Gertrude R Wilson Trust

DALLAS, TX EIN: 59-6118179

Gertrude R Wilson Trust is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $79K. Net investment income was $144K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

+3.5% YoY

Annual Giving

$79K

+36.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$79K

+36.8% YoY

Under IRS private-foundation payout rules, Gertrude R Wilson Trust reported a distributable amount of $90K for 2024 — the minimum it must pay out in qualifying distributions.

About Gertrude R Wilson Trust

Based on IRS filings

Gertrude R Wilson Trust is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $79K. Net investment income was $144K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Jacksonville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$101K$203K$304K$406K20202021202220232024
Metric202420232022
Total Assets$1,583,694$1,530,274$1,562,912
Revenue$164,226$52,109$-42,095
Expenses$109,124$84,185$122,253
Qualifying Distributions$89,642$67,355$98,420
Net Investment Income$143,757$30,235$14,357
Distributable Amount$89,967$82,180$84,308

Giving Over Time

Total grant dollars and number of grants per year

$0$22K$44K$66K$88K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

JACKSONVILLE UNIVERSITY$79K

Grant Size Distribution

5 grants across all recorded years

<$50K5$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 Jacksonville University ($78,743).

RecipientPurposeAmount
JACKSONVILLE UNIVERSITY JACKSONVILLE, FLUNRESTRICTED GENERAL$78,743

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$26K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$25,999

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

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 2024.

How large is Gertrude R Wilson Trust?

As of 2024, Gertrude R Wilson Trust holds $1.6M in total assets with $164K in annual revenue. It awarded 1 grants totaling $79K in 2024.

Where does Gertrude R Wilson Trust operate?

Gertrude R Wilson Trust has awarded grants in Florida.

What size grants does Gertrude R Wilson Trust award?

In 2024, Gertrude R Wilson Trust awarded 1 grants totaling $79K — an average of about $79K per grant, based on its IRS Form 990 filings.

How much is Gertrude R Wilson Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Gertrude R Wilson Trust reported a distributable amount of $90K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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