Walter And Helen Weitz Permanent Endowment Fund
- Assets
- $1.8m
- Revenue
- $185.1k
- Investments
- $1.7m
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 04/2009
- Data as of
- 12/2021
- EIN
- 32-6076319
Organization Overview
Walter And Helen Weitz Permanent Endowment Fund is located in Tulsa, OK. The organization was established in 2009. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Walter And Helen Weitz Permanent Endowment Fund 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 12/2021, Walter And Helen Weitz Permanent Endowment Fund generated $185.1k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 4.0% each year. All expenses for the organization totaled $71.1k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $40,721 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $146,823 |
| Capital Gain Net Income | $146,823 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$2,424 |
| Total Revenue | $185,120 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $24,539 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $20,418 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $46,457 |
| Contributions, gifts, grants paid | $24,629 |
| Total expenses and disbursements | $71,086 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$11,843 |
| Savings and temporary cash investments | $120,451 |
| 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 | $200,916 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $6 |
| Total assets | $1,805,106 |
| 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, Walter And Helen Weitz Permanent Endowment Fund has awarded $24,629 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Tulsa, OK PURPOSE: TO SUPPORT ORGANIZATION | $14,777 |
Tulsa, OK PURPOSE: TO SUPPORT ORGANIZATION | $9,852 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jane P And Wiley L Mossy Jr Foundation Houston, TX | $339,084 | $6,855,893 |
Gene And Jerry Jones Family-Dallas Cowboys Charities Frisco, TX | $3,095,461 | $7,273,707 |
The Hagan Scholarship Foundation Columbia, MO | $259,194,852 | $64,132,818 |
Py Foundation Artesia, NM | $56,655,367 | $3,921,217 |
The Cielo Foundation Boulder, CO | $91,518,762 | $7,665,188 |
Merle Chambers Fund Denver, CO | $66,462,880 | $7,349,081 |
Gods Light In The Darkness Foundation Carlbad, NM | $31,530,012 | $790,978 |
Mary E Bivins Trust Amarillo, TX | $23,577,867 | $7,091,283 |
Norman H Read 1985 Trust Amarillo, TX | $61,022,769 | $8,703,971 |
East Texas Medical Center Regional Healthcare System Tyler, TX | $164,248,819 | $57,646,365 |
Eugene V And Clare Thaw Charitable Trust Santa Fe, NM | $97,006,761 | $1,880,279 |
Maffei Foundation Denver, CO | $13,828,182 | $18,020,171 |