Caris Charitable Trust II Dtd 09162004
EIN 823380217Total Given 2020–2024
$10.2M
31 grants · $2.0M avg/year
based on 5 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$199K
typical big bets · $72K–$301K
grant size
82%
deep partner · 9/11 multi-year
repeat
$36.2M
Assets (2024)
11
Distinct Recipients
About
TRUST PROTECTOR FOR FAMILY FOUNDATION
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(312) 630-6000
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $35.8M | $1.7M | N/A |
| 2020 | $2.1M | $37.1M | $2.5M | 7 |
| 2022 | $2.5M | $35.5M | $-4K | 9 |
| 2023 | $2.6M | $36.5M | $1.2M | 8 |
| 2024 | $3.0M | $36.2M | $2.9M | 7 |
Grant Size Distribution
Based on 31 grants on record
Minimum
$5K
25th Pctl
$72K
Median
$199K
Average
$330K
75th Pctl
$301K
Maximum
$1.3M
Geographic Distribution
Officers & Directors
SC
Sherry Cowan
3 yrs
Director
CC
Catherine Ann Caris
3 yrs
Director
NC
Northern Trust Company
5+ yrs
Trustee
CC
Catherine Ann Caris
3 yrs
Director
SC
Sherry Cowan
3 yrs
Director
NC
Northern Trust Company
5+ yrs
Trustee
CC
Catherine Ann Caris
3 yrs
Director
SC
Sherry Cowan
3 yrs
Director
NC
Northern Trust Company
5+ yrs
Trustee
NC
Northern Trust Company
5+ yrs
Institutional Trustee
NC
Northern Trust Company
5+ yrs
Institutional Trustee
Grants Awarded (31 total)
| Purpose | ||||
|---|---|---|---|---|
| Lowell Observatory Native American | Flagstaff, AZ | $1,309,645 | ASTRONOMY OUTREACH PROGRAM | 2020 |
| Lowell Observatory Native American | Flagstaff, AZ | $1,284,154 | GENERAL | 2023 |
| Lowell Observatory Native American | Flagstaff, AZ | $1,283,400 | GENERAL | 2022 |
| Arizona State University Foundation | Tempe, AZ | $1,097,684 | GENERAL SUPPORT | 2024 |
| Lowell Observatory Native American | Flagstaff, AZ | $780,000 | GENERAL SUPPORT | 2024 |
| Arizona Science Center | Phoenix, AZ | $568,557 | GENERAL SUPPORT | 2024 |
| Arizona Science Center | Phoenix, AZ | $450,000 | GENERAL | 2023 |
| Arizona Science Center | Phoenix, AZ | $320,000 | GENERAL | 2022 |
| Gila County Provisional Community Colleg | Globe, AZ | $282,409 | GENERAL | 2023 |
| Arizona State University Foundation | Tempe, AZ | $258,777 | GENERAL | 2023 |
| Gila County Provisional Community Colleg | Globe, AZ | $252,000 | GENERAL SUPPORT | 2024 |
| Arizona State University Foundation | Tempe, AZ | $250,740 | GENERAL | 2022 |
| Society for Science & the Public | Washington, DC | $250,000 | GENERAL | 2022 |
| Arizona Science Center | Phoenix, AZ | $245,000 | 2020 GIFT | 2020 |
| Payson Unified School District | Payson, AZ | $204,089 | GENERAL | 2022 |
| Eastern Arizona College | Thatcher, AZ | $199,098 | 2020 GIFT STEM PROGRAM | 2020 |
| Payson Unified School District | Payson, AZ | $199,000 | GENERAL SUPPORT | 2024 |
| Payson Unified School District | Payson, AZ | $181,953 | 2020 GIFT STEM PROGRAMS | 2020 |
| Eastern Arizona College | Thatcher, AZ | $128,168 | 2020 GIFT STEM PROGRAM | 2022 |
| Payson Unified School District | Payson, AZ | $120,000 | GENERAL | 2023 |
| Society for Science & the Public | Washington, DC | $100,000 | 2020 GIFT | 2020 |
| Society for Science & the Public | Washington, DC | $100,000 | GENERAL | 2023 |
| Elevate Tutoring | Mountain View, CA | $78,000 | GENERAL SUPPORT | 2024 |
| Arizona Community Foundation | Phoenix, AZ | $66,660 | 2020 GIFT | 2020 |
| Elevate Tutoring | Mountain View, CA | $52,000 | GENERAL | 2023 |