Gertrude R Wilson Trust
Gertrude R Wilson Trust is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 1 grant totaling $79K. Net investment income was $156K.
Gertrude R Wilson Trust at a glance
In short: Gertrude R Wilson Trust gave $79K across 1 grant in 2025 (avg $79K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $79,068
- +0.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $79,068
- +0.4% vs 2024
- Median grant
- $79,068
- Total assets
- $1,646,937
- +4.0% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Gertrude R Wilson Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Jacksonville University ($79K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Gertrude R Wilson Trust gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $58K (2023) to $88K (2022). In 2025 it made 1 grant totaling $79K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jacksonville University Jacksonville, FL | Unrestricted General | $79,068 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,646,937 | $176,342 | $113,551 | $79,068 | 1 | $90,614 | $156,283 | $95,742 |
| 2024 | $1,583,694 | $164,226 | $109,124 | $78,743 | 1 | $89,642 | $143,757 | $89,967 |
| 2023 | $1,530,274 | $52,109 | $84,185 | $57,544 | 1 | $67,355 | $30,235 | $82,180 |
| 2022 | $1,562,912 | $-42,095 | $122,253 | $88,140 | 1 | $98,420 | $14,357 | $84,308 |
| 2021 | $1,727,059 | $368,874 | $113,121 | $77,492 | 1 | $89,056 | $347,313 | $94,162 |
| 2020 | $1,469,530 | $132,483 | $105,668 | $79,369 | 1 | — | $116,156 | $80,715 |
Under IRS private-foundation payout rules, Gertrude R Wilson Trust reported a distributable amount of $96K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gertrude R Wilson Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$28K (2021) → $28K (2025)
Former officers (1)
- Former: Bank Of America N A (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $28K, to Bank of America (Trustee).
Frequently asked questions about Gertrude R Wilson Trust
How much does Gertrude R Wilson Trust give each year?
Gertrude R Wilson Trust gave $79K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $79K across 1 grant.
How large is Gertrude R Wilson Trust?
Gertrude R Wilson Trust reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $91K in qualifying distributions that year, against a required minimum of $96K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Gertrude R Wilson Trust?
Gertrude R Wilson Trust is a private foundation focused on Education, based in Dallas, TX. It holds $1.6M in total assets as of 2025.
Where does Gertrude R Wilson Trust operate?
Gertrude R Wilson Trust has awarded grants in Florida.
What is Gertrude R Wilson Trust's EIN?
Gertrude R Wilson Trust's EIN (Employer Identification Number) is 59-6118179. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Gertrude R Wilson Trust funds
Education Open opportunities, soonest deadline first.
- Creative Impact Grants $500 - $2,500 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Gertrude R Wilson Trust's focus areas in our free grants database
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