Margaret Sage Unitrust

Chicago, IL
Tax-exempt since July 1990
EIN: 34-6854365

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$33k (2024)

Expenses

$77k (2024)

Total Assets

$995k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$32,998

Expenses

$76,981

Net Income

-$43,983

Net Assets

$994,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,108	> 100%
Sales of Assets	-$9,110
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,716	80.2%
Compensation of Officers*	$20,547	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$994,815
Total Liabilities	$0
Net Assets	$994,815

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$20,547	$0

990-PF

Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$79,395

Expenses

$79,090

Net Income

$305

Net Assets

$1,043,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,858	43.9%
Sales of Assets	$44,019	55.4%
Other Income	$518	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,664	84.3%
Compensation of Officers*	$18,330	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,043,886
Total Liabilities	$0
Net Assets	$1,043,886

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$18,330	$0

990-PF

Filed on April 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$33,508

Expenses

$84,022

Net Income

-$50,514

Net Assets

$1,034,251

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,980	> 100%
Sales of Assets	-$5,472
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,009	82.1%
Compensation of Officers*	$19,364	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,034,251
Total Liabilities	$0
Net Assets	$1,034,251

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$19,364	$0

990-PF

Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$103,547

Expenses

$77,011

Net Income

$26,536

Net Assets

$1,084,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,387	38.0%
Sales of Assets	$64,160	62.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,667	80.1%
Compensation of Officers*	$21,507	27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,084,983
Total Liabilities	$0
Net Assets	$1,084,983

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgab Chase Bank Na (Trustee)	$21,507	$0

990-PF

Filed on Nov. 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$63,253

Expenses

$73,760

Net Income

-$10,507

Net Assets

$1,058,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,543	42.0%
Sales of Assets	$36,105	57.1%
Other Income	$605	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,966	82.7%
Compensation of Officers*	$19,049	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,058,286
Total Liabilities	$1
Net Assets	$1,058,285

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$19,049	$0

990-PF

Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$66,065

Expenses

$74,244

Net Income

-$8,179

Net Assets

$1,069,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,259	48.8%
Sales of Assets	$33,806	51.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,172	82.4%
Compensation of Officers*	$16,580	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,069,014
Total Liabilities	$1
Net Assets	$1,069,013

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$16,580	$0

990-PF

Filed on June 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$93,496

Expenses

$69,747

Net Income

$23,749

Net Assets

$1,077,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,734	32.9%
Sales of Assets	$62,762	67.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,368	85.1%
Compensation of Officers*	$12,639	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,077,076
Total Liabilities	$0
Net Assets	$1,077,076

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$12,639	$0

990-PF

Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$71,590

Expenses

$66,632

Net Income

$4,958

Net Assets

$1,053,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,919	37.6%
Sales of Assets	$44,638	62.4%
Other Income	$33	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,569	87.9%
Compensation of Officers*	$12,235	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,053,454
Total Liabilities	$0
Net Assets	$1,053,454

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$12,235	$0

990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$33,806

Expenses

$72,324

Net Income

-$38,518

Net Assets

$1,082,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,843	73.5%
Sales of Assets	$9,476	28.0%
Other Income	-$513

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,131	88.7%
Compensation of Officers*	$12,152	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,082,762
Total Liabilities	$0
Net Assets	$1,082,762

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$66,714

Expenses

$72,828

Net Income

-$6,114

Net Assets

$1,121,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,732	43.1%
Sales of Assets	$38,055	57.0%
Other Income	-$73

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,443	83.0%
Compensation of Officers*	$12,373	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,121,280
Total Liabilities	$0
Net Assets	$1,121,280

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$80,580

Expenses

$69,139

Net Income

$11,441

Net Assets

$1,127,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,818	30.8%
Sales of Assets	$54,038	67.1%
Other Income	$1,724	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,026	85.4%
Compensation of Officers*	$12,283	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,127,957
Total Liabilities	$0
Net Assets	$1,127,957

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$36,627

Expenses

$74,665

Net Income

-$38,038

Net Assets

$1,120,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,204	74.3%
Sales of Assets	$11,071	30.2%
Other Income	-$1,648

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,404	84.9%
Compensation of Officers*	$12,002	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,120,631
Total Liabilities	$0
Net Assets	$1,120,631

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$76,829

Expenses

$70,869

Net Income

$5,960

Net Assets

$1,154,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36	0.0%
Dividends	$27,015	35.2%
Sales of Assets	$49,778	64.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,984	84.6%
Compensation of Officers*	$12,134	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,154,557
Total Liabilities	$1
Net Assets	$1,154,556

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

Margaret Sage Unitrust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $33k (2024)

Expenses $77k (2024)

Total Assets $995k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$33k (2024)

Expenses

$77k (2024)

Total Assets

$995k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001