Wendt Family Charitable Foundation

SAN FRANCISCO, CA EIN: 27-0472921

Wendt Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 1 grants totaling $437K. Net investment income was $29K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$437K

+616.7% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$437K

+1333.4% YoY

Under IRS private-foundation payout rules, Wendt Family Charitable Foundation reported a distributable amount of $7K for 2021 — the minimum it must pay out in qualifying distributions.

About Wendt Family Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $437K (88%)

Pennsylvania $61K (12%)

States

California Pennsylvania

Cities

PhiladelphiaSan Francisco

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2021	2020
Total Assets	—	$409,506
Revenue	$31,530	$32,395
Expenses	$441,036	$73,591
Qualifying Distributions	$438,322	—
Net Investment Income	$28,860	$28,303
Distributable Amount	$7,055	$19,177

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2021

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Schwab Charitable Fund ($437,181).

Recipient	Purpose	Amount
SCHWAB CHARITABLE FUND SAN FRANCISCO, CA	GENERAL CHARITABLE PURPOSES	$437,181

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

Name	Title	Hours	Compensation
HENRY WENDT III	PRESIDENT	1	—
HOLLY P WENDT	VICE PRESIDENT	1	—
LAURA MITCHELL	SECRETARY	1	—
HENRY WENDT IV	TREASURER	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Wendt Family Charitable Foundation?

Wendt Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. It holds — in total assets as of 2021.

Where does Wendt Family Charitable Foundation operate?

Wendt Family Charitable Foundation has awarded grants in California, Pennsylvania.

What size grants does Wendt Family Charitable Foundation award?

In 2021, Wendt Family Charitable Foundation awarded 1 grants totaling $437K — an average of about $437K per grant, based on its IRS Form 990 filings.

How much is Wendt Family Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Wendt Family Charitable Foundation reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Wendt Family Charitable Foundation's EIN?

Wendt Family Charitable Foundation's EIN (Employer Identification Number) is 27-0472921. IRS Form 990 filing data is available on this page for 2020–2021.