Sedge Plitt Charitable Trust Iii
Sedge Plitt Charitable Trust III is a private independent foundation established in 2003 in California and currently based in Wilmette, Illinois. The organization holds 501(c)(3) tax-exempt status and operates as a grantmaking foundation focused on philanthropic activities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.5M
+4.2% YoY
Annual Giving
$917K
+109.6% YoY
Grant Count
18
-5.3% YoY
Avg Grant Size
$51K
+121.2% YoY
Mission & Focus Areas
The trust's primary grantmaking focuses on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
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Geographic Focus
Where this funder awards grants
The foundation primarily directs grants to organizations in:
- Illinois
- New York
- Michigan
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $6.21 million
- Total Revenue: $1.01 million
- Total Expenses: $698,000
- Total Liabilities: $1,180
As of 2024:
- Total Assets: $6,473,513
- Total Giving: $916,800
The foundation maintains a single employee and is managed by a trustee structure.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,473,513 | $6,213,920 | $5,895,705 |
| Revenue | $1,439,944 | $1,013,292 | $1,393,083 |
| Expenses | $1,180,351 | $697,748 | $682,042 |
| Qualifying Distributions | $1,016,072 | $534,344 | $550,935 |
| Net Investment Income | $1,296,586 | $849,888 | $602,580 |
| Distributable Amount | $508,084 | $586,096 | $504,112 |
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
125 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Loren Stone serves as Trustee for the organization.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LOREN STONE | TRUSTEE | 9 | $100,629 |
Contact Information
Address: 3201 Old Glenview Road, Suite 300, Wilmette, IL 60091-2966
Telephone: 312-634-3400
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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