O Natalie Proctor Revocable Trust

Chicago, IL
Tax-exempt since July 1995
EIN: 86-6216569

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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: Philanthropy, Voluntarism and Grantmaking Foundations / Unknown (T60Z) (NTEE)

Donations to this organization are tax deductible.

Revenue

$82.1k (2025)

Expenses

$87.3k (2025)

Total Assets

$1.16M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 March
2025

Revenue

$82,127

Expenses

$87,325

Net Income

-$5,198

Net Assets

$1,163,667

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,523	65.2%
Sales of Assets	$28,570	34.8%
Other Income	$34	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,325	82.8%
Compensation of Officers*	$23,777	27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,163,667
Total Liabilities	$0
Net Assets	$1,163,667

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$23,777	$0

990-PF

Filed on July 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2024

Revenue

$28,089

Expenses

$85,521

Net Income

-$57,432

Net Assets

$1,168,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,733	> 100%
Sales of Assets	-$15,644
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,983	81.8%
Compensation of Officers*	$22,400	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	$1,168,864
Total Liabilities	$0
Net Assets	$1,168,864

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$22,400	$0

990-PF

Filed on Dec. 20, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2023

Revenue

$65,568

Expenses

$95,593

Net Income

-$30,025

Net Assets

$1,227,942

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,002	73.2%
Sales of Assets	$17,566	26.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,845	83.5%
Compensation of Officers*	$22,087	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,227,942
Total Liabilities	$0
Net Assets	$1,227,942

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$22,087	$0

990-PF

Filed on Aug. 7, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2022

Revenue

$88,074

Expenses

$91,325

Net Income

-$3,251

Net Assets

$1,257,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,498	53.9%
Sales of Assets	$40,576	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,679	80.7%
Compensation of Officers*	$24,123	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,257,967
Total Liabilities	$0
Net Assets	$1,257,967

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$24,123	$0

990-PF

Filed on Aug. 8, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2021

Revenue

$112,387

Expenses

$87,738

Net Income

$24,649

Net Assets

$1,261,358

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,886	27.5%
Sales of Assets	$81,501	72.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,577	81.6%
Compensation of Officers*	$22,775	26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,261,359
Total Liabilities	$1
Net Assets	$1,261,358

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$22,775	$0

990-PF

Filed on Aug. 4, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2020

Revenue

$94,294

Expenses

$87,257

Net Income

$7,037

Net Assets

$1,236,922

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,554	39.8%
Sales of Assets	$56,740	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,832	82.3%
Compensation of Officers*	$22,732	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	$1,236,923
Total Liabilities	$1
Net Assets	$1,236,922

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$22,732	$0

990-PF

Filed on Aug. 7, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2019

Revenue

$63,928

Expenses

$87,311

Net Income

-$23,383

Net Assets

$1,229,936

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,023	56.3%
Sales of Assets	$27,905	43.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,014	84.8%
Compensation of Officers*	$18,546	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,229,936
Total Liabilities	$0
Net Assets	$1,229,936

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$18,546	$0

990-PF

Filed on Aug. 6, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2018

Revenue

$97,043

Expenses

$77,364

Net Income

$19,679

Net Assets

$1,253,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,440	35.5%
Sales of Assets	$62,603	64.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,234	88.2%
Compensation of Officers*	$13,975	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,253,360
Total Liabilities	$0
Net Assets	$1,253,360

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$13,975	$0

990-PF

Filed on Aug. 8, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
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

PDF (2 of 2)

Fiscal Year Ending March
2016

Revenue

$37,984

Expenses

$83,853

Net Income

-$45,869

Net Assets

$1,283,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,707	83.5%
Sales of Assets	$5,677	14.9%
Other Income	$600	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,997	88.2%
Compensation of Officers*	$13,441	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,283,623
Total Liabilities	$0
Net Assets	$1,283,623

990-PF

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

PDF

Fiscal Year Ending March
2015

Revenue

$86,385

Expenses

$52,513

Net Income

$33,872

Net Assets

$1,329,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,821	41.5%
Sales of Assets	$50,564	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,348	76.8%
Compensation of Officers*	$13,801	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,329,490
Total Liabilities	$0
Net Assets	$1,329,490

990-PF

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

PDF

Fiscal Year Ending March
2014

Revenue

$102,042

Expenses

$40,850

Net Income

$61,192

Net Assets

$1,295,657

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,605	23.1%
Sales of Assets	$65,555	64.2%
Other Income	$12,882	12.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,597	65.1%
Compensation of Officers*	$15,551	38.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,295,657
Total Liabilities	$0
Net Assets	$1,295,657

990-PF

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

PDF

Fiscal Year Ending March
2013

Revenue

$85,733

Expenses

$50,372

Net Income

$35,361

Net Assets

$1,251,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,193	30.6%
Sales of Assets	$43,140	50.3%
Other Income	$16,400	19.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,075	75.6%
Compensation of Officers*	$16,131	32.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,251,184
Total Liabilities	$0
Net Assets	$1,251,184

990-PF

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

PDF

Fiscal Year Ending March
2012

Revenue

$66,596

Expenses

$50,171

Net Income

$16,425

Net Assets

$1,231,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	0.0%
Dividends	$40,609	61.0%
Sales of Assets	$25,796	38.7%
Other Income	$169	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,335	70.4%
Compensation of Officers*	$15,986	31.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,231,081
Total Liabilities	$1
Net Assets	$1,231,080

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.

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Updated March 23, 2026

O Natalie Proctor Revocable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $82.1k (2025)

Expenses $87.3k (2025)

Total Assets $1.16M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$82.1k (2025)

Expenses

$87.3k (2025)

Total Assets

$1.16M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending March
2025

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2024

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2023

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2022

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2002