Florence R Wilkes Irrev Tua

DALLAS, TX EIN: 86-6115569

Florence R Wilkes Irrev Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $259K in total assets. In 2024, it awarded 1 grants totaling $12K. Net investment income was $22K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$259K

+3.1% YoY

Annual Giving

$12K

+35.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$12K

+35.2% YoY

Under IRS private-foundation payout rules, Florence R Wilkes Irrev Tua reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.

About Florence R Wilkes Irrev Tua

Based on IRS filings

Florence R Wilkes Irrev Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $259K in total assets. In 2024, it awarded 1 grants totaling $12K. Net investment income was $22K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Duarte

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$16K$33K$49K$65K2020202120232024
Metric202420232021
Total Assets$258,903$251,207$285,632
Revenue$26,512$8,026$59,198
Expenses$18,549$14,628$18,113
Qualifying Distributions$14,645$11,202$14,425
Net Investment Income$22,425$3,783$55,463
Distributable Amount$14,634$13,416$15,481

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$12K1 grants20201 grants20211 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

CITY OF HOPE$12K

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include City of Hope ($12,369).

RecipientPurposeAmount
CITY OF HOPE DUARTE, CAUNRESTRICTED GENERAL$12,369

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATrustee$5K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATrustee1$4,891

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Florence R Wilkes Irrev Tua?

Florence R Wilkes Irrev Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $259K in total assets as of 2024.

How large is Florence R Wilkes Irrev Tua?

As of 2024, Florence R Wilkes Irrev Tua holds $259K in total assets with $27K in annual revenue. It awarded 1 grants totaling $12K in 2024.

Where does Florence R Wilkes Irrev Tua operate?

Florence R Wilkes Irrev Tua has awarded grants in California.

What size grants does Florence R Wilkes Irrev Tua award?

In 2024, Florence R Wilkes Irrev Tua awarded 1 grants totaling $12K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Florence R Wilkes Irrev Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Florence R Wilkes Irrev Tua reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Florence R Wilkes Irrev Tua's EIN?

Florence R Wilkes Irrev Tua's EIN (Employer Identification Number) is 86-6115569. 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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