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Robert G Wehle Charitable Trust C/O Lincoln First Bank N is a private trust based in CHICAGO, IL. The foundation received its IRS ruling in 1966. The principal officer is Jp Morgan Chase Bank. It holds total assets of $5.1M. Annual income is reported at $1.4M. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. According to available records, Robert G Wehle Charitable Trust C/O Lincoln First Bank N has made 8 grants totaling $1.2M, with a median grant of $153K. The foundation has distributed between $290K and $345K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $345K distributed across 2 grants. Individual grants have ranged from $145K to $173K, with an average award of $156K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in New York and Alabama. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Robert G Wehle Charitable Trust C/O Lincoln First Bank N is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in NY, AL.
Robert G Wehle Charitable Trust C/O Lincoln First Bank N has distributed a total of $1.2M across 8 grants. The median grant size is $153K, with an average of $156K. Individual grants have ranged from $145K to $173K.
Robert G Wehle Charitable Trust C/O Lincoln First Bank N typically selects its grantees rather than accepting unsolicited proposals.
Robert G Wehle Charitable Trust C/O Lincoln First Bank N is headquartered in CHICAGO, IL. While based in IL, the foundation distributes grants to organizations across 2 states.
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Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$393K
Total Assets
$5.1M
Fair Market Value
$7.2M
Net Worth
$5.1M
Grants Paid
$317K
Contributions
$5K
Net Investment Income
$248K
Distribution Amount
$335K
Total: $4.6M
Total Grants
8
Total Giving
$1.2M
Average Grant
$156K
Median Grant
$153K
Unique Recipients
3
Most Common Grant
$145K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Natural Heritage TrustGENERAL | Albany, NY | $159K | 2023 |
| State Of Alabama Dept ConservaGENERAL | Montgomery, AL | $159K | 2023 |
| Nys Office Of Parks RecreationGENERAL | Albany, NY | $145K | 2020 |