Funder DirectoryJ ROLAND WETHERBEE TRUST UW FBO ALBANY -
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Private foundation (trust)EIN 586080848Est. 1975-03

J ROLAND WETHERBEE TRUST UW FBO ALBANY -

BIRMINGHAM, AL 35202

Total Assets

$7.3M

FY 2023

Annual Giving

$300K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$300K

FY 2023

Grant Range

$300K–$300K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$393K

Total Expenses

$374K

Qualifying Distributions

$315K

Distributable Amount

$348K

Min. Investment Return

$352K

Undistributed Income

$348K

Payout rate 91%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.91%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $600K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

6 grants

ALBANY DOUGHERTY HOSPITAL
$2.0M
6 grants

Grant Size Distribution

6 grants

<$10K
$10–50K
$50–250K
$250K–1M
6
grants
$1–5M
$5M+

Geographic Focus

1 states

Georgia
$2.0M
100% of total

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