Sugrue Family Charitable Trust

CHICAGO, IL EIN: 95-6889132

Sugrue Family Charitable Trust is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 3 grants totaling $63K. Net investment income was $51K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

-2.2% YoY

Annual Giving

$63K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$21K

+0.0% YoY

Under IRS private-foundation payout rules, Sugrue Family Charitable Trust reported a distributable amount of $85K for 2024 — the minimum it must pay out in qualifying distributions.

About Sugrue Family Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $409K (100%)

States

California

Cities

San FranciscoSan Franciso

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,615,117	$1,650,857	$1,804,634
Revenue	$52,564	$-61,509	$29,568
Expenses	$88,453	$91,238	$90,852
Qualifying Distributions	$82,769	$85,866	$84,947
Net Investment Income	$50,682	$44,495	$37,243
Distributable Amount	$84,523	$78,217	$80,936

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Saint Ignatius College Preparatory ($20,968), Jesuit Seminary Association ($20,968), University of San Francisco ($20,968).

Recipient	Purpose	Amount
SAINT IGNATIUS COLLEGE PREPARATORY SAN FRANCISO, CA	SUGRUE FAMILY SCHOLOARSHIP	$20,968
JESUIT SEMINARY ASSOCIATION SAN FRANCISCO, CA	GENERAL SUPPORT	$20,968
UNIVERSITY OF SAN FRANCISCO SAN FRANCISCO, CA	GERALD A SUGRUE S. J.	$20,968

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
STANLEY A CORRIEA JR	TRUSTEE	1	$3,595
ALLISON FALK	TRUSTEE	1	$3,595

Frequently Asked Questions

How large is Sugrue Family Charitable Trust?

As of 2024, Sugrue Family Charitable Trust holds $1.6M in total assets with $53K in annual revenue. It awarded 3 grants totaling $63K in 2024.

Where does Sugrue Family Charitable Trust operate?

Sugrue Family Charitable Trust has awarded grants in California.

What size grants does Sugrue Family Charitable Trust award?

In 2024, Sugrue Family Charitable Trust awarded 3 grants totaling $63K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Sugrue Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sugrue Family Charitable Trust reported a distributable amount of $85K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.