Dale E Wilson Trust

SAINT LOUIS, MO EIN: 95-6671925

Dale E Wilson Trust is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $161K in total assets. In 2024, it awarded 2 grants totaling $9K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$161K

-2.7% YoY

Annual Giving

$9K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

+0.0% YoY

Under IRS private-foundation payout rules, Dale E Wilson Trust reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Dale E Wilson Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $43K (100%)

States

California

Cities

Los Angeles

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$161,363	$165,799	$156,050
Revenue	$10,091	$22,853	$5,869
Expenses	$14,522	$13,228	$13,581
Qualifying Distributions	$11,072	$10,409	$10,373
Net Investment Income	$7,147	$19,967	$3,536
Distributable Amount	$9,573	$8,959	$10,130

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Usc Keck School of Medicine ($4,500), Ucla Geffen School of Medicine ($4,500).

Recipient	Purpose	Amount
USC KECK SCHOOL OF MEDICINE LOS ANGELES, CA	GENERAL OPERATING	$4,500
UCLA GEFFEN SCHOOL OF MEDICINE LOS ANGELES, CA	GENERAL OPERATING	$4,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$3,223

Frequently Asked Questions

How large is Dale E Wilson Trust?

As of 2024, Dale E Wilson Trust holds $161K in total assets with $10K in annual revenue. It awarded 2 grants totaling $9K in 2024.

Where does Dale E Wilson Trust operate?

Dale E Wilson Trust has awarded grants in California.

What size grants does Dale E Wilson Trust award?

In 2024, Dale E Wilson Trust awarded 2 grants totaling $9K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Dale E Wilson Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Dale E Wilson Trust reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.