Herman Wolfgrace Wolf Aarons Trust
Herman Wolfgrace Wolf Aarons Trust is a private foundation focused on Health, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $872K in total assets. In 2025, it awarded 1 grant totaling $40K. Net investment income was $59K.
Herman Wolfgrace Wolf Aarons Trust at a glance
In short: Herman Wolfgrace Wolf Aarons Trust gave $40K across 1 grant in 2025 (avg $40K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $40,490
- +0.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $40,490
- +0.8% vs 2024
- Median grant
- $40,490
- Total assets
- $872,495
- +1.4% vs 2024
- Primary geography
- Tennessee (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Herman Wolfgrace Wolf Aarons Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Crisis Center Inc ($40K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Herman Wolfgrace Wolf Aarons Trust gives
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $35K (2020) to $40K (2025). In 2025 it made 1 grant totaling $40K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Crisis Center Inc Memphis, TN | General Operating | $40,490 |
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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 | $872,495 | $71,404 | $58,137 | $40,490 | 1 | $44,589 | $59,207 | $51,498 |
| 2024 | $860,179 | $87,423 | $55,410 | $40,160 | 1 | $46,882 | $78,895 | $48,757 |
| 2023 | $828,166 | $35,592 | $54,241 | $40,160 | 1 | $46,300 | $27,651 | $44,811 |
| 2022 | $846,815 | $2,373 | $53,384 | $37,578 | 1 | $44,015 | $11,448 | $46,545 |
| 2021 | $897,826 | $87,897 | $50,955 | $34,996 | 1 | $41,997 | $79,575 | $45,492 |
| 2020 | $860,884 | $53,606 | $50,364 | $34,996 | 1 | — | $45,762 | $45,702 |
Under IRS private-foundation payout rules, Herman Wolfgrace Wolf Aarons Trust reported a distributable amount of $51K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Herman Wolfgrace Wolf Aarons Trust's only listed officer is Regions Bank, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
New on the 2025 filing
1 hr/week
$14K (2025)
Former officers (1)
- Former: Regions Bank Trust Department (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $14K, to Regions Bank (Trustee).
Frequently asked questions about Herman Wolfgrace Wolf Aarons Trust
How much does Herman Wolfgrace Wolf Aarons Trust give each year?
Herman Wolfgrace Wolf Aarons Trust gave $40K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 1 grant.
How large is Herman Wolfgrace Wolf Aarons Trust?
Herman Wolfgrace Wolf Aarons Trust reported $872K in total assets on its 2025 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $51K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Herman Wolfgrace Wolf Aarons Trust?
Herman Wolfgrace Wolf Aarons Trust is a private foundation focused on Health, based in Birmingham, AL. It holds $872K in total assets as of 2025.
Where does Herman Wolfgrace Wolf Aarons Trust operate?
Herman Wolfgrace Wolf Aarons Trust has awarded grants in Tennessee.
What is Herman Wolfgrace Wolf Aarons Trust's EIN?
Herman Wolfgrace Wolf Aarons Trust's EIN (Employer Identification Number) is 62-6036028. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
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