Beverly Westheimer Wellnitz Charitable
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
25
+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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
Explore Open Grants
Browse active grant opportunities in Beverly Westheimer Wellnitz Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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