Sage Margaret Charitable Trust Xxxxx2002

CHICAGO, IL EIN: 34-6854365

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.

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

AtlantaGreenvilleHermitageMechanicsburgMillwoodOklahoma CitySharonSt PetersburgWashingtonWest NyackYorktown HeightsZelienople

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$28K$57K$85K$114K20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$31K$46K$62K15 grants202015 grants202115 grants202215 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CARE INC$4KAMERICAN CANCER SOCIETY …$4KGUIDING EYES FOR THE BLIND$4KTHE SALVATION ARMY$4KHEART ASSOCIATION NATION…$4KST PAUL'S HOME FOR THE A…$4KPA ASSOCIATION FOR THE B…$4KGLADE RUN LUTHERAN$4KCHILDREN'S CENTER OF$4KPASSAVANT HEALTH CENTER$4K

Grant Size Distribution

75 grants across all recorded years

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

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

No officer/director data available.

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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