Wahl Family Charitable Trust XXX-XX-XXXX
Wahl Family Charitable Trust XXX-XX-XXXX is a private foundation focused on Human Services, based in Evansville, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $780K in total assets. In 2025, it awarded 4 grants totaling $26K. Net investment income was $76K.
Wahl Family Charitable Trust XXX-XX-XXXX at a glance
In short: Wahl Family Charitable Trust XXX-XX-XXXX gave $26K across 4 grants in 2025 (avg $7K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $26,200
- -48.3% vs 2024
- Grants made (2025)
- 4
- -50.0% vs 2024
- Average grant
- $6,550
- +3.4% vs 2024
- Median grant
- $6,100
- Total assets
- $779,854
- +4.8% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Wahl Family Charitable Trust XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Bloomington Health Foundation Inc ($9K). Together the top 4 received $26K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Wahl Family Charitable Trust XXX-XX-XXXX gives
- Giving fell 21% from 2022 to 2025. Method
- In 2025 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $26K (2025) to $51K (2024). In 2025 it made 4 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bloomington Health Foundation Inc Bloomington, IN | Program Support | $9,000 |
| Indiana University Bloomington, IN | Scholarships | $7,200 |
| Planned Parenthood of Indiana Indianapolis, IN | Program Support | $5,000 |
| RBBSC Foundation Ellettsville, IN | Program Support | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $779,854 | $78,715 | $42,788 | $26,200 | 4 | $39,068 | $75,807 | $51,606 |
| 2024 | $743,967 | $60,529 | $67,745 | $50,700 | 8 | $63,531 | $57,720 | $49,660 |
| 2023 | $751,181 | $67,000 | $58,852 | $46,000 | 8 | $56,524 | $64,347 | $44,633 |
| 2022 | $743,060 | $27,215 | $49,369 | $33,300 | 7 | $45,634 | $24,888 | $45,786 |
| 2021 | $765,237 | $75,770 | $53,815 | $38,220 | 8 | $50,912 | $73,394 | $50,554 |
| 2020 | $743,284 | $43,514 | $53,139 | $40,000 | 8 | — | $40,974 | $42,425 |
Under IRS private-foundation payout rules, Wahl Family Charitable Trust XXX-XX-XXXX reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wahl Family Charitable Trust XXX-XX-XXXX's only listed officer is OLD National Wealth Management, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
OLD National Wealth Management
Trustee
On filings since 2020
1 hr/week
$11K (2020) → $14K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $14K, to Old National Wealth Management (Trustee).
Frequently asked questions about Wahl Family Charitable Trust XXX-XX-XXXX
How much does Wahl Family Charitable Trust XXX-XX-XXXX give each year?
Wahl Family Charitable Trust XXX-XX-XXXX gave $26K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 8 grants.
What is Wahl Family Charitable Trust XXX-XX-XXXX's typical grant size?
Wahl Family Charitable Trust XXX-XX-XXXX's median grant in 2025 was $6,100, and its average grant was $6,550, across 4 grants on its 2025 IRS Form 990-PF.
Where does Wahl Family Charitable Trust XXX-XX-XXXX give grants?
Wahl Family Charitable Trust XXX-XX-XXXX gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bloomington, IN (2 grants).
Does Wahl Family Charitable Trust XXX-XX-XXXX give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Wahl Family Charitable Trust XXX-XX-XXXX's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (3 grants).
How large is Wahl Family Charitable Trust XXX-XX-XXXX?
Wahl Family Charitable Trust XXX-XX-XXXX reported $780K in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $52K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Wahl Family Charitable Trust XXX-XX-XXXX?
Wahl Family Charitable Trust XXX-XX-XXXX is a private foundation focused on Human Services, based in Evansville, IN. It holds $780K in total assets as of 2025.
What is Wahl Family Charitable Trust XXX-XX-XXXX's EIN?
Wahl Family Charitable Trust XXX-XX-XXXX's EIN (Employer Identification Number) is 27-6095122. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
Explore Open Grants
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