Walter and Helen Weitz Permanent Endowment Fd

TULSA, OK EIN: 32-6076319

Walter and Helen Weitz Permanent Endowment Fd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 2 grants totaling $70K. Net investment income was $93K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

+0.7% YoY

Annual Giving

$70K

+66.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$35K

+66.3% YoY

Under IRS private-foundation payout rules, Walter and Helen Weitz Permanent Endowment Fd reported a distributable amount of $92K for 2024 — the minimum it must pay out in qualifying distributions.

About Walter and Helen Weitz Permanent Endowment Fd

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $388K (100%)

States

Oklahoma

Cities

Tulsa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,572,516	$1,561,161	$1,562,074
Revenue	$110,071	$64,339	$23,559
Expenses	$97,966	$64,446	$263,239
Qualifying Distributions	$79,739	$48,784	$228,906
Net Investment Income	$92,873	$48,677	$21,020
Distributable Amount	$91,908	$86,089	$94,816

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 First Presbyterian Church Usa of ($39,077), University of Tulsa ($30,788).

Recipient	Purpose	Amount
FIRST PRESBYTERIAN CHURCH USA OF TULSA, OK	TO SUPPORT ORGANIZATION	$39,077
UNIVERSITY OF TULSA TULSA, OK	TO SUPPORT ORGANIZATION	$30,788

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Walter and Helen Weitz Permanent Endowment Fd?

Walter and Helen Weitz Permanent Endowment Fd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. It holds $1.6M in total assets as of 2024.

How large is Walter and Helen Weitz Permanent Endowment Fd?

As of 2024, Walter and Helen Weitz Permanent Endowment Fd holds $1.6M in total assets with $110K in annual revenue. It awarded 2 grants totaling $70K in 2024.

Where does Walter and Helen Weitz Permanent Endowment Fd operate?

Walter and Helen Weitz Permanent Endowment Fd has awarded grants in Oklahoma.

What size grants does Walter and Helen Weitz Permanent Endowment Fd award?

In 2024, Walter and Helen Weitz Permanent Endowment Fd awarded 2 grants totaling $70K — an average of about $35K per grant, based on its IRS Form 990 filings.

How much is Walter and Helen Weitz Permanent Endowment Fd required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Walter and Helen Weitz Permanent Endowment Fd reported a distributable amount of $92K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.