Funder DirectoryWILDA FERN STEVENS TRUST FBO MONTROSE
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Private foundation (trust)EIN 386620579Est. 1994-05

WILDA FERN STEVENS TRUST FBO MONTROSE

CHICAGO, IL 60603

Total Assets

$1.4M

FY 2023

Annual Giving

$49K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$49K

FY 2023

Grant Range

$49K–$49K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$51K

Total Expenses

$70K

Qualifying Distributions

$56K

Distributable Amount

$62K

Min. Investment Return

$62K

Undistributed Income

$55K

Payout rate 91%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.91%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $55K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

5 grants

MONTROSE PUBLIC SCHOOL SYSTEM
$253K
5 grants

Grant Size Distribution

5 grants

<$10K
$10–50K
3
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Michigan
$253K
100% of total

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WILDA FERN STEVENS TRUST FBO MONTROSE — Grants, Financials & Contact | Grantivo