Joan Hohlt and Roger Wich Foundation
Joan Hohlt and Roger Wich Foundation is a private foundation, based in Houston, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.7M in total assets. In 2024, it awarded 6 grants totaling $120K. Net investment income was $62K.
Joan Hohlt and Roger Wich Foundation at a glance
In short: Joan Hohlt and Roger Wich Foundation gave $120K across 6 grants in 2024 (avg $20K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $120,023
- -66.7% vs 2023
- Grants made (2024)
- 6
- -33.3% vs 2023
- Average grant
- $20,004
- -50.0% vs 2023
- Median grant
- $13,012
- Total assets
- $6,682,409
- -0.3% vs 2023
- Primary geography
- Massachusetts (57% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Joan Hohlt and Roger Wich Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Fidelity Investments Charitable Gift Fund ($68K). Together the top 6 received $120K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 40 grants of 50 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
Cities
How Joan Hohlt and Roger Wich Foundation gives
- Giving fell 66% from 2021 to 2024. Method
- In 2024 it paid out 57% 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 2024, annual grant giving ranged from $120K (2024) to $360K (2023). In 2024 it made 6 grants totaling $120K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Investments Charitable Gift Fund Boston, MA | General support | $68,000 |
| Houston Area Womens Center Inc Houston, TX | General support | $15,000 |
| New Leaders Council Washington, DC | General support | $15,000 |
| The Montrose Center Houston, TX | General support | $11,023 |
| The Council on Recovery Houston, TX | General support | $10,000 |
| EQTX Equality Texas Foundation Austin, TX | General support | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $6,682,409 | $341,156 | $358,925 | $120,023 | 6 | $159,698 | $61,993 | $279,387 |
| 2023 | $6,700,178 | $361,280 | $459,024 | $360,000 | 9 | $399,830 | $26,411 | $206,192 |
| 2022 | $6,797,922 | $356,085 | $363,657 | $242,500 | 8 | $281,448 | $104,092 | $296,322 |
| 2021 | $6,805,494 | $743,588 | $549,080 | $350,000 | 15 | $388,343 | $345,631 | $274,111 |
| 2020 | $6,610,986 | $573,048 | $503,291 | $260,000 | 12 | — | $52,531 | $203,595 |
Under IRS private-foundation payout rules, Joan Hohlt and Roger Wich Foundation reported a distributable amount of $279K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joan Hohlt and Roger Wich Foundation is led by Paul Brockman, President on every filing since 2020; 1 of 4 officers listed in 2024 is compensated.
Officers on the 2024 filing
Paul Brockman
President
On filings since 2020
5 hrs/week
$44K (2020) → $35K (2024)
John Pecore
Trustee
On filings since 2020
1 hr/week
No compensation reported
Dawn Fudge
Secretary
On filings since 2020
1 hr/week
No compensation reported
Sandra Lowery
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $35K, to Paul Brockman (President).
Frequently asked questions about Joan Hohlt and Roger Wich Foundation
How much does Joan Hohlt and Roger Wich Foundation give each year?
Joan Hohlt and Roger Wich Foundation gave $120K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $360K across 9 grants.
What is Joan Hohlt and Roger Wich Foundation's typical grant size?
Joan Hohlt and Roger Wich Foundation's median grant in 2024 was $13,012, and its average grant was $20,004, across 6 grants on its 2024 IRS Form 990-PF.
Where does Joan Hohlt and Roger Wich Foundation give grants?
Joan Hohlt and Roger Wich Foundation gives mostly in Massachusetts: 57% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Texas (31%) and District of Columbia (12%). The most frequent recipient cities were Houston, TX (3 grants).
Does Joan Hohlt and Roger Wich Foundation give general operating support?
Yes: 100% of Joan Hohlt and Roger Wich Foundation's 2024 grants with a stated purpose (6 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Joan Hohlt and Roger Wich Foundation's largest grantees?
Joan Hohlt and Roger Wich Foundation's largest 2024 grantees include Fidelity Investments Charitable Gift Fund ($68,000), Houston Area Womens Center Inc ($15,000) and New Leaders Council ($15,000), according to its 2024 IRS Form 990-PF. Together they received 82% of its itemized 2024 grant dollars.
How large is Joan Hohlt and Roger Wich Foundation?
Joan Hohlt and Roger Wich Foundation reported $6.7M in total assets on its 2024 IRS Form 990-PF. It paid out $160K in qualifying distributions that year, against a required minimum of $279K (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 Joan Hohlt and Roger Wich Foundation's EIN?
Joan Hohlt and Roger Wich Foundation's EIN (Employer Identification Number) is 20-2045780. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Joan Hohlt and Roger Wich Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
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Browse active grant opportunities in Joan Hohlt and Roger Wich Foundation's focus areas in our free grants database
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