Caris Charitable Trust I is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.6M in total assets. In 2024, it awarded 1 grants totaling $3.0M. Net investment income was $966K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.6M
-27.9% YoY
Annual Giving
$3.0M
+15.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$3.0M
+15.1% YoY
Under IRS private-foundation payout rules, Caris Charitable Trust I reported a distributable amount of $412K for 2024 — the minimum it must pay out in qualifying distributions.
About Caris Charitable Trust I
Based on IRS filings
Caris Charitable Trust I is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.6M in total assets. In 2024, it awarded 1 grants totaling $3.0M. Net investment income was $966K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,622,995 | $7,801,025 | $10,003,938 |
| Revenue | $999,896 | $484,297 | $-11,290 |
| Expenses | $3,118,380 | $2,743,536 | $2,725,448 |
| Qualifying Distributions | $3,085,678 | $2,717,320 | $2,651,806 |
| Net Investment Income | $966,224 | $421,385 | $232,943 |
| Distributable Amount | $412,259 | $517,510 | $731,998 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The University of Arizona ($2,989,982).
| Recipient | Purpose | Amount |
|---|---|---|
| THE UNIVERSITY OF ARIZONA TUCSON, AZ | GENERAL SUPPORT | $2,989,982 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NORTHERN TRUST COMPANY | TRUSTEE | 40 | $47,524 |
| SHERRY COWAN | TRUSTEE | 1 | $29,394 |
| CARRIE ANN CARIS | TRUSTEE | 1 | $29,394 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Caris Charitable Trust I?
Caris Charitable Trust I is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $5.6M in total assets as of 2024.
How large is Caris Charitable Trust I?
As of 2024, Caris Charitable Trust I holds $5.6M in total assets with $1000K in annual revenue. It awarded 1 grants totaling $3.0M in 2024.
Where does Caris Charitable Trust I operate?
Caris Charitable Trust I has awarded grants in Arizona.
What size grants does Caris Charitable Trust I award?
In 2024, Caris Charitable Trust I awarded 1 grants totaling $3.0M — an average of about $3.0M per grant, based on its IRS Form 990 filings.
How much is Caris Charitable Trust I required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Caris Charitable Trust I reported a distributable amount of $412K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Caris Charitable Trust I's EIN?
Caris Charitable Trust I's EIN (Employer Identification Number) is 82-3372946. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Caris Charitable Trust I's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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