Wm & Gertrude Wahl Scholar Trust Opt
Wm & Gertrude Wahl Scholar Trust Opt is a private foundation, based in HAMILTON, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $560K in total assets. In 2024, it awarded 19 grants totaling $33K. Net investment income was $33K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$560K
-0.7% YoY
Annual Giving
$33K
-26.1% YoY
Grant Count
19
+5.6% YoY
Avg Grant Size
$2K
-30.0% YoY
Under IRS private-foundation payout rules, Wm & Gertrude Wahl Scholar Trust Opt reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.
About Wm & Gertrude Wahl Scholar Trust Opt
Based on IRS filings
Wm & Gertrude Wahl Scholar Trust Opt is a private foundation, based in HAMILTON, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $560K in total assets. In 2024, it awarded 19 grants totaling $33K. Net investment income was $33K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $560,324 | $564,209 | $598,721 |
| Revenue | $38,465 | $19,690 | $-361 |
| Expenses | $42,239 | $54,201 | $51,017 |
| Qualifying Distributions | $36,813 | $49,097 | $44,972 |
| Net Investment Income | $33,038 | $14,586 | $9,623 |
| Distributable Amount | $33,786 | $32,193 | $35,391 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
79 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Evan Bosaw ($1,750), Carly Bennett ($1,750), Mckaila Peelman ($1,750).
| Recipient | Purpose | Amount |
|---|---|---|
| EVAN BOSAW WEST LAFAYETTE, IN | EDUCATIONAL SCHOLARSHIP | $1,750 |
| CARLY BENNETT BLOOMINGTON, IN | EDUCATIONAL SCHOLARSHIP | $1,750 |
| MCKAILA PEELMAN HANOVER, IN | EDUCATIONAL SCHOLARSHIP | $1,750 |
| ANASTASIA FADDIS MUNCIE, IN | EDUCATIONAL SCHOLARSHIP | $1,750 |
| DAKOTA RICHARDS WEST LAFAYETTE, IN | EDUCATIONAL SCHOLARSHIP | $1,750 |
| MADDELYNN DUVALL HUNTINGTON, IN | EDUCATIONAL SCHOLARSHIP | $1,750 |
| JESSICA DUVALL HUNTINGTON, IN | EDUCATIONAL SCHOLARSHIP | $1,750 |
| BROOKLYN FLANDERS MUNCIE, IN | EDUCATIONAL SCHOLARSHIP | $1,750 |
| GRACE WHITE LAWRENCEBURG, IN | EDUCATIONAL SCHOLARSHIP | $1,750 |
| BENJAMIN SMITH BLOOMINGTON, IN | EDUCATIONAL SCHOLARSHIP | $1,750 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Frequently Asked Questions
How large is Wm & Gertrude Wahl Scholar Trust Opt?
As of 2024, Wm & Gertrude Wahl Scholar Trust Opt holds $560K in total assets with $38K in annual revenue. It awarded 19 grants totaling $33K in 2024.
Where does Wm & Gertrude Wahl Scholar Trust Opt operate?
Wm & Gertrude Wahl Scholar Trust Opt has awarded grants in Indiana.
What size grants does Wm & Gertrude Wahl Scholar Trust Opt award?
In 2024, Wm & Gertrude Wahl Scholar Trust Opt awarded 19 grants totaling $33K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Wm & Gertrude Wahl Scholar Trust Opt required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wm & Gertrude Wahl Scholar Trust Opt reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wm & Gertrude Wahl Scholar Trust Opt's EIN?
Wm & Gertrude Wahl Scholar Trust Opt's EIN (Employer Identification Number) is 31-1014220. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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