Ta William D Shely Xxxxx9007
EIN 616117380Total Given 2017–2023
$190K
7 grants · $27K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$30K
typical mid grants · $23K–$32K
grant size
100%
deep partner · 2/2 multi-year
repeat
$662K
Assets (2023)
2
Distinct Recipients
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 |
|---|---|---|---|---|
| 2017 | $29K | $640K | $37K | 1 |
| 2018 | $30K | $574K | $45K | 2 |
| 2020 | $30K | $689K | $36K | 1 |
| 2021 | $30K | $746K | $43K | 1 |
| 2022 | $35K | $603K | $14K | 1 |
| 2023 | $37K | $662K | $19K | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$12K
25th Pctl
$23K
Median
$30K
Average
$27K
75th Pctl
$32K
Maximum
$37K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JA
Jp Morgan Chase Bank N a
Trustee
JA
Jp Morgan Chase Bank N a
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| Easter Seals Cardinal Hill | Lexington, KY | $36,594 | GENERAL | 2023 |
| Easter Seals Cardinal Hill | Lexington, KY | $34,563 | GENERAL | 2022 |
| Easter Seals Cardinal Hill | Lexington, KY | $30,306 | GENERAL | 2021 |
| Easter Seals Cardinal Hill | Lexington, KY | $30,200 | GENERAL | 2020 |
| Cardinal Hill Rehabilitation | Lexington, KY | $28,558 | GENERAL | 2017 |
| Cardinal Hill Rehabilitation | Lexington, KY | $17,468 | GENERAL | 2018 |
| Easter Seals Cardinal Hill | Lexington, KY | $12,486 | GENERAL | 2018 |