//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
J Robert Westerman Foundation Trust Agreement is a private trust based in LOUISVILLE, KY. The foundation received its IRS ruling in 2017. It holds total assets of $210K. Annual income is reported at $50K. Total assets have grown from $101K in 2019 to $217K in 2023. The foundation is governed by 2 officers and trustees. Addus hope foundation. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. The foundation primarily funds organizations in Kentucky, Illinois and Florida. According to available records, J Robert Westerman Foundation Trust Agreement has made 26 grants totaling $27K, with a median grant of $1K. The foundation has distributed between $6K and $14K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $14K distributed across 14 grants. Individual grants have ranged from $400 to $2K, with an average award of $1K. The foundation has supported 10 unique organizations. The foundation primarily supports organizations in Kentucky, Illinois, Ohio, which account for 92% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$400
Median Grant
$1K
Average Grant
$986
Largest Grant
$2K
Based on 7 grants from the most recent 990-PF filing.
Equestrian connection
Dare to care food bank
Kentucky humane society
Save a pet
Addus hope foundation. Based on available records, the foundation has funded 26 grants. Its grantmaking reaches organizations primarily in KY, IL, OH.
J Robert Westerman Foundation Trust Agreement has distributed a total of $27K across 26 grants. The median grant size is $1K, with an average of $1K. Individual grants have ranged from $400 to $2K.
J Robert Westerman Foundation Trust Agreement typically selects its grantees rather than accepting unsolicited proposals.
J Robert Westerman Foundation Trust Agreement is headquartered in LOUISVILLE, KY. While based in KY, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Cynthia C Westerman | CO-TRUSTEE | $0 | $0 | N/A |
| J Robert Westerman | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$7K
Total Assets
$217K
Fair Market Value
$244K
Net Worth
$217K
Grants Paid
$7K
Contributions
N/A
Net Investment Income
$124K
Distribution Amount
N/A
Total: $42K
Total Grants
26
Total Giving
$27K
Average Grant
$1K
Median Grant
$1K
Unique Recipients
10
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Kosair CharitiesGENERAL SUPPORT | Louisville, KY | $2K | 2023 |
| Cincinnati Children'SGENERAL SUPPORT | Cincinnati, OH | $2K | 2023 |
| Kentucky Humane SocietyGENERAL SUPPORT | Louisville, KY | $1K | 2023 |
| Save A PetGENERAL SUPPORT | Grayslake, IL | $1K | 2023 |
| Equestrian ConnectionGENERAL SUPPORT | Lake Forest, IL | $1K | 2023 |
| Norton Healthcare FoundationGENERAL SUPPORT | Louisville, KY | $400 | 2023 |
| Addus Hope FoundationCHARITY | Pensacola, FL | $1K | 2022 |
| Dare To Care Food BankCHARITY | Louisville, KY | $1K | 2022 |
| Franciscan KitchenCHARITY | Louisville, KY | $900 | 2020 |
| Journey Care FoundationCHARITY | Barrington, IL | $900 | 2020 |
FT MITCHELL, KY
LAGRANGE, KY
COVINGTON, KY