Sugrue Family Charitable Trust
Sugrue Family Charitable Trust is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 3 grants totaling $57K. Net investment income was $83K.
Key facts about Sugrue Family Charitable Trust
In short: Sugrue Family Charitable Trust gave $57K across 3 grants in 2025 (avg $19K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 95-6889132
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $57,009
- Grants made (2025)
- 3
- Average grant
- $19,003
- Median grant
- $19,003
- Total assets
- $1,625,872
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.6M
+0.7% YoY
Annual Giving
$57K
-9.4% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$19K
-9.4% YoY
Under IRS private-foundation payout rules, Sugrue Family Charitable Trust reported a distributable amount of $90K for 2025 — the minimum it must pay out in qualifying distributions.
How Sugrue Family Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $57K (2025) to $142K (2020). In 2025 it made 3 grants totaling $57K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was University of San Francisco ($19K). Together the top 3 received $57K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of San Francisco San Francisco, CA | Gerald a Sugrue S. J. | $19,003 |
| Jesuit Seminary Association San Francisco, CA | General Support | $19,003 |
| Saint Ignatius College Preparatory San Franciso, CA | Sugrue Family Scholoarship | $19,003 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,625,872 | $1,615,117 | $1,650,857 |
| Revenue | $96,550 | $52,564 | $-61,509 |
| Expenses | $85,857 | $88,453 | $91,238 |
| Qualifying Distributions | $79,506 | $82,769 | $85,866 |
| Net Investment Income | $82,699 | $50,682 | $44,495 |
| Distributable Amount | $90,139 | $84,523 | $78,217 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Sugrue Family Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Stanley A. Corriea Jr.
Trustee
On filings since 2021
1 hr/week
$8K (2021) → $4K (2025)
Allison Falk
Trustee
On filings since 2023
1 hr/week
$1K (2023) → $4K (2025)
Former officers (1)
- Former: E. Neal McGettigan (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Stanley a Corriea Jr (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Sugrue Family Charitable Trust
How much does Sugrue Family Charitable Trust give each year?
Sugrue Family Charitable Trust gave $57K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $63K across 3 grants.
What is Sugrue Family Charitable Trust's typical grant size?
Sugrue Family Charitable Trust's median grant in 2025 was $19,003, and its average grant was $19,003, across 3 grants on its 2025 IRS Form 990-PF.
Where does Sugrue Family Charitable Trust give grants?
Sugrue Family Charitable Trust gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Francisco, CA (2 grants).
Does Sugrue Family Charitable Trust give general operating support?
Yes: 33% of Sugrue Family Charitable Trust's 2025 grants with a stated purpose (1 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Sugrue Family Charitable Trust?
Sugrue Family Charitable Trust reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $80K in qualifying distributions that year, against a required minimum of $90K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Sugrue Family Charitable Trust's EIN?
Sugrue Family Charitable Trust's EIN (Employer Identification Number) is 95-6889132. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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