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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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