Beverly Westheimer Wellnitz Charitable
Beverly Westheimer Wellnitz Charitable is a private foundation based in Ardmore, Oklahoma. Its 2025 filing reports 24 grants totaling $66,200, all to recipients in Oklahoma.
Beverly Westheimer Wellnitz Charitable at a glance
In short: Beverly Westheimer Wellnitz Charitable gave $66K across 24 grants in 2025 (avg $3K), mostly in Oklahoma. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $66,200
- -6.8% vs 2024
- Grants made (2025)
- 24
- -4.0% vs 2024
- Average grant
- $2,758
- -2.9% vs 2024
- Median grant
- $3,000
- Total assets
- $1,154,621
- -0.5% vs 2024
- New grantees (estimate)
- 27% first-time grantees (6 of 22, 2025; small sample)
- Primary geography
- Oklahoma (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Beverly Westheimer Wellnitz Charitable
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 1805 Stanley, Ardmore, OK 73401
Phone: (580) 223-6716
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Beverly Westheimer Wellnitz Charitable funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Ardmore City Schools ($8K across 3 grants). Together the top 10 received $41K.
Grant Size Distribution
97 grants across all recorded years
The most common grant size was under $50K: 97 grants of 97 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Oklahoma. The listed 2025 grants are to organizations in Ardmore.
Grant Distribution by State
Share of 2025 grant dollars across all 24 itemized grants.
Cities
Is Beverly Westheimer Wellnitz Charitable open to new grantees?
27%
first-time grantees, 2025
In 2025, 6 of 22 grantees (27%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $3K. How we count
Medians: $3K first-time, $3K repeat.
- 73% of 2025 grantees were also funded in 2024. Method
- Giving grew 32% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $41K (2021) to $71K (2024). In 2025 it made 24 grants totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The More Foundation Ardmore, OK | Contributions to the General Fund | $5,500 |
| Food & Resource Center South Central Oklahoma Ardmore, OK | Contributions to the General Fund | $5,000 |
| Gloria S Ainsworth Day Care Center Inc Ardmore, OK | Contributions to the General Fund | $5,000 |
| A Reading Inc Ardmore, OK | Contributions to the General Fund | $3,000 |
| Ardmore Animal Shelter Ardmore, OK | Contributions to the General Fund | $3,000 |
| Ardmore City Schools Ardmore, OK | Contributions to Vocal Music Program. | $3,000 |
| Ardmore Soup Kitchen Ardmore, OK | Contributions to the General Fund | $3,000 |
| Carter County CASA Ardmore, OK | Contributions to the General Fund. | $3,000 |
| Salvation Army Ardmore, OK | Contributions to the General Fund | $3,000 |
| The Family Shelter of Southern Oklahoma Ardmore, OK | Contributions to the General Fund | $3,000 |
Ready to take the next step with Beverly Westheimer Wellnitz Charitable?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,154,621 | $80,590 | $73,043 | $66,200 | 24 | $66,200 | $74,149 | $68,373 |
| 2024 | $1,160,479 | $292,350 | $75,058 | $71,000 | 25 | $71,000 | $285,349 | $52,258 |
| 2023 | $938,197 | $74,215 | $54,701 | $51,000 | 17 | $51,000 | $68,359 | $49,936 |
| 2022 | $920,844 | $73,404 | $53,570 | $50,000 | 16 | $50,000 | $60,772 | $55,533 |
| 2021 | $912,726 | $62,302 | $43,417 | $40,500 | 15 | — | $60,661 | $48,695 |
Under IRS private-foundation payout rules, Beverly Westheimer Wellnitz Charitable reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including education, food assistance, animal services, family support, and community programs. For example, The More Foundation says its mission is to provide financial incentives for Carter County public high school graduates from average-income families to pursue higher education. Ardmore Soup Kitchen says it provides a hot meal every day of the year to people who are homeless or in need. A Reading Inc says it provides reading-related training for teachers and tutors for children who have difficulty reading.
Grantmaking
In 2025, the foundation made 24 grants totaling $66,200. Grants ranged from $1,000 to $5,500, with a median grant of $3,000. Notable grants included $5,500 to The More Foundation and $5,000 each to Food & Resource Center South Central Oklahoma and Gloria S Ainsworth Day Care Center. Other grants included $3,000 each to A Reading Inc, Ardmore Animal Shelter, Ardmore City Schools for its vocal music program, Ardmore Soup Kitchen, Carter County CASA, Salvation Army, The Family Shelter of Southern Oklahoma, YMCA, and Boys and Girls Club of Carter County. Naomi House and Broadway House each received $2,500; Southern Oklahoma Library System received $1,000.
The grantees’ stated missions illustrate the range of organizations supported. Naomi House says it provides a sober, safe house for women facing chemical addictions, domestic violence, and other crises. Broadway House says it provides sober living space for people recovering from substance abuse. Southern Oklahoma Library System says it works to strengthen communities through access to information and other library services.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Joel Wellnitz, Christian O’Donnell, and Cyd Allen as directors.
Beverly Westheimer Wellnitz Charitable's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Christian O'Donnell
Director
On filings since 2021
No compensation reported
Cyd Allen
Director
On filings since 2021
No compensation reported
Joel Wellnitz
Director
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Beverly Westheimer Wellnitz Charitable
How much does Beverly Westheimer Wellnitz Charitable give each year?
Beverly Westheimer Wellnitz Charitable gave $66K across 24 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $71K across 25 grants.
What is Beverly Westheimer Wellnitz Charitable's typical grant size?
Beverly Westheimer Wellnitz Charitable's median grant in 2025 was $3,000, and its average grant was $2,758, across 24 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Beverly Westheimer Wellnitz Charitable that year got $2K on average.
Where does Beverly Westheimer Wellnitz Charitable give grants?
Beverly Westheimer Wellnitz Charitable gives mostly in Oklahoma: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Ardmore, OK (23 grants).
Does Beverly Westheimer Wellnitz Charitable give general operating support?
Yes: 79% of Beverly Westheimer Wellnitz Charitable's 2025 grants with a stated purpose (19 of 24) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Beverly Westheimer Wellnitz Charitable's largest grantees?
Beverly Westheimer Wellnitz Charitable's largest 2025 grantees include Ardmore City Schools ($7,700 across 3 grants), The More Foundation ($5,500) and Food & Resource Center South Central Oklahoma ($5,000), according to its 2025 IRS Form 990-PF. Together they received 27% of its itemized 2025 grant dollars.
How large is Beverly Westheimer Wellnitz Charitable?
Beverly Westheimer Wellnitz Charitable reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $68K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Beverly Westheimer Wellnitz Charitable fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including education, food assistance, animal services, family support, and community programs. See mission & focus areas ↑
How do I apply for a grant from Beverly Westheimer Wellnitz Charitable?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Beverly Westheimer Wellnitz Charitable's EIN?
Beverly Westheimer Wellnitz Charitable's EIN (Employer Identification Number) is 26-0718450. IRS Form 990 filing data is available on this page for 2021–2025.
Does Beverly Westheimer Wellnitz Charitable accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 5, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 1, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 8, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 30, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Beverly Westheimer Wellnitz Charitable funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Beverly Westheimer Wellnitz Charitable's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Beverly Westheimer Wellnitz Charitable funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/beverly-westheimer-wellnitz-charitable-morg_5cbda6fd66e640cebcf7f5e2e39255c4
BibTeX
@misc{grantable_260718450_2026,
author = {{Grantable}},
title = {{Beverly Westheimer Wellnitz Charitable funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/beverly-westheimer-wellnitz-charitable-morg_5cbda6fd66e640cebcf7f5e2e39255c4},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Beverly Westheimer Wellnitz Charitable's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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