Private Foundation

WILDA FERN STEVENS TRUST FBO MONTROSE

WILDA FERN STEVENS TRUST FBO MONTROSE, of CHICAGO, IL, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $78K in revenue, $77K in expenses, $857K in total assets. IRS filings disclose 7 grants awarded by this foundation, totaling roughly $359K.

EIN: 386620579 CHICAGO, IL Latest filing: 2025

Total Revenue$78K

Total Expenses$77K

Total Assets$857K

Grants Given7

Grant Total$359K

Filing Years2021–2025

Sample Grants Given

MONTROSE PUBLIC SCHOOL SYSTEM

MONTROSE, MI · 2024

GENERAL

$54,781

MONTROSE PUBLIC SCHOOL SYSTEM

MONTROSE, MI · 2023

GENERAL

$49,239

MONTROSE PUBLIC SCHOOL SYSTEM

MONTROSE, MI · 2022

GENERAL

$54,590

MONTROSE PUBLIC SCHOOL SYSTEM

MONTROSE, MI · 2021

GENERAL

$53,719

MONTROSE PUBLIC SCHOOL SYSTEM

MONTROSE, MI · 2020

GENERAL

$48,839

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

TRUSTEE Jp Morgan Chase Bank N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL

$359,162 7 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$78K	$77K	$857K
2024	$51K	$70K	$856K
2023	$57K	$74K	$876K
2022	$64K	$76K	$892K
2021	$102K	$71K	$904K

Between 2021 and 2025, reported annual revenue declined from $102K to $78K (-24%), with total assets most recently reported at $857K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MI.

Full geographic grant map with state-by-state breakdown available with membership.

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