Mary & Helen Wesson Charitable Memorial Fund

INDIANA, PA EIN: 26-6009398

Mary & Helen Wesson Charitable Memorial Fund is a private foundation, based in INDIANA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $379K in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $15K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$379K

+2.4% YoY

Annual Giving

$6K

-45.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-45.4% YoY

Under IRS private-foundation payout rules, Mary & Helen Wesson Charitable Memorial Fund reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.

About Mary & Helen Wesson Charitable Memorial Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $66K (100%)

States

Pennsylvania

Cities

Summerville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$378,963	$369,914	$373,777
Revenue	$23,234	$13,872	$22,571
Expenses	$14,289	$17,561	$27,928
Qualifying Distributions	$12,452	$16,817	$23,056
Net Investment Income	$15,498	$8,239	$15,797
Distributable Amount	$23,043	$20,119	$20,926

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Summerville United Methodist Church ($3,061), Carrier-Vandervort Cemetery Assoc ($3,061).

Recipient	Purpose	Amount
SUMMERVILLE UNITED METHODIST CHURCH SUMMERVILLE, PA	RELIGIOUS ACTIVITIES	$3,061
Carrier-Vandervort Cemetery Assoc Summerville, PA	MAINTENANCE & CARE OF	$3,061

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ST BANK	TRUSTEE	2	$4,100

Frequently Asked Questions

How large is Mary & Helen Wesson Charitable Memorial Fund?

As of 2024, Mary & Helen Wesson Charitable Memorial Fund holds $379K in total assets with $23K in annual revenue. It awarded 2 grants totaling $6K in 2024.

Where does Mary & Helen Wesson Charitable Memorial Fund operate?

Mary & Helen Wesson Charitable Memorial Fund has awarded grants in Pennsylvania.

What size grants does Mary & Helen Wesson Charitable Memorial Fund award?

In 2024, Mary & Helen Wesson Charitable Memorial Fund awarded 2 grants totaling $6K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Mary & Helen Wesson Charitable Memorial Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary & Helen Wesson Charitable Memorial Fund reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mary & Helen Wesson Charitable Memorial Fund's EIN?

Mary & Helen Wesson Charitable Memorial Fund's EIN (Employer Identification Number) is 26-6009398. IRS Form 990 filing data is available on this page for 2020–2024.