Mary Sage Unitrust XXXXX1004
Mary Sage Unitrust XXXXX1004 is a private foundation located in Chicago, Illinois. Its 2025 filing reports 15 grants to charitable organizations, including organizations working in human services, health, vision support, and animal welfare.
Mary Sage Unitrust XXXXX1004 at a glance
In short: Mary Sage Unitrust XXXXX1004 gave $43K across 15 grants in 2025 (avg $3K), mostly in Pennsylvania. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $42,630
- +7.1% vs 2024
- Grants made (2025)
- 15
- +0.0% vs 2024
- Average grant
- $2,842
- +7.1% vs 2024
- Median grant
- $2,842
- Total assets
- $732,720
- +0.1% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 15, 2025; small sample)
- Primary geography
- Pennsylvania (53% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Mary Sage Unitrust XXXXX1004
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Mary Sage Unitrust XXXXX1004 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Care Inc ($3K). Together the top 10 received $28K.
Organizations only. It also paid 1 grant to individuals ($2,842), which are not listed by name.
Grant Size Distribution
74 grants across all recorded years
The most common grant size was under $50K: 74 grants of 74 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 53% of grant dollars went to recipients in Pennsylvania, 13% to New York, 13% to the District of Columbia, 7% to Georgia, and 7% to Oklahoma.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
Cities
Is Mary Sage Unitrust XXXXX1004 open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 15 grantees (0%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $39K (2020) to $45K (2022). In 2025 it made 15 grants totaling $43K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Care Inc Atlanta, GA | General | $2,842 |
| American Cancer Society Inc Natl Office of PROBATE&TRUST Mgmt SV Oklahoma City, OK | General | $2,842 |
| Guiding Eyes for the Blind Yorktown Heights, NY | General | $2,842 |
| The Salvation Army West Nyack, NY | General | $2,842 |
| Heart Association National Bequest Center St Petersburg, FL | General | $2,842 |
| Pennsylvania Association for the Blind Mechanicsburg, PA | General | $2,842 |
| St Paul's Home for the Aging Greenville, PA | General | $2,842 |
| Glade Run Lutheran Services Zelienople, PA | General | $2,842 |
| Children's Center of Mercer County Sharon, PA | General | $2,842 |
| 1 grant to individuals Recipients not named | — | $2,842 |
Ready to take the next step with Mary Sage Unitrust XXXXX1004?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $732,720 | $60,501 | $59,587 | $42,630 | 15 | $48,519 | $49,657 | $51,303 |
| 2024 | $731,789 | $37,187 | $56,645 | $39,795 | 15 | $45,327 | $26,649 | $48,159 |
| 2023 | $753,076 | $51,392 | $59,279 | $43,983 | 15 | $48,961 | $37,154 | $50,024 |
| 2022 | $755,696 | $16,404 | $62,589 | $45,463 | 14 | $50,711 | $18,081 | $45,441 |
| 2021 | $802,113 | $79,149 | $56,353 | $39,555 | 15 | $45,367 | $68,299 | $49,807 |
| 2020 | $779,176 | $47,111 | $55,048 | $39,240 | 15 | — | $36,688 | $44,738 |
| 2019 | $787,287 | $48,546 | $55,176 | $40,020 | 15 | — | $39,761 | $44,079 |
Under IRS private-foundation payout rules, Mary Sage Unitrust XXXXX1004 reported a distributable amount of $51K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included organizations whose own descriptions indicate varied activities. Glade Run Lutheran Services describes itself as a church-affiliated social service agency offering mental health, social, and educational services for at-risk children, youth, and families. The Children’s Center of Mercer County says it provides childcare to working parents and promotes early childhood education. Guiding Eyes for the Blind says it provides guide dogs to people with vision loss. Shenango Valley Animal Shelter describes its work as supporting and promoting animal adoption and control through community-based initiatives.
Grantmaking
In filing year 2025, the trust gave $42,630 through 15 grants. Each grant was $2,842. Listed recipients include CARE INC, American Cancer Society Inc, Guiding Eyes for the Blind, The Salvation Army, Pennsylvania Association for the Blind, Glade Run Lutheran Services, and the Children’s Center of Mercer County, each receiving $2,842.
Leadership & Key People
Officers and directors from IRS filings
Mary Sage Unitrust XXXXX1004's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2019
2 hrs/week
$13K (2019) → $16K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $16K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Mary Sage Unitrust XXXXX1004
How much does Mary Sage Unitrust XXXXX1004 give each year?
Mary Sage Unitrust XXXXX1004 gave $43K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 15 grants.
What is Mary Sage Unitrust XXXXX1004's typical grant size?
Mary Sage Unitrust XXXXX1004's median grant in 2025 was $2,842, and its average grant was $2,842, across 15 grants on its 2025 IRS Form 990-PF.
Where does Mary Sage Unitrust XXXXX1004 give grants?
Mary Sage Unitrust XXXXX1004 gives mostly in Pennsylvania: 53% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (13%) and District of Columbia (13%). The most frequent recipient cities were Sharon, PA (3 grants) and Washington, DC (2 grants).
Does Mary Sage Unitrust XXXXX1004 give general operating support?
Yes: 100% of Mary Sage Unitrust XXXXX1004's 2025 grants with a stated purpose (15 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Mary Sage Unitrust XXXXX1004's largest grantees?
Mary Sage Unitrust XXXXX1004's largest 2025 grantees include Care Inc ($2,842), American Cancer Society Inc Natl Office of PROBATE&TRUST Mgmt SV ($2,842) and Guiding Eyes for the Blind ($2,842), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($2,842), which are not listed by name. Together they received 20% of its itemized 2025 grant dollars.
How large is Mary Sage Unitrust XXXXX1004?
Mary Sage Unitrust XXXXX1004 reported $733K in total assets on its 2025 IRS Form 990-PF. It paid out $49K in qualifying distributions that year, against a required minimum of $51K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Mary Sage Unitrust XXXXX1004 fund?
No mission statement for the trust is provided. Its 2025 grants included organizations whose own descriptions indicate varied activities. See mission & focus areas ↑
How do I apply for a grant from Mary Sage Unitrust XXXXX1004?
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Mary Sage Unitrust XXXXX1004's EIN?
Mary Sage Unitrust XXXXX1004's EIN (Employer Identification Number) is 34-6854362. IRS Form 990 filing data is available on this page for 2019–2025.
Does Mary Sage Unitrust XXXXX1004 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2019–2024
Other open foundation grants in Illinois
Illinois Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Mary Sage Unitrust XXXXX1004's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Sage Margaret Charitable Trust
Chicago, IL
The trust supports a range of charitable causes, including vision services, animal welfare, health, and community needs. Its 2025 grants were typically $3,895 each, with most funding going to Pennsylvania and additional grants in New York, Washington, D.C., Georgia, and Oklahoma. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$998K
Grants
15
Total Given
$58K
Mbia Foundation
Purchase, NY
MBIA Foundation made grants to preselected 501(c)(3) organizations, with no specific funding areas stated; its two reported 2024 grants were for general operating support to New York organizations. Recent grants were $20,800 each, and the foundation states that it does not accept unsolicited requests; it also appears to have dissolved during 2024.
Assets
—
Grants
2
Total Given
$42K
Gooding Group Foundation
Ephrata, PA
Assets
$422K
Grants
30
Total Given
$39K
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
The Dr E Lawrence Deckinger Family
New York, NY
Assets
$1.4M
Grants
102
Total Given
$89K
The Swagelok Foundation
Solon, OH
The Swagelok Foundation supports a broad range of charitable, community, education, and public organizations in places where Swagelok associates live and work, primarily in Ohio. In 2025 it made 222 grants totaling about $1.37 million, ranging from $20 to $201,000, with a median grant of $1,905. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$10.4M
Grants
222
Total Given
$1.4M
More similar funders
More Funders in Illinois
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Mary Sage Unitrust XXXXX1004's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Mary Sage Unitrust XXXXX1004 down — hundreds of funders to go?