HENRY W WOHLGEMUTH TRUST

JACKSON, MI 49201-2399 EIN 386310303

https://N/A
Total Given 2016–2022
$77K
15 grants · $11K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$3K
typical micro grants · $1K–$3K
grant size
33%
supporter · 3/9 multi-year
repeat
$70K
Assets · 2020
9
Distinct recipients

About

BECAUSE THE COST OF ADMINISTERING THE ASSETS OF THE TRUST EXCEEDED THE BENEFITS PROVIDED BY KEEPING THE HENRY W. WOLGEMUTH TRUST IN EXISTENCE, THE TRUSTEE HAS DECIDED TO TERMINATE THE TRUST UNDER IRC SECTION 507(B)(1(A) AND DISTRIBUTE ALL THE ASSETS OF THE TRUST TO THREE(3) QUALIFYING PUBLIC CHARITIES AS OF DECEMBER 31, 2022 (SEE SCHEDULE AT PART XIV, SECTION 3A INCLUDED WITH THE FORM 990-PF).

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone 5177882772

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $8K $75K $5K 3
2017 N/A $82K $4K N/A
2018 $8K $66K $6K 3
2019 N/A $74K $6K N/A
2020 $7K $70K $4K 6
2022 $55K $0 $22K 3

Grant Size Distribution

Based on 15 grants on record

Minimum
$1K
25th Pctl
$1K
Median
$3K
Average
$5K
75th Pctl
$3K
Maximum
$18K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
HUNTINGTON NATIONAL BANK TRUSTEE $4K

Grants Awarded (15 total)

Purpose
AMERICAN HEART ASSOC ST PETERSBURG, FL $18,185 FINAL ASSET DISTRIBUTION 12/31/22 2022
THE SALVATION ARMY HOFFMAN ESTATES, IL $18,185 FINAL ASSET DISTRIBUTION 12/31/22 2022
THE JACKSON Y CENTER INC JACKSON, MI $18,185 FINAL ASSET DISTRIBUTION 12/31/22 2022
YHE JACKSON Y CENTER INC JACKSON, MI $2,658 OPERATIONAL 2018
AMERICAN HEART ASSOCIATION ST PETERSBURG, FL $2,658 OPERATIONAL 2018
THE SALVATION ARMY HOFFMAN ESTATES, IL $2,658 OPERATIONAL 2018
SALVATION ARMY OF JACKSON JACKSON, MI $2,625 OPERATIONAL 2016
AMERICAN HEART ASSOCIATION MW CHICAGO, IL $2,625 OPERATIONAL 2016
JACKSON YMCA INC JACKSON, MI $2,625 OPERATIONAL 2016
THE JACKSON Y CENTER INC JACKSON, MI $1,177 OPERATIONAL 2020
AMERICAN HEART ASSOC ST PETERSBURG, FL $1,177 OPERATIONAL 2020
THE SALVATION ARMY HOFFMAN ESTATES, IL $1,177 OPERATIONAL 2020
AMERICAN HEAR ASSOC ST PETERSBURG, FL $1,120 OPERATIONAL 2020
THE JACKSON Y CENTER INC JACKSON, MI $1,120 OPERATIONAL 2020
THE SALVATION ARMY HOFFMAN ESTATES, IL $1,120 OPERATIONAL 2020