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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Loren Stone TRUSTEE2020-2024 $100,629$412,474 1

People by year

2024 · 1 person listed · 1 paid, $101K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LOREN STONE TRUSTEE9 $100,629-$0 $100,6291
2023 · 1 person listed · 1 paid, $101K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LOREN STONE TRUSTEE9 $101,125-$0 $101,1251
2022 · 1 person listed · 1 paid, $79K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LOREN STONE TRUSTEE9 $79,020-$0 $79,0201
2021 · 1 person listed · 1 paid, $79K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LOREN STONE TRUSTEE9 $79,020-$0 $79,0201
2020 · 1 person listed · 1 paid, $53K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LOREN STONE TRUSTEE9 $52,680-$0 $52,6801

Highest-paid independent contractors

2024 · 1 contractor · $91K
NameLocationServicePaid
RBC WEALTH MANAGEMENTMINNEAPOLIS, MNINVESTMENT FEES$91,127
2023 · 1 contractor · $86K
NameLocationServicePaid
RBC WEALTH MANAGEMENTMINNEAPOLIS, MNINVESTMENT FEES$85,806
2022 · 1 contractor · $85K
NameLocationServicePaid
RBC WEALTH MANAGEMENTMINNEAPOLIS, MNINVESTMENT 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
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,439,944$1,180,351 $6,473,513$6,472,335 -- $100,629--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,013,292$697,748 $6,213,920$6,212,742 $0- $101,125--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,393,083$682,042 $5,895,705$5,894,527 $659,396- $79,020--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$348,364$564,715 $5,432,895$5,432,895 -- $79,020--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
PELINO CHARITABLE FOUNDATIONILT22 $1,415,128$34,245 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
JOHNSON FOUNDATION SPECIAL CHARITABLE TRUSTILT22 $1,230,327$1,310,795 TRUSTEE$216,930 Same NTEE code T22, revenue within 2x, same state
J W GARDNER II CAMP TRUSTILT22 $1,442,171$899,761 TRUSTEE$107,220 Same NTEE code T22, revenue within 2x, same state
CO TUA R & J KOTT MEMORIAL CHARILT22 $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 FOUNDATIONILT22 $1,606,168$291,625 Trustee$0 Same NTEE code T22, revenue within 2x, same state
CHARLES M & JOAN TAYLOR FOUNDATION INCILT22 $1,641,011$2,601,318 PRESIDENT/TREASURER$0 Same NTEE code T22, revenue within 2x, same state
THE SMITH FAMILY FOUNDATIONILT22 $1,710,293$197,365 DIRECTOR & PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
TODD AND RAPHAELA STERN FOUNDATIONILT22 $1,352,258$1,672,174 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
PAUL P CARBONE M D MEMORIAL FOUNDATIONILT22 $1,296,628$22,297 Pres/Sec/Ttee$0 Same NTEE code T22, revenue within 2x, same state
HERMAN & KATHERINE PETERS FOUNDATION CORPILT22 $1,642,456$669,902 DIRECTOR/PRESIDENT$198,044 Same NTEE code T22, revenue within 2x, same state
LINCOLN M KNORR RESIDUARY TRUST 4411206000ILT22 $1,531,304$1,855,032 TRUSTEE$216,620 Same NTEE code T22, revenue within 2x, same state
STAIRWAY FUNDILT22 $1,608,735$551,435 SECRETARY / DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
BEST PORTION FOUNDATIONILT22 $1,471,835$1,307,659 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
ELLIOTT FAMILY FOUNDATIONILT22 $1,532,795$368,878 PRESIDENT, TREASURER, SECRETARY$0 Same NTEE code T22, revenue within 2x, same state
SB WOLF FAMILY FOUNDATIONILT22 $1,241,137$1,032,801 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
LEVI RAY & SHOUP FOUNDATIONILT22 $1,533,618$1,258,121 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
LAUTENBACH FAMILY FOUNDATION INCILT22 $1,407,982$341,822 EXECUTIVE DIRECTOR$76,000 Same NTEE code T22, revenue within 2x, same state
DAVID AND SUSAN SCHOENHOLZ FOUNDATIONILT22 $1,547,902$467,336 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
HOWARD AND JACKIE SHAPIRO FOUNDATIONILT22 $1,269,544$1,008,937 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
TAMAR AND JONATHAN KOSCHITZKY FAMILY FOUNDATIONILT22 $1,705,340$1,083,348 TREASURER$558,732 Same NTEE code T22, revenue within 2x, same state
WADE MCNEILL EXEMPT UNITRUSTILT22 $1,445,207$480,561 TRUSTEE$258,056 Same NTEE code T22, revenue within 2x, same state
MOLLER FAMILY FOUNDATIONILT22 $1,482,479$260,352 President$0 Same NTEE code T22, revenue within 2x, same state
LEVA FAMILY FOUNDATIONILT22 $1,538,715$546,360 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
MANIRE FOUNDATION 23-05811ILT22 $1,327,920$381,740 Trustee$0 Same NTEE code T22, revenue within 2x, same state
HOWARD B BERNICK FOUNDATIONILT22 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SUNDELL FAMILY FOUNDATION Private foundation$3,333,3331 12017–2017 PEACH TREE CHARITABLE FOUNDATION
THE IRVING HARRIS FOUNDATION Private foundation$1,333,3331 12024–2024 STAIRWAY FUND
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$790,7019 12016–2024 VISION CHARITABLE TRUST
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$516,7005 12020–2024 VISION CHARITABLE TRUST
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$488,9788 12016–2024 VISION CHARITABLE TRUST
OUR CHANGE FOUNDATION DAF sponsor$173,2482 12024–2025 VARIETY-THE CHILDRENS CHARITY OF THE UNITED STATES INC
RAYMOND JAMES CHARITABLE ENDOWMENT FUND DAF sponsor$103,9005 12019–2024 VISION CHARITABLE TRUST
DONOR ADVISED CHARITABLE GIVING DAF sponsor$82,5006 12016–2024 VISION CHARITABLE TRUST
SERVANT FOUNDATION DAF sponsor$59,9504 12020–2023 VISION CHARITABLE TRUST
GORDON FOUNDATION Private foundation$40,0004 12015–2019 ROBERT I LAPPIN CHARITABLE FOUNDATION
BRADLEY IMPACT FUND INC DAF sponsor$40,0002 12022–2023 VISION CHARITABLE TRUST
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$40,0003 12018–2024 VISION CHARITABLE TRUST
COMMUNITY FOUNDATION OF GREATER MEMPHIS INC DAF sponsor$21,0002 22015–2022 VISION CHARITABLE TRUST; VARIETY-THE CHILDRENS CHARITY OF THE UNITED STATES INC
THE OJC FUND DAF sponsor$20,5362 12023–2024 RACHELS PLACE CHARITABLE TR
CHARITY BRIDGE FUND DAF sponsor$19,2922 12014–2015 VARIETY-THE CHILDRENS CHARITY OF THE UNITED STATES INC

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
LineAs describedTotalShare
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$1,180,351100%

View the filing

2023 · Form 990PF · $697,748 spent · pay $101,125 · grants $437,500 · events $0
LineAs describedTotalShare
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$697,748100%

View the filing

2022 · Form 990PF · $682,042 spent · pay $79,020 · grants $465,000 · events $0
LineAs describedTotalShare
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$682,042100%

View the filing

2021 · Form 990PF · $564,715 spent · pay $79,020 · grants $381,500 · events $0
LineAs describedTotalShare
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$564,715100%

View the filing

2020 · Form 990PF · $476,237 spent · pay $52,680 · grants $327,000 · events $0
LineAs describedTotalShare
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$476,237100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.