Beverly Westheimer Wellnitz Charitable

ARDMORE, OK EIN: 26-0718450

Beverly Westheimer Wellnitz Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARDMORE, OK. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 25 grants totaling $71K. Net investment income was $285K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+23.7% YoY

Annual Giving

$71K

+39.2% YoY

Grant Count

+47.1% YoY

Avg Grant Size

$3K

-5.3% YoY

Under IRS private-foundation payout rules, Beverly Westheimer Wellnitz Charitable reported a distributable amount of $52K for 2024 — the minimum it must pay out in qualifying distributions.

About Beverly Westheimer Wellnitz Charitable

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $207K (97%)

Texas $6K (3%)

States

Oklahoma Texas

Cities

ArdmoreBartlesvilleRichardson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,160,479	$938,197	$920,844
Revenue	$292,350	$74,215	$73,404
Expenses	$75,058	$54,701	$53,570
Qualifying Distributions	$71,000	$51,000	$50,000
Net Investment Income	$285,349	$68,359	$60,772
Distributable Amount	$52,258	$49,936	$55,533

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

73 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The More Foundation ($5,500), A Reading Inc ($5,000), Ardmore Soup Kitchen ($5,000).

Recipient	Purpose	Amount
A READING INC ARDMORE, OK	CONTRIBUTIONS TO THE GENERAL FUND	$5,000
ARBUCKLE LIFE SOLUTIONS ARDMORE, OK	CONTRIBUTIONS TO THE GENERAL FUND	$3,000
ARDMORE ANIMAL SHELTER ARDMORE, OK	CONTRIBUTIONS TO THE GENERAL FUND	$3,000
ARDMORE BEAUTIFICATION COUNCIL INC ARDMORE, OK	CONTRIBUTIONS TO THE GENERAL FUND	$2,000
ARDMORE LITTLE THEATRE ARDMORE, OK	CONTRIBUTIONS TO THE GENERAL FUND	$3,000
ARDMORE PUBLIC LIBRARY ARDMORE, OK	CONTRIBUTIONS FOR THE SUMMER READING PROGRAM	$1,000
ARDMORE CITY SCHOOLS ARDMORE, OK	CONTRIBUTIONS TO THE BAND PROGRAM.	$2,500
ARDMORE CITY SCHOOLS ARDMORE, OK	CONTRIBUTIONS TO THE HOMELESS STUDENT PROGRAM.	$2,500
ARDMORE CITY SCHOOLS ARDMORE, OK	CONTRIBUTIONS TO VOCAL MUSIC PROGRAM.	$2,000
ARDMORE SOUP KITCHEN ARDMORE, OK	CONTRIBUTIONS TO THE GENERAL FUND	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOEL WELLNITZ	DIRECTOR	—	—
CHRISTIAN O'DONNELL	DIRECTOR	—	—
CYD ALLEN	DIRECTOR	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Beverly Westheimer Wellnitz Charitable?

Beverly Westheimer Wellnitz Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARDMORE, OK. It holds $1.2M in total assets as of 2024.

How large is Beverly Westheimer Wellnitz Charitable?

As of 2024, Beverly Westheimer Wellnitz Charitable holds $1.2M in total assets with $292K in annual revenue. It awarded 25 grants totaling $71K in 2024.

Where does Beverly Westheimer Wellnitz Charitable operate?

Beverly Westheimer Wellnitz Charitable has awarded grants in Oklahoma, Texas.

What size grants does Beverly Westheimer Wellnitz Charitable award?

In 2024, Beverly Westheimer Wellnitz Charitable awarded 25 grants totaling $71K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Beverly Westheimer Wellnitz Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Beverly Westheimer Wellnitz Charitable reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2024.