ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
Total Given 2017–2023
$1.8M
12 grants · $252K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$146K
typical big bets · $133K–$159K
grant size
75%
deep partner · 3/4 multi-year
repeat
$8.0M
Assets · 2021
4
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8004962583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $256K | $6.5M | $346K | 2 |
| 2018 | $267K | $5.7M | $510K | 2 |
| 2020 | $290K | $7.1M | $374K | 2 |
| 2021 | $293K | $8.0M | $654K | 2 |
| 2022 | $345K | $6.4M | $107K | 2 |
| 2023 | $317K | $7.2M | $309K | 2 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$128K
25th Pctl
$133K
Median
$146K
Average
$147K
75th Pctl
$159K
Maximum
$172K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JP MORGAN CHASE BANK NA | TRUSTEE | $68K |
Grants Awarded (12 total)
| Purpose | ||||
|---|---|---|---|---|
| NATURAL HERITAGE TRUST | ALBANY, NY | $172,500 | GENERAL | 2022 |
| STATE OF ALABAMA DEPT CONSERVA | MONTGOMERY, AL | $172,465 | GENERAL | 2022 |
| NATURAL HERITAGE TRUST | ALBANY, NY | $158,724 | GENERAL | 2023 |
| STATE OF ALABAMA DEPT CONSERVA | MONTGOMERY, AL | $158,724 | GENERAL | 2023 |
| NATURAL HERITAGE TRUST | ALBANY, NY | $146,287 | GENERAL | 2021 |
| STATE OF ALABAMA DEPT CONSERVA | MONTGOMERY, AL | $146,287 | GENERAL | 2021 |
| NYS OFFICE OF PARKS RECREATION | ALBANY, NY | $144,816 | GENERAL | 2020 |
| STATE OF ALABAMA DEPT CONSERVA | MONTGOMERY, AL | $144,816 | GENERAL | 2020 |
| STATE OF ALABAMA DEPT CONSERVA | MONTGOMERY, AL | $133,363 | GENERAL | 2018 |
| NYS OFFICE OF PARKS RECREATIO | ALBANY, NY | $133,363 | GENERAL | 2018 |
| NYS OFFICE OF PARKS RECREATIO | ALBANY, NY | $128,011 | GENERAL | 2017 |
| STATE OF ALABAMA DEPT CONSERVA | MONTGOMERY, AL | $128,011 | GENERAL | 2017 |