Wolcott Telfer Trust UA XXX-XX-XXXX
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 grant totaling $74K. Net investment income was $3K.
Wolcott Telfer Trust UA XXX-XX-XXXX at a glance
In short: Wolcott Telfer Trust UA XXX-XX-XXXX gave $74K across 1 grant in 2020 (avg $74K), mostly in Indiana. Source: 2020 IRS Form 990-PF.
- Annual giving (2020)
- $73,728
- Grants made (2020)
- 1
- Average grant
- $73,728
- Median grant
- $73,728
- Primary geography
- Indiana (100% of itemized 2020 grant dollars)
- Latest 990 filing
- Form 990-PF, 2020 View filing
Data from IRS Form 990-PF, 2020; updated September 2026.
Who Wolcott Telfer Trust UA XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top recipient in 2020
The largest 2020 recipient was Bloomington Health Foundation Inc ($74K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $50–100K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2020 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 1 grant totaling $74K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bloomington Health Foundation Inc Bloomington, IN | General Support | $73,728 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2020 | — | $3,183 | $79,817 | $73,728 | 1 | $3,002 | $3,941 |
| 2019 | $76,634 | $4,361 | $3,214 | — | — | $3,965 | $4,208 |
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.
Leadership & Key People
Officers and directors from IRS filings
Wolcott Telfer Trust UA XXX-XX-XXXX's only listed officer is OLD National Wealth Management, Trustee on every filing since 2019 (compensated).
Officers on the 2020 filing
OLD National Wealth Management
Trustee
On filings since 2019
1 hr/week
$1K (2019) → $1K (2020)
Data from IRS Form 990 filings, 2019–2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2020 IRS filing
The highest reported compensation on the 2020 filing was $1K, to Old National Wealth Management (Trustee).
Frequently asked questions about Wolcott Telfer Trust UA XXX-XX-XXXX
How much does Wolcott Telfer Trust UA XXX-XX-XXXX give each year?
Wolcott Telfer Trust UA XXX-XX-XXXX gave $74K across 1 grant in 2020, according to its 2020 IRS Form 990-PF.
Where does Wolcott Telfer Trust UA XXX-XX-XXXX operate?
Wolcott Telfer Trust UA XXX-XX-XXXX has awarded grants in Indiana.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- IRS filings on file for fiscal years 2019–2020
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