Women's Philanthropic Union

CLEVELAND HEIGHTS, OH EIN: 34-0782268

Women's Philanthropic Union is a private foundation, based in CLEVELAND HEIGHTS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 4 grants totaling $763K. Net investment income was $548K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.1M

-4.2% YoY

Annual Giving

$763K

+11.1% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$191K

-16.7% YoY

Under IRS private-foundation payout rules, Women's Philanthropic Union reported a distributable amount of $941K for 2024 — the minimum it must pay out in qualifying distributions.

About Women's Philanthropic Union

Based on IRS filings

Women's Philanthropic Union is a private foundation, based in CLEVELAND HEIGHTS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 4 grants totaling $763K. Net investment income was $548K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Cleveland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$221K$442K$663K$884K20202021202220232024
Metric202420232022
Total Assets$4,074,139$4,253,300$4,220,743
Revenue$549,171$666,620$721,873
Expenses$775,395$702,494$613,487
Qualifying Distributions$765,405$689,141$602,123
Net Investment Income$547,725$664,758$720,196
Distributable Amount$941,313$845,677$858,321

Giving Over Time

Total grant dollars and number of grants per year

$0$198K$395K$593K$790K2 grants20203 grants20212 grants20223 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

YWCA OF GREATER CLEVELAND$375KFRIENDLY INN SETTLEMENT …$335KCLEVELAND FOUNDATION$48KTRIALS FOR HOPE INC$5K

Grant Size Distribution

14 grants across all recorded years

2<$50K2$50–100K$100–250K10$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ywca of Greater Cleveland ($375,000), Friendly Inn Settlement House Inc ($335,000), Cleveland Foundation ($48,277).

RecipientPurposeAmount
CLEVELAND FOUNDATION CLEVELAND, OHGIFT TO DONOR ADVISED FUND TO PROVIDE FINANCIAL ASSISTANCE TO VARIOUS SOCIAL SERVICE ORGANIZATIONS$48,277
FRIENDLY INN SETTLEMENT HOUSE INC CLEVELAND, OHFUNDING OF GENERAL OPERATIONS TO ENABLE ORGANIZATION TO FURTHER ITS NEIGHBORHOOD SETTLEMENT WORK LARGELY CENTERED IN THE CARVER HOUSING PROJECT. THIS ORGANIZATION IS INDEPENDENT OF WOMEN'S PHILANTHROPIC UNION (WPU), HOWEVER, THE PRESIDENT OF FRIENDLY INN IS ENTITLED TO EX-OFFICIO MEMBERSHIP ON THE WPU BOARD. SEVERAL WPU BOARD MEMBERS HAVE SERVED PAST OR PRESENT BOARD MEMBERSHIPS OF FRIENDLY INN.$335,000
YWCA OF GREATER CLEVELAND CLEVELAND, OHFUNDING OF GENERAL OPERATIONS OF COGSWELL HALL FACILITY TO ENABLE ORGANIZATION TO MAKE SAFE LIVING QUARTERS AVAILABLE TO WOMEN OF ALL AGES. THIS ORGANIZATION IS INDEPENDENT OF WOMEN'S PHILANTHROPIC UNION (WPU), HOWEVER, THE PRESIDENT OF YWCA OF GREATER CLEVELAND IS ENTITLED TO EX-OFFICIO MEMBERSHIP ON THE WPU BOARD.$375,000
TRIALS FOR HOPE INC CLEVELAND, OHGENERAL FUNDING OF OPERATIONS$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT POTTSAT LARGE0.1
GREG MERSOLASST TREASURER0.25
MARILYN COLEMANTRUSTEE0.1
EDITH PHILLIPSPRESIDENT1
KIMBERLE GOTTFRIEDSECRETARY1
DONALD STIMPERTTREASURER1
TYSON MITCHELLTRUSTEE0.1
HILARY SCHICKLERVICE PRESIDENT1
YOLANDA ARMSTRONGDIRECTOR0.1
HELEN FORBES FIELDSDIRECTOR0.1
LAUREN GILBRIDETRUSTEE0.1

Frequently Asked Questions

How large is Women's Philanthropic Union?

As of 2024, Women's Philanthropic Union holds $4.1M in total assets with $549K in annual revenue. It awarded 4 grants totaling $763K in 2024.

Where does Women's Philanthropic Union operate?

Women's Philanthropic Union has awarded grants in Ohio.

What size grants does Women's Philanthropic Union award?

In 2024, Women's Philanthropic Union awarded 4 grants totaling $763K — an average of about $191K per grant, based on its IRS Form 990 filings.

How much is Women's Philanthropic Union required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Women's Philanthropic Union reported a distributable amount of $941K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Women's Philanthropic Union's EIN?

Women's Philanthropic Union's EIN (Employer Identification Number) is 34-0782268. 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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