Oliver Felton Charitable Trust
The Oliver Felton Charitable Trust is a private foundation based in Marquette, Michigan. Its 2025 filing lists grants to 10 charitable organizations, all in Michigan, for general operating purposes.
Key facts about Oliver Felton Charitable Trust
In short: Oliver Felton Charitable Trust gave $58K across 10 grants in 2025 (avg $6K), mostly in Michigan. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 39-6792654
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $58,279
- Grants made (2025)
- 10
- Average grant
- $5,828
- Median grant
- $5,447
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025)
- Total assets
- $907,033
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$907K
+5.8% YoY
Annual Giving
$58K
+4.6% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$6K
+4.6% YoY
Under IRS private-foundation payout rules, Oliver Felton Charitable Trust reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.
Is Oliver Felton Charitable Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 125% of its IRS minimum distribution (the 5% rule). 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.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants went to organizations including a community college, schools and scholarship funds, a health care foundation, a United Way, a church, a St. Vincent de Paul Society, an arts center, and a Rotary trust for children. Bay de Noc Community College describes its work as providing student scholarships and developing educational programs for community needs. The William Bonifas Fine Arts Center says it works to enhance and inspire cultural and creative life in the central Upper Peninsula. United Way of Delta County says it brings the community together to address critical needs in Delta County and support local nonprofits.
Grantmaking
In 2025, the trust gave $58,279 through 10 grants. Grants ranged from $2,723 to $8,170, with a median grant of $5,447; each was listed for general operating support. The largest awards were $8,170 each to Holy Name Scholarship Fund in Marquette and Bay de Noc Community College in Escanaba. Other notable grants included $6,536 to Holy Name School Endowment Fund and $5,447 each to OSF Healthcare Foundation, United Way of Delta County, St. Vincent de Paul Society, and William Bonifas Fine Arts Center.
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Geographic Focus
Where this funder awards grants
All 10 grants listed for 2025 went to recipients in Michigan.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $53K (2019) to $66K (2022). In 2025 it made 10 grants totaling $58K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Holy Name Scholarship Fund ($8K). Together the top 10 received $58K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 50 grants of 50 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Holy Name Scholarship Fund Marquette, MI | General Operating | $8,170 |
| Bay De Noc Community College Escanaba, MI | General Operating | $8,170 |
| Holy Name School Endowment Fund Escanaba, MI | General Operating | $6,536 |
| Osf Healthcare Foundation Escanaba, MI | General Operating | $5,447 |
| United Way of Delta County Escanaba, MI | General Operating | $5,447 |
| St Vincent De Paul Society Marquette, MI | General Operating | $5,447 |
| William Bonifas Fine Arts Center Escanaba, MI | General Operating | $5,447 |
| St Joseph and St Patrick Church Escanaba, MI | General Operating | $5,446 |
| Escanaba Area Public School Escanaba, MI | General Operating | $5,446 |
| Escanaba Rotary Tr FD for Children Gladstone, MI | General Operating | $2,723 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $907,033 | $117,541 | $67,677 | $58,279 |
| 2024 | $857,606 | $87,126 | $64,334 | $55,739 |
| 2023 | $834,867 | $31,191 | $61,512 | $53,401 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $907,033 | $857,606 | $834,867 |
| Revenue | $117,541 | $87,126 | $31,191 |
| Expenses | $67,677 | $64,334 | $61,512 |
| Qualifying Distributions | $60,551 | $57,975 | $54,801 |
| Net Investment Income | $38,040 | $36,510 | $25,128 |
| Distributable Amount | $48,575 | $44,715 | $44,368 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 8, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 31, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists First Bank as trustee.
Oliver Felton Charitable Trust's only listed officer is First Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
First Bank
Trustee
On filings since 2019
1 hr/week
$3K (2019) → $7K (2025)
Former officers (1)
- Former: Wells Fargo Bank NA (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
The highest reported compensation on the 2025 filing was $7K, to First Bank (Trustee).
Contact
Mailing address: 1502 W Washington St, Marquette, MI 49855
Phone: (906) 228-6088
Frequently asked questions about Oliver Felton Charitable Trust
How much does Oliver Felton Charitable Trust give each year?
Oliver Felton Charitable Trust gave $58K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $56K across 10 grants.
What is Oliver Felton Charitable Trust's typical grant size?
Oliver Felton Charitable Trust's median grant in 2025 was $5,447, and its average grant was $5,828, across 10 grants on its 2025 IRS Form 990-PF.
Where does Oliver Felton Charitable Trust give grants?
Oliver Felton Charitable Trust 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 Escanaba, MI (7 grants) and Marquette, MI (2 grants).
Does Oliver Felton Charitable Trust give general operating support?
Yes: 100% of Oliver Felton Charitable Trust's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Oliver Felton Charitable Trust's largest grantees?
Oliver Felton Charitable Trust's largest 2025 grantees include Holy Name Scholarship Fund ($8,170), Bay De Noc Community College ($8,170) and Holy Name School Endowment Fund ($6,536), according to its 2025 IRS Form 990-PF. Together they received 39% of its itemized 2025 grant dollars.
How large is Oliver Felton Charitable Trust?
Oliver Felton Charitable Trust reported $907K in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $49K (roughly 5% of its investment assets).
What does Oliver Felton Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants went to organizations including a community college, schools and scholarship funds, a health care foundation, a United Way, a church, a St. Vincent de Paul Society, an arts center, and a Rotary trust for children. See mission & focus areas ↑
How do I apply for a grant from Oliver Felton Charitable Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Oliver Felton Charitable Trust's EIN?
Oliver Felton Charitable Trust's EIN (Employer Identification Number) is 39-6792654. IRS Form 990 filing data is available on this page for 2019–2025.
Does Oliver Felton Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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