Sage Margaret Charitable Trust XXXXX2002

Private foundation · Grantmaker Chicago, IL EIN: 34-6854365

Sage Margaret Charitable Trust XXXXX2002 is a private foundation based in Chicago, Illinois. It reported 15 grants totaling $58,425 in 2025, supporting charitable organizations including groups serving people with vision loss, animals, health, and community needs.

Sage Margaret Charitable Trust XXXXX2002 at a glance

In short: Sage Margaret Charitable Trust XXXXX2002 gave $58K across 15 grants in 2025 (avg $4K), mostly in Pennsylvania. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$58,425
+7.7% vs 2024
Grants made (2025)
15
+0.0% vs 2024
Average grant
$3,895
+7.7% vs 2024
Median grant
$3,895
Total assets
$997,725
+0.3% 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 Sage Margaret Charitable Trust XXXXX2002

Accepts unsolicited proposals
No
How to Apply

The foundation 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 Sage Margaret Charitable Trust XXXXX2002 funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Care Inc: $4KCare Inc$4KAmerican Cancer Society Inc Natl Office of PROBATE&TRUST Mgmt SV: $4KAmerican Cancer Society IncNatl Office of PROBATE&TRUST…$4KGuiding Eyes for the Blind: $4KGuiding Eyes for the Blind$4KThe Salvation Army: $4KThe Salvation Army$4KHeart Association National Bequest Center: $4KHeart Association NationalBequest Center$4KSt Paul's Home for the Aging: $4KSt Paul's Home for the Aging$4KPa Association for the Blind of Mercer County C/O Keystone: $4KPa Association for the Blindof Mercer County C/O Keystone$4KGlade Run Lutheran Social Services: $4KGlade Run Lutheran SocialServices$4KChildren's Center of Mercer CO: $4KChildren's Center of Mercer CO$4KPassavant Health Center: $4KPassavant Health Center$4K

The largest 2025 recipient was Care Inc ($4K). Together the top 10 received $39K.

Organizations only. It also paid 1 grant to individuals ($3,895), which are not listed by name.

Grant Size Distribution

75 grants across all recorded years

75<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 75 grants of 75 (100%).

Geographic Focus

Where this funder awards grants

In 2025, 53% of grant dollars went to recipients in Pennsylvania, 13% to New York, 13% to Washington, D.C., 7% to Georgia, and 7% to Oklahoma.

Grant Distribution by State

7states

Share of 2025 grant dollars across all 15 itemized grants.

Cities

SharonZelienopleHermitageWashingtonAtlantaGreenvilleOklahoma CitySt PetersburgWest NyackYorktown HeightsMechanicsburgMillwood

Is Sage Margaret Charitable Trust XXXXX2002 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 (2020–2025). 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

$0$20K$40K$60K$80K15 grants2020 15 grants2021 15 grants2022 15 grants2023 15 grants2024 15 grants2025

From 2020 to 2025, annual grant giving ranged from $54K (2021) to $62K (2022). In 2025 it made 15 grants totaling $58K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Care Inc Atlanta, GAGeneral$3,895
American Cancer Society Inc Natl Office of PROBATE&TRUST Mgmt SV Oklahoma City, OKGeneral$3,895
Guiding Eyes for the Blind Yorktown Heights, NYGeneral$3,895
The Salvation Army West Nyack, NYGeneral$3,895
Heart Association National Bequest Center St Petersburg, FLGeneral$3,895
St Paul's Home for the Aging Greenville, PAGeneral$3,895
Pa Association for the Blind of Mercer County C/O Keystone Hermitage, PAGeneral$3,895
Glade Run Lutheran Social Services Zelienople, PAGeneral$3,895
Children's Center of Mercer CO Sharon, PAGeneral$3,895
Passavant Health Center Zelienople, PAGeneral$3,895
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$997,725$84,349$81,462$58,42515$66,403$69,219$70,117
2024$994,815$32,998$76,981$54,22515$61,716$28,187$65,913
2023$1,043,886$79,395$79,090$59,96015$66,664$61,318$68,108
2022$1,034,251$33,508$84,022$61,93815$69,009$25,747$61,849
2021$1,084,983$103,547$77,011$53,83515$61,667$88,911$67,773
2020$1,058,286$63,253$73,760$54,00715—$49,677$60,790

Under IRS private-foundation payout rules, Sage Margaret Charitable Trust XXXXX2002 reported a distributable amount of $70K 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 show support for a range of charitable organizations. Guiding Eyes for the Blind describes its mission as providing guide dogs to people with vision loss to promote greater independence. Shenango Valley Animal Shelter says it supports and promotes animal adoption and control through community-based engagement and initiatives with local municipal governments.

Grantmaking

In 2025, the trust reported 15 grants totaling $58,425. All 15 grants were $3,895. Listed recipients include Guiding Eyes for the Blind, Shenango Valley Animal Shelter, the American Cancer Society, the Salvation Army, and several Pennsylvania organizations, each receiving $3,895.

Leadership & Key People

Officers and directors from IRS filings

Sage Margaret Charitable Trust XXXXX2002's only listed officer is JP Morgan Chase Bank NA, Trustee on filings since 2020 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2020

    2 hrs/week

    $19K (2020) → $22K (2025)

Former officers (1)
  • Former: JP Morgab Chase Bank NA (2021) — Trustee

Data from IRS Form 990 filings, 2020–2025. "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

JP Morgan Chase Bank NA — Trustee: $22KJP Morgan Chase Bank NATrustee$22K

The highest reported compensation on the 2025 filing was $22K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Sage Margaret Charitable Trust XXXXX2002

How much does Sage Margaret Charitable Trust XXXXX2002 give each year?

Sage Margaret Charitable Trust XXXXX2002 gave $58K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $54K across 15 grants.

What is Sage Margaret Charitable Trust XXXXX2002's typical grant size?

Sage Margaret Charitable Trust XXXXX2002's median grant in 2025 was $3,895, and its average grant was $3,895, across 15 grants on its 2025 IRS Form 990-PF.

Where does Sage Margaret Charitable Trust XXXXX2002 give grants?

Sage Margaret Charitable Trust XXXXX2002 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), Hermitage, PA (2 grants) and Zelienople, PA (2 grants).

Does Sage Margaret Charitable Trust XXXXX2002 give general operating support?

Yes: 100% of Sage Margaret Charitable Trust XXXXX2002'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 Sage Margaret Charitable Trust XXXXX2002's largest grantees?

Sage Margaret Charitable Trust XXXXX2002's largest 2025 grantees include Care Inc ($3,895), American Cancer Society Inc Natl Office of PROBATE&TRUST Mgmt SV ($3,895) and Guiding Eyes for the Blind ($3,895), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($3,895), which are not listed by name. Together they received 20% of its itemized 2025 grant dollars.

How large is Sage Margaret Charitable Trust XXXXX2002?

Sage Margaret Charitable Trust XXXXX2002 reported $998K in total assets on its 2025 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $70K (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 Sage Margaret Charitable Trust XXXXX2002 fund?

No mission statement for the trust is provided. Its 2025 grants show support for a range of charitable organizations. Guiding Eyes for the Blind describes its mission as providing guide dogs to people with vision loss to promote greater independence. See mission & focus areas ↑

How do I apply for a grant from Sage Margaret Charitable Trust XXXXX2002?

The foundation 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 Sage Margaret Charitable Trust XXXXX2002's EIN?

Sage Margaret Charitable Trust XXXXX2002's EIN (Employer Identification Number) is 34-6854365. IRS Form 990 filing data is available on this page for 2020–2025.

Does Sage Margaret Charitable Trust XXXXX2002 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

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 4, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  7. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Sage Margaret Charitable Trust XXXXX2002 funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/sage-margaret-charitable-trust-xxxxx2002-morg_95b2d7011d8d4f6b913ff69f07f830d7

BibTeX
@misc{grantable_346854365_2026,
  author       = {{Grantable}},
  title        = {{Sage Margaret Charitable Trust XXXXX2002 funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/sage-margaret-charitable-trust-xxxxx2002-morg_95b2d7011d8d4f6b913ff69f07f830d7},
  note         = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Sage Margaret Charitable Trust XXXXX2002'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.

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