Funder DirectoryCARIS CHARITABLE TRUST II DTD 09162004
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Private foundation (trust)EIN 823380217Est. 2019-05

CARIS CHARITABLE TRUST II DTD 09162004

CHICAGO, IL 60680

Total Assets

$36.2M

FY 2024

Annual Giving

$3.0M

FY 2024

Grants Made

7

FY 2024

Avg Grant

$431K

FY 2024

Grant Range

$40K–$1.1M

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$2.9M

Total Expenses

$3.5M

Qualifying Distributions

$3.4M

Distributable Amount

$1.8M

Min. Investment Return

$1.9M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $40K through median $252K to maximum $1.1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $3.0M in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

31 grants

LOWELL OBSERVATORY NATIVE AMERICAN
$4.7M
4 grants
ARIZONA STATE UNIVERSITY FOUNDATION
$1.6M
3 grants
ARIZONA SCIENCE CENTER
$1.6M
4 grants
PAYSON UNIFIED SCHOOL DISTRICT
$705K
4 grants
GILA COUNTY PROVISIONAL COMMUNITY COLLEG
$534K
2 grants
SOCIETY FOR SCIENCE & THE PUBLIC
$450K
3 grants
EASTERN ARIZONA COLLEGE
$327K
2 grants
ELEVATE TUTORING
$155K
3 grants

Grant Size Distribution

31 grants

<$10K
1
grants
$10–50K
5
grants
$50–250K
13
grants
$250K–1M
8
grants
$1–5M
4
grants
$5M+

Geographic Focus

4 states

Arizona
$9.6M
94% of total
District of Columbia
$450K
4% of total
California
$155K
2% of total
Illinois
$5K
0% of total

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CARIS CHARITABLE TRUST II DTD 09162004 — Grants, Financials & Contact | Grantivo