Hess Wm G & Myrtle Charitable Tr XXXXX0005
Hess Wm G & Myrtle Charitable Tr XXXXX0005 is a private foundation based in Chicago, Illinois. Its 2025 filing says funds are for charitable, scientific, and educational purposes, preferably in Oakland County, Michigan. A listed grant program describes support for Catholic charitable organizations in Oakland County, with particular preference for organizations working in Waterford and White Lake Townships.
Hess Wm G & Myrtle Charitable Tr XXXXX0005 at a glance
In short: Hess Wm G & Myrtle Charitable Tr XXXXX0005 gave $325K across 11 grants in 2025 (avg $30K), mostly in Michigan. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $325,046
- +18.8% vs 2024
- Grants made (2025)
- 11
- +10.0% vs 2024
- Average grant
- $29,550
- +8.0% vs 2024
- Median grant
- $15,000
- Total assets
- $6,232,191
- +32.8% vs 2024
- New grantees (estimate)
- 9% first-time grantees (1 of 11, 2025; small sample)
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Hess Wm G & Myrtle Charitable Tr XXXXX0005
- Contact
Application contact: Jpmorgan Chase Bank Na
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.
Open Grants
1 open opportunity from Hess Wm G & Myrtle Charitable Tr XXXXX0005
Who Hess Wm G & Myrtle Charitable Tr XXXXX0005 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Forgotten Harvest Inc ($100K). Together the top 10 received $318K.
Grant Size Distribution
46 grants across all recorded years
The most common grant size was under $50K: 39 grants of 46 (85%).
Geographic Focus
Where this funder awards grants
The filing says funding is preferably directed to Oakland County, Michigan. The grant program identifies particular preference for organizations working in Waterford and White Lake Townships. All grants listed for 2025 went to Michigan recipients.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is Hess Wm G & Myrtle Charitable Tr XXXXX0005 open to new grantees?
9%
first-time grantees, 2025
In 2025, 1 of 11 grantees (9%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $10K; repeat grants $32K. How we count
Medians: $10K first-time, $17K repeat.
- 55% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $255K (2021) to $325K (2025). In 2025 it made 11 grants totaling $325K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Forgotten Harvest Inc Oakpark, MI | General | $100,000 |
| Open Door Outreach Center Waterford Township, MI | General | $60,000 |
| Oakland Literacy Council Bloomfield Hills, MI | General | $50,000 |
| Trinity Health-Michigan DBA St Joseph Mercy Oakland Pontiac, MI | General | $30,000 |
| Gildas Club Royal Oak, MI | General | $18,000 |
| New Day Foundation for Families Rochester Hills, MI | General | $15,000 |
| Oakland Family Services Pontiac, MI | General | $15,000 |
| Special Olympics Michigan Mount Pleasant, MI | General | $10,000 |
| Literature Circle Society Brimingham, MI | General | $9,834 |
| Guest House Inc Lake Orion, MI | General | $9,712 |
Ready to take the next step with Hess Wm G & Myrtle Charitable Tr XXXXX0005?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,232,191 | $2,720,058 | $424,164 | $325,046 | 11 | $366,588 | $420,658 | $397,235 |
| 2024 | $4,694,611 | $434,519 | $363,840 | $273,600 | 10 | $312,387 | $384,935 | $345,839 |
| 2023 | $4,631,630 | $194,564 | $359,133 | $277,126 | 8 | $310,971 | $142,791 | $307,439 |
| 2022 | $4,797,103 | $196,359 | $382,874 | $299,155 | 8 | $333,854 | $151,372 | $311,825 |
| 2021 | $4,983,228 | $545,582 | $343,778 | $254,500 | 9 | $292,456 | $497,032 | $337,194 |
| 2020 | $4,779,666 | $267,672 | $335,450 | $258,000 | 11 | — | $226,732 | $286,745 |
| 2019 | $4,848,303 | $400,644 | $342,244 | $269,000 | 9 | — | $353,147 | $283,008 |
Under IRS private-foundation payout rules, Hess Wm G & Myrtle Charitable Tr XXXXX0005 reported a distributable amount of $397K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No specific mission statement for the trust is provided. Its filing identifies charitable, scientific, and educational purposes as eligible uses of funds. The grant program highlights education and scientific endeavors and describes its intended recipients as Catholic charitable organizations.
Its 2025 grantees work in varied areas. Forgotten Harvest says its mission is to relieve hunger in Metro Detroit and prevent nutritious food waste. Open Door Outreach Center says it provides emergency services to families in need. Oakland Literacy Council says it offers free individualized tutoring to adults in Oakland County in math, reading, writing, conversational English, and digital literacy. Oakland Family Services describes its work as providing treatment, education, and prevention services to meet community human-service needs. Special Olympics Michigan says it provides year-round sports training and competition for children and adults with intellectual disabilities. Guest House says it provides information, education, treatment, and care to support recovery from alcoholism and other specified addictions among Catholic clergy and religious.
Grantmaking
In 2025, the trust reported 11 grants totaling $325,046. Grants ranged from $7,500 to $100,000, with a median of $15,000. The largest awards included $100,000 to Forgotten Harvest, $60,000 to Open Door Outreach Center, $50,000 to Oakland Literacy Council, and $30,000 to Trinity Health-Michigan DBA. All 11 listed grants went to recipients in Michigan.
The filing states that the foundation does not restrict giving to preselected organizations. Applications are directed to JPMorgan Chase Bank NA, with forms and materials available through the online grants process. The filing lists no deadline. It states that funds are to be used for charitable, scientific, and educational purposes, preferably in Oakland County, Michigan.
Leadership & Key People
Officers and directors from IRS filings
Hess Wm G & Myrtle Charitable Tr XXXXX0005's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$83K (2021) → $91K (2025)
Former officers (1)
- Former: JP Morgan Chase Bank N A (2019–2020) — 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
The highest reported compensation on the 2025 filing was $91K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Hess Wm G & Myrtle Charitable Tr XXXXX0005
How much does Hess Wm G & Myrtle Charitable Tr XXXXX0005 give each year?
Hess Wm G & Myrtle Charitable Tr XXXXX0005 gave $325K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $274K across 10 grants.
What is Hess Wm G & Myrtle Charitable Tr XXXXX0005's typical grant size?
Hess Wm G & Myrtle Charitable Tr XXXXX0005's median grant in 2025 was $15,000, and its average grant was $29,550, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Hess Wm G & Myrtle Charitable Tr XXXXX0005 that year got $10K on average.
Where does Hess Wm G & Myrtle Charitable Tr XXXXX0005 give grants?
Hess Wm G & Myrtle Charitable Tr XXXXX0005 gives mostly in Michigan: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Pontiac, MI (2 grants).
Does Hess Wm G & Myrtle Charitable Tr XXXXX0005 give general operating support?
Yes: 100% of Hess Wm G & Myrtle Charitable Tr XXXXX0005's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hess Wm G & Myrtle Charitable Tr XXXXX0005's largest grantees?
Hess Wm G & Myrtle Charitable Tr XXXXX0005's largest 2025 grantees include Forgotten Harvest Inc ($100,000), Open Door Outreach Center ($60,000) and Oakland Literacy Council ($50,000), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.
How large is Hess Wm G & Myrtle Charitable Tr XXXXX0005?
Hess Wm G & Myrtle Charitable Tr XXXXX0005 reported $6.2M in total assets on its 2025 IRS Form 990-PF. It paid out $367K in qualifying distributions that year, against a required minimum of $397K (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 Hess Wm G & Myrtle Charitable Tr XXXXX0005 fund?
No specific mission statement for the trust is provided. Its filing identifies charitable, scientific, and educational purposes as eligible uses of funds. The grant program highlights education and scientific endeavors and describes its intended recipients as Catholic charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Hess Wm G & Myrtle Charitable Tr XXXXX0005?
Hess Wm G & Myrtle Charitable Tr XXXXX0005 has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Hess Wm G & Myrtle Charitable Tr XXXXX0005's EIN?
Hess Wm G & Myrtle Charitable Tr XXXXX0005's EIN (Employer Identification Number) is 38-6166831. 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 September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
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Cite this profile
Grantable. (2026). Hess Wm G & Myrtle Charitable Tr XXXXX0005 funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/hess-wm-g-and-myrtle-charitable-tr-xxxxx0005-morg_8f2139545a5d419495df0912c766500c
BibTeX
@misc{grantable_386166831_2026,
author = {{Grantable}},
title = {{Hess Wm G \& Myrtle Charitable Tr XXXXX0005 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/hess-wm-g-and-myrtle-charitable-tr-xxxxx0005-morg_8f2139545a5d419495df0912c766500c},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Hess Wm G & Myrtle Charitable Tr XXXXX0005'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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