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Caris Charitable Trust Ii

  • Chicago, IL
  • Tax-exempt since May 2019
  • EIN: 82-3380217

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Fund Raising Organizations That Cross Categories (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.94M (2024)

Expenses
$3.53M (2024)

Total Assets
$28.9M (2024)

Total Liabilities
$0 (2024)

Years with multiple filings
Source: Form 990 tax filings from 2017 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,935,924
Expenses
$3,534,339
Net Income
-$598,415
Net Assets
$28,949,728
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,074,680
36.6%
Sales of Assets $1,808,498
61.6%
Other Income $52,746
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,436,964
97.2%
Compensation of Officers* $491,189
13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,949,728
Total Liabilities $0
Net Assets $28,949,728
Compensation
Key Employees and Officers Compensation Other
Northern Trust Company (Trustee) $236,133 $0
Catherine Ann Caris (Director) $127,528 $0
Sherry Cowan (Director) $127,528 $0

Document Links

990-PF
Filed on Nov. 5, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,212,607
Expenses
$3,070,717
Net Income
-$1,858,110
Net Assets
$29,997,474
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,010,854
83.4%
Sales of Assets $201,753
16.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,995,886
97.6%
Compensation of Officers* $464,615
15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $29,997,474
Total Liabilities $0
Net Assets $29,997,474
Compensation
Key Employees and Officers Compensation Other
Northern Trust Company (Trustee) $211,378 $0
Catherine Ann Caris (Director) $126,619 $0
Sherry Cowan (Director) $126,618 $0

Document Links

990-PF
Filed on Nov. 7, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$3,520
Expenses
$3,082,025
Net Income
-$3,085,545
Net Assets
$31,802,622
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $941,672
Sales of Assets -$945,192
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,882,233
93.5%
Compensation of Officers* $505,961
16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $31,802,622
Total Liabilities $0
Net Assets $31,802,622
Compensation
Key Employees and Officers Compensation Other
Northern Trust Company (Trustee) $206,869 $0
Catherine Ann Caris (Director) $149,546 $0
Sherry Cowan (Director) $149,546 $0

Document Links

990-PF
Filed on Nov. 1, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,442,884
Expenses
$3,323,233
Net Income
$4,119,651
Net Assets
$34,885,033
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,954,688
66.6%
Interest Revenue $0
Dividends $946,682
12.7%
Sales of Assets $1,541,514
20.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,246,755
97.7%
Compensation of Officers* $419,839
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $34,885,033
Total Liabilities $0
Net Assets $34,885,033
Compensation
Key Employees and Officers Compensation Other
Northern Trust Company (Trustee) $168,527 $0
Catherine Ann Caris (Director) $125,656 $0
Sherry Cowan (Director) $125,656 $0

Document Links

990-PF
Filed on Nov. 3, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,496,071
Expenses
$2,686,664
Net Income
-$190,593
Net Assets
$32,480,774
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,660,900
66.5%
Interest Revenue $0
Dividends $952,044
38.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,555,187
95.1%
Compensation of Officers* $214,723
8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $32,480,775
Total Liabilities $1
Net Assets $32,480,774
Compensation
Key Employees and Officers Compensation Other
Northern Trust Company (Institutional Trustee) $214,723 $0

Document Links

990-PF
Filed on May 14, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,673,083
Expenses
$2,435,082
Net Income
-$761,999
Net Assets
$32,865,900
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $916,548
54.8%
Sales of Assets $573,379
34.3%
Other Income $183,156
10.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,386,218
98.0%
Compensation of Officers* $143,865
5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $32,865,901
Total Liabilities $1
Net Assets $32,865,900
Compensation
Key Employees and Officers Compensation Other
Northern Trust Company (Institutional Trustee) $143,865 $0

Document Links

990-PF
Filed on Sept. 15, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,836,056
Expenses
$2,380,084
Net Income
$5,455,972
Net Assets
$33,845,583
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,155,598
78.6%
Program Services $0
Investment Income $1,040,700
13.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $632,551
8.1%
Net Inventory Sales $0
Other Revenue $7,207
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $366,042
15.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $33,845,583
Total Liabilities $0
Net Assets $33,845,583
Extracted Financial Data from Form 990-PF
Revenue
$8,240,755
Expenses
$2,380,084
Net Income
$5,860,671
Net Assets
$33,845,583
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,560,297
79.6%
Interest Revenue $0
Dividends $1,049,932
12.7%
Sales of Assets $632,551
7.7%
Other Income -$2,025
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,196,446
92.3%
Compensation of Officers* $183,782
7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $33,845,583
Total Liabilities $0
Net Assets $33,845,583

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-PF

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

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,669,425
Expenses
$21,490
Net Income
$28,647,935
Net Assets
$28,630,174
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $162,855
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $54,014
0.2%
Net Inventory Sales $0
Other Revenue $28,452,556
99.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $12,202
56.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $28,630,174
Total Liabilities $0
Net Assets $28,630,174
Extracted Financial Data from Form 990-PF
Revenue
$30,966,855
Expenses
$21,490
Net Income
$30,945,365
Net Assets
$28,630,174
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $30,749,986
99.3%
Interest Revenue $0
Dividends $159,369
0.5%
Sales of Assets $54,014
0.2%
Other Income $3,486
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,125
28.5%
Compensation of Officers* $12,202
56.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,630,174
Total Liabilities $0
Net Assets $28,630,174

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-PF

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

PDF

About This Data

What Is This Data?

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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