Walter and Helen Weitz Permanent Endowment FD
Walter and Helen Weitz Permanent Endowment FD is a private foundation, based in Tulsa, OK. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 2 grants totaling $109K. Net investment income was $128K.
Walter and Helen Weitz Permanent Endowment FD at a glance
In short: Walter and Helen Weitz Permanent Endowment FD gave $109K across 2 grants in 2025 (avg $55K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $109,332
- +56.5% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $54,666
- +56.5% vs 2024
- Median grant
- $54,666
- Total assets
- $1,581,470
- +0.6% vs 2024
- Primary geography
- Oklahoma (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Walter and Helen Weitz Permanent Endowment FD funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was First Presbyterian Church USA of ($66K). Together the top 2 received $109K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 7 grants of 10 (70%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Walter and Helen Weitz Permanent Endowment FD gives
- Giving fell 51% from 2022 to 2025. Method
- In 2025 it paid out 124% of its IRS minimum distribution (the 5% rule). 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 $25K (2021) to $222K (2022). In 2025 it made 2 grants totaling $109K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church USA of Tulsa, OK | To Support Organization | $65,599 |
| University of Tulsa Tulsa, OK | To Support Organization | $43,733 |
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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 | $1,581,470 | $145,042 | $135,617 | $109,332 | 2 | $116,666 | $127,995 | $94,447 |
| 2024 | $1,572,516 | $110,071 | $97,966 | $69,865 | 2 | $79,739 | $92,873 | $91,908 |
| 2023 | $1,561,161 | $64,339 | $64,446 | $42,005 | 2 | $48,784 | $48,677 | $86,089 |
| 2022 | $1,562,074 | $23,559 | $263,239 | $221,772 | 2 | $228,906 | $21,020 | $94,816 |
| 2021 | $1,805,106 | $185,120 | $71,086 | $24,629 | 2 | $52,233 | $164,907 | $105,729 |
| 2020 | $1,691,051 | $101,953 | $62,279 | $29,264 | 2 | — | $82,903 | $94,407 |
Under IRS private-foundation payout rules, Walter and Helen Weitz Permanent Endowment FD reported a distributable amount of $94K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Walter and Helen Weitz Permanent Endowment FD's only listed officer is Bokf NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bokf NA
Trustee
On filings since 2020
10 hrs/week
$22K (2020) → $22K (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 $22K, to Bokf NA (Trustee).
Frequently asked questions about Walter and Helen Weitz Permanent Endowment FD
How much does Walter and Helen Weitz Permanent Endowment FD give each year?
Walter and Helen Weitz Permanent Endowment FD gave $109K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 2 grants.
How large is Walter and Helen Weitz Permanent Endowment FD?
Walter and Helen Weitz Permanent Endowment FD reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $117K in qualifying distributions that year, against a required minimum of $94K (roughly 5% of its investment assets).
Where does Walter and Helen Weitz Permanent Endowment FD operate?
Walter and Helen Weitz Permanent Endowment FD has awarded grants in Oklahoma.
What is Walter and Helen Weitz Permanent Endowment FD's EIN?
Walter and Helen Weitz Permanent Endowment FD's EIN (Employer Identification Number) is 32-6076319. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 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 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
Live grants for the work Walter and Helen Weitz Permanent Endowment FD funds
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