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.
Key facts about Gertrude R Wilson Trust
In short: Gertrude R Wilson Trust gave $79K across 1 grant in 2025 (avg $79K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 59-6118179
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $79,068
- Grants made (2025)
- 1
- Average grant
- $79,068
- Median grant
- $79,068
- Total assets
- $1,646,937
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.6M
+4.0% YoY
Annual Giving
$79K
+0.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$79K
+0.4% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| JACKSONVILLE UNIVERSITY Jacksonville, FL | UNRESTRICTED GENERAL | $79,068 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,646,937 | $1,583,694 | $1,530,274 |
| Revenue | $176,342 | $164,226 | $52,109 |
| Expenses | $113,551 | $109,124 | $84,185 |
| Qualifying Distributions | $90,614 | $89,642 | $67,355 |
| Net Investment Income | $156,283 | $143,757 | $30,235 |
| Distributable Amount | $95,742 | $89,967 | $82,180 |
Data update history
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
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
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).
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.
Here's the math on researching Gertrude R Wilson Trust by hand.
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