Caris Charitable Trust Ii

Organization Overview

Caris Charitable Trust Ii is located in Chicago, IL. The organization was established in 2019. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Caris Charitable Trust Ii is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2021, Caris Charitable Trust Ii generated $7.4m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (24.8%) each year. All expenses for the organization totaled $3.3m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.

Since 2019, Caris Charitable Trust Ii has awarded 33 individual grants totaling $9,535,963. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

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Board, Officers & Key Employees

Name (title)Compensation
Northern Trust Company
Trustee
$206,869
Catherine Ann Caris
Director
$149,546
Sherry Cowan
Director
$149,546

Outside Vendors & Contractors

Vendor Name (Service)Compensation
Catherine Ann Caris
$130,160
Sherry Cowan
$125,656
View All Vendors

Financial Statements

Statement of Revenue
Contributions, Gifts, Grants & Similar $4,954,688
Interest on Savings $0
Dividends & Interest $946,682
Net Rental Income$0
Net Gain on Sale of Assets $1,541,514
Capital Gain Net Income $1,541,514
Net ST Capital Gain $0
Income Modifications $0
Profit on Inventory Sales $0
Other Income $0
Total Revenue $7,442,884

Grants Awarded

Over the last fiscal year, Caris Charitable Trust Ii has awarded $2,501,497 in support to 9 organizations.

Grant RecipientAmount

PAYSON UNIFIED SCHOOL DISTRICT

PURPOSE: GENERAL

$204,089

ARIZONA STATE UNIVERSITY FOUNDATION

PURPOSE: GENERAL

$250,740

EASTERN ARIZONA COLLEGE

PURPOSE: 2020 GIFT STEM PROGRAM

$128,168

ELEVATE TUTORING

PURPOSE: GENERAL

$25,000

SOCIETY FOR SCIENCE & THE PUBLIC

PURPOSE: GENERAL

$250,000

SPARKSHOP

PURPOSE: GENERAL

$5,000
View Grant Profile

Peer Organizations

Organization NameAssets
Lavin Family Supporting Foundation
Chicago, IL
$8,024,870
Pritzker Family Philanthropic Fund
Chicago, IL
$19,409,264
Christian Community Health Center
Chicago, IL
$25,076,866
Marquardt Home And Community Based Services Inc
Watertown, WI
$15,469,800
Winning Wheels Inc
Prophetstown, IL
$12,439,504
Midamerican Energy Foundation
Des Moines, IA
$3,776,986
Fox Performing Arts Charitable Foundation
St Louis, MO
$13,313,573
United Way Fox Cities Inc
Menasha, WI
$10,268,278
Heart Of Illinois United Way Inc
Peoria, IL
$9,477,141
Jewish Federation Of Greater Indianapolis Inc
Indianapolis, IN
$5,908,410
Indiana Association Of United Ways Incorporated
Indianapolis, IN
$91,336,890
United Way-Mccormick Partnership For Strong Neighborhoods Inc
Chicago, IL
$8,247,000
Jewish Community Of Louisville Inc
Louisville, KY
$25,817,938
Lever For Change
Chicago, IL
$4,638,803
Whas Crusade For Children Inc
Louisville, KY
$10,193,189
Della Lamb Community Services
Kansas City, MO
$7,294,284
United Way Of Lake County Inc
Gurnee, IL
$6,589,643
Honeywell Foundation Inc
Wabash, IN
$11,061,690
Hills Bank Donor Advised Gift Fund
North Liberty, IA
$8,815,616
United Way Of East Central Iowa
Cedar Rapids, IA
$6,384,882
Quest Services Inc
Morganfield, KY
$7,728,786
United Way Quad Cities
Bettendorf, IA
$6,524,656
Augusta Area Home Inc
Augusta, WI
$6,739,539
United Way Of Greater Lafayette & Tippecanoe County
Lafayette, IN
$5,154,051
United Way Of Racine County Inc
Racine, WI
$5,021,408

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