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Caris Charitable Trust Ii is a private trust based in CHICAGO, IL. The foundation received its IRS ruling in 2019. The principal officer is The Northern Trust Company. It holds total assets of $28.9M. Annual income is reported at $18.4M. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2024. Funding is distributed across 4 states, including Arizona, California, District of Columbia. According to available records, Caris Charitable Trust Ii has made 18 grants totaling $5.4M, with a median grant of $202K. The foundation has distributed between $2.5M and $2.9M annually from 2021 to 2022. Individual grants have ranged from $5K to $1.4M, with an average award of $298K. The foundation has supported 10 unique organizations. The foundation primarily supports organizations in Arizona, District of Columbia, California, which account for 89% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$200K
Average Grant
$317K
Largest Grant
$1.4M
Based on 9 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Caris Charitable Trust Ii primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 18 grants. Its grantmaking reaches organizations primarily in AZ, DC, CA.
Caris Charitable Trust Ii has distributed a total of $5.4M across 18 grants. The median grant size is $202K, with an average of $298K. Individual grants have ranged from $5K to $1.4M.
Caris Charitable Trust Ii typically selects its grantees rather than accepting unsolicited proposals.
Caris Charitable Trust Ii is headquartered in CHICAGO, IL. While based in IL, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Northern Trust Company | TRUSTEE | $211K | $0 | $211K |
| Catherine Ann Caris | DIRECTOR | $127K | $0 | $127K |
| Sherry Cowan | DIRECTOR | $127K | $0 | $127K |
Total Giving
N/A
Total Assets
$28.9M
Fair Market Value
N/A
Net Worth
$28.9M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
18
Total Giving
$5.4M
Average Grant
$298K
Median Grant
$202K
Unique Recipients
10
Most Common Grant
$250K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lowell Observatory Native AmericanGENERAL | Flagstaff, AZ | $1.3M | 2022 |
| Arizona Science CenterGENERAL | Phoenix, AZ | $320K | 2022 |
| Arizona State University FoundationGENERAL | Tempe, AZ | $251K | 2022 |
| Society For Science & The PublicGENERAL | Washington, DC | $250K | 2022 |
| Payson Unified School DistrictGENERAL | Payson, AZ | $204K | 2022 |
| Eastern Arizona College2020 GIFT STEM PROGRAM | Thatcher, AZ | $128K | 2022 |
| Southern Arizona Research ScienceGENERAL | Tucson, AZ | $35K | 2022 |
| Elevate TutoringGENERAL | Mountain View, CA | $25K | 2022 |
| SparkshopGENERAL | Chicago, IL | $5K | 2022 |
| Arizona Community FoundationGENERAL | Phoenix, AZ | $60K | 2021 |