HESS WM G & MYRTLE CHARITABLE TR XXXXX0005
Total Given 2017–2023
$1.6M
52 grants · $228K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$20K
typical small grants · $15K–$38K
grant size
67%
deep partner · 12/18 multi-year
repeat
$7.3M
Assets · 2021
18
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 BANK NA
Phone
8004962583
Deadlines
NONE
How to Apply
APPLICATIONS MUST OUTLINE THE ORGANIZATION'S PROPOSED BUDGET AND STATE ITS OBJECTIVES APPLICATIONS MUST INCLUDE A PHOTOCOPY OF THE ORGANIZATION'S EXEMPT STATUS LETTER FROM THE INTERNAL REVENUE SERVICE
Restrictions
FUNDS ARE TO BE USED FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, PREFERABLY IN OAKLAND COUNTY, MICHIGAN
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $244K | $5.9M | $442K | 9 |
| 2018 | $265K | $5.2M | $294K | 7 |
| 2020 | $258K | $6.5M | $268K | 11 |
| 2021 | $254K | $7.3M | $546K | 9 |
| 2022 | $299K | $5.8M | $196K | 8 |
| 2023 | $277K | $6.6M | $195K | 8 |
Grant Size Distribution
Based on 52 grants on record
Minimum
$5K
25th Pctl
$15K
Median
$20K
Average
$31K
75th Pctl
$38K
Maximum
$155K
Geographic Distribution
Officers & Directors
| Name | Title |
|---|---|
| JP MORGAN CHASE BANK NA | TRUSTEE |
| JP MORGAN CHASE BANK N A | TRUSTEE |
Grants Awarded (52 total)
| Purpose | ||||
|---|---|---|---|---|
| WATERFORD TOWNSHIP PARKS AND RECREATION | WATERFORD, MI | $154,655 | GENERAL | 2022 |
| WATERFORD TOWNSHIP PARKS AND RECREATION | WATERFORD, MI | $143,825 | GENERAL | 2023 |
| WATERFORD TOWNSHIP PARKS AND RECREATION | WATERFORD, MI | $95,000 | GENERAL | 2021 |
| WATERFORD YOUTH ASSISTANCE | WATERFORD, MI | $67,000 | GENERAL | 2018 |
| FORGOTTEN HARVEST INC | OAKPARK, MI | $50,000 | GENERAL | 2020 |
| FORGOTTEN HARVEST INC | OAKPARK, MI | $50,000 | GENERAL | 2017 |
| JUDSON CENTER INC SPECIALIZED | ROYAL OAK, CO | $50,000 | GENERAL | 2017 |
| FORGOTTEN HARVEST INC | OAKPARK, MI | $50,000 | GENERAL | 2018 |
| JUDSON CENTER INC SPECIALIZED | ROYAL OAK, CO | $50,000 | GENERAL | 2018 |
| OAKLAND LITERACY COUNCIL | BLOOMFIELD HILLS, MI | $40,401 | GENERAL | 2023 |
| OAKLAND LITERACY COUNCIL | BLOOMFIELD HILLS, MI | $40,000 | GENERAL | 2020 |
| FORGOTTEN HARVEST INC | OAKPARK, MI | $40,000 | GENERAL | 2023 |
| TRINITY HEALTH-MICHIGAN DBA | PONTIAC, MI | $38,000 | GENERAL | 2018 |
| FORGOTTEN HARVEST INC | OAKPARK, MI | $37,000 | GENERAL | 2021 |
| FORGOTTEN HARVEST INC | OAKPARK, MI | $37,000 | GENERAL | 2022 |
| DAUGHTERS OF DIVINE CHARITY | BLOOMFIELD HILLS, MI | $30,000 | GENERAL | 2020 |
| TRINITY HEALTH-MICHIGAN DBA | PONTIAC, MI | $30,000 | GENERAL | 2020 |
| TRINITY HEALTH-MICHIGAN DBA | PONTIAC, MI | $30,000 | GENERAL | 2021 |
| GILDAS CLUB | ROYAL OAK, MI | $30,000 | GENERAL | 2017 |
| TRINITY HEALTH-MICHIGAN DBA | PONTIAC, MI | $30,000 | GENERAL | 2017 |
| TRINITY HEALTH-MICHIGAN DBA | PONTIAC, MI | $30,000 | GENERAL | 2022 |
| OPEN DOOR OUTREACH CENTER | WATERFORD TOWNSHIP, MI | $25,000 | GENERAL | 2020 |
| JUDSON CENTER INC | ROYAL OAK, MI | $25,000 | GENERAL | 2021 |
| JUDSON CENTER INC | ROYAL OAK, MI | $25,000 | GENERAL | 2022 |
| SOUTH OAKLAND SHELTER | LANTHRUP VILLAGE, MI | $25,000 | GENERAL | 2018 |