Mary Sage Unitrust Xxxxx1004

CHICAGO, IL EIN: 34-6854362

Mary Sage Unitrust Xxxxx1004 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $732K in total assets. In 2024, it awarded 15 grants totaling $40K. Net investment income was $27K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$732K

-2.8% YoY

Annual Giving

$40K

-9.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-9.5% YoY

Under IRS private-foundation payout rules, Mary Sage Unitrust Xxxxx1004 reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.

About Mary Sage Unitrust Xxxxx1004

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $114K (55%)

New York $27K (13%)

District of Columbia $24K (12%)

Florida $13K (6%)

Georgia $13K (6%)

Oklahoma $13K (6%)

Virginia $3K (1%)

States

District of Columbia Florida Georgia New York Oklahoma Pennsylvania Virginia

Cities

AtlantaCranberry TownshipGreenvilleHermitageMechanicsburgMillwoodOklahoma CitySharonSt PetersburgWashingtonWest NyackYorktown HeightsZelienople

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$731,789	$753,076	$755,696
Revenue	$37,187	$51,392	$16,404
Expenses	$56,645	$59,279	$62,589
Qualifying Distributions	$45,327	$48,961	$50,711
Net Investment Income	$26,649	$37,154	$18,081
Distributable Amount	$48,159	$50,024	$45,441

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

74 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Care Inc ($2,653), American Cancer Society Inc ($2,653), Guiding Eyes for the Blind ($2,653).

Recipient	Purpose	Amount
CARE INC ATLANTA, GA	GENERAL	$2,653
AMERICAN CANCER SOCIETY INC OKLAHOMA CITY, OK	GENERAL	$2,653
GUIDING EYES FOR THE BLIND YORKTOWN HEIGHTS, NY	GENERAL	$2,653
THE SALVATION ARMY WEST NYACK, NY	GENERAL	$2,653
HEART ASSOCIATION NATIONAL BEQUEST CENTER ST PETERSBURG, FL	GENERAL	$2,653
PENNSYLVANIA ASSOCIATION FOR THE BLIND MECHANICSBURG, PA	GENERAL	$2,653
ST PAUL'S HOME FOR THE AGING GREENVILLE, PA	GENERAL	$2,653
GLADE RUN LUTHERAN SERVICES ZELIENOPLE, PA	GENERAL	$2,653
CHILDREN'S CENTER OF MERCER COUNTY SHARON, PA	GENERAL	$2,653
PASSAVANT HEALTH CENTER CRANBERRY TOWNSHIP, PA	GENERAL	$2,653

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Mary Sage Unitrust Xxxxx1004?

As of 2024, Mary Sage Unitrust Xxxxx1004 holds $732K in total assets with $37K in annual revenue. It awarded 15 grants totaling $40K in 2024.

Where does Mary Sage Unitrust Xxxxx1004 operate?

Mary Sage Unitrust Xxxxx1004 has awarded grants in District of Columbia, Florida, Georgia, New York, Oklahoma, Pennsylvania, Virginia.

What size grants does Mary Sage Unitrust Xxxxx1004 award?

In 2024, Mary Sage Unitrust Xxxxx1004 awarded 15 grants totaling $40K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Mary Sage Unitrust Xxxxx1004 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary Sage Unitrust Xxxxx1004 reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.