Caris Charitable Trust I

CHICAGO, IL EIN: 82-3372946

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$5.6M

-27.9% YoY

Annual Giving

$3.0M

+15.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$3.0M

+15.1% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$858K$2M$3M$3M20202021202220232024
Metric202420232022
Total Assets$5,622,995$7,801,025$10,003,938
Revenue$999,896$484,297$-11,290
Expenses$3,118,380$2,743,536$2,725,448
Qualifying Distributions$3,085,678$2,717,320$2,651,806
Net Investment Income$966,224$421,385$232,943
Distributable Amount$412,259$517,510$731,998

Giving Over Time

Total grant dollars and number of grants per year

$0$747K$1M$2M$3M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

THE UNIVERSITY OF ARIZONA$3.0M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Caris Charitable Trust I fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NORTHERN TRUST COMPANYTRUSTEE$48KSHERRY COWANTRUSTEE$29KCARRIE ANN CARISTRUSTEE$29K

From 2024 filing

NameTitleHoursCompensation
NORTHERN TRUST COMPANYTRUSTEE40$47,524
SHERRY COWANTRUSTEE1$29,394
CARRIE ANN CARISTRUSTEE1$29,394

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Tucson

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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