Stephen J Sage Charitable Trust

COLUMBUS, OH EIN: 47-6941166

Stephen J Sage Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COLUMBUS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grants totaling $95K. Net investment income was $47K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-4.0% YoY

Annual Giving

$95K

+57.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$95K

+57.6% YoY

Under IRS private-foundation payout rules, Stephen J Sage Charitable Trust reported a distributable amount of $73K for 2024 — the minimum it must pay out in qualifying distributions.

About Stephen J Sage Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Michigan $290K (100%)

States

Michigan

Cities

Petoskey

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,416,381	$1,475,922	$1,543,868
Revenue	$57,763	$13,324	$46,587
Expenses	$117,112	$80,910	$101,086
Qualifying Distributions	$106,677	$71,379	$85,697
Net Investment Income	$47,414	$35,974	$36,285
Distributable Amount	$73,073	$69,571	$74,524

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Petoskey Area Hockey Association ($95,488).

Recipient	Purpose	Amount
PETOSKEY AREA HOCKEY ASSOCIATION PETOSKEY, MI	GENERAL SUPPORT	$95,488

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HUNTINGTON NATIONAL BANK	TRUSTEE	1	$19,878

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Stephen J Sage Charitable Trust?

Stephen J Sage Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COLUMBUS, OH. It holds $1.4M in total assets as of 2024.

How large is Stephen J Sage Charitable Trust?

As of 2024, Stephen J Sage Charitable Trust holds $1.4M in total assets with $58K in annual revenue. It awarded 1 grants totaling $95K in 2024.

Where does Stephen J Sage Charitable Trust operate?

Stephen J Sage Charitable Trust has awarded grants in Michigan.

What size grants does Stephen J Sage Charitable Trust award?

In 2024, Stephen J Sage Charitable Trust awarded 1 grants totaling $95K — an average of about $95K per grant, based on its IRS Form 990 filings.

How much is Stephen J Sage Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Stephen J Sage Charitable Trust reported a distributable amount of $73K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Stephen J Sage Charitable Trust's EIN?

Stephen J Sage Charitable Trust's EIN (Employer Identification Number) is 47-6941166. IRS Form 990 filing data is available on this page for 2020–2024.