Willmoth Family Charitable Foundation

Private foundation · Grantmaker Bellevue, KY EIN: 47-2720099

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

7states

Share of the 2024 grant dollars on its one itemized grant.

Cities

CincinnatiGeorgetownDallasMemphisArlingtonNew YorkHagerstownRye Brook

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K8 grants2020 6 grants2021 11 grants2022 1 grant2023 1 grant2024

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

Georgetown College: $50KGeorgetown College$50K

The largest 2024 recipient was Georgetown College ($50K).

Grant Size Distribution

27 grants across all recorded years

25<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 27 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Georgetown College Georgetown, KYScholarship$50,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2020 2021 2022 2023 2024
Metric202420232022
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 16, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 24, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 25, 2025)
  6. 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.

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