustee)	$0	$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

$2,427,997

Expenses

$2,512,928

Net Income

-$84,931

Net Assets

$37,189,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$736,838	30.3%
Sales of Assets	$1,691,159	69.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,263,010	90.1%
Compensation of Officers*	$212,518	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,189,652
Total Liabilities	$1
Net Assets	$37,189,651

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$212,518	$0
David Hilliard (Co Trustee)	$0	$0

990-PF

Filed on April 27, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$1,215,183

Expenses

$2,389,270

Net Income

-$1,174,087

Net Assets

$37,270,771

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,015,600	83.6%
Sales of Assets	$199,583	16.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,157,987	90.3%
Compensation of Officers*	$163,657	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,270,772
Total Liabilities	$1
Net Assets	$37,270,771

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$163,657	$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

$3,442,877

Expenses

$2,366,923

Net Income

$1,075,954

Net Assets

$38,464,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,095,667	31.8%
Sales of Assets	$2,347,210	68.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,158,965	91.2%
Compensation of Officers*	$148,925	6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,464,222
Total Liabilities	$0
Net Assets	$38,464,222

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$148,925	$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

Revenue

$3,356,577

Expenses

$2,335,300

Net Income

$1,021,277

Net Assets

$37,392,781

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$866,107	25.8%
Sales of Assets	$2,487,544	74.1%
Other Income	$2,926	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,124,165	91.0%
Compensation of Officers*	$150,871	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,392,781
Total Liabilities	$0
Net Assets	$37,392,781

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$150,871	$0

990-PF

Filed on April 27, 2018

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

View Filing

Schedules ▼

PDF XML

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

$2,144,408

Expenses

$2,358,095

Net Income

-$213,687

Net Assets

$37,642,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$776,371	36.2%
Sales of Assets	$1,380,543	64.4%
Other Income	-$12,506

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,155,667	91.4%
Compensation of Officers*	$170,888	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,642,593
Total Liabilities	$0
Net Assets	$37,642,593

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$3,691,661

Expenses

$2,350,042

Net Income

$1,341,619

Net Assets

$37,888,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,049,837	28.4%
Sales of Assets	$2,635,862	71.4%
Other Income	$5,962	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,027,201	86.3%
Compensation of Officers*	$157,084	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,888,764
Total Liabilities	$0
Net Assets	$37,888,764

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$3,631,334

Expenses

$2,146,294

Net Income

$1,485,040

Net Assets

$37,016,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$804,870	22.2%
Sales of Assets	$2,818,541	77.6%
Other Income	$7,923	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,959,597	91.3%
Compensation of Officers*	$152,012	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,016,201
Total Liabilities	$0
Net Assets	$37,016,201

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,550,531

Expenses

$2,102,221

Net Income

-$551,690

Net Assets

$35,131,739

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$807,537	52.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$742,994	47.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$146,600	7.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$35,131,739
Total Liabilities	$0
Net Assets	$35,131,739

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,902,216

Expenses

$2,065,155

Net Income

$837,061

Net Assets

$35,611,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$934,273	32.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,967,943	67.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$157,052	7.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$35,611,782
Total Liabilities	$0
Net Assets	$35,611,782

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

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Updated September 25, 2025

Robert Allerton Trust Under Will Dated April 15 1964

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.19M (2024)

Expenses $2.77M (2024)

Total Assets $36.8M (2024)

Total Liabilities $0 (2024)

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Document Links

Revenue

$3.19M (2024)

Expenses

$2.77M (2024)

Total Assets

$36.8M (2024)

Total Liabilities

$0 (2024)

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.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001