Myrtle E And William G Hess Charitable Trust

Chicago, IL
Tax-exempt since Oct. 1985
EIN: 38-2617770

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$509k (2025)

Expenses

$506k (2025)

Total Assets

$6.78M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Revenue

$508,521

Expenses

$505,846

Net Income

$2,675

Net Assets

$6,782,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$289,193	56.9%
Sales of Assets	$219,328	43.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$448,055	88.6%
Compensation of Officers*	$110,005	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,782,995
Total Liabilities	$0
Net Assets	$6,782,995

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$110,005	$0
Thomas W Payne (Co Trustee)	$0	$0

990-PF

Filed on Feb. 5, 2026

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$312,588

Expenses

$209,042

Net Income

$103,546

Net Assets

$6,780,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$228,426	73.1%
Sales of Assets	$84,162	26.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,865	69.8%
Compensation of Officers*	$103,046	49.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,780,320
Total Liabilities	$0
Net Assets	$6,780,320

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$103,046	$0
Thomas W Payne (Co Trustee)	$0	$0

990-PF

Filed on Feb. 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

$419,830

Expenses

$477,930

Net Income

-$58,100

Net Assets

$6,679,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$219,347	52.2%
Sales of Assets	$200,483	47.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$388,791	81.3%
Compensation of Officers*	$146,614	30.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,679,386
Total Liabilities	$0
Net Assets	$6,679,386

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$96,072	$0
Thomas W Payne (Co Trustee)	$50,542	$0

990-PF

Filed on Feb. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$377,519

Expenses

$497,501

Net Income

-$119,982

Net Assets

$6,737,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$270,472	71.6%
Sales of Assets	$107,047	28.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$398,714	80.1%
Compensation of Officers*	$154,534	31.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,737,483
Total Liabilities	$0
Net Assets	$6,737,483

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$102,661	$0
Thomas W Payne (Co Trustee)	$51,873	$0

990-PF

Filed on Feb. 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$593,868

Expenses

$486,230

Net Income

$107,638

Net Assets

$6,857,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$175,806	29.6%
Sales of Assets	$418,062	70.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$428,998	88.2%
Compensation of Officers*	$149,334	30.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,857,495
Total Liabilities	$0
Net Assets	$6,857,495

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$102,847	$0
Thomas W Payne (Co Trustee)	$46,487	$0

990-PF

Filed on Feb. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2020

Revenue

$298,294

Expenses

$477,747

Net Income

-$179,453

Net Assets

$6,749,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$188,118	63.1%
Sales of Assets	$110,176	36.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$393,784	82.4%
Compensation of Officers*	$138,599	29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,749,858
Total Liabilities	$1
Net Assets	$6,749,857

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$92,482	$0
Thomas W Payne (Co Trustee)	$46,117	$0

990-PF

Filed on Dec. 3, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2019

Revenue

$823,503

Expenses

$468,745

Net Income

$354,758

Net Assets

$6,929,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$177,285	21.5%
Sales of Assets	$646,218	78.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$373,333	79.6%
Compensation of Officers*	$131,985	28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,929,310
Total Liabilities	$1
Net Assets	$6,929,309

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$98,263	$0
Thomas W Payne (Co Trustee)	$33,722	$0

990-PF

Filed on Feb. 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$773,724

Expenses

$422,352

Net Income

$351,372

Net Assets

$6,574,588

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$154,923	20.0%
Sales of Assets	$617,142	79.8%
Other Income	$1,659	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$373,282	88.4%
Compensation of Officers*	$78,205	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,574,588
Total Liabilities	$0
Net Assets	$6,574,588

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$51,913	$0
Thomas W Payne (Co Trustee)	$26,292	$0

990-PF

Filed on Feb. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2015

Revenue

$299,877

Expenses

$351,087

Net Income

-$51,210

Net Assets

$6,406,532

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$156,090	52.1%
Sales of Assets	$143,731	47.9%
Other Income	$56	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$296,240	84.4%
Compensation of Officers*	$77,866	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,406,532
Total Liabilities	$0
Net Assets	$6,406,532

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2014

Revenue

$527,511

Expenses

$376,530

Net Income

$150,981

Net Assets

$6,458,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$138,828	26.3%
Sales of Assets	$388,683	73.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$325,094	86.3%
Compensation of Officers*	$76,664	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,458,383
Total Liabilities	$0
Net Assets	$6,458,383

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2013

Revenue

$323,105

Expenses

$395,311

Net Income

-$72,206

Net Assets

$6,310,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$138,863	43.0%
Sales of Assets	$184,242	57.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$336,009	85.0%
Compensation of Officers*	$67,555	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,310,935
Total Liabilities	$0
Net Assets	$6,310,935

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2012

Revenue

$202,128

Expenses

$378,563

Net Income

-$176,435

Net Assets

$6,383,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$106	0.1%
Dividends	$160,018	79.2%
Sales of Assets	$42,004	20.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$324,216	85.6%
Compensation of Officers*	$63,822	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,383,174
Total Liabilities	$1
Net Assets	$6,383,173

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

-$156,356

Expenses

$454,823

Net Income

-$611,179

Net Assets

$6,559,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$117
Dividends	$149,878
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$399,985	87.9%
Compensation of Officers*	$66,639	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,559,478
Total Liabilities	$0
Net Assets	$6,559,478

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Myrtle E And William G Hess Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $509k (2025)

Expenses $506k (2025)

Total Assets $6.78M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$509k (2025)

Expenses

$506k (2025)

Total Assets

$6.78M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001