Wm & Gertrude Wahl Scholar Trust Opt

HAMILTON, OH EIN: 31-1014220

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

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

1states

States

Cities

AngolaBloomingtonEvansvilleFort WayneFranklinHanoverHuntingtonIndianapolisLawrenceburgMadisonMuncieTerre HauteWest Lafayette

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$16K$31K$47K$63K20202021202220232024
Metric202420232022
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

$0$11K$23K$34K$45K14 grants202013 grants202115 grants202218 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

EVAN BOSAW$2KCARLY BENNETT$2KMCKAILA PEELMAN$2KANASTASIA FADDIS$2KDAKOTA RICHARDS$2KMADDELYNN DUVALL$2KJESSICA DUVALL$2KBROOKLYN FLANDERS$2KGRACE WHITE$2KBENJAMIN SMITH$2K

Grant Size Distribution

79 grants across all recorded years

79<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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