Beverly Westheimer Wellnitzcharitable Foundation Inc
- Assets
- $920.8k
- Revenue
- $73.4k
- Investments
- $914.1k
- Employees
- 0
- Location
- Ardmore, OK
- Founding
- 03/2008
- Data as of
- 06/2022
- EIN
- 26-0718450
Organization Overview
Beverly Westheimer Wellnitzcharitable Foundation Inc is located in Ardmore, OK. The organization was established in 2008. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Beverly Westheimer Wellnitzcharitable Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Beverly Westheimer Wellnitzcharitable Foundation Inc generated $73.4k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of 0.0% each year. All expenses for the organization totaled $53.6k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Beverly Westheimer Wellnitzcharitable Foundation Inc has awarded 108 individual grants totaling $292,500. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
ALL CHARITABLE EXPENDITURES WILL BE MADE DIRECTLY TO 501(C)(3) ORGANIZATIONS.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joel Wellnitz Director | 0 | $0 | |
Cyd Allen Director | 0 | $0 | |
Christian O'donnell Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $18,600 |
| Interest on Savings | $10 |
| Dividends & Interest | $63,249 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$8,455 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $73,404 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,083 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,570 |
| Contributions, gifts, grants paid | $50,000 |
| Total expenses and disbursements | $53,570 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $738 |
| Savings and temporary cash investments | $5,981 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $920,844 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Beverly Westheimer Wellnitzcharitable Foundation Inc has awarded $50,000 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
ARDMORE PUBLIC SCHOOLS PURPOSE: CONTRIBUTIONS TO THE HOMELESS STUDENT PROGRAM. | $6,000 |
A READING INC PURPOSE: CONTRIBUTIONS TO THE GENERAL FUND | $5,000 |
GLORIA S AINSWORTH DAY CARE CENTER INC PURPOSE: CONTRIBUTIONS TO THE GENERAL FUND | $5,000 |
ARDMORE PUBLIC SCHOOLS PURPOSE: CONTRIBUTIONS TO THE BAND PROGRAM. | $3,000 |
ARDMORE ANIMAL SHELTER PURPOSE: CONTRIBUTIONS TO THE GENERAL FUND | $3,000 |
SALVATION ARMY PURPOSE: CONTRIBUTIONS TO THE GENERAL FUND | $3,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Hirsch Family Foundation Dallas, TX | $52,981,348 | $34,969,949 |
Smith Family Foundation Austin, TX | $2,063,167 | $8,401,265 |
Nancy Smith Hurd Foundation Tr San Antonio, TX | $73,883,656 | $7,181,888 |
Santander Consumer Usa Inc Foundation Dallas, TX | $61,196,374 | $60,000,000 |
Hal & Charlie Peterson Foundation Kerrville, TX | $63,600,144 | $3,895,944 |
Boone Family Foundation Dallas, TX | $0 | $1,805,045 |
Ascension Providence Foundation St Louis, MO | $25,786,185 | $4,059,548 |
William A Brookshire Foundation Lakeway, TX | $44,188,133 | $14,237,408 |
Miller Family Foundation Inc Pittsburg, KS | $66,698,223 | $18,550,862 |
Con Alma Health Foundation Santa Fe, NM | $33,283,264 | $4,439,981 |
Apex Oil Company Charitable Foundation Clayton, MO | $5,552,503 | $420,890 |
One Gas Foundation Inc Tulsa, OK | $37,667,049 | $5,198,491 |