Westbury Bank Charitable Foundation
Westbury Bank Charitable Foundation is a private foundation based in West Bend, Wisconsin. Its 2024 filing reports grants to charitable organizations, all of which were located in Wisconsin.
Key facts about Westbury Bank Charitable Foundation
In short: Westbury Bank Charitable Foundation gave $64K across 17 grants in 2024 (avg $4K), mostly in Wisconsin. 41% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 46-1739056
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $63,651
- Grants made (2024)
- 17
- Average grant
- $3,744
- Median grant
- $3,500
- New grantees (estimate)
- 41% first-time grantees (7 of 17, 2024)
- Total assets
- $1,219,828
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+12.3% YoY
Annual Giving
$64K
+3.5% YoY
Grant Count
17
+21.4% YoY
Avg Grant Size
$4K
-14.8% YoY
Under IRS private-foundation payout rules, Westbury Bank Charitable Foundation reported a distributable amount of $58K for 2024 — the minimum it must pay out in qualifying distributions.
Is Westbury Bank Charitable Foundation open to new grantees?
41%
first-time grantees, 2024
In 2024, 7 of 17 grantees (41%) were first-time recipients. First grants averaged $4K; repeat grants $4K. How we count
Medians: $4K first-time, $3K repeat.
- 41% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+4%). Method
- In 2024 it paid out 111% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s filing does not state a mission. Its 2024 grants included support for organizations addressing community needs, parks and recreation, the arts, mental health, and children and families. For example, United Way of Washington County describes its mission as mobilizing the caring power of the county to improve lives and community conditions; NAMI of Washington County says it supports people affected by mental health conditions through support, education, and awareness; and the Milwaukee Symphony Orchestra describes reaching diverse audiences through performances and education and outreach programs. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2024, the foundation awarded 17 grants totaling $63,651. Grant amounts ranged from $1,000 to $10,000, with a median of $3,500.
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Geographic Focus
Where this funder awards grants
All grant dollars reported for 2024 went to recipients in Wisconsin.
Grant Distribution by State
Share of 2024 grant dollars across all 17 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $59K (2019) to $77K (2020). In 2024 it made 17 grants totaling $64K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was United Way of Washington County ($10K). Together the top 10 received $53K.
Grant Size Distribution
88 grants across all recorded years
The most common grant size was under $50K: 88 grants of 88 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Way of Washington County West Bend, WI | Donation | $10,000 |
| Friends of Slinger Parks Slinger, WI | Donations | $8,333 |
| Friends of West Bend Parks & Rec West Bend, WI | Donation | $5,000 |
| United Way of Greater Milwaukee & Milwaukee, WI | Donation | $5,000 |
| Oconomowoc Rotary Foundation Oconomowoc, WI | Donations | $5,000 |
| Friends of Jackson Parks and Recrea Jackson, WI | Donation | $5,000 |
| Blue Lotus Farm and Retreat Center West Bend, WI | Donations | $4,500 |
| Milwaukee Symphony Orchestra Milwaukee, WI | Donations | $4,000 |
| Volunteer Center of Washington Cnty West Bend, WI | Donation | $3,500 |
| NAMI of Washington County West Bend, WI | Donation | $3,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants awarded | Number of grants |
|---|---|---|
| 2024 | $63,651 | 17 |
| 2023 | $61,500 | 14 |
| 2022 | $70,993 | 17 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,219,828 | $1,086,405 | $1,227,299 |
| Revenue | $34,100 | $43,400 | $20,800 |
| Expenses | $64,151 | $62,000 | $71,493 |
| Qualifying Distributions | $64,151 | $62,000 | $71,493 |
| Distributable Amount | $57,705 | $56,975 | $65,186 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Craig Schmutzer and Sara Remus as directors, Kirk Emerich as treasurer/secretary, and David Jorgensen as president.
Westbury Bank Charitable Foundation is led by David Jorgensen, President on every filing since 2019; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
David Jorgensen
President
On filings since 2019
No compensation reported
Craig Schmutzer
Director
On filings since 2022
No compensation reported
Sara Remus
Director
On filings since 2022
No compensation reported
Kirk Emerich
Treasurer & Secretary
On filings since 2019
No compensation reported
Former officers (2)
- Former: Greg Remus (2019–2021) — Director
- Former: Joe Pieper (2019–2021) — Director
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 200 S Main St, West Bend, WI 53095
Phone: (262) 334-5563
Frequently asked questions about Westbury Bank Charitable Foundation
How much does Westbury Bank Charitable Foundation give each year?
Westbury Bank Charitable Foundation gave $64K across 17 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $62K across 14 grants.
What is Westbury Bank Charitable Foundation's typical grant size?
Westbury Bank Charitable Foundation's median grant in 2024 was $3,500, and its average grant was $3,744, across 17 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Westbury Bank Charitable Foundation that year got $4K on average.
Where does Westbury Bank Charitable Foundation give grants?
Westbury Bank Charitable Foundation gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were West Bend, WI (8 grants), Milwaukee, WI (3 grants) and Slinger, WI (2 grants).
Does Westbury Bank Charitable Foundation give general operating support?
Not in 2024: none of the 17 grants with a stated purpose on Westbury Bank Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donations" (9 grants) and "Donation" (8 grants).
Who are Westbury Bank Charitable Foundation's largest grantees?
Westbury Bank Charitable Foundation's largest 2024 grantees include United Way of Washington County ($10,000), Friends of Slinger Parks ($8,333) and Friends of West Bend Parks & Rec ($5,000), according to its 2024 IRS Form 990-PF. Together they received 37% of its itemized 2024 grant dollars.
How large is Westbury Bank Charitable Foundation?
Westbury Bank Charitable Foundation reported $1.2M in total assets on its 2024 IRS Form 990-PF. It paid out $64K in qualifying distributions that year, against a required minimum of $58K (roughly 5% of its investment assets).
What does Westbury Bank Charitable Foundation fund?
The foundation’s filing does not state a mission. Its 2024 grants included support for organizations addressing community needs, parks and recreation, the arts, mental health, and children and families. See mission & focus areas ↑
How do I apply for a grant from Westbury Bank Charitable Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Westbury Bank Charitable Foundation's EIN?
Westbury Bank Charitable Foundation's EIN (Employer Identification Number) is 46-1739056. IRS Form 990 filing data is available on this page for 2019–2024.
Does Westbury Bank Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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