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Also known as: FOUNDATION INC
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Beverly Westheimer Wellnitzcharitable Foundation Inc. is a private corporation based in ARDMORE, OK. The foundation received its IRS ruling in 2008. The principal officer is Joel F Wellnitz Ttee. It holds total assets of $1.2M. Annual income is reported at $150K. Total assets have grown from $552K in 2011 to $1.2M in 2023. The foundation is governed by 3 officers and trustees. All charitable expenditures will be made directly to 501(c)(3) organizations. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. Grantmaking is concentrated in Oklahoma. According to available records, Beverly Westheimer Wellnitzcharitable Foundation Inc. has made 90 grants totaling $264K, with a median grant of $3K. Annual giving has grown from $41K in 2021 to $71K in 2024. Grantmaking activity was highest in 2023 with $102K distributed across 34 grants. Individual grants have ranged from $1K to $6K, with an average award of $3K. The foundation has supported 29 unique organizations. Grants have been distributed to organizations in Oklahoma and Texas. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$3K
Average Grant
$3K
Largest Grant
$6K
Based on 16 grants from the most recent 990-PF filing.
All charitable expenditures will be made directly to 501(c)(3) organizations.
All charitable expenditures will be made directly to 501(c)(3) organizations. Based on available records, the foundation has funded 90 grants. Its grantmaking reaches organizations primarily in OK, TX.
Beverly Westheimer Wellnitzcharitable Foundation Inc. has distributed a total of $264K across 90 grants. The median grant size is $3K, with an average of $3K. Individual grants have ranged from $1K to $6K.
Beverly Westheimer Wellnitzcharitable Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Beverly Westheimer Wellnitzcharitable Foundation Inc. is headquartered in ARDMORE, OK. While based in OK, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Joel Wellnitz | DIRECTOR | $0 | $0 | N/A |
| Christian O'Donnell | DIRECTOR | $0 | $0 | N/A |
| Cyd Allen | DIRECTOR | $0 | $0 | N/A |
Total Giving
$75K
Total Assets
$1.2M
Fair Market Value
$1.3M
Net Worth
$1.2M
Grants Paid
$71K
Contributions
$4K
Net Investment Income
$285K
Distribution Amount
$52K
Total: $1.1M
Total Grants
90
Total Giving
$264K
Average Grant
$3K
Median Grant
$3K
Unique Recipients
29
Most Common Grant
$3K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Salvation ArmyCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $3K | 2024 |
| Ardmore Beautification Council IncCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $2K | 2024 |
| The More FoundationCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $6K | 2024 |
| Oak Hall Episcopal SchoolCONTRIBUTIONS FOR SCHOLARSHIP FUNDING | Ardmore, OK | $5K | 2024 |
| Gloria S Ainsworth Day Care Center IncCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $5K | 2024 |
| Ardmore Soup KitchenCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $5K | 2024 |
| A Reading IncCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $5K | 2024 |
| Food & Resource Center South Central OklahomaCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $3K | 2024 |
| Ardmore Animal ShelterCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $3K | 2024 |
| Ardmore Little TheatreCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $3K | 2024 |
| Carter County CasaCONTRIBUTIONS TO THE GENERAL FUND. | Ardmore, OK | $3K | 2024 |
| Good Shepherd Community ClinicCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $3K | 2024 |
| The Family Shelter Of Southern OklahomaCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $3K | 2024 |
| YmcaCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $3K | 2024 |
| Arbuckle Life SolutionsCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $3K | 2024 |
| Ardmore City SchoolsCONTRIBUTIONS TO THE BAND PROGRAM. | Ardmore, OK | $3K | 2024 |
| Community Children'S ShelterCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $3K | 2024 |
| Legal Aid Services Of Oklahoma IncCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $2K | 2024 |
| Girls On The Run Of Southern OklahomaCONTRIBUTIONS FOR RUNNING SHOES | Ardmore, OK | $1K | 2024 |
| Ladies Of The LeafCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $1K | 2024 |
| Ardmore Public LibraryCONTRIBUTIONS FOR THE SUMMER READING PROGRAM | Ardmore, OK | $1K | 2024 |
| Southern Oklahoma Library SystemCONTRIBUTIONS FOR THE SUMMER READING PROGRAM | Ardmore, OK | $1K | 2024 |
| Community Chorale SocietyCONTRIBUTIONS TO THE GENERAL FUND | Ardmore, OK | $1K | 2024 |
| Ardmore Public SchoolsCONTRIBUTIONS TO THE HOMELESS STUDENT PROGRAM. | Ardmore, OK | $4K | 2023 |
TULSA, OK
ARDMORE, OK
OKLAHOMA CITY, OK