HB Wehrle Foundation Stephen D Wehrle TTEE
HB Wehrle Foundation Stephen D Wehrle TTEE is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, WV. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 29 grants totaling $491K. Net investment income was $605K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.5M
+1.2% YoY
Annual Giving
$491K
-27.2% YoY
Grant Count
29
+2800.0% YoY
Avg Grant Size
$17K
-97.5% YoY
Under IRS private-foundation payout rules, HB Wehrle Foundation Stephen D Wehrle TTEE reported a distributable amount of $269K for 2024 — the minimum it must pay out in qualifying distributions.
About HB Wehrle Foundation Stephen D Wehrle TTEE
Based on IRS filings
HB Wehrle Foundation Stephen D Wehrle TTEE is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, WV. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 29 grants totaling $491K. Net investment income was $605K.
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 | $5,469,639 | $5,405,695 | $5,253,469 |
| Revenue | $669,095 | $289,257 | $255,666 |
| Expenses | $586,908 | $742,270 | $894,925 |
| Qualifying Distributions | $516,369 | $686,100 | $821,385 |
| Net Investment Income | $604,678 | $233,087 | $192,126 |
| Distributable Amount | $268,673 | $265,177 | $298,712 |
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
33 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Charleston ($100,000), WVU Business School ($80,000), WVU Cancer Center (Pancreatic Breast) ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Beverly Farm Godney, IL | Fund Operations | $2,500 |
| Buckskin Council- Boys Scouts of America Irving, TX | Fund Operations | $50,000 |
| Charlotte Children's Classic Foundation Charlotte, NC | Fund Operations | $4,500 |
| Childhood Language Center Charleston, WV | Fund Operations | $15,000 |
| Children's Home Society Summersville, WV | Fund Operations | $15,000 |
| Clay Center of Charleston Charleston, WV | Fund Operations | $25,000 |
| Craik-Patton House Foundation Charleston, WV | Fund Operations | $2,500 |
| Davis & Elkins College Elkins, WV | Fund Operations | $10,000 |
| Daymark Charleston, WV | Fund Operations | $2,500 |
| Great Kanawha Valley Foundation Charleston, WV | Fund Operations | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is HB Wehrle Foundation Stephen D Wehrle TTEE?
HB Wehrle Foundation Stephen D Wehrle TTEE is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, WV. It holds $5.5M in total assets as of 2024.
How large is HB Wehrle Foundation Stephen D Wehrle TTEE?
As of 2024, HB Wehrle Foundation Stephen D Wehrle TTEE holds $5.5M in total assets with $669K in annual revenue. It awarded 29 grants totaling $491K in 2024.
Where does HB Wehrle Foundation Stephen D Wehrle TTEE operate?
HB Wehrle Foundation Stephen D Wehrle TTEE has awarded grants in Illinois, North Carolina, Texas, Virginia, West Virginia.
What size grants does HB Wehrle Foundation Stephen D Wehrle TTEE award?
In 2024, HB Wehrle Foundation Stephen D Wehrle TTEE awarded 29 grants totaling $491K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is HB Wehrle Foundation Stephen D Wehrle TTEE required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, HB Wehrle Foundation Stephen D Wehrle TTEE reported a distributable amount of $269K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is HB Wehrle Foundation Stephen D Wehrle TTEE's EIN?
HB Wehrle Foundation Stephen D Wehrle TTEE's EIN (Employer Identification Number) is 26-6449761. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.