Private Foundation

CARIS CHARITABLE TRUST II DTD 09162004

CARIS CHARITABLE TRUST II DTD 09162004, of CHICAGO, IL, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $2.9M in revenue, $3.5M in expenses, $28.9M in total assets. IRS filings disclose 39 grants awarded by this foundation, totaling roughly $12.3M.

EIN: 823380217 CHICAGO, IL Federated Giving Programs NTEE: T70 Latest filing: 2024
Total Revenue$2.9M
Total Expenses$3.5M
Total Assets$28.9M
Grants Given39
Grant Total$12.3M
Filing Years2019–2024

Before you apply to Caris Charitable Trust II Dtd 09162004

Preselected only Doesn't accept unsolicited requests for funds, per its 2024 Form 990-PF.

Rarely funds new orgs 12% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

ARIZONA STATE UNIVERSITY FOUNDATION
Tempe, AZ · 2024
GENERAL SUPPORT
$1,097,684
LOWELL OBSERVATORY NATIVE AMERICAN
FLAGSTAFF, AZ · 2024
GENERAL SUPPORT
$780,000
ARIZONA SCIENCE CENTER
PHOENIX, AZ · 2024
GENERAL SUPPORT
$568,557
GILA COUNTY PROVISIONAL COMMUNITY COLLEG
GLOBE, AZ · 2024
GENERAL SUPPORT
$252,000
PAYSON UNIFIED SCHOOL DISTRICT
PAYSON, AZ · 2024
GENERAL SUPPORT
$199,000

Showing up to 5 of 39 total records — full history available with membership.

Officers & Directors

DIRECTOR Catherine Ann Caris
TRUSTEE Northern Trust Company
DIRECTOR Sherry Cowan

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$11,323,880 31 grants
Education
$953,524 8 grants

Financial Trends

Year Revenue Expenses Assets
2024 $2.9M $3.5M $28.9M
2023 $1.2M $3.1M $30.0M
2022 $-4K $3.1M $31.8M
2020 $2.5M $2.7M $32.5M
2019 $1.7M $2.4M $32.9M

Between 2019 and 2024, reported annual revenue grew from $1.7M to $2.9M (+75%), with total assets most recently reported at $28.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, DC, IL.

AZCADCIL

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for CARIS CHARITABLE TRUST II DTD 09162004

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