Frances Sawyer Hefti Trust XXXXX3002

Private foundation · Grantmaker Chicago, IL EIN: 39-6474920

Frances Sawyer Hefti Trust XXXXX3002 is a private foundation based in Chicago, Illinois. Its 2025 filing reports scholarship grants, with award restrictions limited to high school seniors in the Neenah or Menasha joint school districts.

Frances Sawyer Hefti Trust XXXXX3002 at a glance

In short: Frances Sawyer Hefti Trust XXXXX3002 gave $43K across 21 grants in 2025 (avg $2K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$42,924
+14.1% vs 2024
Grants made (2025)
21
+16.7% vs 2024
Average grant
$2,044
-2.2% vs 2024
Median grant
$2,044
Total assets
$659,392
+1.4% vs 2024
Primary geography
Wisconsin (67% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to Frances Sawyer Hefti Trust XXXXX3002

How to Apply

The filing states that the foundation does not restrict giving to preselected organizations. It directs applicants to contact JP Morgan Chase Bank N A and use the bank’s online grants materials. Awards are restricted to high school seniors at the Neenah or Menasha joint school districts.

Review Cycle
February 15, as listed on the 2025 filing. The filing does not specify a year for this deadline.
Deadline
February 15, as listed on the 2025 filing.
Contact

Application contact: Jp Morgan Chase Bank N A
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Frances Sawyer Hefti Trust XXXXX3002 funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Christian N Monigal: $2KChristian N Monigal$2K

The largest 2025 recipient was Christian N Monigal ($2K).

Organizations only. It also paid 20 individual scholarships ($40,880), which are not listed by name.

Grant Size Distribution

90 grants across all recorded years

90<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 90 grants of 90 (100%).

Geographic Focus

Where this funder awards grants

The 2025 grant dollars were distributed among recipients in Wisconsin (67%), Minnesota (10%), Michigan (10%), Georgia (5%), and Oklahoma (5%).

Grant Distribution by State

20states

Share of 2025 grant dollars across all 21 itemized grants.

Cities

New ULMRollaAppletonAtlantaBarbourvilleBerkeleyCambridgeChicagoClemsonConwayDe PereEau ClaireFargoHoughtonIndianapolisIthacaLa CrosseLincolnMadisonMarquette

How Frances Sawyer Hefti Trust XXXXX3002 gives

  • Giving held roughly steady from 2022 to 2025 (+7%). Method
  • In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K15 grants2019 15 grants2020 15 grants2021 18 grants2022 18 grants2023 18 grants2024 21 grants2025

From 2019 to 2025, annual grant giving ranged from $38K (2024) to $43K (2025). In 2025 it made 21 grants totaling $43K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
20 individual scholarships Recipients not named —$40,880
Christian N Monigal New ULM, MNScholarship$2,044
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$659,392$71,925$62,938$42,92421$51,142$60,489$53,898
2024$650,296$44,914$57,166$37,62018$45,322$34,072$50,627
2023$663,618$54,277$56,302$38,95218$45,720$42,190$44,389
2022$665,521$17,218$58,783$40,10418$47,117$12,401$45,954
2021$707,125$65,754$58,975$39,99015$47,706$54,871$50,326
2020$700,354$42,373$53,063$38,15515—$32,675$42,755
2019$711,234$61,641$53,144$38,47515—$52,238$42,299

Under IRS private-foundation payout rules, Frances Sawyer Hefti Trust XXXXX3002 reported a distributable amount of $54K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

No mission statement is provided. The listed 2025 grants were for scholarships and went to individual recipients.

Grantmaking

In filing year 2025, the foundation gave $42,924 through 21 grants. Each grant was $2,044. The 2025 filing lists scholarship awards to individual recipients, including recipients in Wisconsin, Minnesota, Georgia, and Oklahoma.

Leadership & Key People

Leadership team and compensation from IRS filings

JP Morgan Chase Bank NA is listed as trustee on the 2025 filing.

Frances Sawyer Hefti Trust XXXXX3002's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2020

    2 hrs/week

    $14K (2020) → $19K (2025)

Former officers (1)
  • Former: JP Morgan Chase Bank N A (2019) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

JP Morgan Chase Bank NA — Trustee: $19KJP Morgan Chase Bank NATrustee$19K

The highest reported compensation on the 2025 filing was $19K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about Frances Sawyer Hefti Trust XXXXX3002

How much does Frances Sawyer Hefti Trust XXXXX3002 give each year?

Frances Sawyer Hefti Trust XXXXX3002 gave $43K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $38K across 18 grants.

What is Frances Sawyer Hefti Trust XXXXX3002's typical grant size?

Frances Sawyer Hefti Trust XXXXX3002's median grant in 2025 was $2,044, and its average grant was $2,044, across 21 grants on its 2025 IRS Form 990-PF.

Where does Frances Sawyer Hefti Trust XXXXX3002 give grants?

Frances Sawyer Hefti Trust XXXXX3002 gives mostly in Wisconsin: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Minnesota (10%) and Michigan (10%).

Does Frances Sawyer Hefti Trust XXXXX3002 give general operating support?

Not in 2025: none of the 21 grants with a stated purpose on Frances Sawyer Hefti Trust XXXXX3002's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (21 grants).

How large is Frances Sawyer Hefti Trust XXXXX3002?

Frances Sawyer Hefti Trust XXXXX3002 reported $659K in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $54K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Frances Sawyer Hefti Trust XXXXX3002 fund?

No mission statement is provided. The listed 2025 grants were for scholarships and went to individual recipients. See mission & focus areas ↑

How do I apply for a grant from Frances Sawyer Hefti Trust XXXXX3002?

The filing states that the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Frances Sawyer Hefti Trust XXXXX3002's EIN?

Frances Sawyer Hefti Trust XXXXX3002's EIN (Employer Identification Number) is 39-6474920. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  3. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Frances Sawyer Hefti Trust XXXXX3002's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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