Nonprofit · EIN 35-6739620
SEDGE PLITT CHARITABLE TR III
Also known as LOREN STONE TTEE
Tax-exempt · WILMETTE, IL 60091
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,439,944 | $1,180,351 | $259,593 | $6,473,513 | $1,178 | $6,472,335 |
| December 31, 2023 | 990-PF | $1,013,292 | $697,748 | $315,544 | $6,213,920 | $1,178 | $6,212,742 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $250,708
- Net gain from sales of assets
- $1,131,653
- Other income
- $57,583
Expenses
- Grants and similar amounts paid
- $916,800
- Compensation of officers, directors and key employees
- $100,629
- Disbursements for charitable purposes
- $1,016,072
- Excise tax on investment income
- $18,023
Balance sheet and other
- Total assets, start of year
- $6,213,920
- Total assets, end of year
- $6,473,513
- Total liabilities, end of year
- $1,178
- Net assets, end of year
- $6,472,335
- Fair market value of assets
- $11,401,769
- Qualifying distributions
- $1,016,072
- Net investment income
- $1,439,944
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOREN STONE 3201 OLD GLENVIEW ROAD SUITE 300, WILMETTE, IL 60091 | TRUSTEE | 9 | $100,629 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOREN STONE 3201 OLD GLENVIEW ROAD SUITE 300, WILMETTE, IL 60091 | TRUSTEE | 9 | $101,125 |
Address and contacts
- Address (IRS master file)
- 3201 OLD GLENVIEW RD STE 300, WILMETTE, IL 60091-2966
- Signed the 990-PF
- LOREN STONE, TRUSTEE
- Phone
- (312) 634-3400
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6739620
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,473,513
- Income (IRS master file)
- $3,908,346
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,439,944 | $1,180,351 | $6,473,513 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,013,292 | $697,748 | $6,213,920 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6739620).
Questions about SEDGE PLITT CHARITABLE TR III
- What is the EIN of SEDGE PLITT CHARITABLE TR III?
- The employer identification number (EIN) of SEDGE PLITT CHARITABLE TR III is 35-6739620.
- Is SEDGE PLITT CHARITABLE TR III tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to SEDGE PLITT CHARITABLE TR III tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SEDGE PLITT CHARITABLE TR III file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SEDGE PLITT CHARITABLE TR III due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SEDGE PLITT CHARITABLE TR III last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SEDGE PLITT CHARITABLE TR III?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $100,629 (LOREN STONE, TRUSTEE).
- How much revenue does SEDGE PLITT CHARITABLE TR III have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,439,944, expenses of $1,180,351 and total assets of $6,473,513 at year end.
Other nonprofits in WILMETTE
- THE LIEGL FAMILY FOUNDATION INC EIN 27-0331346 · last filed 990-PF for 2024
- MAKE IT BETTER FOUNDATION EIN 27-0773475 · last filed 990-PF for 2024
- DOLAN FAMILY FOUNDATION EIN 36-4312193 · last filed 990-PF for 2025
- HELEN COBURN MEIER AND TIM MEIER CHARITABLE FOUNDATIONFOR THE EIN 26-4204237 · last filed 990-PF for 2025
- HUANG & JI FAMILY FOUNDATION EIN 33-2226849 · last filed 990-PF for 2024
- ROBERT A & SHIRLEY J JONES FOUNDATION EIN 38-3427946 · last filed 990-PF for 2025
- JOHN J NEARY CHARITABLE FOUNDATION EIN 93-4026763 · last filed 990-PF for 2024
- ALTMAN FAMILY FOUNDATION EIN 36-4398867 · last filed 990-PF for 2025
All nonprofits in WILMETTE · Illinois · Philanthropy, voluntarism and grantmaking foundations