Kathryn & Julian Wiener Fund

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

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

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MRS JULIAN WIENERADVISORY

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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