Robert G Wehle Charitable Trust Xxxxx0000

CHICAGO, IL EIN: 16-6065271

Robert G Wehle Charitable Trust Xxxxx0000 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 2 grants totaling $312K. Net investment income was $317K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.1M

-0.6% YoY

Annual Giving

$312K

-1.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$156K

-1.9% YoY

Under IRS private-foundation payout rules, Robert G Wehle Charitable Trust Xxxxx0000 reported a distributable amount of $380K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert G Wehle Charitable Trust Xxxxx0000

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $778K (50%)

Alabama $778K (50%)

States

Alabama New York

Cities

AlbanyMontgomery

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,082,641	$5,111,796	$5,195,863
Revenue	$371,806	$309,309	$106,933
Expenses	$397,657	$392,759	$428,512
Qualifying Distributions	$338,113	$341,165	$370,640
Net Investment Income	$316,533	$248,492	$106,100
Distributable Amount	$379,791	$335,272	$343,158

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 State of Alabama Dept Conserva ($155,778), Natural Heritage Trust ($155,777).

Recipient	Purpose	Amount
NATURAL HERITAGE TRUST ALBANY, NY	GENERAL	$155,777
STATE OF ALABAMA DEPT CONSERVA MONTGOMERY, AL	GENERAL	$155,778

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Robert G Wehle Charitable Trust Xxxxx0000?

As of 2024, Robert G Wehle Charitable Trust Xxxxx0000 holds $5.1M in total assets with $372K in annual revenue. It awarded 2 grants totaling $312K in 2024.

Where does Robert G Wehle Charitable Trust Xxxxx0000 operate?

Robert G Wehle Charitable Trust Xxxxx0000 has awarded grants in Alabama, New York.

What size grants does Robert G Wehle Charitable Trust Xxxxx0000 award?

In 2024, Robert G Wehle Charitable Trust Xxxxx0000 awarded 2 grants totaling $312K — an average of about $156K per grant, based on its IRS Form 990 filings.

How much is Robert G Wehle Charitable Trust Xxxxx0000 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert G Wehle Charitable Trust Xxxxx0000 reported a distributable amount of $380K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert G Wehle Charitable Trust Xxxxx0000's EIN?

Robert G Wehle Charitable Trust Xxxxx0000's EIN (Employer Identification Number) is 16-6065271. IRS Form 990 filing data is available on this page for 2020–2024.