Caris Charitable Trust Ii
- Assets
- $34.9m
- Revenue
- $7.4m
- Investments
- $34.0m
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 05/2019
- Data as of
- 12/2021
- EIN
- 82-3380217
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 (23.6%) 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 31 individual grants totaling $9,161,822. 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) | Role | Hours | Compensation |
|---|---|---|---|
Northern Trust Company Trustee | 40 | $168,527 | |
Catherine Ann Caris Director | 1 | $125,656 | |
Sherry Cowan Director | 1 | $125,656 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Catherine Ann Caris | 12/30/20 | $130,160 |
Sherry Cowan | 12/30/20 | $125,656 |
Catherine Ann Caris | 12/30/20 | $130,160 |
Sherry Cowan | 12/30/20 | $125,656 |
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 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $419,839 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $10,813 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $302 |
| Total operating and administrative expenses | $466,598 |
| Contributions, gifts, grants paid | $2,856,635 |
| Total expenses and disbursements | $3,323,233 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $870,562 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $4,747,858 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $34,885,033 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Caris Charitable Trust Ii has awarded $2,856,635 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
LOWELL OBSERVATORY NATIVE AMERICAN PURPOSE: GENERAL | $1,434,633 |
ARIZONA STATE UNIVERSITY FOUNDATION PURPOSE: GENERAL | $512,105 |
Phoenix, AZ PURPOSE: GENERAL | $325,000 |
SOCIETY FOR SCIENCE & THE PUBLIC PURPOSE: GENERAL | $250,000 |
PAYSON UNIFIED SCHOOL DISTRICT PURPOSE: GENERAL | $200,087 |
Phoenix, AZ PURPOSE: GENERAL | $59,810 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Crown Family Foundation Chicago, IL | $468,729,562 | $19,005,366 |
Christian Community Health Center Chicago, IL | $24,875,996 | $21,223,346 |
Jewish Federation Of St Louis St Louis, MO | $156,968,183 | $19,475,995 |
Pritzker Family Philanthropic Fund Chicago, IL | $175,241,348 | $15,696,254 |
Memorial Foundation Inc Belleville, IL | $139,919,506 | $17,553,919 |
Ramtell Inc Tell City, IN | $25,696,087 | $2,760,088 |
Marquardt Home And Community Based Services Inc Watertown, WI | $9,140,172 | $14,598,397 |
Jewish Federation Of Greater Indianapolis Inc Indianapolis, IN | $105,560,722 | $10,106,603 |
Winning Wheels Inc Prophetstown, IL | $11,909,541 | $13,671,140 |
United Way Fox Cities Inc Menasha, WI | $16,186,120 | $10,302,524 |
Heart Of Illinois United Way Inc Peoria, IL | $14,132,248 | $9,955,140 |
Jewish Community Of Louisville Inc Louisville, KY | $51,829,029 | $17,241,761 |