Kathryn & Julian Wiener Fund
The Kathryn & Julian Wiener Fund is a private non-operating foundation based in Montgomery, Alabama. Established in 1957, the fund operates as a trust with its administrative operations managed through the Trust Department of First Alabama Bank.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
+5.1% YoY
Annual Giving
$143K
+19.0% YoY
Grant Count
66
-1.5% YoY
Avg Grant Size
$2K
+20.8% YoY
Under IRS private-foundation payout rules, Kathryn & Julian Wiener Fund reported a distributable amount of $166K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The fund's grantmaking focuses on three primary areas:
- Education — including support for science teachers and STEM education
- Philanthropy, Voluntarism & Grantmaking
- Human Services — including food security and hunger relief
Grantmaking
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | Amount |
|---|---|
| Total Assets | $1,861,894 |
| Total Annual Giving | $119,910 |
Based on the most recent IRS Form 990 filing (2023).
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,955,992 | $1,861,894 | $1,819,091 |
| Revenue | $271,200 | $184,753 | $125,844 |
| Expenses | $177,102 | $141,950 | $173,909 |
| Qualifying Distributions | $164,530 | $133,941 | $164,119 |
| Net Investment Income | $165,107 | $67,296 | $42,315 |
| Distributable Amount | $166,311 | $144,587 | $142,635 |
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
240 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Henry Jacobs Camp ($24,000), Mississippi Museum of Art ($11,000), Community Foundation ($7,500).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS JACKSON, MS | GENERAL FUND | $1,200 |
| ANTIDEFAMATION LEAGUE NEW YORK, NY | GENERAL FUND | $3,000 |
| ASPCA NEW YORK, NY | GENERAL FUND | $200 |
| B'NAI B'RITH CAMP OTIS, OR | GENERAL FUND | $200 |
| BATSON CHILDREN'S HOSPITAL JACKSON, MS | GENERAL FUND | $1,000 |
| BETH ISRAEL CEMETERY FUND WOODBRIDGE TOWNSHIP, NJ | GENERAL FUND | $2,200 |
| BETH ISRAEL CONGREGATION JACKSON, MS | GENERAL FUND | $5,500 |
| BIRTHRIGHT ISRAEL FOUNDATION NEW YORK, NY | GENERAL FUND | $150 |
| BOOKFRIENDS WAUCONDA, IL | GENERAL FUND | $100 |
| CARE MERRIFIELD, VA | GENERAL FUND | $150 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MRS JULIAN WIENER | ADVISORY | — | — |
Frequently Asked Questions
What does Kathryn & Julian Wiener Fund fund?
The fund's grantmaking focuses on three primary areas: • **Education** — including support for science teachers and STEM education • **Philanthropy, Voluntarism & Grantmaking** • **Human Services** — including food security and hunger relief
How do I apply for a grant from Kathryn & Julian Wiener Fund?
**Grant Amounts:** Typical awards range from $100 to $40,400. **Annual Giving:** The fund distributed $119,910 in grants based on the most recent IRS Form 990 filing (2023). **Geographic Focus:** The fund primarily supports organizations in Mississippi, New York, and Virginia.
What size grants does Kathryn & Julian Wiener Fund award?
In 2024, Kathryn & Julian Wiener Fund awarded 66 grants totaling $143K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Kathryn & Julian Wiener Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Kathryn & Julian Wiener Fund reported a distributable amount of $166K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Kathryn & Julian Wiener Fund's EIN?
Kathryn & Julian Wiener Fund's EIN (Employer Identification Number) is 63-6018983. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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