Wilda Fern Stevens Trust Fbo Montrose
EIN 386620579Total Given 2020–2024
$253K
5 grants · $51K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$49K
typical mid grants · $49K–$54K
grant size
100%
deep partner · 1/1 multi-year
repeat
$1.4M
Assets (2024)
1
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
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $47K | $1.2M | $55K | 1 |
| 2021 | $49K | $1.4M | $102K | 1 |
| 2022 | $54K | $1.1M | $64K | 1 |
| 2023 | $55K | $1.2M | $57K | 1 |
| 2024 | $49K | $1.4M | $51K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$47K
25th Pctl
$49K
Median
$49K
Average
$51K
75th Pctl
$54K
Maximum
$55K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JA
Jp Morgan Chase Bank N a
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Montrose Public School System | Montrose, MI | $54,590 | GENERAL | 2023 |
| Montrose Public School System | Montrose, MI | $53,719 | GENERAL | 2022 |
| Montrose Public School System | Montrose, MI | $49,239 | GENERAL | 2024 |
| Montrose Public School System | Montrose, MI | $48,839 | GENERAL | 2021 |
| Montrose Public School System | Montrose, MI | $47,038 | GENERAL | 2020 |