Wm & Gertrude Wahl Scholar Trust Opt
Wm & Gertrude Wahl Scholar Trust Opt is a private foundation based in Hamilton, Ohio. Its filings show grants for educational scholarships to individual recipients in Indiana.
Wm & Gertrude Wahl Scholar Trust Opt at a glance
In short: Wm & Gertrude Wahl Scholar Trust Opt gave $39K across 23 grants in 2025 (avg $2K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $39,100
- +17.6% vs 2024
- Grants made (2025)
- 23
- +21.1% vs 2024
- Average grant
- $1,700
- -2.9% vs 2024
- Median grant
- $1,700
- Total assets
- $569,821
- +1.7% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Wm & Gertrude Wahl Scholar Trust Opt
- How to Apply
-
The 2024 filing describes a school application and the eligibility restrictions above.
- Review Cycle
- The 2024 filing lists May 1. That filing’s application cycle is past; the source does not establish a current deadline.
- Deadline
- The 2024 filing lists May 1.
- Contact
Application contact: First Financial Bank
Mailing address: 125 Third St, Columbus, IN 47201
Phone: (812) 376-1795
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Wm & Gertrude Wahl Scholar Trust Opt funds
How this funder distributes its grants
Grant Size Distribution
88 grants across all recorded years
The most common grant size was under $50K: 88 grants of 88 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for filing year 2025 went to recipients in Indiana. The 2024 filing’s eligibility criteria also specify attendance at an Indiana college or university.
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
States
Cities
How Wm & Gertrude Wahl Scholar Trust Opt gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 119% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $28K (2021) to $45K (2023). In 2025 it made 23 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 23 individual scholarships Recipients not named | — | $39,100 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $569,821 | $59,174 | $49,670 | $39,100 | 23 | $43,527 | $51,826 | $36,489 |
| 2024 | $560,324 | $38,465 | $42,239 | $33,250 | 19 | $36,813 | $33,038 | $33,786 |
| 2023 | $564,209 | $19,690 | $54,201 | $45,000 | 18 | $49,097 | $14,586 | $32,193 |
| 2022 | $598,721 | $-361 | $51,017 | $40,718 | 15 | $44,972 | $9,623 | $35,391 |
| 2021 | $650,154 | $56,851 | $38,698 | $27,892 | 13 | $32,526 | $50,943 | $38,161 |
| 2020 | $632,008 | $56,010 | $39,117 | $30,100 | 14 | — | $51,017 | $32,321 |
Under IRS private-foundation payout rules, Wm & Gertrude Wahl Scholar Trust Opt reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement is provided. The listed grants support educational scholarships. The foundation’s 2024 filing states that awards are restricted to graduates of Switzerland County High School who attend an Indiana college or university, have a GPA of at least 2.0, rank in the upper third of their class, and study full time.
Grantmaking
In filing year 2025, the foundation gave $39,100 through 23 grants. Each grant was $1,700. The listed awards were for educational scholarships to individual recipients; all grant dollars went to recipients in Indiana.
The foundation’s 2024 filing says it does not restrict giving to preselected organizations. It directs applicants to contact First Financial Bank and submit a school application. The stated eligibility restrictions are graduation from Switzerland County High School, attendance at an Indiana college or university, a 2.0 GPA, placement in the upper third of the class, and full-time enrollment.
Leadership & Key People
Leadership team and compensation from IRS filings
First Financial Bank is listed as trustee on the 2025 filing.
Wm & Gertrude Wahl Scholar Trust Opt's only listed officer is First Financial Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
First Financial Bank
Trustee
On filings since 2020
$8K (2020) → $9K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $9K, to First Financial Bank (Trustee).
Frequently asked questions about Wm & Gertrude Wahl Scholar Trust Opt
How much does Wm & Gertrude Wahl Scholar Trust Opt give each year?
Wm & Gertrude Wahl Scholar Trust Opt gave $39K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $33K across 19 grants.
What is Wm & Gertrude Wahl Scholar Trust Opt's typical grant size?
Wm & Gertrude Wahl Scholar Trust Opt's median grant in 2025 was $1,700, and its average grant was $1,700, across 23 grants on its 2025 IRS Form 990-PF.
Where does Wm & Gertrude Wahl Scholar Trust Opt give grants?
Wm & Gertrude Wahl Scholar Trust Opt gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Wm & Gertrude Wahl Scholar Trust Opt give general operating support?
Not in 2025: none of the 23 grants with a stated purpose on Wm & Gertrude Wahl Scholar Trust Opt's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational Scholarship" (23 grants).
How large is Wm & Gertrude Wahl Scholar Trust Opt?
Wm & Gertrude Wahl Scholar Trust Opt reported $570K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets).
What does Wm & Gertrude Wahl Scholar Trust Opt fund?
No mission statement is provided. The listed grants support educational scholarships. See mission & focus areas ↑
How do I apply for a grant from Wm & Gertrude Wahl Scholar Trust Opt?
The 2024 filing describes a school application and the eligibility restrictions above. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
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