Diane Wendland 1962 Charitable Trust

MONTGOMERY, AL EIN: 63-6019220

Diane Wendland 1962 Charitable Trust is a private foundation, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $724K in total assets. In 2024, it awarded 9 grants totaling $45K. Net investment income was $38K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$724K

-1.1% YoY

Annual Giving

$45K

-11.0% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$5K

-11.0% YoY

About Diane Wendland 1962 Charitable Trust

Based on IRS filings

Diane Wendland 1962 Charitable Trust is a private foundation, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $724K in total assets. In 2024, it awarded 9 grants totaling $45K. Net investment income was $38K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AuburnAutaugavilleBirminghamJacksonMontgomeryPrattville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K20202021202220232024
Metric202420232022
Total Assets$724,449$732,536$763,430
Revenue$45,264$27,788$25,959
Expenses$53,351$58,682$40,909
Qualifying Distributions$44,500$50,000$31,000
Net Investment Income$38,293$20,856$17,375
Distributable Amount$39,495$37,892$37,847

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$25K$38K$50K17 grants202013 grants20216 grants20229 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

HUNTINGDON COLLEGE$20KALABAMA CATTLEMENS FOUND…$5KAUTAUGA ACADEMY$5KFIRST PRESBYTERIAN CHURCH$5KEASTWOOD CHRISTIAN SCHOOL$3KJACKSON HOSPITAL FOUNDAT…$3KCHURCHHILL ACADEMY$2KLIFELINE CHILDREN SERVICES$2KAUTAUGA AGRIBITION$500

Grant Size Distribution

54 grants across all recorded years

54<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

REGIONS TRUST DEPART…TRUSTEE$7K

From 2024 filing

NameTitleHoursCompensation
REGIONS TRUST DEPARTMENTTRUSTEE1$6,971

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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