Sedge Plitt Charitable Trust III
Sedge Plitt Charitable Trust III is a private foundation based in Wilmette, Illinois. Its 2024 filing reports grants to charitable organizations, including health, cultural, and community organizations.
Sedge Plitt Charitable Trust III at a glance
In short: Sedge Plitt Charitable Trust III gave $917K across 18 grants in 2024 (avg $51K), mostly in Michigan. 39% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $916,800
- +109.6% vs 2023
- Grants made (2024)
- 18
- -5.3% vs 2023
- Average grant
- $50,933
- +121.2% vs 2023
- Median grant
- $10,000
- Total assets
- $6,473,513
- +4.2% vs 2023
- New grantees (estimate)
- 39% first-time grantees (7 of 18, 2024; small sample)
- Primary geography
- Michigan (55% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Sedge Plitt Charitable Trust III
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 3201 Old Glenview Rd Ste 300, Wilmette, IL 60091-2966
Phone: (312) 634-3400
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Sedge Plitt Charitable Trust III funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Corewell Health Foundation ($500K). Together the top 10 received $875K.
Grant Size Distribution
125 grants across all recorded years
The most common grant size was under $50K: 106 grants of 125 (85%).
Geographic Focus
Where this funder awards grants
In 2024, 55% of grant dollars went to recipients in Michigan and 39% to recipients in Illinois. New York received 4%, while Oregon and California each received 1%.
Grant Distribution by State
Share of 2024 grant dollars across all 18 itemized grants.
Cities
Is Sedge Plitt Charitable Trust III open to new grantees?
39%
first-time grantees, 2024
In 2024, 7 of 18 grantees (39%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $79K; repeat grants $33K. How we count
Medians: $7K first-time, $10K repeat.
- 56% of 2024 grantees were also funded in 2023. Method
- Giving grew 140% from 2021 to 2024. Method
- In 2024 it paid out 200% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2020 to 2024, annual grant giving ranged from $327K (2020) to $917K (2024). In 2024 it made 18 grants totaling $917K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Corewell Health Foundation Grand Rapids, MI | General Funds | $500,000 |
| Ravinia Foundation Highland Park, IL | General Funds | $125,000 |
| Jewish United Fund Chicago, IL | General Funds | $90,000 |
| Illinois Holocaust Museum Skokie, IL | General Funds | $75,000 |
| Jewish National Fund Rockville Centre, NY | General Funds | $25,000 |
| Northshore Hospitals Foundation Evanston, IL | General Funds | $20,000 |
| Digestive Health Foundation Chicago, IL | General Funds | $10,000 |
| Lurie Children's Hospital Chicago, IL | General Funds | $10,000 |
| Northshore University Health System Evanston, IL | General Funds | $10,000 |
| Taki Alsop Conducting Fellowship Inc Springfield, OR | General Funds | $10,000 |
Ready to take the next step with Sedge Plitt Charitable Trust III?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $6,473,513 | $1,439,944 | $1,180,351 | $916,800 | 18 | $1,016,072 | $1,296,586 | $508,084 |
| 2023 | $6,213,920 | $1,013,292 | $697,748 | $437,500 | 19 | $534,344 | $849,888 | $586,096 |
| 2022 | $5,895,705 | $1,393,083 | $682,042 | $465,000 | 24 | $550,935 | $602,580 | $504,112 |
| 2021 | $5,432,895 | $348,364 | $564,715 | $381,500 | 33 | $448,160 | $237,809 | $513,418 |
| 2020 | $5,660,464 | $574,509 | $476,237 | $327,000 | 31 | — | $479,242 | $449,377 |
Under IRS private-foundation payout rules, Sedge Plitt Charitable Trust III reported a distributable amount of $508K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations whose own descriptions include the following work:
- Digestive Health Foundation says it raises funds for research and educational activities at Northwestern Memorial Hospital’s Digestive Health Center.
- Peoria Symphony Orchestra says it presents live performances, music education, and community outreach in Central Illinois.
- Jewish Hospice & Chaplaincy Network says it provides care navigation, spiritual care, life enrichment, and grief support to Jewish patients and families facing terminal illness.
- Center for Jewish Culture & Creativity says it supports Jewish identity and community by providing fiscal sponsorship to independent projects in Jewish arts, culture, and media.
- Planned Parenthood of Illinois describes its work as providing and promoting reproductive health care, education, and rights.
Grantmaking
In 2024, the foundation reported 18 grants totaling $916,800. Grant amounts ranged from $2,500 to $500,000, with a median of $10,000.
The largest reported grants included $500,000 to Corewell Health Foundation, $125,000 to Ravinia Foundation, $90,000 to Jewish United Fund, and $75,000 to Illinois Holocaust Museum. Other grants included $25,000 to Jewish National Fund, $20,000 to NorthShore Hospitals Foundation, and $10,000 each to Digestive Health Foundation, Lurie Children’s Hospital, NorthShore University Health System, and Taki Alsop Conducting Fellowship.
Leadership & Key People
Leadership team and compensation from IRS filings
Loren Stone is listed as trustee on the 2024 filing.
Sedge Plitt Charitable Trust III is led by Loren Stone, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2024 filing
Loren Stone
Trustee
On filings since 2020
9 hrs/week
$53K (2020) → $101K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $101K, to Loren Stone (Trustee).
Frequently asked questions about Sedge Plitt Charitable Trust III
How much does Sedge Plitt Charitable Trust III give each year?
Sedge Plitt Charitable Trust III gave $917K across 18 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $438K across 19 grants.
What is Sedge Plitt Charitable Trust III's typical grant size?
Sedge Plitt Charitable Trust III's median grant in 2024 was $10,000, and its average grant was $50,933, across 18 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Sedge Plitt Charitable Trust III that year got $79K on average.
Where does Sedge Plitt Charitable Trust III give grants?
Sedge Plitt Charitable Trust III gives mostly in Michigan: 55% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Illinois (39%). The most frequent recipient cities were Chicago, IL (4 grants), Evanston, IL (2 grants) and New York, NY (2 grants).
Does Sedge Plitt Charitable Trust III give general operating support?
Yes: 100% of Sedge Plitt Charitable Trust III's 2024 grants with a stated purpose (18 of 18) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Sedge Plitt Charitable Trust III's largest grantees?
Sedge Plitt Charitable Trust III's largest 2024 grantees include Corewell Health Foundation ($500,000), Ravinia Foundation ($125,000) and Jewish United Fund ($90,000), according to its 2024 IRS Form 990-PF. Together they received 78% of its itemized 2024 grant dollars.
How large is Sedge Plitt Charitable Trust III?
Sedge Plitt Charitable Trust III reported $6.5M in total assets on its 2024 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $508K (roughly 5% of its investment assets).
What does Sedge Plitt Charitable Trust III fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations whose own descriptions include the following work: See mission & focus areas ↑
How do I apply for a grant from Sedge Plitt Charitable Trust III?
The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Sedge Plitt Charitable Trust III's EIN?
Sedge Plitt Charitable Trust III's EIN (Employer Identification Number) is 35-6739620. IRS Form 990 filing data is available on this page for 2020–2024.
Does Sedge Plitt Charitable Trust III 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 October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Sedge Plitt Charitable Trust III funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/sedge-plitt-charitable-trust-iii-morg_a8bddf0b618d4a2092657ba5aacc0a65
BibTeX
@misc{grantable_356739620_2026,
author = {{Grantable}},
title = {{Sedge Plitt Charitable Trust III funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/sedge-plitt-charitable-trust-iii-morg_a8bddf0b618d4a2092657ba5aacc0a65},
note = {Accessed 2026-10-14. 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 Sedge Plitt Charitable Trust III'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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