C James and Mary Lou Wilson Charitable Trust Incorporated
C James and Mary Lou Wilson Charitable Trust Incorporated is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FISHERS, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $208K in total assets. In 2024, it awarded 4 grants totaling $8K. Net investment income was $133K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$208K
Annual Giving
$8K
Grant Count
4
Avg Grant Size
$2K
Under IRS private-foundation payout rules, C James and Mary Lou Wilson Charitable Trust Incorporated reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.
About C James and Mary Lou Wilson Charitable Trust Incorporated
Based on IRS filings
C James and Mary Lou Wilson Charitable Trust Incorporated is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FISHERS, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $208K in total assets. In 2024, it awarded 4 grants totaling $8K. Net investment income was $133K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $208,340 | $84,414 | $84,764 |
| Revenue | $134,519 | $8,091 | $3,305 |
| Expenses | $9,754 | $8,440 | $5,231 |
| Qualifying Distributions | $9,620 | $8,440 | $5,231 |
| Net Investment Income | $132,765 | $6,651 | $6,309 |
| Distributable Amount | $11,116 | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Westfield Youth Assistance ($2,500), Noblesivlle Boys & Girls Club ($2,500), Franklin College of Indiana ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Indianapolis Scottish Right Foundation Indianapolis, IN | Educational | $1,000 |
| Franklin College of Indiana Franklin, IN | Educational | $2,000 |
| Westfield Youth Assistance Westfield, IN | Charitable | $2,500 |
| Noblesivlle Boys & Girls Club Noblesville, IN | Charitable | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| J David Hollingsworth | President | 0.1 | — |
| Steven M Lutz | President | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is C James and Mary Lou Wilson Charitable Trust Incorporated?
C James and Mary Lou Wilson Charitable Trust Incorporated is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FISHERS, IN. It holds $208K in total assets as of 2024.
How large is C James and Mary Lou Wilson Charitable Trust Incorporated?
As of 2024, C James and Mary Lou Wilson Charitable Trust Incorporated holds $208K in total assets with $135K in annual revenue. It awarded 4 grants totaling $8K in 2024.
Where does C James and Mary Lou Wilson Charitable Trust Incorporated operate?
C James and Mary Lou Wilson Charitable Trust Incorporated has awarded grants in Indiana.
What size grants does C James and Mary Lou Wilson Charitable Trust Incorporated award?
In 2024, C James and Mary Lou Wilson Charitable Trust Incorporated awarded 4 grants totaling $8K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is C James and Mary Lou Wilson Charitable Trust Incorporated required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, C James and Mary Lou Wilson Charitable Trust Incorporated reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is C James and Mary Lou Wilson Charitable Trust Incorporated's EIN?
C James and Mary Lou Wilson Charitable Trust Incorporated's EIN (Employer Identification Number) is 35-2129418. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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