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William D Shely Trust Ua 3401023800 is a private trust based in CHICAGO, IL. The foundation received its IRS ruling in 1994. The principal officer is Jpmorgan Chase Bank Na. It holds total assets of $526K. Annual income is reported at $225K. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. According to available records, William D Shely Trust Ua 3401023800 has made 2 grants totaling $71K, with a median grant of $36K. The foundation has distributed between $35K and $37K annually from 2022 to 2023. Individual grants have ranged from $35K to $37K, with an average award of $36K. Grant recipients are concentrated in Kentucky. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
William D Shely Trust Ua 3401023800 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in KY.
William D Shely Trust Ua 3401023800 has distributed a total of $71K across 2 grants. The median grant size is $36K, with an average of $36K. Individual grants have ranged from $35K to $37K.
William D Shely Trust Ua 3401023800 typically selects its grantees rather than accepting unsolicited proposals.
William D Shely Trust Ua 3401023800 is headquartered in CHICAGO, IL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jp Morgan Chase Bank N A | TRUSTEE | $774 | $0 | $774 |
Total Giving
$38K
Total Assets
$515K
Fair Market Value
$662K
Net Worth
$515K
Grants Paid
$37K
Contributions
N/A
Net Investment Income
$16K
Distribution Amount
$31K
Total: $465K
Total Grants
2
Total Giving
$71K
Average Grant
$36K
Median Grant
$36K
Unique Recipients
1
Most Common Grant
$37K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Easter Seals Cardinal HillGENERAL | Lexington, KY | $37K | 2023 |