Hess Wm G & Myrtle Charitable Tr Xxxxx0005

CHICAGO, IL EIN: 38-6166831

William G. & Myrtle Hess Charitable Trust is a private foundation based in Chicago, Illinois. Established in 1984, the trust operates as a 501(c)(3) tax-exempt organization dedicated to philanthropic giving in specific geographic regions and sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$274K

-1.3% YoY

Grant Count

10

+25.0% YoY

Avg Grant Size

$27K

-21.0% YoY

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

Mission & Focus Areas

The trust's giving is restricted to Roman Catholic institutions and agencies located in Oakland County, Michigan. This includes Roman Catholic hospitals and schools, as well as institutions that received grants during the donors' lifetimes or were designated for support in the donors' wills.

The foundation's primary funding focus areas include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Food access and food pantries

Grantmaking

Grant Range

Range:** $5,400 to $154,655

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Geographic Focus

Where this funder awards grants

The trust primarily funds organizations in Michigan, with a specific emphasis on Oakland County. Historical giving patterns also indicate some activity in Indiana.

Grant Distribution by State

2states

Cities

BLOOMFIELD HILLSBloomfield HillsLAKE ORIONMOUNT PLEASANTOAKPARKPONTIACPontiacROYAL OAKRochester HillsSOUTHFIELDWATERFORDWATERFORD TOWNSHIP

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $4,694,611
  • Total Annual Giving: $273,600
  • Tax-Exempt Status: Designated 501(c)(3)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$75K$150K$224K$299K9 grants201911 grants20209 grants20218 grants20228 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

WATERFORD TOWNSHIP PARKS…$92KOAKLAND LITERACY COUNCIL$42KFORGOTTEN HARVEST INC$40KJUDSON CENTER INC$35KGILDAS CLUB$18KACADEMY OF THE SACRED HE…$10KNEW DAY FOUNDATION FOR F…$10KFURNITURE BANK OF SOUTHE…$10KSPECIAL OLYMPICS MICHIGAN$10KWATERFORD YOUTH ASSISTANCE$8K

Grant Size Distribution

46 grants across all recorded years

41<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Hess Wm G & Myrtle Charitable Tr Xxxxx0005

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Contact Information

  • Address: 10 S Dearborn St # IL1-0111, Chicago, IL 60603-2300
  • Telephone: 800-496-2583

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

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