Harold & Sara Wetherbee Foundation
The Harold & Sara Wetherbee Foundation is a private foundation based in Birmingham, Alabama. Its filing describes grants for education at colleges, universities, or other institutions selected by its trustees, for students from Dougherty and Lee counties, Georgia.
Harold & Sara Wetherbee Foundation at a glance
In short: Harold & Sara Wetherbee Foundation gave $82K across 19 grants in 2025 (avg $4K), mostly in Georgia. 68% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $81,600
- +40.4% vs 2024
- Grants made (2025)
- 19
- +90.0% vs 2024
- Average grant
- $4,295
- -26.1% vs 2024
- Median grant
- $3,700
- Total assets
- $1,149,850
- -1.2% vs 2024
- New grantees (estimate)
- 68% first-time grantees (13 of 19, 2025; small sample)
- Primary geography
- Georgia (82% 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 Harold & Sara Wetherbee Foundation
- How to Apply
-
The foundation’s 2024 filing says it does not restrict giving to preselected organizations. It states that an application form is provided and that grants may be made for education at institutions selected by the trustees for students from Dougherty and Lee counties, Georgia. The filing identifies a trust officer at Regions Bank as the application contact.
- Review Cycle
- The 2024 filing lists April 15 as the deadline for applications considered for grants. That filing’s application cycle is past; it does not establish a current deadline.
- Deadline
- The 2024 filing lists April 15 as the deadline for applications considered for grants.
- Contact
Application contact: Trust Officer Regions Bank Trust De
Mailing address: 1900 5Th Ave North 26Th Floor, Birmingham, AL 35203
Phone: (205) 264-5523
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Harold & Sara Wetherbee Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Georgia State University and Madelin Vasquez ($13K). Together the top 10 received $50K.
Grant Size Distribution
82 grants across all recorded years
The most common grant size was under $50K: 82 grants of 82 (100%).
Geographic Focus
Where this funder awards grants
The written policy described in the 2024 filing refers to students from Dougherty and Lee counties, Georgia. In 2025, 82% of grant dollars went to recipients in Georgia, 8% to Alabama, 5% to Tennessee, and 5% to Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Is Harold & Sara Wetherbee Foundation open to new grantees?
68%
first-time grantees, 2025
In 2025, 13 of 19 grantees (68%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $4K; repeat grants $5K. How we count
Medians: $4K first-time, $4K repeat.
- 32% of 2025 grantees were also funded in 2024. Method
- Giving grew 92% from 2022 to 2025. Method
- In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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 2019 to 2025, annual grant giving ranged from $39K (2023) to $82K (2025). In 2025 it made 19 grants totaling $82K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Georgia State University and Madelin Vasquez Atlanta, GA | Education | $13,000 |
| Kennesaw State University and Courtney Love Kennesaw, GA | Education | $4,700 |
| Georgia Southern University and Ja'nasia Bradley Statesboro, GA | Education | $4,200 |
| The University of Georgia and Kaylie Willis Athens, GA | Education | $4,200 |
| The University of Georgia and Maggie Irvin Athens, GA | Education | $4,200 |
| Georgia Institute of Technology and Chimdinma J Ohamadike Atlanta, GA | Education | $4,200 |
| Berry College and Maggie Cox Mt Berry, GA | Education | $4,200 |
| Lee University and Emma Vandenbergh Cleveland, TN | Education | $4,200 |
| Piedmont University and Addyson Willis Demorest, GA | Education | $3,700 |
| Georgia Southern University and Saniah Coleman Statesboro, GA | Education | $3,700 |
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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 | $1,149,850 | $86,175 | $108,210 | $81,600 | 19 | $85,080 | $64,407 | $76,105 |
| 2024 | $1,164,107 | $68,521 | $82,764 | $58,100 | 10 | $61,580 | $47,414 | $73,684 |
| 2023 | $1,178,350 | $44,360 | $61,751 | $38,500 | 17 | $41,775 | $25,244 | $65,798 |
| 2022 | $1,195,741 | $46,876 | $66,427 | $42,500 | 17 | $45,421 | $26,929 | $68,379 |
| 2021 | $1,215,292 | $148,699 | $65,548 | $41,735 | 19 | — | $128,325 | $75,773 |
| 2020 | $1,133,184 | $55,448 | $73,134 | $51,500 | 27 | — | $37,901 | $65,610 |
| 2019 | $1,150,870 | $64,134 | $83,585 | $61,050 | 29 | — | $46,863 | $62,566 |
Under IRS private-foundation payout rules, Harold & Sara Wetherbee Foundation reported a distributable amount of $76K 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 is provided. The foundation’s filing says its written policy allows grants for education at colleges, universities, or other institutions the trustees decide on, for students of Dougherty and Lee counties, Georgia. Its 2025 grants were reported for education.
Grantmaking
In filing year 2025, the foundation gave 19 grants totaling $81,600. Grants ranged from $3,000 to $13,000, with a median of $3,700.
The largest reported grant was $13,000 to Georgia State University and Madelin Vasquez for education. Other notable grants included $4,700 to Kennesaw State University and Courtney Love; $4,200 each to Georgia Southern University and Ja'Nasia Bradley, the University of Georgia and Kaylie Willis, the University of Georgia and Maggie Irvin, Georgia Institute of Technology and Chimdinma J Ohamadike, Berry College and Maggie Cox, and Lee University and Emma Vandenbergh; and $3,700 each to Piedmont University and Addyson Willis, Georgia Southern University and Saniah Coleman, Morehouse College and Tabarri Mathis, and Florida A&M University and Ashanti Morris. Each was reported for education.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Regions Bank Trust Department, J Huff Croxton Jr, and Debbie Chambless as trustees.
Harold & Sara Wetherbee Foundation's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Regions Bank Trust Department
Trustee
On filings since 2019
1.2 hrs/week
$17K (2019) → $21K (2025)
Debbie Chambless
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
J. Huff Croxton Jr.
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $21K, to Regions Bank Trust Department (Trustee).
Frequently asked questions about Harold & Sara Wetherbee Foundation
How much does Harold & Sara Wetherbee Foundation give each year?
Harold & Sara Wetherbee Foundation gave $82K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $58K across 10 grants.
What is Harold & Sara Wetherbee Foundation's typical grant size?
Harold & Sara Wetherbee Foundation's median grant in 2025 was $3,700, and its average grant was $4,295, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Harold & Sara Wetherbee Foundation that year got $4K on average.
Where does Harold & Sara Wetherbee Foundation give grants?
Harold & Sara Wetherbee Foundation gives mostly in Georgia: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Alabama (8%) and Tennessee (5%). The most frequent recipient cities were Atlanta, GA (3 grants), Kennesaw, GA (3 grants), Athens, GA (2 grants) and Statesboro, GA (2 grants).
Does Harold & Sara Wetherbee Foundation give general operating support?
Not in 2025: none of the 19 grants with a stated purpose on Harold & Sara Wetherbee Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (19 grants).
Who are Harold & Sara Wetherbee Foundation's largest grantees?
Harold & Sara Wetherbee Foundation's largest 2025 grantees include Georgia State University and Madelin Vasquez ($13,000), Kennesaw State University and Courtney Love ($4,700) and Georgia Southern University and Ja'nasia Bradley ($4,200), according to its 2025 IRS Form 990-PF. Together they received 27% of its itemized 2025 grant dollars.
How large is Harold & Sara Wetherbee Foundation?
Harold & Sara Wetherbee Foundation reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $85K in qualifying distributions that year, against a required minimum of $76K (roughly 5% of its investment assets).
What does Harold & Sara Wetherbee Foundation fund?
No mission statement is provided. The foundation’s filing says its written policy allows grants for education at colleges, universities, or other institutions the trustees decide on, for students of Dougherty and Lee counties, Georgia. Its 2025 grants were reported for education. See mission & focus areas ↑
How do I apply for a grant from Harold & Sara Wetherbee Foundation?
The foundation’s 2024 filing says it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Harold & Sara Wetherbee Foundation's EIN?
Harold & Sara Wetherbee Foundation's EIN (Employer Identification Number) is 58-6068645. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 29, 2024)
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