Kay Kelly Wilhelm Fund

CARDINGTON, OH EIN: 23-7100701

Kay Kelly Wilhelm Fund is a private foundation, based in CARDINGTON, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $59K in total assets. In 2024, it awarded 3 grants totaling $10K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$59K

-3.4% YoY

Annual Giving

$10K

-16.7% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$3K

+11.1% YoY

Under IRS private-foundation payout rules, Kay Kelly Wilhelm Fund reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

About Kay Kelly Wilhelm Fund

Based on IRS filings

Kay Kelly Wilhelm Fund is a private foundation, based in CARDINGTON, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $59K in total assets. In 2024, it awarded 3 grants totaling $10K. Net investment income was $5K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

CardingtonDelaware

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$8K$12K$15K20202021202220232024
Metric202420232022
Total Assets$58,893$60,966$69,584
Revenue$9,674$5,460$5,762
Expenses$11,748$14,078$7,387
Qualifying Distributions$10,000$12,000$7,387
Net Investment Income$5,474$3,443$4,375
Distributable Amount$2,876$3,167$4,005

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$12K13 grants20203 grants20213 grants20224 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

LYDIA HESS$5KLANE HUGHES$3KAUTUMN HOLT$3K

Grant Size Distribution

26 grants across all recorded years

26<$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 Lydia Hess ($5,000), Lane Hughes ($2,500), Autumn Holt ($2,500).

RecipientPurposeAmount
LYDIA HESS Cardington, OHSCHOLARSHIP PAID TO HEIDELBERG UNIVERSITY$5,000
LANE HUGHES Cardington, OHSCHOLARSHIP PAID TO OHIO WESLEYAN UNIVERSITY$2,500
AUTUMN HOLT Cardington, OHSCHOLARSHIP PAID TO OHIO STATE UNIVERSITY$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PATRINA ELLIOTTTRUSTEE

Frequently Asked Questions

How large is Kay Kelly Wilhelm Fund?

As of 2024, Kay Kelly Wilhelm Fund holds $59K in total assets with $10K in annual revenue. It awarded 3 grants totaling $10K in 2024.

Where does Kay Kelly Wilhelm Fund operate?

Kay Kelly Wilhelm Fund has awarded grants in Ohio.

What size grants does Kay Kelly Wilhelm Fund award?

In 2024, Kay Kelly Wilhelm Fund awarded 3 grants totaling $10K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Kay Kelly Wilhelm Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Kay Kelly Wilhelm Fund reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Kay Kelly Wilhelm Fund's EIN?

Kay Kelly Wilhelm Fund's EIN (Employer Identification Number) is 23-7100701. IRS Form 990 filing data is available on this page for 2020–2024.

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

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