Lula C Wilson Trust Xxxxx3003
EIN 386058895Total Given 2017–2023
$830K
52 grants · $119K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$15K
typical small grants · $11K–$20K
grant size
62%
deep partner · 16/26 multi-year
repeat
$3.5M
Assets (2023)
26
Distinct Recipients
About
The Michigan Office of the Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of this trust is Michigan, it does not solicit contributions from the public nor does it hold assets within the state and therefore it does not meet the registration requirements of the State of Michigan. As a result, the Trust does not furnish a copy of its Form 990-PF to the State.
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
JPMORGAN CHASE NA
Phone
(800) 496-2583
Deadlines
APPLICATIONS ACCEPTED ANYTIME
How to Apply
APPLICATIONS SHOULD HAVE AN OUTLINE OF THE PROPOSED BUDGET AND ITS OBJECTIVES AND A PHOTOCOPY OF THE EXEMPT STATUS LETTER FROM THE INTERN REVENUE SERVICE
Restrictions
NO RESTRICTIONS CONTRIBUTIONS ARE MADE TO ALL CHARITABLE ORGANIZATIONS
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $130K | $3.2M | $177K | 9 |
| 2018 | $140K | $2.8M | $223K | 7 |
| 2019 | N/A | $3.2M | $193K | N/A |
| 2020 | $135K | $3.4M | $168K | 15 |
| 2021 | $130K | $3.9M | $211K | 6 |
| 2022 | $155K | $3.1M | $61K | 8 |
| 2023 | $140K | $3.5M | $153K | 7 |
Grant Size Distribution
Based on 52 grants on record
Minimum
$5K
25th Pctl
$11K
Median
$15K
Average
$16K
75th Pctl
$20K
Maximum
$25K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
6 yrs
Trustee
JN
Jp Morgan Chase Bank Na
6 yrs
Trustee
JA
Jp Morgan Chase Bank N a
Trustee
JN
Jp Morgan Chase Bank Na
6 yrs
Trustee
JN
Jp Morgan Chase Bank Na
6 yrs
Trustee
JN
Jp Morgan Chase Bank Na
6 yrs
Trustee
JN
Jp Morgan Chase Bank Na
6 yrs
Trustee
Grants Awarded (52 total)
| Purpose | ||||
|---|---|---|---|---|
| Pontiacs Little Art Theatre | Pontiacs, MI | $25,000 | GENERAL | 2021 |
| Eton Academy | Birmingham, MI | $25,000 | GENERAL | 2021 |
| Oakland Literacy Council | Bloomfield Hills, MI | $25,000 | GENERAL | 2021 |
| Hospice of Michigan Inc | Detroit, MI | $25,000 | GENERAL | 2021 |
| Rochester Area Neighborhood | Rochester Hls, MI | $25,000 | GENERAL | 2023 |
| Oakland Literacy Council | Bloomfield Hills, MI | $25,000 | GENERAL | 2023 |
| Hospice of Michigan Inc | Detroit, MI | $25,000 | GENERAL | 2023 |
| Trinity Health-Michigan | Livonia, MI | $25,000 | GENERAL | 2022 |
| Jewish Vocational Service and Community | Southfield, MI | $25,000 | GENERAL | 2022 |
| Oakland Literacy Council | Bloomfield Hills, MI | $25,000 | GENERAL | 2022 |
| Trinity Health-Michigan | Livonia, MI | $25,000 | GENERAL | 2018 |
| Forgotten Harvest | Oak Park, MI | $20,000 | GENERAL | 2023 |
| Abide Ministries Inc | Clawson, MI | $20,000 | GENERAL | 2023 |
| Forgotten Harvest | Oak Park, MI | $20,000 | GENERAL | 2022 |
| The Art Experience | Pontiac, MI | $20,000 | GENERAL | 2022 |
| Eton Academy | Birmingham, MI | $20,000 | GENERAL | 2018 |
| The Art Experience | Pontiac, MI | $20,000 | GENERAL | 2018 |
| Catholic Community Response | Pontiac, MI | $20,000 | GENERAL | 2018 |
| Forgotten Harvest Inc | Oak Park, MI | $20,000 | GENERAL | 2018 |
| Holocaust Memorial Center | Farmington Hills, MI | $20,000 | GENERAL | 2018 |
| Forgotten Harvest | Oak Park, MI | $15,000 | GENERAL | 2021 |
| Kadima Jewish Support Services | Southfield, MI | $15,000 | GENERAL | 2021 |
| Oakland Family Services | Pontiac, MI | $15,000 | GENERAL | 2023 |
| Eton Academy | Birmingham, MI | $15,000 | GENERAL | 2017 |
| Detroit Chamber Winds | Southfield, MI | $15,000 | GENERAL | 2017 |