Sage Margaret Charitable Trust XXXXX2002
Sage Margaret Charitable Trust XXXXX2002 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $995K in total assets. In 2024, it awarded 15 grants totaling $54K. Net investment income was $28K.
Key facts about Sage Margaret Charitable Trust XXXXX2002
- EIN
- 34-6854365
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $54,225
- Grants made (2024)
- 15
- Average grant
- $3,615
- Median grant
- $3,615
- New grantees (estimate)
- 0% first-time grantees (0 of 15, 2024)
- Total assets
- $994,815
- Primary geography
- Pennsylvania (53% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Sage Margaret Charitable Trust XXXXX2002 funds
By grant dollars, the top recipient states for Sage Margaret Charitable Trust XXXXX2002's 15 itemized 2024 grants were Pennsylvania (53%), New York (13%) and District of Columbia (13%). The most frequent recipient cities were Sharon, PA (3 grants), Hermitage, PA (2 grants), Zelienople, PA (2 grants) and Washington, DC (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is Sage Margaret Charitable Trust XXXXX2002 open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 15 grantees (0%) were first-time recipients. How we count
- 100% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+1%). Method
- In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Sage Margaret Charitable Trust XXXXX2002
- How to evaluate Sage Margaret Charitable Trust XXXXX2002 as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$995K
-4.7% YoY
Annual Giving
$54K
-9.6% YoY
Grant Count
15
+0.0% YoY
Avg Grant Size
$4K
-9.6% YoY
Under IRS private-foundation payout rules, Sage Margaret Charitable Trust XXXXX2002 reported a distributable amount of $66K for 2024 — the minimum it must pay out in qualifying distributions.
About Sage Margaret Charitable Trust XXXXX2002
Based on IRS filings
Sage Margaret Charitable Trust XXXXX2002 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $995K in total assets. In 2024, it awarded 15 grants totaling $54K. Net investment income was $28K.
Ready to take the next step with Sage Margaret Charitable Trust XXXXX2002?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 15 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $994,815 | $1,043,886 | $1,034,251 |
| Revenue | $32,998 | $79,395 | $33,508 |
| Expenses | $76,981 | $79,090 | $84,022 |
| Qualifying Distributions | $61,716 | $66,664 | $69,009 |
| Net Investment Income | $28,187 | $61,318 | $25,747 |
| Distributable Amount | $65,913 | $68,108 | $61,849 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
75 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Care Inc ($3,615), American Cancer Society Inc ($3,615), Guiding Eyes for the Blind ($3,615).
| Recipient | Purpose | Amount |
|---|---|---|
| CARE INC Atlanta, GA | GENERAL | $3,615 |
| AMERICAN CANCER SOCIETY INC Oklahoma City, OK | GENERAL | $3,615 |
| GUIDING EYES FOR THE BLIND Yorktown Heights, NY | GENERAL | $3,615 |
| THE SALVATION ARMY West Nyack, NY | GENERAL | $3,615 |
| HEART ASSOCIATION NATIONAL BEQUEST CENTER St Petersburg, FL | GENERAL | $3,615 |
| ST PAUL'S HOME FOR THE AGING Greenville, PA | GENERAL | $3,615 |
| PA ASSOCIATION FOR THE BLIND Hermitage, PA | GENERAL | $3,615 |
| GLADE RUN LUTHERAN Zelienople, PA | GENERAL | $3,615 |
| CHILDREN'S CENTER OF Sharon, PA | GENERAL | $3,615 |
| PASSAVANT HEALTH CENTER Zelienople, PA | GENERAL | $3,615 |
Frequently Asked Questions
How large is Sage Margaret Charitable Trust XXXXX2002?
As of 2024, Sage Margaret Charitable Trust XXXXX2002 holds $995K in total assets with $33K in annual revenue. It awarded 15 grants totaling $54K in 2024.
Where does Sage Margaret Charitable Trust XXXXX2002 operate?
Sage Margaret Charitable Trust XXXXX2002 has awarded grants in District of Columbia, Florida, Georgia, New York, Oklahoma, Pennsylvania, Virginia.
What size grants does Sage Margaret Charitable Trust XXXXX2002 award?
In 2024, Sage Margaret Charitable Trust XXXXX2002 awarded 15 grants totaling $54K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Sage Margaret Charitable Trust XXXXX2002 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sage Margaret Charitable Trust XXXXX2002 reported a distributable amount of $66K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.