Willmoth Family Charitable Foundation
Willmoth Family Charitable Foundation is a private foundation, based in Bellevue, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $436K in total assets. In 2024, it awarded 1 grant totaling $50K. Net investment income was $19K.
Key facts about Willmoth Family Charitable Foundation
In short: Willmoth Family Charitable Foundation gave $50K across 1 grant in 2024 (avg $50K), mostly in Kentucky. Source: 2024 IRS Form 990-PF.
- EIN
- 47-2720099
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $50,000
- Grants made (2024)
- 1
- Average grant
- $50,000
- Median grant
- $50,000
- Total assets
- $436,415
- Primary geography
- Kentucky (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$436K
-7.3% YoY
Annual Giving
$50K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$50K
+0.0% YoY
Under IRS private-foundation payout rules, Willmoth Family Charitable Foundation reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.
How Willmoth Family Charitable Foundation gives
- Giving grew 38% from 2021 to 2024. Method
- In 2024 it paid out 212% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $30K (2020) to $50K (2024). In 2024 it made 1 grant totaling $50K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Georgetown College ($50K).
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 25 grants of 27 (93%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Georgetown College Georgetown, KY | Scholarship | $50,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $436,415 | $471,007 | $518,259 |
| Revenue | $31,743 | $41,673 | $-16,343 |
| Expenses | $66,335 | $88,925 | $78,022 |
| Qualifying Distributions | $50,000 | $50,000 | $40,000 |
| Net Investment Income | $18,737 | $14,110 | $13,548 |
| Distributable Amount | $23,546 | $24,211 | $25,347 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 25, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Willmoth Family Charitable Foundation is led by Charmienne M. Willmoth, Chairperson on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Charmienne M. Willmoth
Chairperson
On filings since 2020
No compensation reported
Kurt J. Meier
Director
On filings since 2020
No compensation reported
Former officers (1)
- Former: Ashley Barlow (2020–2021) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Willmoth Family Charitable Foundation
How much does Willmoth Family Charitable Foundation give each year?
Willmoth Family Charitable Foundation gave $50K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $50K across 1 grant.
How large is Willmoth Family Charitable Foundation?
Willmoth Family Charitable Foundation reported $436K in total assets on its 2024 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).
Where does Willmoth Family Charitable Foundation operate?
Willmoth Family Charitable Foundation has awarded grants in Kentucky, Maryland, New York, Ohio, Tennessee, Texas, Virginia.
What is Willmoth Family Charitable Foundation's EIN?
Willmoth Family Charitable Foundation's EIN (Employer Identification Number) is 47-2720099. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Willmoth Family Charitable Foundation by hand.
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