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Walter And Helen Weitz Permanent Endowment Fund is a private trust based in TULSA, OK. The foundation received its IRS ruling in 2009. The principal officer is Bank Of Oklahoma Na. It holds total assets of $1.6M. Annual income is reported at $427K. Total assets have grown from $294K in 2011 to $1.6M in 2023. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Walter And Helen Weitz Permanent Endowment Fund has made 8 grants totaling $318K, with a median grant of $17K. Annual giving has grown from $29K in 2020 to $42K in 2023. Grantmaking activity was highest in 2022 with $222K distributed across 2 grants. Individual grants have ranged from $10K to $133K, with an average award of $40K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in Oklahoma. 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.
Walter And Helen Weitz Permanent Endowment Fund primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in OK.
Walter And Helen Weitz Permanent Endowment Fund has distributed a total of $318K across 8 grants. The median grant size is $17K, with an average of $40K. Individual grants have ranged from $10K to $133K.
Walter And Helen Weitz Permanent Endowment Fund typically selects its grantees rather than accepting unsolicited proposals.
Walter And Helen Weitz Permanent Endowment Fund is headquartered in TULSA, OK.
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
$64K
Total Assets
$1.6M
Fair Market Value
$1.8M
Net Worth
$1.6M
Grants Paid
$42K
Contributions
N/A
Net Investment Income
$49K
Distribution Amount
$86K
Total: $1.3M
Total Grants
8
Total Giving
$318K
Average Grant
$40K
Median Grant
$17K
Unique Recipients
4
Most Common Grant
$18K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First Presbyterian Church Usa OfTO SUPPORT ORGANIZATION | Tulsa, OK | $25K | 2023 |
| University Of TulsaTO SUPPORT ORGANIZATION | Tulsa, OK | $17K | 2023 |
| The First Presbyterian ChurchTO SUPPORT ORGANIZATION | Tulsa, OK | $18K | 2020 |
| Tulsa University - RestrictedTO SUPPORT ORGANIZATION | Tulsa, OK | $12K | 2020 |
TULSA, OK
ARDMORE, OK
OKLAHOMA CITY, OK