Wolcott Telfer Trust Ua Xxx-xx-xxxx

EVANSVILLE, IN EIN: 35-6383047

Wolcott Telfer Trust Ua Xxx-xx-xxxx is a private foundation, based in EVANSVILLE, IN. IRS filing data is available from 2019 through 2020. In 2020, it awarded 1 grants totaling $74K. Net investment income was $3K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$74K

Grant Count

1

Avg Grant Size

$74K

Under IRS private-foundation payout rules, Wolcott Telfer Trust Ua Xxx-xx-xxxx reported a distributable amount of $4K for 2020 — the minimum it must pay out in qualifying distributions.

About Wolcott Telfer Trust Ua Xxx-xx-xxxx

Based on IRS filings

Wolcott Telfer Trust Ua Xxx-xx-xxxx is a private foundation, based in EVANSVILLE, IN. IRS filing data is available from 2019 through 2020. In 2020, it awarded 1 grants totaling $74K. Net investment income was $3K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Bloomington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$22K$44K$66K$88K20192020
Metric20202019
Total Assets
Revenue$3,183
Expenses$79,817
Qualifying Distributions
Net Investment Income$3,002
Distributable Amount$3,941

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$37K$55K$74K0 grants20191 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2020

BLOOMINGTON HEALTH FOUND…$74K

Grant Size Distribution

1 grants across all recorded years

<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Bloomington Health Foundation Inc ($73,728).

RecipientPurposeAmount
BLOOMINGTON HEALTH FOUNDATION INC BLOOMINGTON, INGENERAL SUPPORT$73,728

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

OLD NATIONAL WEALTH …TRUSTEE$1K

From 2020 filing

NameTitleHoursCompensation
OLD NATIONAL WEALTH MANAGEMENTTRUSTEE1$1,006

Frequently Asked Questions

Where does Wolcott Telfer Trust Ua Xxx-xx-xxxx operate?

Wolcott Telfer Trust Ua Xxx-xx-xxxx has awarded grants in Indiana.

What size grants does Wolcott Telfer Trust Ua Xxx-xx-xxxx award?

In 2020, Wolcott Telfer Trust Ua Xxx-xx-xxxx awarded 1 grants totaling $74K — an average of about $74K per grant, based on its IRS Form 990 filings.

How much is Wolcott Telfer Trust Ua Xxx-xx-xxxx required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Wolcott Telfer Trust Ua Xxx-xx-xxxx reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Wolcott Telfer Trust Ua Xxx-xx-xxxx's EIN?

Wolcott Telfer Trust Ua Xxx-xx-xxxx's EIN (Employer Identification Number) is 35-6383047. IRS Form 990 filing data is available on this page for 2019–2020.

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

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