J Roland Wetherbee Trust Uw Fbo Albany -

Foundation · Grantmaker BIRMINGHAM, AL EIN: 58-6080848

J Roland Wetherbee Trust Uw Fbo Albany - is a private foundation focused on Health, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.5M in total assets. In 2024, it awarded 1 grants totaling $300K. Net investment income was $337K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.5M

+0.4% YoY

Annual Giving

$300K

-11.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$300K

-11.1% YoY

Under IRS private-foundation payout rules, J Roland Wetherbee Trust Uw Fbo Albany - reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

About J Roland Wetherbee Trust Uw Fbo Albany -

Based on IRS filings

Focus Areas

Health

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $1.7M (100%)

States

Georgia

Cities

Albany

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$6,454,477	$6,427,669	$6,800,608
Revenue	$393,442	$41,961	$432,926
Expenses	$374,493	$407,459	$378,678
Qualifying Distributions	$315,410	$350,328	$315,924
Net Investment Income	$336,504	$123,542	$375,510
Distributable Amount	$19,833	$329,622	$352,245

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Albany Dougherty Hospital ($300,000).

Recipient	Purpose	Amount
ALBANY DOUGHERTY HOSPITAL ALBANY, GA	GENERAL OPERATING	$300,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$67,052

Subject Areas

Focus areas based on grantmaking activity

Health

Frequently Asked Questions

What is J Roland Wetherbee Trust Uw Fbo Albany -?

J Roland Wetherbee Trust Uw Fbo Albany - is a private foundation focused on Health, based in BIRMINGHAM, AL. It holds $6.5M in total assets as of 2024.

How large is J Roland Wetherbee Trust Uw Fbo Albany -?

As of 2024, J Roland Wetherbee Trust Uw Fbo Albany - holds $6.5M in total assets with $393K in annual revenue. It awarded 1 grants totaling $300K in 2024.

Where does J Roland Wetherbee Trust Uw Fbo Albany - operate?

J Roland Wetherbee Trust Uw Fbo Albany - has awarded grants in Georgia.

What size grants does J Roland Wetherbee Trust Uw Fbo Albany - award?

In 2024, J Roland Wetherbee Trust Uw Fbo Albany - awarded 1 grants totaling $300K — an average of about $300K per grant, based on its IRS Form 990 filings.

How much is J Roland Wetherbee Trust Uw Fbo Albany - required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, J Roland Wetherbee Trust Uw Fbo Albany - reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is J Roland Wetherbee Trust Uw Fbo Albany -'s EIN?

J Roland Wetherbee Trust Uw Fbo Albany -'s EIN (Employer Identification Number) is 58-6080848. IRS Form 990 filing data is available on this page for 2020–2024.