Robert C Wenger Charitable Trust

Foundation · Grantmaker Ephrata, PA EIN: 26-3835057 Website

The Robert C. Wenger Charitable Trust is a private foundation based in Ephrata, Pennsylvania. It operates as a Section 501(c)(3) exempt private foundation and functions as a donor-advised fund vehicle for charitable giving.

Key facts about Robert C Wenger Charitable Trust

EIN: 26-3835057
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $475,000
Grants made (2024): 80
Average grant: $5,938
Median grant: $4,000
New grantees (estimate): 1% first-time grantees (1 of 79, 2024)
Total assets: $9,975,467
Primary geography: Pennsylvania (81% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated June 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Robert C Wenger Charitable Trust funds

By grant dollars, the top recipient states for Robert C Wenger Charitable Trust's 80 itemized 2024 grants were Pennsylvania (81%) and Indiana (8%). The most frequent recipient cities were Ephrata, PA (11 grants), Elizabethtown, PA (10 grants), Lancaster, PA (9 grants) and Lititz, PA (5 grants). 63% of grants with a stated purpose were for general or operating support.

Is Robert C Wenger Charitable Trust open to new grantees?

first-time grantees, 2024

In 2024, 1 of 79 grantees (1%) were first-time recipients. First grants averaged $5K; repeat grants $6K. How we count

Medians: $5K first-time, $4K repeat.

92% of 2024 grantees were also funded in 2023. Method
Giving fell 30% from 2021 to 2024. Method
In 2024 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Robert C Wenger Charitable Trust

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$10.0M

-1.4% YoY

Annual Giving

$475K

-5.0% YoY

Grant Count

+6.7% YoY

Avg Grant Size

$6K

-10.9% YoY

Under IRS private-foundation payout rules, Robert C Wenger Charitable Trust reported a distributable amount of $499K for 2024 — the minimum it must pay out in qualifying distributions.

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

Grantmaking

The trust operates a Patron Donor Advised Fund that makes grants to charitable organizations. Based on available grant records, the trust has made grants of approximately $10,000 to recipients.

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Geographic Focus

Where this funder awards grants

The trust has demonstrated funding activity in Indiana, with grants directed to organizations in the Goshen area.

Grant Distribution by State

Pennsylvania $387K (81%)

Indiana $38K (8%)

New York $17K (3%)

Virginia $15K (3%)

Illinois $8K (2%)

All other $11K (2%)

Share of all 80 itemized 2024 grant dollars.

States

Illinois Indiana Kansas Maryland New York Pennsylvania Virginia

Cities

EphrataLancasterElizabethtownLititzHarrisonburgGoshenElkhartElginDenverHarleysvilleHarrisburgHoney BrookNewtonMyerstownNew HollandBellevilleBethelBroadwayBrooklynChambersburg

Financial History

Multi-year comparison from IRS filings

As of the 2019 tax year:

Fair Market Value of Assets: $9,241,349
Accounting Method: Accrual

The trust maintains substantial assets to support its charitable giving activities.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$9,975,467	$10,113,103	$10,295,917
Revenue	$426,288	$401,560	$424,622
Expenses	$563,924	$584,374	$771,211
Qualifying Distributions	$475,000	$500,000	$675,000
Net Investment Income	$350,640	$347,648	$337,933
Distributable Amount	$498,534	$463,009	$604,717

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

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

399 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Ephrata Church of the Brethren ($54,150), Atlantic Northeast District ($50,625), Evangelical Congregational Church ($23,750).

Recipient	Purpose	Amount
EPHRATA CHURCH OF THE BRETHREN Ephrata, PA	VARIOUS MINISTRIESCHILDRENS CENTER - TECHNOLOGY FUNDFACILITIES COMMUNITY MINISTRYDEACON BENEVOLENT FUND	$54,150
ATLANTIC NORTHEAST DISTRICT Elizabethtown, PA	VARIOUS MINISTRIESGENERAL MINISTRY FUNDURBAN INITIATIVE TASK TEAM MULTICULTURAL	$50,625
EVANGELICAL CONGREGATIONAL CHURCH Myerstown, PA	HEADQUARTERS ENLARGEMENT / SCHOOL SUPPORT / CHURCH PLANT	$23,750
SUQUEHANNA VALLEY MINISTRY CENTER Elizabethtown, PA	OPERATIONAL SUPPORT	$21,000
EVERENCE SHARING FUND Goshen, IN	SHARING FUND	$15,000
FIRST COB-BROOKLYN Brooklyn, NY	OPERTIONAL SUPPORT - FACILITIES	$13,500
FIRST COB-HARRISBURG Harrisburg, PA	OPERATIONAL SUPPORT	$13,000
MENNONITE DISASTER SERVICE Lititz, PA	OPERATIONAL SUPPORT	$12,750
GERMANTOWN TRUST - BRETHERN Elizabethtown, PA	OPERATIONAL SUPPORT	$12,150
FAIRMOUNT HOMES RETIREMENT COMMUNITY Ephrata, PA	SHARING FUNDCAPITAL CAMPAIGN	$11,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Ephrata National Bank	Trustee	5	$19,885

Location & Contact

Address: 47 E Main Street, Ephrata, PA 17522-2850
Phone: (717) 733-6576
EIN: 26-3835057

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

How do I apply for a grant from Robert C Wenger Charitable Trust?

The trust operates a Patron Donor Advised Fund that makes grants to charitable organizations. Based on available grant records, the trust has made grants of approximately $10,000 to recipients. The trust made grants to the Everence Foundation in Goshen, Indiana: • 2023: $10,000 • 2022: $10,000 The fund was last active in 2023.

Where does Robert C Wenger Charitable Trust make grants?

The trust has demonstrated funding activity in Indiana, with grants directed to organizations in the Goshen area.

What size grants does Robert C Wenger Charitable Trust award?

In 2024, Robert C Wenger Charitable Trust awarded 80 grants totaling $475K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Robert C Wenger Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert C Wenger Charitable Trust reported a distributable amount of $499K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert C Wenger Charitable Trust's EIN?

Robert C Wenger Charitable Trust's EIN (Employer Identification Number) is 26-3835057. IRS Form 990 filing data is available on this page for 2020–2024.