SEDGE PLITT CHARITABLE TR III
Cite this
Plain text SEDGE PLITT CHARITABLE TR III. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/sedge-plitt-charitable-tr-iii-356739620. Retrieved 2026-10-27.
APA furp.org. (n.d.). SEDGE PLITT CHARITABLE TR III [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 27, 2026, from https://furp.org/org/sedge-plitt-charitable-tr-iii-356739620
MLA “SEDGE PLITT CHARITABLE TR III.” furp.org, tax years 2020–2024, https://furp.org/org/sedge-plitt-charitable-tr-iii-356739620. Accessed 27 Oct. 2026.
Retrieved 2026-10-27; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $1.4M · expenses $1.2M · assets $6.5M
- Also known as
- C/O LOREN STONE
- EIN
- 35-6739620
- Address
- 3201 OLD GLENVIEW RD STE 300, WILMETTE, IL 60091-2966
- NTEE code
- T22
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- January 2004 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Loren Stone | TRUSTEE | 2020-2024 | $100,629 | $412,474 | 1 |
People by year
2024 · 1 person listed · 1 paid, $101K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LOREN STONE | TRUSTEE | 9 | $100,629 | - | $0 | $100,629 | 1 |
2023 · 1 person listed · 1 paid, $101K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LOREN STONE | TRUSTEE | 9 | $101,125 | - | $0 | $101,125 | 1 |
2022 · 1 person listed · 1 paid, $79K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LOREN STONE | TRUSTEE | 9 | $79,020 | - | $0 | $79,020 | 1 |
2021 · 1 person listed · 1 paid, $79K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LOREN STONE | TRUSTEE | 9 | $79,020 | - | $0 | $79,020 | 1 |
2020 · 1 person listed · 1 paid, $53K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LOREN STONE | TRUSTEE | 9 | $52,680 | - | $0 | $52,680 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $91K
| Name | Location | Service | Paid |
|---|---|---|---|
| RBC WEALTH MANAGEMENT | MINNEAPOLIS, MN | INVESTMENT FEES | $91,127 |
2023 · 1 contractor · $86K
| Name | Location | Service | Paid |
|---|---|---|---|
| RBC WEALTH MANAGEMENT | MINNEAPOLIS, MN | INVESTMENT FEES | $85,806 |
2022 · 1 contractor · $85K
| Name | Location | Service | Paid |
|---|---|---|---|
| RBC WEALTH MANAGEMENT | MINNEAPOLIS, MN | INVESTMENT FEES | $84,788 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 18 grants to organizations · $917K
2023 · 19 grants to organizations · $438K
2022 · 24 grants to organizations · $465K
2021 · 33 grants to organizations · $382K
2020 · 31 grants to organizations · $327K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2022 · 4 contributors · $659K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | HENRY PLITT CHARITABLE TRUST I FBO EDWARD M PITT | Organization or other | WILMETTE, IL | $499,497 | $499,497 | Form 990PF Sch. B, 2022 · filing |
| 2 | SEDGE PLITT CHARITABLE TRUST I FBO EDWARD M PITT | Organization or other | WILMETTE, IL | $106,201 | $106,201 | Form 990PF Sch. B, 2022 · filing |
| 3 | HENRY PLITT CHARITABLE TRUST I FBO EDWARD M PITT | Organization or other | WILMETTE, IL | $40,925 | - | Form 990PF Sch. B, 2022 · filing |
| 4 | SEDGE PLITT CHARITABLE TRUST I FBO EDWARD M PITT | Organization or other | WILMETTE, IL | $12,773 | - | Form 990PF Sch. B, 2022 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $1,439,944 | $1,180,351 | $6,473,513 | $6,472,335 | - | - | $100,629 | - | - |
| 2023 · Form 990PF | ||||||||
| $1,013,292 | $697,748 | $6,213,920 | $6,212,742 | $0 | - | $101,125 | - | - |
| 2022 · Form 990PF | ||||||||
| $1,393,083 | $682,042 | $5,895,705 | $5,894,527 | $659,396 | - | $79,020 | - | - |
| 2021 · Form 990PF | ||||||||
| $348,364 | $564,715 | $5,432,895 | $5,432,895 | - | - | $79,020 | - | - |
| 2020 · Form 990PF | ||||||||
| $574,509 | $476,237 | $5,660,464 | $5,660,464 | - | - | $52,680 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| PELINO CHARITABLE FOUNDATION | IL | T22 | $1,415,128 | $34,245 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| JOHNSON FOUNDATION SPECIAL CHARITABLE TRUST | IL | T22 | $1,230,327 | $1,310,795 | TRUSTEE | $216,930 | Same NTEE code T22, revenue within 2x, same state |
| J W GARDNER II CAMP TRUST | IL | T22 | $1,442,171 | $899,761 | TRUSTEE | $107,220 | Same NTEE code T22, revenue within 2x, same state |
| CO TUA R & J KOTT MEMORIAL CHAR | IL | T22 | $1,631,935 | $2,079,113 | CO-TRUSTEE | $111,546 | Same NTEE code T22, revenue within 2x, same state |
| DECLARATION OF TR ESTABLISHING ST RITA MERCY FOUNDATION | IL | T22 | $1,606,168 | $291,625 | Trustee | $0 | Same NTEE code T22, revenue within 2x, same state |
| CHARLES M & JOAN TAYLOR FOUNDATION INC | IL | T22 | $1,641,011 | $2,601,318 | PRESIDENT/TREASURER | $0 | Same NTEE code T22, revenue within 2x, same state |
| THE SMITH FAMILY FOUNDATION | IL | T22 | $1,710,293 | $197,365 | DIRECTOR & PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| TODD AND RAPHAELA STERN FOUNDATION | IL | T22 | $1,352,258 | $1,672,174 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| PAUL P CARBONE M D MEMORIAL FOUNDATION | IL | T22 | $1,296,628 | $22,297 | Pres/Sec/Ttee | $0 | Same NTEE code T22, revenue within 2x, same state |
| HERMAN & KATHERINE PETERS FOUNDATION CORP | IL | T22 | $1,642,456 | $669,902 | DIRECTOR/PRESIDENT | $198,044 | Same NTEE code T22, revenue within 2x, same state |
| LINCOLN M KNORR RESIDUARY TRUST 4411206000 | IL | T22 | $1,531,304 | $1,855,032 | TRUSTEE | $216,620 | Same NTEE code T22, revenue within 2x, same state |
| STAIRWAY FUND | IL | T22 | $1,608,735 | $551,435 | SECRETARY / DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| BEST PORTION FOUNDATION | IL | T22 | $1,471,835 | $1,307,659 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| ELLIOTT FAMILY FOUNDATION | IL | T22 | $1,532,795 | $368,878 | PRESIDENT, TREASURER, SECRETARY | $0 | Same NTEE code T22, revenue within 2x, same state |
| SB WOLF FAMILY FOUNDATION | IL | T22 | $1,241,137 | $1,032,801 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| LEVI RAY & SHOUP FOUNDATION | IL | T22 | $1,533,618 | $1,258,121 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| LAUTENBACH FAMILY FOUNDATION INC | IL | T22 | $1,407,982 | $341,822 | EXECUTIVE DIRECTOR | $76,000 | Same NTEE code T22, revenue within 2x, same state |
| DAVID AND SUSAN SCHOENHOLZ FOUNDATION | IL | T22 | $1,547,902 | $467,336 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| HOWARD AND JACKIE SHAPIRO FOUNDATION | IL | T22 | $1,269,544 | $1,008,937 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| TAMAR AND JONATHAN KOSCHITZKY FAMILY FOUNDATION | IL | T22 | $1,705,340 | $1,083,348 | TREASURER | $558,732 | Same NTEE code T22, revenue within 2x, same state |
| WADE MCNEILL EXEMPT UNITRUST | IL | T22 | $1,445,207 | $480,561 | TRUSTEE | $258,056 | Same NTEE code T22, revenue within 2x, same state |
| MOLLER FAMILY FOUNDATION | IL | T22 | $1,482,479 | $260,352 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| LEVA FAMILY FOUNDATION | IL | T22 | $1,538,715 | $546,360 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| MANIRE FOUNDATION 23-05811 | IL | T22 | $1,327,920 | $381,740 | Trustee | $0 | Same NTEE code T22, revenue within 2x, same state |
| HOWARD B BERNICK FOUNDATION | IL | T22 | $1,300,904 | $782,925 | TRUSTEE/MEMBER OF DIST COM | $0 | Same NTEE code T22, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $1,180,351 spent · pay $100,629 · grants $916,800 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $916,800 | 77.7% | |
| Pay: officers, directors, trustees | $100,629 | 8.5% | |
| Fees: other professional | $91,127 | 7.7% | |
| Fees: accounting | $34,000 | 2.9% | |
| Taxes | $25,305 | 2.1% | |
| Other expenses | $12,490 | 1.1% | |
| Total | $1,180,351 | 100% |
2023 · Form 990PF · $697,748 spent · pay $101,125 · grants $437,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $437,500 | 62.7% | |
| Pay: officers, directors, trustees | $101,125 | 14.5% | |
| Fees: other professional | $85,806 | 12.3% | |
| Fees: accounting | $30,000 | 4.3% | |
| Other expenses | $23,804 | 3.4% | |
| Taxes | $19,513 | 2.8% | |
| Total | $697,748 | 100% |
2022 · Form 990PF · $682,042 spent · pay $79,020 · grants $465,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $465,000 | 68.2% | |
| Fees: other professional | $85,323 | 12.5% | |
| Pay: officers, directors, trustees | $79,020 | 11.6% | |
| Fees: accounting | $38,100 | 5.6% | |
| Other expenses | $10,374 | 1.5% | |
| Taxes | $4,225 | 0.6% | |
| Total | $682,042 | 100% |
2021 · Form 990PF · $564,715 spent · pay $79,020 · grants $381,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $381,500 | 67.6% | |
| Fees: other professional | $82,658 | 14.6% | |
| Pay: officers, directors, trustees | $79,020 | 14.0% | |
| Fees: accounting | $10,565 | 1.9% | |
| Taxes | $9,870 | 1.7% | |
| Other expenses | $1,102 | 0.2% | |
| Total | $564,715 | 100% |
2020 · Form 990PF · $476,237 spent · pay $52,680 · grants $327,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $327,000 | 68.7% | |
| Fees: other professional | $72,423 | 15.2% | |
| Pay: officers, directors, trustees | $52,680 | 11.1% | |
| Fees: accounting | $17,800 | 3.7% | |
| Taxes | $6,170 | 1.3% | |
| Other expenses | $164 | 0.0% | |
| Total | $476,237 | 100% |
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