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 2024. As of 2024, the organization holds $744K in total assets. In 2024, it awarded 8 grants totaling $51K. Net investment income was $58K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$744K
-1.0% YoY
Annual Giving
$51K
+10.2% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$6K
+10.2% YoY
Under IRS private-foundation payout rules, Wahl Family Charitable Trust Xxx-xx-xxxx reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.
About Wahl Family Charitable Trust Xxx-xx-xxxx
Based on IRS filings
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 2024. As of 2024, the organization holds $744K in total assets. In 2024, it awarded 8 grants totaling $51K. Net investment income was $58K.
Focus Areas
Ready to take the next step with Wahl Family Charitable Trust Xxx-xx-xxxx?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $743,967 | $751,181 | $743,060 |
| Revenue | $60,529 | $67,000 | $27,215 |
| Expenses | $67,745 | $58,852 | $49,369 |
| Qualifying Distributions | $63,531 | $56,524 | $45,634 |
| Net Investment Income | $57,720 | $64,347 | $24,888 |
| Distributable Amount | $49,660 | $44,633 | $45,786 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
39 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Foundation of Monroe County ($11,000), Monroe County Historical Society ($9,400), Bloomington Health Foundation Inc ($9,000).
| Recipient | Purpose | Amount |
|---|---|---|
| INDIANA UNIVERSITY BLOOMINGTON, IN | SCHOLARSHIPS | $6,800 |
| MONROE COUNTY HISTORICAL SOCIETY BLOOMINGTON, IN | PROGRAM SUPPORT | $9,400 |
| FOUNDATION OF MONROE COUNTY BLOOMINGTON, IN | PROGRAM SUPPORT | $11,000 |
| PLANNED PARENTHOOD OF INDIANA INDIANAPOLIS, IN | PROGRAM SUPPORT | $5,000 |
| BLOOMINGTON HEALTH FOUNDATION INC BLOOMINGTON, IN | PROGRAM SUPPORT | $9,000 |
| RBBSC FOUNDATION ELLETTSVILLE, IN | PROGRAM SUPPORT | $5,000 |
| FRIENDS OF THE LIBRARY BLOOMINGTON, IN | PROGRAM SUPPORT | $2,500 |
| INDIANA UNIVERSITY THEATRE AND DRAMA BLOOMINGTON, IN | PROGRAM SUPPORT | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | TRUSTEE | 1 | $13,774 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $744K in total assets as of 2024.
How large is Wahl Family Charitable Trust Xxx-xx-xxxx?
As of 2024, Wahl Family Charitable Trust Xxx-xx-xxxx holds $744K in total assets with $61K in annual revenue. It awarded 8 grants totaling $51K in 2024.
Where does Wahl Family Charitable Trust Xxx-xx-xxxx operate?
Wahl Family Charitable Trust Xxx-xx-xxxx has awarded grants in Indiana.
What size grants does Wahl Family Charitable Trust Xxx-xx-xxxx award?
In 2024, Wahl Family Charitable Trust Xxx-xx-xxxx awarded 8 grants totaling $51K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Wahl Family Charitable Trust Xxx-xx-xxxx required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wahl Family Charitable Trust Xxx-xx-xxxx reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Wahl Family Charitable Trust Xxx-xx-xxxx's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Community Foundation of Howard County
KOKOMO, IN
Assets
$122.9M
Grants
98
Total Given
$3.5M
Mountjoy Fam Mem Sch
JASPER, IN
Assets
$1.6M
Grants
1
Total Given
$53K
Wanda Dudzik Memorial Scholarship
CHICAGO, IL
Assets
$1.5M
Grants
2
Total Given
$77K
Sellers Scholarship
ERIE, PA
Assets
$775K
Grants
16
Total Given
$39K
Curry Family Foundation Inc
BLOOMINGTON, IN
Assets
$300K
Grants
42
Total Given
$36K
Boston Scientific Foundation Inc
MARLBOROUGH, MA
Assets
$28.5M
Grants
46
Total Given
$1.2M
Duke Energy Foundation
CHARLOTTE, NC
Assets
$1.9M
Grants
41
Total Given
$25.6M
Indiana Humanities Council Inc
INDIANAPOLIS, IN
Assets
$9.8M
Grants
10
Total Given
$108K
Asante Foundation Inc
SOUTH BEND, IN
Assets
$156.7M
Grants
60
Total Given
$11.8M
Howethomastw-studer Et Al Xxxxx8008
CHICAGO, IL
Assets
$288K
Grants
1
Total Given
$11K
Eloise Kimmelman Foundation
CORAL GABLES, FL
Assets
$3.2M
Grants
5
Total Given
$1.2M
Hawkes Scholarship Fund
BROOKLYN, OH
Assets
$1.4M
Grants
10
Total Given
$65K
More Funders in Indiana
Data last updated April 2026. Sourced from IRS Form 990-PF filings.