Kathryn & Julian Wiener Fund

Foundation · Grantmaker MONTGOMERY, AL EIN: 63-6018983

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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

16states
+8 more states

Cities

ArlingtonChicagoClintonHagerstownHattiesburgIrvingJacksonLaurelMerrifieldMetairieMontgomeryNew OrleansNew YorkNorthamptonOaklandOcean SpringsOtisOxfordPiney WoodsSalt Lake City

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).

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$75K$149K$224K$298K20202021202220232024
Metric202420232022
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

$0$37K$73K$110K$147K52 grants202040 grants202174 grants202267 grants202366 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

HENRY JACOBS CAMP$24KMISSISSIPPI MUSEUM OF ART$11KCOMMUNITY FOUNDATION$8KINSTITUE OF SOUTHERN JEW…$7KMISSISSIPPI FOOD NETWORK$6KBETH ISRAEL CONGREGATION$6KMILSAPS COLLEGE$5KOPERATION SHOE STRING$4KANTIDEFAMATION LEAGUE$3KMACULAR DEGENERATION ASS…$3K

Grant Size Distribution

240 grants across all recorded years

240<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
AMERICAN RED CROSS JACKSON, MSGENERAL FUND$1,200
ANTIDEFAMATION LEAGUE NEW YORK, NYGENERAL FUND$3,000
ASPCA NEW YORK, NYGENERAL FUND$200
B'NAI B'RITH CAMP OTIS, ORGENERAL FUND$200
BATSON CHILDREN'S HOSPITAL JACKSON, MSGENERAL FUND$1,000
BETH ISRAEL CEMETERY FUND WOODBRIDGE TOWNSHIP, NJGENERAL FUND$2,200
BETH ISRAEL CONGREGATION JACKSON, MSGENERAL FUND$5,500
BIRTHRIGHT ISRAEL FOUNDATION NEW YORK, NYGENERAL FUND$150
BOOKFRIENDS WAUCONDA, ILGENERAL FUND$100
CARE MERRIFIELD, VAGENERAL FUND$150

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MRS JULIAN WIENERADVISORY

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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